Products and Services

All things Zoho CRM

Zoho CRM implementation projects.

Implementation for Zoho CRM. On Time, On Budget, Done right-

We work remotely with English speaking people around the globe. Mostly in the US, but many in Europe and Australia.

From initial assessments to training at the rollout, we can do small or large implementations. We have developers available to customize Zoho as needed.

A Quick Start Service Package will typically include an online meeting for up to 2 hours for  needs analysis and planning, documentation of the findings and the plan, followed by customizing Zoho, importing the data (Accounts. Contacts and notes), develop up to 5 email templates or reports, setup Outlook or Gmail to interface with Zoho, and initial user training for up to 2 hrs.

Complete Data Conversion Support at a FIXED PRICE

Our Motto: “From anything to anything…”

Our consultants have years of experience in over 1000 CRM data migration projects. We have tackled and now automated many conversion tasks. Many conversions have unique requirements, so we stand ready with tools to get at the data and reformat it as needed.

Cost-effective excellent work at a fixed price is our standard!

Formats and Projects
  • Import ANY data into Zoho (yes we can do NOTES, ACTIVITIES, ATTACHMENTS, etc.)
  • Export ANY data from  ACT!, SalesForce,  GoldMine, Maximizer, SalesLogix, even using a FORENSIC TOOLKIT (FTK) if needed.

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