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.

 

For your information…

 

 

 

Calculate Your Monthly Software Fee

Use this handy tool to calculate the monthly cost of using Zoho CRM along with the monthly cost of integrating it with 3rd party software programs

GET STARTED

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Based on the information provided, your upfront set-up cost is as follows. Please use the form below to submit this information to FWRD.

Select A Zoho Package

For a full-breakdown of what's included in each Zoho package, reference the supporting documentation

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All 35+ Zoho Apps rolled into one unbelievably low monthly price. It includes the Enterprise version of Zoho CRM. Please use the + button to add the number of users from your company that will be using the software. Zoho offer a 20% saving if you pay for the year upfront reducing the monthly fee to $30.

Enterprise is the top level Zoho CRM package with full features. Please use the + button to add the number of users from your company that will be using the software. Zoho offer a 20% saving if you pay for the year upfront reducing the monthly fee to $35.

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Professional is the mid level Zoho CRM package with some restricted features. Please use the + button to add the number of users from your company that will be using the software. Zoho offer a 20% saving if you pay for the year upfront reducing the monthly fee to $20.


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You need to select an item to continue

NEXT STEP

Select Required Integrations

Select which software programs you would like to integrate with Zoho CRM. The following monthly fees cover the 3rd party connector to connect the two programs.

There is no monthy fee to integrate two Zoho software programs.

There is no monthy fee to integrate two Zoho software programs.

There is no monthy fee to integrate two Zoho software programs.


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The integration between Zoho CRM and GoogleApps is native and therefore there is no monthly fee to connect them

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The integration between Zoho CRM and Outlook is native and therefore there is no monthly fee to connect them

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The integration between Zoho CRM and Microsoft365 is native and therefore there is no monthly fee to connect them


If you subscribe to Zoho One or the Enterprise version of Zoho CRM, the integration between Zoho CRM with Mailchimp is free.

Unless you are a Zoho One or CRM Enterprise user, we must use a 3rd party connector to connect Zoho CRM with Mailchimp which incurs a monthly fee.

This fee is payable to KloudConnectors, the 3rd party developer who created the software application that connects Zoho CRM to Xero.


This fee is payable to OneSaas, the 3rd party developer who created the software application that connects Zoho CRM to MYOB.

This fee is payable to KloudConnectors, the 3rd party developer who created the software application that connects Zoho CRM to WorkflowMax.

This fee is payable to Aplynx, the 3rd party developer who created the software application that connects Zoho CRM to WooCommerce.


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Final Cost

Based on the information provided, your monthly software bill would be:

Summary

Description Information Quantity Price
Discount :
Total :

WHAT HAPPENS NEXT?

 

 

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.

COMPLETE QUESTIONNAIRE

 

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 support@fwrdcrm.com 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

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