Chatbots & automation
Get Zoho CRM Actually Set Up, Not Just Signed Up For
Modules configured for how your sales team actually works, your existing leads imported, and a handful of automations doing the follow-up nobody remembers to do.
Delivered in 5-7 working days
Fixed price · one-time · no hidden charges
or
Ask on WhatsApp before you buyA real person replies — usually within minutes during the day (IST).
How it works
- Pay ₹6,999Secure Razorpay checkout. Share your sales process and CSV export.
- CRM configuredPipeline, fields, users and automation rules built to match how your team actually sells.
- Data imported and handed overYour leads/contacts imported, email connected, and a short walkthrough call — live in 5-7 working days.
The short answer
ZoopCoder sets up Zoho CRM for up to 3 users for a fixed ₹6,999, including importing up to 2,000 existing leads or contacts and building 5 automation rules, delivered in 5-7 working days. Zoho CRM ships with generic default modules and stages that rarely match how an Indian small business actually sells, so most accounts sit half-configured for months after signup — this service configures the pipeline stages, lead fields and assignment rules around your real sales process before your team starts using it, rather than leaving that to trial and error.
What you get
- Up to 3 user accounts set up with roles and permissions
- Sales pipeline stages configured to match your actual sales process
- Lead and contact fields customised to what you actually track
- Up to 2,000 existing leads/contacts imported from a CSV export
- Up to 5 automation rules — for example lead assignment, follow-up reminders or a welcome email on new lead
- Email integration connected (Gmail or your business email) so replies log against the right contact
| Price | ₹6,999 (fixed) |
|---|---|
| Scope | Up to 3 users |
| Records imported | Up to 2,000 leads/contacts, one CSV import |
| Automation rules | Up to 5 (assignment, reminders, welcome emails, etc.) |
| Email integration | Gmail or business email, two-way logging |
| Custom scripting (Deluge) | Not included — quoted separately |
| Support | 14 days of configuration fixes after go-live |
What we need from you
- A Zoho CRM account (free or paid plan) — we can guide you through signup if you do not have one yet
- Your existing leads/contacts as a CSV export
- A description of your current sales process and stages
Not included
- Zoho's subscription fee — billed by Zoho directly based on the plan and user count you choose
- Custom modules, custom functions (Deluge scripting) or third-party marketplace app integrations beyond email — quoted separately
- More than 3 users or 2,000 records — quoted per additional 5 users or 2,000 records
- Ongoing CRM administration after go-live — available separately as a support retainer if you need it
About this service
Zoho CRM is genuinely capable software, but a fresh account arrives with generic pipeline stages, default fields and no automations — which is why so many small teams sign up, poke around for an afternoon, and then keep running sales out of WhatsApp and spreadsheets anyway. The gap is not the software, it is the setup: getting the pipeline to actually match how your team qualifies and closes deals, getting old leads into the system instead of stuck in a spreadsheet nobody opens, and building the two or three automations — like auto-assigning a new lead or reminding a rep to follow up after three days of silence — that make the CRM save time instead of costing it. This service does that setup work once, properly, so the account your team logs into on day one already fits how you sell.
Questions before you buy
Do I need to already have a Zoho CRM account?
No — if you do not have one yet we walk you through signup and plan selection (Zoho's free plan supports up to 3 users) before configuring it.
Can you migrate leads from another CRM instead of a CSV?
If your current CRM can export to CSV, yes — that covers most tools including spreadsheets, HubSpot free tier and Pipedrive exports. Direct API-to-API migration is quoted separately.
What counts as an automation rule?
A trigger-and-action pair inside Zoho's built-in Workflow Rules — for example "new lead from website form → auto-assign to a rep and send a welcome email." Custom Deluge scripting for more complex logic is quoted separately.
Will this integrate with our WhatsApp or website forms?
Website form-to-lead capture is included as one of your 5 automations if your form supports a standard integration (webhook or Zapier/n8n). WhatsApp Business API integration into Zoho is quoted separately given the extra API access involved.
What if we outgrow 3 users or 2,000 records later?
You can add more any time — quoted per additional 5 users or 2,000 records at the same fixed-scope pricing.
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