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How Does It All Work?


Zoho CRM Whistlestop tour videos…


Watch these simple demonstration videos to discover how Zoho CRM can help you to convert more sales, manage and measure your marketing activity and streamline your working day. The videos showcase the level of organisation and reporting activity you can achieve under our guidance. We’re here to advise you on best practices and make recommendations that are specifically appropriate for your business.


Understand how the process of setting up Zoho CRM works…


Working with FWRD will ensure you hit the ground running with Zoho CRM. You’ll be up to speed faster and more confident as a user under our guidance. Watch the video below to understand how we work and what’s involved in the process of getting you set-up.



“I highly recommend FWRD Services to anyone looking at developing and growing their business.”

Emmanuel Lardis – Logicus Training Solutions


“Frances is very articulate, personable and skilled in her training delivery. So if you’re looking to systemise, talk to Frances, you will be delighted with the outcome.”

Chris Peacock – Improvement Specialist at CBH Group


“Frances was professional, organised and very helpful. Her knowledge of Zoho made it simple for us to understand the system and transition with ease.”

Marnie LeFevre – International Entrepreneur


“Frances was patient with me in explaining how it all worked – especially for someone who is not technical-minded.”

Michele Alexander – Business Energiser


“Frances really went out of her way to make custom changes particular to my business and to make sure I understood the importance of the various features.”

Dominka Debska – Photographer at Dental Health Services


“I can’t recommend Frances highly enough. She is a fabulous lady who knows all the right information for a modern, successful business.”

Kate Trevillian – Professional Development Training


For your information…




[estimation_form form_id=”4″]



Let’s get started…


Once you are clear on the process, happy with the pricing and in agreement with the Terms & Conditions, we are ready to get started. The next step is for us to extract more detailed information about your business operations, sales, marketing and daily administration activities in order to start customising Zoho CRM to meet your specific requirements.

We do this via our CRM set-up Questionnaire. Please set aside 15-30 minutes to complete the questionnaire. The more comprehensive the information you are able to provide to us at this stage, the quicker your system will be up and running. When you are ready to start, click the button below.



Let’s get organised…


The questionnaire will be asking you for a copy of your database. You can download a template spreadsheet HERE that will help you to properly organise your contacts. Cick HERE for some advice on how to reformat your database.

We have included some sample data for your reference . There is no need to complete every column, just the details you have access to. If there is any additional information you would like us to include, simply create another column. For training on how to remove duplicates from your database click HERE.

Please note we will only accept your database in this format.


If organising your database will take some time, rather than waiting to submit the questionnaire so you can upload your database, please forward on your spreadsheet separately via email to once it’s ready so as not to delay the CRM set-up. If you need some assistance with this process, we can refer you to an excellent Virtual Assistant.


In case you missed it…




It’s time to get excited, we’re just weeks away from launching your new CRM system, enabling you to start profiting from your database and building a streamlined, scaleable and saleable business. Soon you’ll have more money and more time to do what you want, when you want with whomever you want. Isn’t that worth a tiny bit of short-term pain for all that long term gain!
– FWRD Team