Evolved360 CRM

Zoho CRM provides the same enterprise features as Salesforce at 49% lower cost ($450/month vs $875/month for 5 users in CAD). You get AI-powered features included (not paid add-ons), unlimited custom modules (vs Salesforce's limitations), and 2-4 week implementation (vs 12-16 weeks). Most importantly, Zoho doesn't force price increases every year like Salesforce's 7.5% annual hikes.

Zoho CRM licensing starts at $450 CAD/month for 5 users (billed annually). Implementation starts at $2,500 CAD and increases based on complexity, integrations needed, and data migration requirements. Our industry-specific IP templates reduce consulting hours by 40-60 hours compared to starting from scratch, keeping costs lower than traditional implementations. We provide fixed-price quotes after a discovery assessment.

With our Evolved360 industry-specific IP templates, CRM implementation takes 2-4 weeks from kickoff to go-live. This is 500% faster than typical implementations (which take 8-12 weeks) because we start with 80% pre-configured for your industry. We handle discovery, data migration, training, and integration in parallel phases to accelerate deployment without cutting corners.

CRM support includes user training, technical troubleshooting, system optimization, report building, workflow automation, integration management, and strategic guidance. Support is delivered through your dedicated IT Strategy Advisor who coordinates with our CRM specialists. Standard support is business hours (M-F 9-5 EST) with optional 24/7 coverage for critical issues. Monthly retainers start at $500 CAD/month.

Yes, we migrate data from any CRM system including Salesforce, HubSpot, Microsoft Dynamics 365, SugarCRM, Pipedrive, and custom databases. Our migration process includes data cleanup, deduplication, mapping validation, test imports, and post-migration verification. We maintain full data integrity and ensure zero downtime during cutover. Migration is typically completed within the 2-4 week implementation timeline.

Yes, Zoho CRM integrates with 1,000+ applications including Microsoft 365, Google Workspace, QuickBooks, Xero, Slack, Teams, Mailchimp, and most accounting/ERP systems. Our Evolved360 ecosystem means we handle integrations across all your systems—CRM, ERP, VoIP, marketing automation—ensuring everything works together. Custom API integrations are available for specialized systems.

We have pre-built CRM templates for manufacturing and distribution (with quote-to-cash workflows), healthcare and medical practices (PHIPA-compliant patient management), professional services including legal and accounting (matter/project tracking), and financial services (compliance and client lifecycle management). Each template includes industry-specific fields, workflows, automations, and reports that typically save 40-60 hours of consulting time.

Yes, Zoho CRM meets Canadian compliance requirements including PIPEDA (privacy), SOC 2 Type II (security controls), ISO 27001 (information security), and GDPR. Data can be stored in Canadian data centers, encryption is standard, and role-based access controls protect sensitive information. For healthcare clients, we configure additional controls to meet PHIPA requirements.

We implement both Zoho CRM and SugarCRM depending on your needs. Zoho is better for most businesses: lower cost, faster implementation, better AI features, and easier to use. SugarCRM is preferred when you need extreme customization, open-source flexibility, or have very unique industry requirements. Zoho is our default recommendation for 90% of clients due to better value and faster ROI.

Absolutely. Zoho CRM's Blueprint feature lets us design multi-stage sales processes with conditional logic, required approvals, automated tasks, and stage-specific fields. We've implemented complex B2B processes including multi-stakeholder deals, contract approval workflows, multi-year subscriptions, and territory management for distributed sales teams. Enterprise features like custom modules and advanced workflows are included—not paid add-ons.