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Talk to us| Theme | Activities | 20 Hrs₹40,00010 Business Days |
|---|---|---|
| Build Your Sales Foundation | User Setup, Roles, & Profiles | Up to 5 |
| Creating & Configuring Modules | 2 New Modules/ 30 Custom Fields Each | |
| Configuring Layouts | 2 New Layouts for 1 Module | |
| Validating Rules | Up to 5 | |
| Workflow Rules & Email Templates | Up to 10 Workflows & 5 Email Templates | |
| Canvas View (Role-based Screens) - UI Builder | 1 Module | |
| Process & Discipline | Blueprint - Sales Process Compliance | 2 Blueprints |
| Approval Process | 1 Module | |
| Sales Cadences Ad Follow-Up | 1 | |
| Deal Stages & Pipeline Creation | Up to 2 | |
| Forecasting | 1 | |
| Capture, Engage & Convert | Lead Capture, Segregation, Filtering & Custom Views | 1 Form, 5 Custom Views |
| Data Import | Sample Data Import | |
| IMAP Integration | Maximum of 3 Users | |
| Assignment Rules | 1 | |
| Insights | Custom Reports | Up to 2 |
| Custom Dashboards | Up to 2 | |
| Homepage Dashboards | Up to 2 | |
| Command Center | 1 | |
| Additional Services At An Extra Cost | Communication Channel Integration (SMS, WhatsApp, Telephony) | Add on |
| Third-Party or Other Zoho App Integration | ||
| Configuring Additional Modules & Automations (Workflows, Blueprints, Dashboards, etc.) |
| Theme | Module | Activities | Sales & Operations20 Hrs₹40,00020 Business Days | Marketing & Lead Gen20 Hrs₹40,00020 Business Days | Customer Engagement20 Hrs₹40,00020 Business Days |
|---|---|---|---|---|---|
| Build Your Sales Foundation | Zoho CRM | Event Custom Module (Events + Participants) | Up to 2 | ||
| Event Lead/Attendee Mapping | |||||
| Workflow Automation (Basic: Task, Email Alerts) | Up to 3 | Up to 3 | Up to 3 | ||
| Leads, Contacts, Accounts & Deals | |||||
| Email Integration & Templates | Up to 5 Templates | Up to 5 Templates | |||
| Lead Capture via Webform | Up to 2 | Up to 2 | |||
| Insights | Zoho Analytics | CRM Reports | Up to 4 | ||
| Dashboard | 1 | ||||
| Event Dashboard | 1 | ||||
| Event Engagement | Zoho Backstage | Initial Event Configurations (Event Overview, Agenda) | 1 | ||
| Microsite Development | 1 | ||||
| Registration & Ticketing | Up to 7 | ||||
| Marketing Engagement | Zoho Campaigns (or) Zoho Marketing Automation | Basic Email Campaign Setup | |||
| CRM Sync & List Segmentation | Up to 3 Segmentations | ||||
| Email Template Setup | Up to 3 | ||||
| One-Time Campaign + A/B Testing | 1 | ||||
| Event Invitation Campaign | 1 | ||||
| Zoho Social | Social Calendar + Posts | Up to 2 Posts | |||
| Social Account Integration | |||||
| Scheduled Posts for Event Campaign | Up to 3 | ||||
| Process & Discipline | Zoho Desk | Ticketing Channel Setup (Email & Webform) | |||
| Custom Views & Automation | Up to 3 | ||||
| Knowledge Base | Up to 2 | ||||
| SLA Configuration | Up to 2 | ||||
| Zoho SalesIQ | Live Chat Setup (With tracking) | 1 | 1 | ||
| Chat on Event Page | 1 | ||||
| Visitor Routing + Lead Capture | 1 | ||||
| Zoho Projects | Project Template + Live Project | Up to 2 | |||
| Zoho Survey | Feedback Survey + CRM Integration | Up to 2 | |||
| Additional Services Available At An Extra Cost | Communication Channels Integration (SMS, Whatsapp, Telephony) | Add on | |||
| Third-party or other Zoho App Integration | |||||
| Configuring More Modules, Automations (Workflows, Blueprints, Dashboards etc.) | |||||
| Additional Attendee/Space/ Exhibitor Pro in Backstage | |||||
| Customer Portal, Help Centre, ASAP etc. | |||||
Note: Our CRM Plus packages are designed to cover essential business needs to help you get started quickly.
