Our proprietary Blueprint process will be installed onto your Zoho CRM system, and configured for all states, transitions and automations. You and your team will be able to utilize the process as soon as it is done. 

Your users will be automatically notified whenever action is next required on their part. This ensures that everyone knows what to do next and when. You can also report on their activity to ensure the work is being completed as expected.

Once you sign up, we will send you a link to schedule an introductory call to understand your needs. Once we have completed the work, we will have you book a call to answer any final questions you might have. In between, we will have calls as necessary to review progress.

These processes are something we created out of the box because it gives us a good place to start with teams. However, it is just a starting point and everything is completely customizable to what you might need. 

Utilizing the data we generate from the Blueprint processes,  we will create reports. With this information your team can plan their next move, and management can also monitor all activity in the CRM.

When we complete each phase of our work, we will deliver it with training material. This can be used to train your team, but also will teach you how to make small changes to the CRM in the future. 

We will conduct a review of your data structure, and create a diagram together. Then we will set up or update any fields in your modules as needed for your business. In addition, we'll work together to refine each module's layout and permissions as well. 

If you are a new Zoho CRM customer and have historical data that you would like imported, we will work with you to not only add that data to the CRM, but also cleanse the data before we import. 

If your leads are coming into the Zoho CRM system through an external source, like a form on your website or a webhook, and you need this set up to automatically add to your CRM, we can help you set that up.