We set it up for you, and make it fit how you work
Send us the template you like, or describe what you need. We set it up in your account, change it to match your process and connect it to the tools you already use. You get one fixed price in writing before we start.
- A written scope and one fixed price
- Work done in your own account
- Testing with your real cases
- Training for your team
Zoho CRM templates are up now. These are the platforms we build for.
What we do
What we can do
Most jobs are a mix of these. Tell us where you’re stuck and we’ll tell you what it would take.
Template setup
Any template from the library, set up in your account and tested with your own records.
Changes to fit your process
New fields, stages, layouts and rules where your process differs from the template.
Integrations
Website forms, WhatsApp, property portals, payment and accounting tools.
Automation and scripts
Workflow rules, Deluge functions and n8n flows for the jobs someone does by hand every day.
Data migration
Contacts, deals and history moved over from spreadsheets or your old system. We import a test batch first so you can check it.
Reports and training
Reports and dashboards for the numbers you check each week, and a session with your team.
Packages
Pick how much help you want
Setup
You like the template as it is and want it running in your account without doing the clicks yourself.
Fixed price, quoted after a short call
- We set the template up in your account
- Your own records imported, or the sample data if you just want to try it
- Every workflow tested with your records before we hand over
- A call to walk your team through it
Customize
Your process is close to the template but not quite: other stages, extra fields, a different approval.
Fixed price, quoted after a short call
- Everything in Setup
- Fields, stages and layouts changed to match how you work
- More workflow rules and email templates
- Reports and dashboards for whoever runs the team
Build and integrate
You need it talking to your other tools, or moved over from an old system.
Fixed price, quoted after a short call
- Everything in Customize
- Connections to your website forms, WhatsApp, portals or accounting
- Custom scripts, and your data moved over from the old system
- Training, and notes on what we set up
How we work
Four steps, and you always know the price
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A short call
You show us how you work now and what's not working.
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A written quote
The scope, the timeline and one fixed price in writing. Nothing starts until you say yes.
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We build and test
We do the work in your account and test it with your real cases, not only the sample data.
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Handover
We train your team and leave written notes on what we changed. Support after that is for the period set in the quote.
Get a quote
Tell us what you need
A few lines is enough: the platform, roughly how many people will use it, and what isn’t working today.
What happens next
- We read it and reply by email.
- A short call if we need to understand more.
- A written quote with the scope and one fixed price.
Prefer email? Write to us from the contact page.
Questions
Before you ask for a quote
Do I have to use one of your templates?
No. A template keeps the price down because most of the work is done, but we can also build from scratch on any platform we support.
How do you work out the price?
From the scope we agree on the call. You get one fixed price in writing, and if you later want something that isn’t in the scope, we quote it separately before doing it.
Which editions and plans do you work with?
Each template says which edition it needs. On the call we check what you have, and if something needs an upgrade we’ll say so before you spend money on it.
Do you need access to our account?
Yes, a user with admin rights for the length of the project. Your data stays in your account, and you can remove our access as soon as we hand over.
Can you move our data from spreadsheets or another system?
Yes. We map your old fields to the new ones, clean up duplicates, and import a test batch first so you can check it before we move the rest.
What happens after handover?
We stay available for questions and fixes for a period agreed in the quote. After that you can come back for changes whenever you need them.