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Packages

Zoho implementation & support packages

From free discovery to full-scale rollout. Pick the level of help that matches where you are.

Free

Zoho Quickstart Sessions

Two 30-minute meetings. No cost, no obligation.

  • Session 1: Discovery call to understand your business and goals
  • Session 2: Map your current workflow and find 2–3 quick wins you can act on immediately
  • Walk away with a clear, no-pressure roadmap
Book your free sessions

Tier 1: Launch

$500

flat-fee foundation build

  • Core module setup (CRM fields, pipelines, sources)
  • Basic automation (lead assignment, follow-up reminders)
  • User setup & permissions
  • 1 team training session

Best for solo founders or small teams needing it set up right

Get started
Most popular

Tier 2: Build

$1,500 minimum

process sprint (2–3 weeks)

  • Everything in Tier 1
  • Custom workflows/blueprints for your sales or service process
  • Integrations (email, calendar, one 3rd-party app)
  • Data migration & cleanup from spreadsheets or an old CRM
  • 2–3 team training sessions

Best for teams with a defined process ready to be built out

Get started

Tier 3: Scale

Project-based

3-month minimum

  • Everything in Tier 2
  • Multi-department rollout (Sales, Service, Marketing)
  • Advanced automation (Deluge scripting, multi-step blueprints)
  • Custom dashboards & reporting
  • End-of-engagement strategy review

Best for companies scaling fast across multiple departments

Get started
Add-on

Hourly coaching & support

$250 for a 5-hour pack · $500 for a 10-hour pack. Pairs with any tier or stands alone.

  • On-call expert help for teams who want to self-build
  • Troubleshooting, ad hoc automation requests, and “how do I…” sessions
  • Great next step after your free sessions if you're not ready for a full build

Ready to get started?

Book your free Zoho Quickstart Sessions today. No cost, no commitment.

Book a consultation