Operations
- Configure Company and other General settings
- Domain authentication and Email IMAP (1 domain only)
- Webform based integration (upto 6 fields) to capture leads into Zoho CRM
- Configure Roles, Hierarchy and Profile for Users and Data sharing (Max 5 new roles, 3 profiles, 3 data sharing rules)
- Lead form set up ( upto 10 new fields, only standard layout, 3 layout rules, 3 validation rules)
- Configure WELCOME MAIL Template (HTML Template has to be shared by Client)
- Contact, Account and Opportunity Form Set up (upto 10 new fields, standard layout, 3 layout rules, 3 validation rules on each Form)
- Opportunity Stages identification and Set up
- Set up email notification workflow( upto 5)
- Set up upto 5 Email templates.
- Set up Fields automation workflows ( upto 5)
- CRM based dashboard upto 8 possible reports
- Upto 1 telephony marketplace integration ( telephony provider app has to be available on market place)
- SMS Integration ( upto 5 unique sms template) OR Whatsapp Integration ( ( upto 5 unique sms template) . The Whatsapp account has to be verified by the client.
- Price valid for customers having upto 25 zoho licenses only
- Training - 3 session each 1 hrs to explain how to use Zoho CRM
- upto 30 days support.
- Prices valid for customers having upto 10 zoho licenses only.
- Email to Ticket configuration (only 1 support email)
- Knowledge base ( only 1 article and then training how to create)
- Ticket Management training ( 1 hr training on train the trainer basis)
- Automate workflows ( max 5 without custom function)
- SLA & Escalation ( basic rules set up)
- Follow ups and reminders (max 5) – Open Tickets, Un-Answered Tickets, On HOLD etc.
- Standard Reports & Dashboards (max. 5 Components)
- Link with CRM for Service Desk Management
- No Data Migration and any Third Party Application Integrations
- Setup ZOHO Campaigns Profile - Domain Authentication, SPF/DKIM Settings
- 1 Drip Email Campaign Configuration & Setup upto 4 emails.
- 1 Blast Email Campaign Configuration & Setup
- 5 Email Template Configuration (HTML Design to be shared by Client)
- Customer List and upload upto 5000 contacts
- Training upto 4 session, 1 hrs each
- upto 30 days support.
- Company/ Organisation Profile Setup - For one branch
- Tax Setting
- Charts of Account Creation/ General Ledge with opening balance as on <Today>: Max 20
- Import Customers with Opening Balances: Max 2000
- Vendors with Opening Balances: Max 500
- Inventory item upload with open stocks and cost: Max 1000
- Invoice Template: 1 (HTML has to be provided)
- Payment Followup Reminders setup - max 3
- Training - 2 session each 1 hrs to explain how to use Zoho books
- upto 30 days support.
- Company/ Organisation Profile Setup - For one warehouse
- Import Customers upto 2000.
- Import Vendors: Max 500
- Inventory item upload with open stocks and cost: Max 1000
- Invoice Template: 1 (HTML has to be provided)
- Payment Followup Reminders setup - max 3
- Training - 2 session each 1 hrs to explain how to use Zoho books
- upto 30 days support.
£ 2,499/- (Payment Advance)
Timeline : 8 – 12 weeks
- Configure Company and other General settings
- Domain authentication and Email IMAP (1 domain only)
- Webform based integration (upto 6 fields) to capture leads into Zoho CRM
- Configure Roles, Hierarchy and Profile for Users and Data sharing (Max 5 new roles, 3 profiles, 3 data sharing rules)
- Lead form set up ( upto 10 new fields, only standard layout, 3 layout rules, 3 validation rules)
- Configure WELCOME MAIL Template (HTML Template has to be shared by Client)
- Contact, Account and Opportunity Form Set up (upto 10 new fields, standard layout, 3 layout rules, 3 validation rules on each Form)
- Opportunity Stages identification and Set up
- Set up email notification workflow( upto 5)
- Set up upto 5 Email templates.
- Set up Fields automation workflows ( upto 5)
- CRM based dashboard upto 8 possible reports
- Upto 1 telephony marketplace integration ( telephony provider app has to be available on market place)
- SMS Integration ( upto 5 unique sms template) OR Whatsapp Integration ( ( upto 5 unique sms template) . The Whatsapp account has to be verified by the client.
