ProjectCRM Implementation & Sales Automation

Zoho CRM implementation to organize and automate your sales

Zoho CRM set up around your sales process, not the other way around. Your contacts in one place, automated follow-up and after-sales connected.

Right for you if your contacts live in Excel, in WhatsApp or in each salesperson's head.

US$1,500/project

Zoho CRM for up to 5 users

When sales live in Excel, they get lost

Nobody knows where each customer stands

Without clear stages, each salesperson follows up their own way and nobody sees the full pipeline.

Follow-up depends on memory

Without reminders or alerts, leads go cold and nobody notices.

The data isn't useful for decisions

Without an organized CRM there's no forecast, no close rate and no source for each sale.

What CRM Implementation & Sales Automation includes

Discovery

  • Mapping your sales process as it works today
  • Sales stages and criteria for moving forward
  • Which data you really need and which gets in the way

Implementation

  • Zoho CRM configured to your process
  • Migration of your current contact database
  • Web forms and landing pages connected
  • Google Ads, Meta and WhatsApp sending every lead with its source

Automation

  • Automatic lead assignment to each salesperson
  • Follow-up reminders and sequences
  • Alerts for leads nobody has contacted

Handoff

  • Pipeline, conversion and sales forecast dashboards
  • Live training and user guide
  • 30 days of support after handoff

How we work

  1. 01DiscoveryWe understand your sales process and map it out.
  2. 02ConfigurationZoho CRM with your stages, fields, users and migrated data.
  3. 03Integrations and automationForms, ads, WhatsApp, lead assignment and alerts.
  4. 04Training and supportYour team learns to use it and you get 30 days of support.

Timeline and scope are agreed in writing before we start, based on your process. Everything is in writing before we start, and your accounts are in your name from day one.

Investment

Not included: Zoho licenses, connectors and third-party costs. Additional users, custom integrations and very large databases are quoted separately. Country-specific electronic tax invoicing is assessed separately.

Compare with the other plans →

US$1,500/project

  • Zoho CRM for up to 5 users
  • + Zoho Desk (customer service and after-sales): US$750
  • + Zoho Inventory (products, inventory, orders and invoices): US$1,000
  • Zoho licenses separate, in your name
Request CRM Implementation →
Gustavo Narváez, founder of NARVEX

Who does the work

You talk to the person doing the work

I'm Gustavo Narváez, founder of NARVEX. The person who builds your strategy is the one who runs it and presents the plan to you. No account managers in between, and scope and price in writing before we start.

11years of experience
27companies
16countries

Frequently asked questions

If your question isn't here, leave it in the form and we'll answer it.

How much does a Zoho CRM implementation cost?

A Zoho CRM implementation for up to 5 users costs US$1,500 per project. Zoho Desk adds US$750 and Zoho Inventory US$1,000, only if you need them.

Are Zoho licenses included?

No. You pay them directly to Zoho and they stay in your name. I'll help you choose the edition you actually need.

Do you move my contacts from Excel to Zoho?

Yes, migrating your current database is included. Very large or messy databases are quoted separately.

Do you work with Salesforce or HubSpot?

My specialty is Zoho. If you use or prefer Salesforce or HubSpot, I assess your case and quote it based on the scope.

What happens after handoff?

You get 30 days of support included. After that, CRM support and evolution is optional: US$250 a month, up to 5 hours.

Do you connect my ads to the CRM?

Yes: forms, Google Ads, Meta and WhatsApp send every lead with its source. If you also want me to manage the campaigns, that's Connected System.

Tell me about your business

Share your details and what you want to improve. We'll get back to you within 2 business hours, by phone or WhatsApp.

  • First I get to know your business; if I can help, I'll tell you how and what it costs.
  • Scope and price in writing before we start.
  • Your accounts and your data stay in your name.

Rather talk it through? Book 30 minutes or start with the free diagnostic.

We'll call or WhatsApp you within 2 business hours. No spam.