CRM setup and migration
Your customer data is everywhere. Your CRM should fix that
Zoho CRM set up, every contact migrated from your spreadsheets, phones and email lists, and your team trained until they use it. Five weeks, fixed scope and fixed price, for one team running one sales process.
$55 CAD per user, per month
That one Zoho One licence covers CRM, email marketing, social scheduling, online bookings, forms, team chat, document storage, invoicing and analytics, plus 40+ other apps. Most organizations arrive here paying a separate subscription for each of those. Add up what you pay now for the same list before you compare.
This is costing you deals right now
If your customer info lives in spreadsheets, phones, MailChimp, and business card stacks, you already know the problem.
Scattered contact data
Customer info in MailChimp, phones, and business card stacks. No single source of truth. Every lookup wastes time you do not have.
Communication gaps
Two people contacting the same client. Text messages get lost. No shared view of who said what to whom.
Manual marketing eats your day
Posting to each social platform one at a time. No email templates. When production gets busy, marketing just stops.
Tools that failed you before
You tried HubSpot or Salesforce. Too complex, and priced against a full-time administrator you do not have. You went back to spreadsheets. We hear this constantly.
What we deliver
A CRM and marketing system, set up, loaded with your data, and running within 5 weeks.
Zoho CRM configured to match your actual sales process, not a generic template
Every contact migrated from MailChimp, spreadsheets, and phones, cleaned and deduplicated
Business card scanner on your phone. Scan at events, contacts go straight into CRM
Mobile apps deployed so your whole team has access from anywhere
Hands-on training sessions (recorded), not a video link, actual working sessions until your team is confident
Process documentation and user guides so new hires can get up to speed without you
Pick your package
All three include the full CRM foundation. Growth adds marketing tools. Complete adds advanced automation and events.
- Zoho CRM setup and configuration
- Contact data migration (MailChimp, spreadsheets, etc.)
- Pipeline and workflow configuration
- Business card scanner app setup
- Mobile app deployment for your team
- Basic email marketing setup (1 branded template)
- 2-hour hands-on training session
- 7-day post-launch support
- Everything in Essential, plus:
- Zoho Social setup (Facebook, Instagram, LinkedIn)
- Unified social inbox to manage all messages in one place
- Zoho Bookings setup (replaces Calendly)
- 3 branded email templates
- Welcome email automation sequence
- Zoho Cliq team chat setup
- Process documentation and user guides
- 4-hour training across 2 sessions
- 14-day post-launch support
- Everything in Growth, plus:
- Zoho Backstage event setup (for community workshops)
- 5 branded email templates
- Advanced automation (lead scoring, multi-step workflows)
- Event reminder automation sequence
- Content calendar setup in Zoho Social
- 6-hour training across 3 sessions
- 30-day post-launch support
Payment terms: 50% at project start secures your date. 50% upon training delivery. E-transfer, credit card, or cheque accepted.
Zoho One licensing is $55 CAD/user/month, paid directly to Zoho and separate from the implementation fee above. The consolidation maths is at the top of this page.
What decides which band you are in
The three packages above are a fixed scope. Most of the Zoho work we run is larger than that and is priced on what is in it, not on a list. Here is the line between them.
The package on this page fits when
- One team runs one sales process, and everyone already agrees what the stages are
- Your data sits in spreadsheets, phones and a mail tool, and needs cleaning rather than reconciling
- The Zoho apps in your tier are the whole system, with nothing else to connect them to
- Your reporting needs are the standard ones, on the standard definitions
- One round of training across a single team is enough to get it used
You need a scoped build when
- More than one department, division or legal entity has to work in the same system
- The process has to be mapped and redesigned before anything is configured
- It has to exchange data with what you are keeping: accounting, ERP, field or scheduling tools, your website
- You need custom modules, custom objects and reporting built to definitions that are yours, not the defaults
- Records have to be reconciled across sources, or carry history that has to survive the move
- Access, audit trail and retention are things you have to evidence to a regulator, funder or board
- Rollout runs in phases across sites or teams, with a stabilization period after go-live
A scoped build starts with discovery and process mapping, not with a package. That work sets the price, and the price is written after the mapping rather than before it.
See how a scoped build runsIs this the right fit?
This is built for you if:
- You run a service business, trades company, or creative agency
- Your customer data is scattered across spreadsheets, phones, inboxes and MailChimp
- You tried HubSpot or Salesforce and it was too complex
- You need a system your team will use daily
- One team runs one sales process, with nothing else to connect it to
- You are ready to invest $2,500 to $4,500 in getting organized
Something else fits better if:
- You are a solopreneur with no employees
- You are already deep into Salesforce or HubSpot and want to stay
- You are just exploring with no timeline to implement
- Several departments, entities or sites have to work in the same system. That is a scoped build.
- The process has to be redesigned before it is configured. That starts with discovery and mapping.
- You want somebody running it after go-live. That is managed operations.
Three phases. Five weeks. Done.
Every phase has a clear milestone so you know exactly where things stand.
CRM setup and data migration
Zoho One account creation, CRM customized for your business, data exported from MailChimp and other sources, cleaned, deduplicated, imported. Mobile apps and business card scanner deployed.
Email, social, booking and automation
Zoho Campaigns with branded templates, Zoho Social connected to your accounts, booking link live and integrated with CRM, welcome email automation running.
Your team learns the system
Hands-on training sessions (recorded for future reference), user guides with screenshots, Q&A and troubleshooting, post-launch support begins. You do not pay the final 50% until this is done.
Questions we hear often
Organizations already running on this
Both of these started where you are: separate tools, separate logins, and no single view of the people they serve.
S2SA moved campaigns, surveys and marketing automation onto one platform. Survey response more than doubled alongside it.
Read the case studyMMDA ran email, social, events, analytics and automation from separate tools. All of it now runs from one place, reported in one dashboard.
Read the case studyOur commitment
You do not pay the final 50% until training is delivered and your team can use the system independently. If something is not working during the support period, we fix it at no extra cost.
Ready to get every customer in one place?
Book a 30-minute discovery call. We will assess your current setup and tell you whether this is the right fit. No pressure, no pitch deck.
Book a discovery call