ERP & CRM Implementation – Service (Healthcare, Finance, IT, Local Services)

We offer flexible, transparent, and scalable packages tailored to fit every stage of your business whether you’re a startup launching your first store or an established brand looking to scale.

Category Deliverables
Starter
Growth
Premium
System Setup
Platform Setup (Zoho, HubSpot, SF)
CRM basic setup
CRM + Appointment + Service Delivery
CRM + ERP (multi-department rollout)
User Accounts
5 users
20 users
50+ users (role-based)
Modules
Leads + Deals
Leads + Clients + Appointments
Full stack (Leads, Clients, Finance, HR, Ops)
Data Migration
Migration Scope
Contacts + Leads
Leads + Clients + Meeting Logs
Full migration (contracts, invoices, service history)
Data Cleaning
Basic
Field Mapping
Advanced Deduplication + SLA Tagging
Integrations
Website/Forms
1 form → CRM
Multi-forms + Calendar Booking
Omni-channel (Forms, Chatbots, WhatsApp, APIs)
Communication Channels
Email only
Email + WhatsApp + Calendar Reminders
Email, WhatsApp, IVR, SMS, Slack
Service Tools
Zoom/Google Meet Sync
ERP integrations (Finance, HR, Projects)
Automation
Lead Routing
Basic
Smart (service-specific)
AI Scoring + Auto-assign to Teams
Appointment Automation
Calendar Sync + Reminders
Multi-calendar + SLA Tracking + Escalation
Dashboards
Reports
3 Basic
10 (Sales, Appointments, Conversion)
20+ (Team Productivity, Churn, SLA Performance)
Customization
Fields & Layout
Basic
Service-specific Modules
Advanced (Compliance-ready workflows)
Training & Support
Training
1 session
3 sessions
6 sessions + On-demand
Support
15 days
45 days
90 days + Monthly Reviews
₹ 40,000 one-time
₹ 85,000 one-time
₹1,50,000 one-time + ₹15,000/mo

Add-Ons which are Applicable

Extra User Accounts

Price: ₹800 / user/mo

 Details:

Beyond plan quota

WhatsApp Business API Setup

Price: ₹7,500 one-time

 Details:

Official Meta BSP integration

IVR System Integration

Price: ₹20,000 one-time

 Details:

Call routing & flows

Custom Workflow Automation

Price: ₹12,000 / workflow

 Details:

Tailor-made automations

Advanced Data Migration

Price: ₹15,000+

 Details:

For large datasets (contracts, invoices)

Extra Training Sessions

Price: ₹2,000 / session

 Details:

Beyond included sessions

Dedicated Testing Sandbox

Price: ₹8,000 / year

 Details:

Safe testing before live rollout

Important Notes

Pricing Model

  • One-time setup fee + optional monthly retainer for Pro plan

Tools License

  • Any third-party tool license (Zoho, HubSpot, WhatsApp API, IVR, etc.) to be purchased by client

Data Migration

  • Scope depends on client’s data quality & availability

Support Scope

  • Support includes bug fixing, training & minor adjustments, not unlimited customization

Customization

  • Major process re-designs or ERP-level development charged extra

Timeline

  • Average implementation time 2–6 weeks (depending on plan & data readiness)

Payment Terms

  • 60% advance, 40% before go-live

Add-ons

  • Optional, billed separately as per requirement