Digital Transformation in 1 day

Step 1 : Invest half an hour meeting with us to discuss your basic needs. After that we will send you helpful videos and documentation of relevant products and processes that you may choose

                 Step 2: You can mix and match your priority items for the One-Day Sprint of up to 7 hours from this list.


Create and test 3 workflow automations. I.e. automatic sending of an email or creation of a task based on action (1.5-2 hrs)


Creation of a blueprint based on an outlined sales process from you (3-4 hrs) requires you to provide a flowchart of process (

Related Lists and Custom Fields

Customize module fields and connections between them. I.e. creation of 2-3 related list custom fields ( and the addition of up to 10 custom fields needed in a module (2hrs)

Mail Merge

Creation and testing of a mail merge ( i.e. creating a fillable T5 form that populates from contact data) (2.5-3 hrs) (

Data Import

Data import of Leads, Contacts and Accounts from a CSV file (3hrs)


Creation of a custom webform/survey up to 15 fields/questions that integrates with and updates your CRM directly (2-3hrs)

CRM Reports

Creation of 2-3 meaningful reports based on data in your system (2hrs)

Products/Products list

Import product list and create 2 price lists (2hr)

Integrations between any Zoho Application

Setup integrations between Zoho modules: Zoho Campaigns, Zoho Books, Gmail, Zoho Analytics, Zoho Desk, Zoho Inventory, Zoho Workdrive etc. (1hr each)

Users and User Control

Setup users and user security controls for up to 30 users, 5 Roles, 5 Profiles (3hr) 

Sales stages

Setup Sales stages and stage completion rules (3hr) 

Zoho Training

Time can also be reserved to discuss best practices and strategies for any of the Zoho applications you plan to use