One Zoho System. Zero Setup Headaches.
We handle the setup, integrations, and onboarding of Zoho Bigin, Books, and Campaigns
so you start with a system that actually works.
The Perfect Foundation for Your Sales & Billing
Our Package 1 is the ideal starting point for businesses that want a clean, efficient CRM connected directly to quoting and invoicing. We professionally set up Zoho Bigin and Zoho Books, fully integrate both systems, and ensure everything is ready for immediate use.
No guesswork. No technical headaches. Just a streamlined system that works from day one.
Professional Zoho Bigin Basic Setup
We configure Zoho Bigin to match your sales process and daily workflow.
This includes:
- Structured sales pipelines for leads and deals
- Custom fields and layouts aligned with your business needs
- Clear, user-friendly views and dashboards
- Initial automations to reduce manual tasks
You receive a CRM that is intuitive, organized, and built for productivity.
1 Hour of Personalized Consulting
During a one-on-one consulting session, we review your processes and tailor the setup to your goals.
We focus on:
- Optimizing pipeline stages
- Best practices for data structure and usage
- Smart automations to save time
- Aligning Bigin with your sales operations
This ensures your CRM works for you—not the other way around.
Quotes & Invoicing Made Easy
We connect Zoho Bigin with Zoho Books to create a seamless sales-to-billing workflow.
Included in the setup:
- Configuration of the Bigin–Books integration
- Creation of a professional quote and invoice template
- Product and item setup
- Synchronization of contacts, deals, items, and quotes
- Automated data flow between CRM and accounting
From closing a deal to sending an invoice, everything stays consistent and accurate—without duplicate data entry.
Seamless Synchronization Between Bigin & Books
- Your systems stay perfectly in sync:
- Real-time data updates across both platforms
- One single source of truth for customer and sales data
- Reduced errors and manual work
- Full visibility from first contact to final invoice
1 Hour of Practical Training Included
- Core Zoho Bigin functionality
- Managing deals, contacts, and activities
- Creating quotes and invoices via Zoho Books
- Best practices for efficient daily use
Why Choose This Package?
- CRM and billing professionally set up
- Clean, connected sales and finance workflows
- Time savings through automation and synchronization
- Expert consulting and training included
- Clear, fixed one-time pricing
Professional Zoho Bigin Basic Setup
We configure Zoho Bigin to reflect your real business processes, not generic defaults.
This includes:
- Clean, structured sales pipelines for leads and deals
- Custom fields and layouts tailored to your workflow
- Clear views and dashboards for daily sales operations
- Initial automations to reduce manual work
You get a CRM that is intuitive, organized, and immediately usable by your team.
1 Hour of Personalized Consulting
During a focused consulting session, we review your processes and align Bigin with your goals.
We cover:
- Best-practice pipeline structure
- Smart use of fields, stages, and activities
- Time-saving automations
- How Bigin, Books, and Campaigns work together as one system
This ensures your setup is not only functional—but optimized.
Quotes & Invoicing Connected to Your CRM
We connect Zoho Bigin with Zoho Books to streamline your sales and finance workflows.
Included:
Configuration of the Bigin–Books integration
Product and item setup
Synchronization of contacts, deals, items, and quotes
Automatic data flow between CRM and accounting
From deal to quote to invoice—everything stays accurate, consistent, and up to date, without duplicate data entry.
Get Started with E-Mail Marketing
We set up Zoho Campaigns so you can begin communicating with your leads and customers right away.
Included:
- Zoho Campaigns basic setup
- Connection between Bigin and Campaigns
- Contact synchronization for marketing use
- Initial campaign structure (no templates included)
This allows you to launch newsletters or simple automated email campaigns using real-time CRM data.
Seamless Synchronization Across All Systems
All three applications work together smoothly:
- Contacts synced between Bigin, Books, and Campaigns
- Consistent customer data across sales, finance, and marketing
- Fewer errors and no double entry
- One single source of truth for your business
Your team works faster, smarter, and with complete visibility.
1,5 Hours of Practical Training
To ensure immediate adoption, we provide a hands-on training session covering:
- Core Bigin functionality
- Using Books for quotes and invoices
- Campaigns basics and contact usage
- Best practices for clean data and efficient workflows
Your team will be confident and productive from day one.
Why Choose This Package?
- CRM, accounting, and marketing professionally set up
- Fully integrated and synchronized Zoho ecosystem
- Cleaner processes and reduced manual work
- Faster onboarding with expert guidance
- Transparent, fixed one-time pricing
Your All-in-One Growth Foundation
Our Package 2 is designed for businesses that want more than just a CRM. This setup combines Zoho Bigin, Zoho Books, and Zoho Campaigns into one fully connected system—professionally configured, synchronized, and ready to use from day one.
We take care of the technical setup so you can focus on what matters most: selling, billing, and engaging your customers efficiently.