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You will get a feature-rich set of software platforms to manage your business.

Jeffrey P.Status: Offline
Jeffrey P.
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Let a pro handle the details

Buy Planning, Strategy & Setup services from Jeffrey, priced and ready to go.
Jeffrey P.Status: Offline
Jeffrey P.
Preview imagePreview imagePreview imagePreview imagePreview imagePreview imagePreview imagePreview image

Let a pro handle the details

Buy Planning, Strategy & Setup services from Jeffrey, priced and ready to go.

Project details

Being a small business owner, it's important to find platforms that can help manage your customer relationships (CRM), projects, and other key aspects of your business.

Zoho platforms that can help your business include:
Zoho Projects - task management system.
Zoho CRM - customer relation management system.
Zoho Survey - feedback surveys.
Zoho Forms - contact/registration forms.
Zoho Bookings - appointment scheduler.
Zoho Books - accounting and invoicing system.
Zoho WorkDrive - centralized cloud file storage.

This setup includes a $0 monthly fee to use the Zoho software platforms. My setup for you will include setting up 1 user and 1 sample item within the chosen platform[s] as guidance. The sample will vary based on the system and your needs.

Please message me for more information.
Industry
Business Services & Consulting, Ecommerce, Financial Services, Software, Other
What's included
Service Tiers Starter
$99
Standard
$189
Advanced
$979
Delivery Time 3 days 3 days 3 days
Community Strategy Audit
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Competitive Analysis
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Evaluation of Need
Goals, KPI, & Mission
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Action Plan
Community Rules
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Gating Method for New Members
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CRM Setup
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Jeffrey P.Status: Offline

About Jeffrey

Jeffrey P.Status: Offline
Small business owner assisting other small businesses with IT support.
Winnipeg, Canada - 3:19 pm local time
Drawing on ten years of professional software development experience, Jeffrey utilizes his combined industry experience in insurance, finances, and consulting to create robust and optimized solutions for his clients. Over time, Jeffrey has received recognition for bringing projects from the requirements phase to production on time and within budget. His passion is to implement powerful solutions to benefit organizations financially and save users’ time.
- Can provide one-on-one or group consultations to advise on the best IT products for your specific needs.
- Can provide detailed evaluations and comparisons of different IT products that cater to your business, including evaluating your existing systems.
- Can assist you in implementing and integrating modern IT products into your existing workflow and processes.
- Can conduct training sessions to help you maximize the use of your IT products.
- Can provide ongoing support services to continuously service your business with IT assistance.

Steps for completing your project

After purchasing the project, send requirements so Jeffrey can start the project.

Delivery time starts when Jeffrey receives requirements from you.

Jeffrey works on your project following the steps below.

Revisions may occur after the delivery date.

Communication

I will communicate with you to discover your needs.

Plan

I will create a plan for our work that we can agree on together.

Review the work, release payment, and leave feedback to Jeffrey.