Zoho CRM Implementation Package
For Every Sales Manager Marketing Manager Business Owner Entrepreneur Startup Founder
Empower your sales team with automated workflows, smarter lead management, and real-time insights.
Empower your sales team with automated workflows, smarter lead management, and real-time insights.
Choose the Zoho CRM Implementation Package That Fits Your Growth Goals
Fixed-Fee. Transparent Scope. Faster Go-Live.
At Iqra Technology, we offer customised Zoho CRM implementation packages designed to help businesses set up, automate, and manage their customer lifecycle with accuracy and efficiency. Whether you are a small team implementing CRM for the first time or a growing enterprise managing multiple sales pipelines, we configure Zoho CRM to match your workflows, automation needs, and industry-specific sales processes. Our Zoho CRM configuration services ensure that every module, field, and workflow aligns with your operational goals. We also support extended requirements such as Zoho CRM Integration, Zoho CRM Customisation, and Zoho Books Integration when your business needs a connected ecosystem.
Choose from our Standard, Medium, or Advanced Zoho CRM Implementation Plans — each structured to support different team sizes, automation complexity, and operational needs.
Standard Plan — $2,000 (2–3 Weeks)
Best Suited For: Startups and small businesses (up to 5 users) implementing Zoho CRM for the first time.
Scope of Work:
- Kickoff & Setup: Requirement analysis, CRM setup, and core module configuration.
- User & Role Management: User permissions, profiles, and role hierarchy setup.
- Module Configuration: Leads, Contacts, Accounts, Deals, Activities.
- Reports & Dashboards: Set up essential sales reports and pipeline dashboards to track key metrics.
- Data Migration: Import master data (up to 2,000 CRM records).
- Testing & Go-Live: UAT, deployment, and 1-week post-launch support.
- Training & Documentation: One user training session + admin guidance for CRM operations.
Medium Plan — $4,000 (4–6 Weeks)
Perfect For: Mid-sized companies (up to 10 users) scaling automation and reporting.
Scope of Work:
- Advanced CRM Setup: Multiple pipelines, scoring rules, and assignment rules.
- Multi-Currency & Region Setup: Support for up to 2 currencies and regional configurations.
- Lead & Deal Management Enhancementsp: Advanced qualification stages, forecasting, and task automation.
- Automation & Workflows: Sales automation, follow-up workflows, reminders, and lead routing.
- Reports & Dashboards: 10+ custom reports and sales analytics dashboards.
- Data Migration: Import up to 10,000 CRM records.
- Testing & Go-Live: Quality checks, UAT, and 2-week stabilization.
- Training & Two training sessions + complete setup documentation.
Advance Plan — $8,000+ (6–8 Weeks)
Enterprise Ready: Large teams (up to 25 users) managing complex CRM operations and multi-branch sales environments.
Scope of Work:
- Enterprise CRM Configuration: Multi-team setup, multi-pipeline, advanced permissions, territories.
- Sales & Marketing Automation: Blueprints, lead scoring, workflows, and approval rules.
- Multi-Currency & Global Sales Setup: For businesses operating in global markets.
- Integrations & APIs: CRM with multiple systems (Desk, Books, Inventory, third-party tools).
- Advanced Reports & Analytics: Consolidated dashboards, revenue reports, and KPIs.
- Data Migration: Up to 50,000 records from multiple sources.
- Testing & Go-Live: Full QA, deployment, and 1-month hypercare support.
- Training & Documentation: Three detailed training sessions + technical handover.
Add-Ons (Available Separately)
- Advanced automation rules, scoring, and Blueprints
- Additional data migration
- Custom API integrations
- Territory management setup
- Custom module creation
Zoho CRM Implementation Package
We offer remote Zoho CRM implementation packages designed for businesses of all sizes.
Starting at $2,000 for a 3-week rollout, with advanced multi-team, multi-pipeline, and global CRM setups available for $8,000+.
Each package includes CRM configuration, automation setup, reporting, migration, and post-go-live support.
Features
Standard
Medium
Advanced
Price
$2000
$4000
$8000+
Implementation Timeline
2–3 Weeks
4–6 Weeks
6–8 Weeks
No. of Users
Up to 5 Users
Up to 10 Users
20+ Users
Company/CRM Setup
Single CRM Setup
Multi-Team Setup
Multi-Team / Multi-Country Setup
Modules Configuration
Basic Modules
Extended CRM Modules
Custom Modules
Sales Pipeline Setup
Single Pipeline
Multiple Pipelines
Multi-Pipeline + Territory Management
Leads & Deals Setup
Standard Stages
Custom Stages
Complex Sales Processes
Automation Workflows
2 Rules
5 Rules
10+ Rules + Approvals
Blueprint Automation
Not Included
Basic
Advanced Blueprints
Reports & Dashboards
5 Reports
10 Custom Reports
25+ Dashboards & KPIs
Data Migration
Up to 2,000 Records
Up to 10,000 Records
Up to 50,000 Records
User Training
1 Session
2 Sessions
3 Sessions
Testing & QA
Basic UAT
QA + Go-Live Review
Full QA with Validation Report
Post-Implementation Support
1 Week
2 Weeks
1 Month
Documentation
Setup Checklist
Workflow Documentation
Full Technical Documentation
Support Channel
Email + Chat
Priority Email, Chat & Call
Zoho CRM Post Go-Live Support
Scope of CRM Support
Support Coverage
Advanced Automation
Bug Fixes
Support Channels
Flows, Workflows & Validation Rules
Reports & Dashboards
User Support & Training
Availability
Add-On Support
Our Proven 4-Step Zoho CRM Implementation Process
Discovery & Planning
Understand sales workflows and objectives, and build a CRM roadmap.
