Get Organised & Empower Your Team
Save time and increase your bottom line with our Zoho CRM implementation services for startups and small businesses.

“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
Improve all aspects of your business
Implementing the Zoho CRM system provides an all-round solution for small businesses looking to grow with minimum fuss – a solution that not only works, but works for you.
Save time & money
Our Zoho CRM solutions are designed to help you and your business save valuable time and money.
Reduce Admin Burden
Reduce admin time, allowing you to focus on revenue generating activities.
Get More Done
Achieve more in less time through smart software automation.
Increase sales
Manage your pipeline more effectively with intelligent sales automation.
Scale your business
Break through the growth plateau by building in smart sales and marketing automation into your business.
Track Everything
Track key information about your prospects and clients to better understand their needs.
Join the dots
Integrate your existing cloud software platforms for an easy transition with no down time.
Maximise ROI
Increase return on investment with accurate analytics from all of your marketing campaigns.
Zoho CRM Packages
Tailored to meet the needs of startups & small businesses in any sector
Full-Scale
For Zoho CRM
- Accelerate Package Features +
- Database List View & Segmentation
- Sales Funnel Management
- One Automated Workflow (in app only)
- Marketing Measurement & Reporting
- Construct Advanced Custom Reports
- Individualised Web Form
- Web Form Autoresponder
- Lead Allocation Rules
- Two Custom Module Layouts
- Conditional Layout Formatting
- Territory Management
- Integrate Zoho CRM & Zoho Reports
- Custom Sales Workflow Training Video
- 90 Min Team Training Session
- Optional Access to Online Training
Accelerate
For Zoho CRM
- Account Branding Package
- Team Members User Set-Up
- Data Reformat and Import
- Implement Your Sales Process
- Home Page Customisation
- Customised Leads Module
- Customised Contacts Module
- Customised Accounts Module
- Customised Deals Module
- Customised Campaigns Module
- Deactivation of Non-Essential Modules
- Simplify & Reformat Module Layout
- Remove Unnecessary Data Fields
- Website Integration with Web Form
- Streamline Your Internal Processes
- Optional Access to Online Training
Kickstart
For Zoho CRM
- Supported Zoho CRM Set-Up
- Assisted Data Reformat & Import
- Email Integration x 1 User
- 45 Min 1-2-1 Zoho Set-Up Review
- Step-by-Step Tutorial Videos
- Optional Access to Online Training
Buy with confidence knowing that all of FWRD’s Zoho CRM Packages are backed by a 14 Day Satisfaction Guarantee, or receive 100% of your money back!
Questions? We got answers
Here’s some of our more frequently asked questions
How long will it take to complete the implementation?
For the next seven days, we will hand the system over to you for road-testing. It will be your responsibility to dedicate some time during this week to formulate your feedback and list of required changes.
The FWRD team will take the final seven days to implement these changes, integrate your other software programs where required including your email before finally adding all of your users. Please ensure that you are able to stick to this timeframe and provide us with the time and feedback required to make the project a resounding success.
How much time do I need to dedicate to the implementation?
It will take roughly 30 minutes to complete the online questionnaire to submit your specific requirements to us and then a further 90 minutes to review the software during the seven-day road-testing period.
We estimate the entire project should take no more than five hours of your time over the three-week implementation period.
Is the FWRD implementation fee a one-off cost?
Are you locked into a contract with Zoho?
Can we work with FWRD and still use the free version of Zoho CRM?
What is the training commitment required to working with FWRD?
For this reason, the terms of our Zoho CRM implementation packages includes a minimum three-month subscription of our online training platform, in addition to the upfront package fee. This a mandatory requirement to proceeding with the project for all FWRD clients.
For Perth based businesses we also offer additional in-house training for your team at a flat hourly rate. Alternatively, we can provide remote training to businesses further afield using online meeting and screen share software.
What if we need further support from FWRD?
What happens to my data if I decide to leave Zoho?
Which other software platforms does Zoho integrate with?
There is already a multitude of software programs that integrate with Zoho CRM covering a huge range of business operations. Many of these are Zoho applications e.g Zoho Campaigns, Zoho Projects & Zoho Survey, however there are many 3rd party programs that already integrate with Zoho thanks to the use of software connectors. For a current list of the most popular platforms, click HERE.
If you don’t see the program you are looking to integrate on this list, Contact Us so we can scope your requirements and give you an indication of feasibility and costings.
Is my data secure in Zoho CRM?
Is the training Vault subscription fee priced per organisation or per user?
What are the monthly costs associated with using Zoho CRM?
Can we have different users on different Zoho packages?
Which Zoho package do you recommend we need?
The Professional Edition provides FWRD with the customisation features required to complete the Zoho CRM implementation along with the ability to integrate their emails. The Enterprise Edition gives users advanced workflow and automation options including date based triggers. For more information relating to exactly what’s included in each package, click HERE.
Is my data backed up?
Not sure which package is right for your business? Book a demo call with a FWRD Consultant now!


Book Your Complimentary 1-Hour FWRD Zoho CRM Demo and Discover How Zoho CRM Can Propel Your Business FWRD.
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