CRM Setup
Modules, fields and pipelines modelled on your sales process.
- Pipeline and stage design
- Custom modules and fields
- Layouts and validation rules
Package
Zoho Configured Around How You Sell
Zoho is capable and inexpensive, and its default configuration suits nobody in particular. This package sets it up around your pipeline, then gets your team using it.
What We Deliver
What the Zoho Packages Package Includes
Most Zoho estates we inherit were self-implemented and abandoned halfway. Getting the data model right first is what makes the rest stick.
Data Migration
From spreadsheets or another CRM, with history intact.
- Deduplication and cleansing
- Full activity history import
- Test migration before cutover
Workflow Automation
Blueprints and workflows that remove manual admin.
- Blueprint process automation
- Assignment and escalation rules
- Email templates and sequences
Zoho One Integration
Connecting the suite so it stops being separate products.
- Books, Desk and Campaigns integration
- Third-party and API connections
- Single sign-on setup
Reporting
Dashboards your managers will actually open.
- Pipeline and forecast reports
- Activity and performance dashboards
- Scheduled report delivery
Training
So adoption survives the first month.
- Role-based user training
- Admin handover session
- Documentation and quick guides
How We Work
Our Zoho Packages Delivery Approach
A structured engagement model that de-risks delivery and gets working output into your team's hands early.
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Scope Call
A short call to confirm the package fits what you actually need.
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Proposal
Written scope, deliverables, timeline and price. No ranges so wide they mean nothing.
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Kick-off
Requirements, access and a named point of contact on both sides.
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Delivery
Built in agreed stages with review points you control.
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Handover
Documentation, training and an agreed support arrangement.
Not Sure Zoho Is the Right CRM?
The scope call is free. RASPSYS LLP will compare Zoho against Salesforce and HubSpot for your situation.
Why RASPSYS
Why Clients Choose RASPSYS LLP for Zoho Packages
We deliver for clients across the UK, US, UAE, Canada, and Australia - with teams that work in your time zone.
Defined Scope
Every package states what is included and what is not, before you commit.
No Surprises
Anything outside scope is quoted separately and agreed before work starts.
Global Delivery
Delivered for clients across the UK, US, UAE, Canada and Australia.
FAQs
Frequently Asked Questions
The questions we are asked most often about Zoho Packages.
Price depends on scope, and we quote per engagement rather than publishing a rate card - a figure that covers every case is either too high for simple work or too low to deliver complex work properly. The scope call takes about 30 minutes and the written proposal that follows carries a fixed price, not a range.
Zoho delivers most of the core CRM capability at a fraction of the licence cost, and suits teams up to roughly fifty users with a reasonably standard sales process. Salesforce wins on deep customisation, complex approvals and its ecosystem. We implement both and will say plainly which your requirements point to.
Yes - from Salesforce, HubSpot, Pipedrive or spreadsheets. The data work is the bulk of it: deduplication, deciding what counts as an open opportunity, and preserving activity history so your pipeline reporting stays meaningful across the cutover.
Yes. Most of the value in Zoho comes from the suite working together - CRM with Books for invoicing, Desk for support, Campaigns for marketing. Implemented separately they become silos, which defeats the point of choosing Zoho One.
Explore More
Related Services
All Services
The full range of CRM, integration and development work we deliver.
Ready to Make Zoho Fit Your Process?
Book a free 30-minute scope call.
We will look at your pipeline and what Zoho needs to support it.