From the front desk to the back office

— we know business systems

Zoho Starter Bundles

Basic

US $

1500

Key Features

  • Zoho CRM Overview 

  • Training 

  • Importing Records* 

  • Custom Fields 

  • Home Page - Basic 

  • Leads 

  • Views & Search 

  • Sales IQ 

  • Webforms Set Up 

Standard

US $

2495

Everything in Basic +

  • Home Page - Custom 

  • Sales IQ Reporting 

  • Webforms Auto Response 

  • Mobile Application 

  • Inbound Lead Workflow 

  • Email Templates 

Premium

US $

4500

Everything in Standard +

  • Webforms Workflow 
  • Mobile Views 
  • Sales IQ Auto Response 
  • Campaigns 
  • Social 
  • Lead automation 
  • Auto deduplication 
  • Anti Spam 

ZOHO STARTER BUNDLES

    
Basic

$2000

USD

Standard

$4000

USD

Premium

$5000

USD

Zoho CRM Overview 

Y

Y

Y

Training

2 hours

4 hours

6 hours

Importing Records

5,000

10,000

20,000

Custom Fields

10 per module

  

Homepage - Basic

Y

  

Leads

Y

  

Views & Search

Y

  

Sales IQ

Y

  

Webforms Setup

Y

  

Homepage - Custom

   

Sales IQ Reporting

   

Webforms Auto Response

   

Mobile Application

   

Inbound Lead Workflow

   

Email Template

   

Webforms Workflow

   

Mobile Views

   

Sales IQ Auto Response

   

Campaigns

   

Social

   

Lead Automation

   

Auto De-duplication

   

Anti-spam

   

OUR PROCESS

We help businesses achieve productivity, deliver better customer experiences and so much more.

Evaluate

Map

Deliver

Integrate

Support

Evaluate

Get a clear, structured look at where your business runs effectively—and where inefficiencies, misalignments, or overload are quietly draining time, money, or team energy. 

Virtual Consulting Sessions

A flexible, focused space to talk through what’s on your mind. No pitch, no pressure - just practical input and guidance to help you move forward.

What You Get

  • Focused Planning Sessions

  • Process and Tech Strategy Q&A

  • Workflow Sounding Board

  • Executive De-briefs

 

Space to Think:

Sometimes, you just need a sharp outside mind to help you untangle decisions.


These sessions give you space to zoom out, reframe, and make progress without pressure.


When you’re stuck, overwhelmed, or need fast clarity, this is your go-to tool for a second brain and a sounding board.

 

Feel stuck or uncertain? Let’s talk it through

Let's eliminate what's holding you back

Frustrated by cludgy systems and lost opportunities? We’ll help you simplify, scale, and close smarter.

No pressure — we’re here to help