Step 1
Lays the foundation for a successful CRM implementation.
Configuration & Customization
Set up modules, pipelines, workflows, and layouts tailored to your processes.
Step 2
Transforms your sales operations into an efficient CRM system.
Data Migration & Deployment
Migrate CRM data, test, and ensure accuracy before go-live.
Step 3
Enables a smooth and reliable onboarding experience.
Training & Ongoing Support
Train users, provide ongoing assistance, and continually optimize the CRM.
Step 4
Empowers your team to maximise CRM adoption and results.
Why Choose us?
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Experienced Zoho CRM Experts 8+ years implementing and optimizing CRM for global clients.
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Project Kickoff in 48 Hours Fast onboarding and accelerated delivery
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Cost-Effective Packages Transparent and flexible pricing starting from $2,000 — no hidden fees or change orders.
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Full Lifecycle Delivery Discovery → Setup → Migration → Testing → Training → Support
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Global Delivery Model Offshore consultants across multiple time zones.
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Proven Results Trusted by businesses worldwide for CRM transformation and sales optimisation.
CLIENTS WHO TRUST US
Ready to Start Your Zoho CRM Implementation Journey?
Kickstart Your Zoho CRM Project Within 48 Hours.
Each package is designed to help you launch Zoho CRM with complete confidence. We provide a cost-effective setup that includes module configuration, user roles, permission settings, lead and deal pipelines, workflow automation, email templates, dashboards, reports, data migration, integrations, and user training. You receive a fully configured CRM aligned with your sales process without overspending.
We offer affordable pricing tiers:
● Standard – $2,000
● Medium – $4,000
● Advanced – $8,000+
Custom pricing is available for businesses with unique automation or integration needs. Every plan is structured to remain budget-friendly and value-driven.
Yes. Our cost-effective data migration service securely transfers information from Excel, HubSpot, Salesforce, Pipedrive, legacy CRMs, or custom systems. We ensure accurate mapping with minimal downtime.
● Standard: Budget-friendly option for startups and small teams (up to 5 users)
● Medium: Ideal for SMEs needing scalable automation at an affordable cost (up to 10 users)
● Advanced: Best for enterprises requiring complex workflows and integrations while keeping costs controlled (up to 25 users)
Timelines are fast and designed to remain efficient and cost-effective:
● Standard – 2 to 3 weeks
● Medium – 4 to 6 weeks
● Advanced – 6 to 8 weeks
Yes. Each package includes affordable hands-on training for sales teams, CRM admins, and managers, covering pipelines, automation, reports, dashboards, and daily CRM usage.
Yes. Zoho CRM supports GST, VAT, sales tax, and regional compliance through budget-friendly configurations and integration with Zoho Books.
Yes. We offer cost-effective integration services for Zoho Books, Inventory, Campaigns, Desk, WhatsApp, website forms, email, Shopify, or custom APIs.
Yes. We work globally and provide affordable region-specific implementations for the USA, UK, UAE, Australia, Canada, and more.
We offer 10+ years of CRM expertise and a budget-friendly, results-focused approach, ensuring you get maximum value without unnecessary costs.
Book a consultation or send us your requirements. We recommend the most cost-effective package based on your workflows and automation needs.
Yes. We offer affordable post-implementation support, including troubleshooting, additional automation setup, customisation updates, and performance optimisation.
Yes. Zoho CRM supports multi-currency, global sales teams, territory management, and international tax formats. We configure these elements as part of the implementation.
Absolutely. Zoho CRM includes workflow automation, email sequences, reminders, scoring rules, and follow-up tasks. We configure these based on your sales process.
Yes. We design pipelines that align with your business model—B2B, B2C, multiple products, or distinct sales teams. Each stage is customized for clarity and efficiency.customised
Yes. We deliver industry-ready customisations at budget-friendly rates for retail, IT services, real estate, consulting, healthcare, and more.
Yes. We provide affordable integration for WhatsApp, telephony, SMS gateways, and email systems.
Yes. Zoho CRM supports service-based workflows, and our implementation remains cost-efficient for SMEs and growing service teams.
We configure roles, profiles, permission sets, and approval rules in a budget-friendly setup that provides strong security without extra costs.
Yes. We set up powerful dashboards and reporting systems in a cost-effective way to support data-driven decisions.
Yes. Our affordable multi-pipeline setup helps you manage separate departments, workflows, and product lines easily.
Yes. We configure lead assignment rules and scoring models using budget-friendly automation tools.
Yes. We design custom templates at affordable rates, aligned with your brand identity.
Yes. We set up cost-effective website-to-CRM integrations using forms, APIs, and automation workflows.
Yes. Zoho CRM is highly scalable, and our implementation approach ensures affordable expansion with new modules, automation, and integrations as your needs grow.