If you're looking for a different combination of products, please reach out to us. We'd be happy to help.
| Theme | Activities | 20 Hrs₹40,00010 Business Days |
|---|---|---|
| Build Your Service Foundation | Organizing Settings & Business Hours Setup | |
| Addition of Departments (e.g., Customer Support, Billing, Technical Support, Sales Inquiries) | Up to 5 | |
| Organizing Departments into Teams | ||
| Department-specific SLAs | ||
| Process & Service Governance | Adding Agents | |
| Defining Roles & Permissions | ||
| Creating Profiles to Control Module Access | ||
| Capture, Support & Resolve | Creating Email Alias for Each Department | |
| Configuring Email Forwarding Rules | ||
| Creating & Customizing Email Notification Templates Based on Business Need | ||
| Ticket Templates | ||
| Portal Name Setup | ||
| Creating FAQ Articles for Common Queries | Up to 12 | |
| Organizing Articles into Categories | Up to 4 | |
| Customizing the Help Center’s Appearance | ||
| Intelligent Automation | Setting Up Automatic Ticket Assignment Rules | |
| Creating Workflow Rules | Up to 5 | |
| Creating Time-Based Automation (Supervise rules) | ||
| Adding notification automations | ||
| Intelligence & Insights | Custom Reports | Up to 5 |
| Custom Dashboards | Up to 2 | |
| Additional Services At An Extra Cost | Custom Solutions | Add on |
| Third Party or Zoho App Integration Setup | ||
| Custom Configurations |
| Theme | Activities | 15 Hrs₹30,00010 Business Days iApplicable for organizations with up to 5 users. |
|---|---|---|
| Build Your Recruitment Cycle | User Profiles & Roles | 1 Custom Profile/Role |
| Module Configuration | Default Modules/ Up to 20 Custom Fields Per Module | |
| Layout Configuration | 2 New Layouts Per Module | |
| Assessments - Pre Screening, Recruiter, Interviewer | Up to 1 Assessment in Each Category | |
| Email Templates | Up to 5 Email Templates Per Module | |
| Job Templates | Up to 3 Job Templates | |
| Offer Templates | Up to 2 Offer Templates | |
| Workflow Rules | Up to 5 Workflow Rules Per Module | |
| Process & Discipline | Approval Process | 1 for One Module (if applicable for the edition) |
| Hiring Pipeline Statuses | Up to 5 Custom Statuses | |
| Candidate Application Form | 1 | |
| Webforms | 1 | |
| Assignment Rules | 1 | |
| Sourcing Methods & Engagement | Enabling Job Boards | Free Job Boards |
| Career Site Customization | 1 | |
| Resume Parser Mapping | 1 Admin | |
| Resume Inbox Setup & Authentication | 1 Admin | |
| Email Authentication | 1 Admin | |
| Email POP/IMAP Integration | Up to 2 users | |
| Filters & Custom View | Up to 3 custom views | |
| Insights | Custom Reports | Up to 2 (if applicable for the edition) |
| Custom Dashboards | Up to 2 (if applicable for the edition) | |
| Home Page Widgets | Up to 2 | |
| Additional Services At An Extra Cost | Communication Channels Integration(SMS, WhatsApp, Telephony) | Add on |
| Native Zoho App Integrations | ||
| Additional Modules & Automations (Workflows, Blueprints, Custom Functions, & Dashboards, etc.) |
| Theme | Module | Activities | 25 Hrs₹50,00010 Business Days |
|---|---|---|---|
| Build Your Organisation Foundation | Organization Structure | General Setup | |
| Department Diversification | Up to 10 | ||
| Designation Diversification | Up to 20 | ||
| Domain & DKIM Authentication | |||
| Employee Database Setup | User Addition | Up to 75 | |
| Non-user Addition | Up to 25 | ||
| User Access Controls Setup | |||
| Process & Discipline | Attendance | Shift Creation | Upto 3 |
| Attendance Policy Setup | Upto 2 | ||
| Onduty, Permission & Regularization | |||
| Approvals | Up to 3 | ||
| Leave | Leave Policy Setup | Up to 3 | |
| Approvals | Up to 3 | ||
| Pay-period | |||
| Leave Balance Update As On Go-live | |||
| Capture, Engage & Convert | Candidate Onboarding | Candidate Portal Setup | |
| Onboarding Flow | 1 | ||
| Document & Policy | Up to 3 | ||
| Onboarding Checklist | Upto 5 | ||
| Off-boarding | Exit Request | ||
| No Due Clearance | |||
| Exit Interview | |||
| Resignation & Experience Letters | Up to 2 | ||
| Insights | Training & UAT | Training By Implementation Expert & UAT By Client | |
| Custom Reports | Custom Reports on the Above Modules | Up to 3 | |
| Additional Services At An Extra Cost | Integration | Biometric Integration via Zoho Plugin | Add on |
| Zoho Apps Integration - Default Data Sync | |||
| Third-party Integration via API Model | |||
| Custom Service & Additional Efforts | Custom Solutions | ||
| Custom Functions & Validation | |||
| Configure Additional Policies, Workflow, Automation, etc. | |||
| Configure Out-of-Scope Default System Modules |
Jumpstart services offered under one or more packages are subject to the Jumpstart Terms.
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