Rapid or Process – Mobile

Do you have clearly understanding of your processes and are they documented?

Do you already have a CRM in place?

Does your website have a payment gateway?

Which teams will need Access to the Zoho CRM system?

Are there any other Zoho applications that you want to integrate with - such as books, inventory etc?

Will you need your CRM to integrate with any 3rd party applications, such as Zero, Mailchimp or Shopify?