- Price valid for customers having upto 25 zoho licenses only
- Training - 3 session each 1 hrs to explain how to use Zoho CRM
- upto 30 days support.
- Prices valid for customers having upto 10 zoho licenses only.
- Email to Ticket configuration (only 1 support email)
- Knowledge base ( only 1 article and then training how to create)
- Ticket Management training ( 1 hr training on train the trainer basis)
- Automate workflows ( max 5 without custom function)
- SLA & Escalation ( basic rules set up)
- Follow ups and reminders (max 5) – Open Tickets, Un-Answered Tickets, On HOLD etc.
- Standard Reports & Dashboards (max. 5 Components)
- Link with CRM for Service Desk Management
- No Data Migration and any Third Party Application Integrations
- Setup ZOHO Campaigns Profile - Domain Authentication, SPF/DKIM Settings
- 1 Drip Email Campaign Configuration & Setup upto 4 emails.
- 1 Blast Email Campaign Configuration & Setup
- 5 Email Template Configuration (HTML Design to be shared by Client)
- Customer List and upload upto 5000 contacts
- Training upto 4 session, 1 hrs each
- upto 30 days support.
£ 1,599/- (Payment Advance)
Timeline : 4 – 6 weeks
- Configure Company and other General settings
- Domain authentication and Email IMAP (1 domain only)
- Webform based integration (upto 6 fields) to capture leads into Zoho CRM
- Configure Roles, Hierarchy and Profile for Users and Data sharing (Max 5 new roles, 3 profiles, 3 data sharing rules)
- Lead form set up ( upto 10 new fields, only standard layout, 3 layout rules, 3 validation rules)
- Configure WELCOME MAIL Template (HTML Template has to be shared by Client)
- Contact, Account and Opportunity Form Set up (upto 10 new fields, standard layout, 3 layout rules, 3 validation rules on each Form)
- Opportunity Stages identification and Set up
- Set up email notification workflow( upto 5)
- Set up upto 5 Email templates.
- Set up Fields automation workflows ( upto 5)
- CRM based dashboard upto 8 possible reports
- Upto 1 telephony marketplace integration ( telephony provider app has to be available on market place)
- SMS Integration ( upto 5 unique sms template) OR Whatsapp Integration ( ( upto 5 unique sms template) . The Whatsapp account has to be verified by the client.
- Price valid for customers having upto 25 zoho licenses only
- Training – 3 session each 1 hrs to explain how to use Zoho CRM
- upto 30 days support.
- Prices valid for customers having upto 10 zoho licenses only.
£ 1,199/- (Payment Advance)
Timeline : 3 – 4 weeks
- Email to Ticket configuration (only 1 support email)
- Knowledge base ( only 1 article and then training how to create)
- Ticket Management training ( 1 hr training on train the trainer basis)
- Automate workflows ( max 5 without custom function)
- SLA & Escalation ( basic rules set up)
- Follow ups and reminders (max 5) – Open Tickets, Un-Answered Tickets, On HOLD etc.
- Standard Reports & Dashboards (max. 5 Components)
- Link with CRM for Service Desk Management
- No Data Migration and any Third Party Application Integrations
£ 799/- (Payment Advance)
Timeline : 2 – 3 weeks
- Setup ZOHO Campaigns Profile – Domain Authentication, SPF/DKIM Settings
- 1 Drip Email Campaign Configuration & Setup upto 4 emails.
- 1 Blast Email Campaign Configuration & Setup
- 5 Email Template Configuration (HTML Design to be shared by Client)
- Customer List and upload upto 5000 contacts
- Training upto 4 session, 1 hrs each
- upto 30 days support.
£ 599/- (Payment Advance)
Timeline : 2 – 3 weeks
- Company/ Organisation Profile Setup – For one branch
- Tax Setting
- Charts of Account Creation/ General Ledge with opening balance as on <Today>: Max 20
- Import Customers with Opening Balances: Max 2000
- Vendors with Opening Balances: Max 500
- Inventory item upload with open stocks and cost: Max 1000
- Invoice Template: 1 (HTML has to be provided)
- Payment Followup Reminders setup – max 3
- Training – 2 session each 1 hrs to explain how to use Zoho books
- upto 30 days support.
