Getting Started with Krisgital Dynamics | Free Zoho Consultation

Getting Started

Thinking about working with Krisgital Dynamics? This article explains how we work, what to expect at each stage, and how to book your free consultation.

Who we work with

We work with businesses of all sizes, from small teams setting up Zoho for the first time to larger companies that want more out of the Zoho apps they already have. You don't need to know which Zoho apps you need before you contact us. Working that out is part of what we do.

How a project works

  1. Free consultation. We talk about your business, how your team works today, and what you want to fix or improve.
  2. Recommendation and proposal. We recommend the right setup and send a proposal that covers scope, deliverables, timeline and cost.
  3. Build. Once you approve the proposal, we set up and customise your Zoho apps, migrate your data, and build any automations or integrations.
  4. Review and testing. You test the system with real scenarios, and we adjust anything that doesn't fit.
  5. Training and handover. We train your team so they're confident using the system day to day.
  6. Ongoing support. After go-live, we're available to help with questions, fixes and improvements as your business grows.

How to prepare for your consultation

You'll get the most out of the call if you think about:

  • The main problem you want to solve (for example, leads getting lost, too much manual data entry, or slow customer responses)
  • The tools you use today, such as spreadsheets, another CRM, or any Zoho apps you already have
  • How many people will use the system
  • Any deadline you're working towards

None of this has to be perfect. A rough idea is enough to get started.

How to book your free consultation

Visit our website at krisgitaldynamics.com and get in touch. You can also submit a request here on our help center, and our team will reach out to arrange a time.

Learn more

See Our Services for a full list of what we can help with.