01
One commercial motion
A defined lead-to-opportunity process that the team can agree on before configuration begins.
Digital Reset · Authorized Zoho Partner · Fixed-scope implementation
A defined Zoho CRM launch for teams that need a practical first release: one sales pipeline, up to 10 custom fields, up to 5 standard automations, initial data import, user setup, reporting, training and handover.
A defined first release, with clear owners and a go-live decision.
The offer
Investment: USD 5,000. The package is paid 50% to start and 50% before final administrative handover. Zoho CRM or Zoho One software licenses are not included and are purchased separately by the client.
The 10-business-day delivery clock begins once Digital Reset has the initial USD 2,500 payment, the completed configuration form, required administrator access, usable data files and the other materials needed to execute the agreed scope.
Designed for momentum
01
A defined lead-to-opportunity process that the team can agree on before configuration begins.
02
A business decision-maker and process owner who can validate choices and testing without delay.
03
A known, representative data set—not a data-cleanup program disguised as an import.
04
A practical foundation that can be adopted now and extended later with evidence from real use.
10-business-day sequence
Exactly what is included
Your completed configuration form becomes the baseline we use to configure and validate the first release.
CRM foundation
Standard Zoho CRM setup
Configuration centered on Leads, Contacts, Accounts and Deals for a focused first release.
Pipeline
One main sales pipeline
Your pipeline name, stages, sales progression and Closed Won / Closed Lost criteria configured from the submitted sales process.
Custom fields
Up to 10 custom fields
Up to 10 additional fields across Leads, Contacts, Accounts and Deals, including field type, required status, dropdown options and business purpose.
Automation
Up to 5 standard automations
Standard CRM automations based on the trigger, action, timing, assignment, notification and conditions you define.
Data
Initial data import
Import of the agreed starting data based on the source, approximate volume, structure and condition disclosed before kickoff.
Users & access
User and administrator setup
User access aligned to the roles provided, plus final administrative ownership assigned at handover.
Visibility
Standard reporting & dashboard
A practical reporting foundation for the first release so managers can see activity, pipeline and sales execution.
Handover
Training and final handover
Team enablement for the agreed configuration and transfer of final CRM Administrator ownership after final payment.
Configuration form
| Section | What you provide |
|---|---|
| Company information | Legal name, trade name, Tax ID / EIN, billing address, billing email and company website. |
| Primary contact | The person who will coordinate implementation and receive project communications. |
| CRM configuration | Primary business use, sales process, pipeline name, pipeline stages and Closed Won / Closed Lost definitions. |
| Data import | Whether import is required, source, approximate record volume and notes on structure or condition. |
| Users & access | Number of users, roles, final administrator, Zoho CRM account status and administrator access status. |
| Custom fields | Up to 10 fields with module, name, type, required status, dropdown options and purpose. |
| Automations | Up to 5 automations with name, trigger, action and any timing, assignment, notification or condition rules. |
| Scope confirmation | Confirmation that the submitted information represents the requested configuration baseline. |
Readiness check
| Condition | What needs to be ready | Why it matters |
|---|---|---|
| Business owner | One person can make timely scope and process decisions. | Open decisions are the main risk to a short launch. |
| Sales process | The team can describe how a lead becomes an opportunity and a closed outcome. | The CRM should reflect the real motion, not a generic template. |
| Data sample | A representative, usable set of contacts, accounts and/or opportunities is available. | We can map and test the launch path early. |
| Access | The agreed Zoho edition, users and required access are available at kickoff. | Configuration and validation can proceed without administrative waiting. |
| Team time | Key users can attend testing and enablement sessions. | Adoption is part of delivery, not an afterthought. |
Outside the USD 5,000 package
Custom modules, custom application development, complex third-party or ERP integrations, advanced automation, major data remediation, additional business processes and requirements not captured in the submitted configuration baseline are outside the standard package.
If your team needs any of these, Digital Reset will review the requirement through a separate Discovery Session and, where appropriate, provide an additional scope, timeline and quotation. The 10-Day CRM Setup remains a fixed-scope first release.
FAQ
The fixed implementation fee is USD 5,000. USD 2,500 is due to start and the remaining USD 2,500 is due before final administrative handover. Zoho CRM or Zoho One software licenses are purchased separately by the client.
Standard Zoho CRM configuration, one main sales pipeline, up to 10 custom fields across Leads, Contacts, Accounts and Deals, up to 5 standard automations, an agreed initial data import, user and administrator setup, standard reporting and dashboard configuration, training and final administrator handover.
You complete the CRM configuration form covering company and billing information, primary contact, sales process, pipeline and stages, data import, users and final administrator, requested custom fields, requested automations and scope confirmation.
Custom modules, custom application development, complex integrations, advanced automation, major data remediation, additional processes and any requirement outside the submitted configuration baseline may require a separate Discovery Session, additional fees and an adjusted timeline.
The delivery clock begins once Digital Reset has received the initial USD 2,500 payment, completed configuration form, administrator access, usable data files and other agreed materials required to execute the scope.
Yes. Post-launch adoption, refinements, integrations and operating support can continue through a separate scope after the first release is live.
Sources and review
Editorial review: Digital Reset / RESET · . Product editions, capabilities and license conditions are confirmed with Zoho and in the proposed scope before work begins.
Official product reference: Zoho CRM ↗.
Next step
Submit the configuration baseline for your sales process, team, starting data, custom fields and automations. We will confirm readiness before the 10-business-day delivery clock begins.