How hard is Zoho to set up?

It’s actually pretty easy to get started.

Start with the free version to see what you think.

The free version allows for up to 3 users (forever). However the feature set is limited (no email integration, no custom fields, custom reports, workflows, etc). If you need more users or more capability, it is easy and quick to upgrade.

What do I get with the paid version?

With the paid version you can start to customize to your company’s needs. The customization is not hard (it’s not rocket science) and Zoho offers you lots of options on how to set it up. You can watch YouTube videos or read my book, but at some point, it is not about the technical steps, but about best business practices. And that is where we excel.

How can a consultant help?

We can help you understand the Why in choosing options in Zoho. We can take your company strategies and build workflows to automate your processes. We can help you take advantage of all of that Zoho has to offer, helping you to get the most out of your Zoho investment. Out goal is to help you define a system that supports the way that you like to do business, get setup quickly, and in a way that makes it easy for your team to use.Sign up for Zoho CRM

We’ll give you a head start with some free customizations. Click here to find out more. It’s our way of showing you ways that we might work with you to get the designs that work for you.

How do I sign up for a free trial?

Zoho is made up of over 40 apps. You can trial a single app or several or try Zoho ONE to try all of them.

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Zoho Books Logo Books

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or just click here to try them all!