Proposal

Zoho
Implementation

A unified platform to streamline your sales, field service operations, and financial management — built and configured by Born Digital Studio.

Prepared by Born Digital Studio
Date March 2026
Reference BORN-2026-ZOHO-001
Users 10 Licences
Valid Until 19 April 2026

The Challenge

Disconnected Systems
Cost You More Than You Think

Running CRM, field service, and accounting on separate platforms creates friction that slows down your team and erodes your margins.

📊

Data Silos

Customer data spread across tools, no single source of truth for your team.

🔄

Double Entry

Manual data transfer between systems wastes hours and introduces errors.

📅

Scheduling Gaps

Missed appointments and scheduling conflicts without unified field service tools.

💸

Revenue Leakage

Delayed invoicing and unbilled work orders directly impact your bottom line.

🔍

No Visibility

Lack of real-time dashboards makes it impossible to make data-driven decisions.

Software Licensing

Zoho Platform Licensing
Billed Directly by Zoho

Software licences are subscribed and billed directly by Zoho. Below are the two licensing options for your 10-user deployment.

Option A — Targeted Suite

Zoho CRM + Books + FSM

Purpose-built tools for your three core workflows. Simple, focused, no extras.

What's included
✓ Zoho CRM Professional — Customer lifecycle management, email intelligence, process automation, CPQ, inventory management, Google Ads integration
✓ Zoho Books Premium — Invoicing, expense tracking, bank reconciliation, financial reporting (up to 10 users)
✓ Zoho FSM Standard — Work orders, scheduling, dispatching, mobile workforce, service reporting
Component Monthly (10 Users)
Zoho CRM Professional €230
Zoho Books Premium €60
Zoho FSM Standard €250
Annual Licensing €6,480 /year
Option B — Recommended

Zoho One

The operating system for business. 45+ integrated apps including CRM, Books, and FSM — everything you need today and as you scale.

What's included
✓ Zoho CRM — Full customer lifecycle, AI sales assistant, pipeline & territory management, advanced automations
✓ Zoho Books — Invoicing, expense tracking, bank reconciliation, financial reporting
✓ Zoho FSM — Work orders, scheduling, dispatching, mobile workforce, service reporting
✓ 45+ additional apps — HR, project management, marketing automation, analytics, helpdesk, social, and more
✓ Zia AI — Organisation-wide AI assistant for insights, predictions, and automation
✓ Unified Admin — Centralised user management, security policies, single sign-on
Component Monthly (10 Users)
Zoho One (All Employee) €370
CRM + Books + FSM + 45 more Included
Annual Licensing €4,440 /year
↓

Save €2,040/year on licensing compared to Option A — while unlocking 40+ additional applications.

Implementation by Born

From Sign-Off to Go-Live
in 8 Weeks

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.

Phase 1 — Weeks 1-2

Discovery & Requirements

Stakeholder interviews, process mapping, current system audit, data assessment, and solution architecture. We define exactly what success looks like.

📄 Signed-off requirements document
Phase 2 — Weeks 3-5

Core Configuration

CRM modules, pipelines, custom fields & layouts. Books chart of accounts, tax rules, invoice templates. FSM service types, scheduling rules, and mobile configuration. Workflow automations and approval chains.

⚙️ Configured Zoho environment
Phase 3 — Weeks 5-6

Data Migration

Data cleansing, field mapping, historical imports (customers, transactions, assets, service history). Full validation and reconciliation against source systems.

✅ Verified migrated data
Phase 4 — Weeks 6-7

Integration & Testing

Cross-module integration testing, third-party connections (email, calendar, payment gateways), and comprehensive user acceptance testing with your team.

🤝 UAT sign-off
Phase 5 — Week 8

Training & Go-Live

Role-based training sessions for admins, sales, field technicians, and finance. Quick-reference guides, supervised go-live, and controlled cutover from legacy systems.

🎓 Trained team & live system
Phase 6 — Weeks 9-12

Hypercare Support

Dedicated support channel, configuration adjustments, bug fixes, performance monitoring, and optimisation. We stay close until your team is fully self-sufficient.

🛡️ Stable production environment

Implementation Investment

Phase 1

Discovery

€1,000

Phase 2

Configuration

€2,000

Phase 3

Migration

€1,000

Phase 4

Integration & QA

€1,200

Phase 5

Training

€800

Phase 6

Hypercare

€800

Total Implementation — CRM + Books + FSM (One-Time) €6,800

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

Annual Service Level Agreement

After go-live, our annual SLA keeps your Zoho environment optimised, supported, and evolving with your business needs.

Annual SLA

Per user, per year

€120

per user / year

SLA Includes
✓ Priority support — Dedicated support channel with guaranteed response times
✓ Configuration changes — Adjustments to workflows, fields, automations, and layouts
✓ User onboarding — Setup and training for new team members
✓ Quarterly reviews — Business reviews to optimise usage and identify improvements
✓ Issue resolution — Bug fixes, troubleshooting, and escalation management
10 Users × €120 €1,200 /year

Total Investment

Side-by-Side Comparison

Costs are clearly separated into three categories: Zoho software licensing (billed by Zoho), one-time implementation by Born, and annual SLA support.

Option A — Targeted Suite

Zoho Software Licensing

Zoho CRM Professional (10 users) €2,760/yr
Zoho Books Premium €720/yr
Zoho FSM Standard (10 users) €3,000/yr
Licensing Subtotal €6,480/yr

Born Implementation

CRM + Books + FSM setup (one-time) €6,800

Born Annual SLA

SLA (10 users × €120) €1,200/yr
Year 1 Total €14,480
Year 2+ (licensing + SLA) €7,680/yr
Recommended

Option B — Zoho One

Zoho Software Licensing

Zoho One All Employee (10 users) €4,440/yr
CRM + Books + FSM + 45 more Included
Licensing Subtotal €4,440/yr

Born Implementation

CRM + Books + FSM setup (one-time) €6,800

Born Annual SLA

SLA (10 users × €120) €1,200/yr
Year 1 Total €12,440
Year 2+ (licensing + SLA) €5,640/yr

Why Born

Product-First Digital Engineering

Born Digital Studio is a Malta-based engineering studio specialising in digital product engineering, platforms, and growth — delivering scalable solutions worldwide.

18+

Years of Delivery

Delivering digital solutions from Malta since 2008, across eCommerce, SaaS, and enterprise.

E2E

End-to-End

From strategy and requirements through build, training, and ongoing managed operations.

AI

AI-Augmented

We leverage AI and machine learning to accelerate implementation and unlock automation.

24/7

Managed Support

Post-launch managed operations and support to keep your systems running at peak performance.

Terms & Conditions

Engagement Terms

Pricing
  • All prices are exclusive of VAT (18%)
  • Zoho software licences billed directly by Zoho
  • Software prices based on annual billing cycle
  • EUR pricing is approximate; Zoho bills in USD
  • Proposal valid for 30 days from date of issue
Payment Schedule
  • 50% on project sign-off (Phase 1 start)
  • 50% on Go-Live (Phase 5 completion)
  • Annual SLA invoiced yearly in advance
Scope & Delivery
  • Timeline assumes client availability for workshops
  • Data migration scope based on standard formats
  • Complex custom integrations quoted separately
  • Change requests managed via formal CR process

Next Steps

Ready to Get Started?

Let's schedule a call to walk through this proposal, answer your questions, and define the path forward.

Get in Touch → +356 9949 5850