Build a clean, automated sales-to-operations engine inside Zoho.

Zoho Sales-to-Operations System Implementation – Phase 2

This payment covers the 50% initiation deposit for your Zoho Sales-to-Operations System Implementation (Phase 2), focused on creating a structured, automated workflow from closed deals to project delivery.

Invoice details:

Total project fee: $6,100
50% due at initiation: $3,050
4% credit card processing fee: $122
Total charged by card: $3,172

Scope includes:

Zoho Projects template architecture and configuration
Project phases, milestones, and task structure
CRM to Projects workflow automation
Data mapping between Zoho CRM Deals and Zoho Projects
Sales to operations handoff process
Standardized project lifecycle (contract → engineering → permitting → installation → inspection → PTO)
Automated email notifications and internal alerts for key business events
Workflow testing, validation, and system refinement
Documentation and walkthrough session for your team

Key outcomes:

Reduced manual handoff errors between sales and operations
Improved visibility into project timelines and milestones
A more consistent, scalable project management structure
Automated communication across key stages of the business

Assumptions:

Client provides Zoho access, business requirements, and timely feedback
Client confirms pipeline stages, field requirements, and user roles as needed
Timeline depends on responsiveness, access, and feedback during implementation
Work is completed within agreed scope and platform capabilities

What happens next:

You’ll receive a confirmation email after payment
We’ll coordinate access to your Zoho environment and confirm project details
Implementation will begin once access and requirements are finalized
A walkthrough session will be scheduled upon completion

Important notes:

This payment is for the 50% initiation deposit only
The remaining 50% will be due upon substantial completion
Credit card payments include a 4% processing fee
Payment confirms authorization to begin work on Phase 2
GreatSun Consulting is not responsible for platform limitations, data migration issues, or downstream business outcomes

Consulting Payments

Zoho Sales-to-Operations System Implementation – Phase 2 Initiation Payment