— FAQ
Frequently asked questions.
Find quick answers to common questions about our services, process, and approach.
We offer fixed-price packages for common setups and custom quotes for larger or more complex projects. Every engagement starts with a free systems audit to define scope and pricing.
Absolutely. We configure pipelines, stages, fields, automations and dashboards around your specific workflow — not a generic template.
Yes. We connect Zoho with Google Workspace, payment systems, forms, email marketing tools, and more using native integrations or automation platforms.
Primarily Zoho CRM, Zoho Books, Zoho Desk, Zoho Forms, and Zoho Analytics. We can also configure other Zoho ONE apps on request.
Yes. We handle full email migration from providers like Outlook, Yahoo, or other IMAP services, ensuring no data is lost and minimal downtime.
We create KPI dashboards, sales performance reports, pipeline analytics, team activity tracking and scheduled automated reports using Zoho Analytics or Google Sheets.
Yes. We use automation platforms like Zapier, Make (Integromat), or custom API connectors to bridge tools that don't natively talk to each other.
Every project includes at least one training session. We also deliver recorded walkthroughs, quick-start guides, and documentation tailored to your setup.
Simple setups take 1-2 weeks. More complex projects involving CRM, automations and integrations typically take 3-6 weeks depending on scope.
It starts with a systems audit (free), followed by a blueprint proposal. Once approved, we build, test, train your team, and provide post-launch support.
Yes. We handle data migration from spreadsheets, legacy CRMs (HubSpot, Salesforce, Pipedrive), and other sources with full mapping and cleanup.
Yes. All packages include 30-60 days of post-launch support. We also offer retainer plans for teams that need continuous optimization.
We always assess your current setup first. If it makes sense to build on what you have, we will. If a fresh start is better, we'll explain why.
We follow best practices for access control, permission management, and data handling. All configurations respect GDPR and your internal security policies.
Yes. Our audit phase includes recommendations on tool selection, workflow design, and process improvements — not just clicking buttons in an admin panel.
Absolutely. From lead routing to invoice generation, task assignment to report scheduling — we identify and automate repetitive processes across your stack.
You get a full project handover document covering architecture, configurations, user guides, automation logic, and admin procedures — all in a shared Drive folder.
Yes. You purchase and own all licenses directly (Google Workspace, Zoho, etc.). We configure and optimize them for you but never hold your accounts.