Our Zoho CRM implementation process
How a rollout runs: fixed implementation steps, so you always know what happens next and what it costs.
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Stage 1
Discovery
Two or three sessions mapping how work moves through your business today, and where it stalls.
You get: A map of where work stalls -
Stage 2
Blueprint
A written build plan: apps, modules, automations, integrations, timeline and a fixed quote. You approve it before we build.
You get: Written plan & fixed quote -
Stage 3
Build
Configuration and development in a sandbox, with a demo at the end of every week so nothing is a surprise.
You get: A demo every week -
Stage 4
Migrate and launch
Data cleaned, mapped and loaded. A parallel run, then go-live on a date you pick.
You get: Go-live on a date you pick -
Stage 5
Train and hand over
Role-based training, documentation, and thirty days of included post-launch support.
You get: 30 days of included support
