Zenatta Monthly CRM Health Check
& Support Package
With our Monthly Health Check and Support Package, you will always be certain that your organization’s CRM is optimized, backed-up, and running smoothly.
Each month we log into your CRM
and provide the following services:
A full Review of User Access,
Roles & Permissions, TFA
of monthly support
from our team.
Bi-Weekly CRM Back-Up
Download & Storage
of your data
Usability & Function
Process – procedures review, Lead Conversion Status, Deal Pipeline Completeness/Timeliness, Overview Tasks
Data Review & Integrity Check
this includes record de-duplication and record completeness
*This is for Support Only. Does not include custom development.
Monthly Health Check Includes:
(+ $175 Setup Fee)
2 Hours Per Month of Zoho Product Support
12 Month Commitment
(Setup Fee Waived)
24 Hours Per Year of Zoho Product Support
Hours Good for 18 Months