£ 999/- (Payment Advance)
Timeline : 2 – 3 weeks
- Company/ Organisation Profile Setup – For one warehouse
- Import Customers upto 2000.
- Import Vendors: Max 500
- Inventory item upload with open stocks and cost: Max 1000
- Invoice Template: 1 (HTML has to be provided)
- Payment Followup Reminders setup – max 3
- Training – 2 session each 1 hrs to explain how to use Zoho books
- upto 30 days support.
£ 999/- (Payment Advance)
Timeline : 2 – 3 weeks
Zoho Books + Inventory
- Company/ Organisation Profile Setup – For one branch
- Tax Setting
- Charts of Account Creation/ General Ledge with opening balance as on <Today>: Max 20
- Import Customers with Opening Balances: Max 2000
- Vendors with Opening Balances: Max 500
- Inventory item upload with open stocks and cost: Max 1000
- Invoice Template: 1 (HTML has to be provided)
- Payment Followup Reminders setup – max 3
- Training – 3 session each 1 hrs to explain how to use Zoho books
- upto 30 days support.
£ 1,199/- (Payment Advance)
Timeline : 2 – 3 weeks
- Company details Setup
- Department & Designation Setup
- Master data for Employee – max 100
- Master Data for the department, linked with a designation
- Group creation – max 3
- Custom field creation – max 10
- Location (Geo Restrictions)& Shift Setup
- Roles and Permissions
- Setting present by default to CEO or Head group
- Break management & Employee shift mapping
- Grace period Setup for attendance
- Setting up rules in case of defaulters – max 3
- Absent schedules for defaulters
- Setting leave policy for different work locations / departments/ designation – max 10
- Setting Company holidays for different locations – max for 2 locations
- Configuring restrictions and schedules
- Setting up Opening leave balances of employee
- Setting up multi-level approval of leave (max 3 levels)
- Onboarding tasklist, checklist for recruiter & new joinee
- Welcome email templates (HTML Designs to be shared by Client)
- Forms and files
- Asset submission
- Master data for assets of the company – max 100
- Salary benefits configurations – max 5
- Birthday email/notification , work anniversary email / notification, New hire notification
- Announcements for team /group/employee
- Employee folder for related document
- Organization folder for HR dept
- Designation /department based folder access
- Acknowledgement on file review
- Notification to the folder admin
- Access/ restrict to download
- No any Third Party Application Integrations
£ 1,199/- (Payment Advance)
Timelines : 3 – 4 weeks
Terms & Conditions
“These packages are valid only for entities based in India.”
- If the Scope changes the prices may vary & prices can change anytime with prior notification
- This Quote is valid for only ZOHO Paid Users or New account purchased.
- ZOHO License Cost – Advance subscription cost paid directly to ZOHO by Clients or according to the plans opted, if License are already Purchased CRM MASTERS to be Tagged as Partners for the Implementation before the start of the Project.
- Clients are supposed to reply and provide the requested information within 1- 2 working days.
- Clients are required to provide the E-mail / SMS Templates within 3-4 workings days after the request is raised
- Support for API integration with any third-party Integration (where CRM Masters is not responsible for Development) will not be included in the part of Scope and will be charged on hourly basis.
- Any Change in workflow or deviation from the above workflows and processes need to be implemented only after getting approval from Change Management and will be charged on an hourly basis.
- Data Import requirements including Master data and accounts data will be not included in part of Project scope and will be calculated depending on the number of years of data provided.
- Excluded: Any Data Migration or Old Data Import and any other API Integrations not mentioned in SCOPE.
- System will run only with the new process and requirements built or as per any flow process shared
- If the Project is not completed within the stipulated time per hour charges are applicable if the delay is due to the above points
- Delays in the timeline can cause changes in the estimated timeline if dependencies are not resolved on time due to non-response of mail or changes in the scope of work.
- These packages are valid only for entities based in UK & Europe.