A unified platform to streamline SWEAT's sales pipeline, equipment delivery & installation scheduling, and financial management — built and configured by Born Digital Studio.
The Challenge
Managing customer enquiries, equipment deliveries, installations, rentals, and invoicing across separate tools creates friction that slows your team and impacts margins.
Customer details, equipment orders, and payment plans spread across tools with no single source of truth.
Manually tracking quotes, orders, and invoices across systems wastes hours and introduces errors.
Coordinating equipment deliveries, installations, and rental pickups without a unified scheduling tool.
Delayed invoicing on installations, unbilled rentals, and untracked "Pay As You Sweat" instalments.
No real-time view of sales pipeline, delivery schedules, or financial performance across commercial and residential clients.
Software Licensing
Software licences are subscribed and billed directly by Zoho. Both options deliver the same core modules (CRM, Books, FSM). Zoho FSM is licensed separately in both options. Option B adds 40+ additional business applications for future scalability.
Pricing sources (billed annually, USD): Zoho CRM Standard $14/user/month — zoho.com/crm/pricing · Zoho Books Standard $15/org/month — zoho.com/books/pricing · Zoho FSM Standard $25/user/month — zoho.com/fsm/pricing · Zoho One All Employee $37/user/month — zoho.com/one/pricing. EUR pricing shown at approximate parity; Zoho bills in USD.
Implementation by Born
Implementation covers the setup and configuration of Zoho CRM, Zoho Books, and Zoho FSM — the three core modules for both options. Additional Zoho One apps can be configured under a separate engagement.
Stakeholder interviews, mapping of SWEAT's sales, delivery, installation, and rental workflows. Current system audit, data assessment, and solution architecture.
📄 Signed-off requirements documentCRM pipelines for commercial & residential segments. Books setup with "Pay As You Sweat" instalment workflows and invoice templates. FSM service types for deliveries, installations, and rentals. Workflow automations and approval chains.
⚙️ Configured Zoho environmentData cleansing, field mapping, import of existing customer records, order history, equipment catalogues, and brand partner data. Full validation and reconciliation.
✅ Verified migrated dataCross-module integration testing (CRM-to-Books-to-FSM flow), third-party connections (email, calendar, payment gateways), and user acceptance testing with SWEAT's team.
🤝 UAT sign-offRole-based training for SWEAT's sales consultants, delivery & installation crews, and finance team. Quick-reference guides, supervised go-live, and controlled cutover.
🎓 Trained team & live systemDedicated support channel, configuration adjustments, bug fixes, performance monitoring, and optimisation. We stay close until your team is fully self-sufficient.
🛡️ Stable production environmentPhase 1
Discovery
€600
Phase 2
Configuration
€1,200
Phase 3
Migration
€600
Phase 4
Integration & QA
€700
Phase 5
Training
€500
Phase 6
Hypercare
€400
Scope note: Implementation covers the setup and configuration of Zoho CRM, Zoho Books, and Zoho FSM only. This applies to both Option A and Option B. Configuration of additional Zoho One applications can be scoped and quoted separately.
Ongoing Support
After go-live, our annual SLA keeps your Zoho environment optimised, supported, and evolving with your business needs.
3-year commitment, paid annually upfront
€2,000
per year (up to 10 users)
Minimum 3-year commitment. SLA invoiced and payable annually in advance.
Total Investment
Costs are clearly separated into three categories: Zoho software licensing (billed by Zoho), one-time implementation by Born, and annual SLA support.
Zoho Software Licensing
Born Implementation
Born Annual SLA
Zoho Software Licensing
Born Implementation
Born Annual SLA
Why Born
Born Digital Studio is a Malta-based engineering studio specialising in digital product engineering, platforms, and growth — delivering scalable solutions worldwide.
18+
Delivering digital solutions from Malta since 2008, across eCommerce, SaaS, and enterprise.
E2E
From strategy and requirements through build, training, and ongoing managed operations.
AI
We leverage AI and machine learning to accelerate implementation and unlock automation.
24/7
Post-launch managed operations and support to keep your systems running at peak performance.
Terms & Conditions
Next Steps
Let's schedule a call to walk through this proposal, answer your questions, and define the path forward.