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Implemento un flujo simple en Zoho (CRM + Books) para empresas de servicios en México:leads ordenados, cobros conectados y facturas automáticas en 24–48 horas.
No construimos desde cero. Instalamos un flujo probado y lo ajustamos a tu operación.
Dejas de “armarlo algún día”. Empiezas esta semana.
Cobros conectados
Sin Excel. Sin copiar/pegar. Sin perseguir a nadie.
200 USD por el núclieo. Solo pagas extra si quieres cosas avanzadas.
Go live with Zoho this week. Choose your package and start today.
CRM 48
$1900early slot
Go live with CRM in 48h.
Includes:
Up to 5 users
2 blueprints (leads & deals)
Templates for emails and quotes
2-hour live training + recording
Launch checklist & handover doc
Books 5
$2500early slot
Start invoicing and collecting payments in 3-5 days.
Includes:
Basic tax setup (US, CA or LATAM)
Custom templates
Stripe / PayPal integration
2 custom reports (A/R + Cash Flow)
Bank feeds + 2 hours of training
CRM + Books
$3900bundle
Full CRM + Books setup. Fastest go-live. All integrations.
Includes:
All CRM 48 + Books 5 features
Priority delivery (3 days parallel setup)
Integration bridge CRM → Books
Dedicated project lead & extended support
Save $500 vs buying separately
Pay 100 % upfront to reserve your slot. If we miss the timeline, we finish it free.
Lo esencial para saber si encaja contigo.
El setup inicial del núcleo cuesta 200 USD. Si después quieres cosas más avanzadas o procesos extra, eso se cotiza aparte.
El setup inicial del núcleo cuesta 200 USD. Si después quieres cosas más avanzadas o procesos extra, eso se cotiza aparte.
Ordena el flujo completo de leads, cobros y facturas dentro de Zoho. En la práctica, te deja un solo pipeline en Zoho CRM, conecta tu forma de cobro y hace que la factura salga desde Zoho Books sin estar copiando y pegando información.
El núcleo queda listo en 24–48 horas. La idea es que puedas empezar a operar de inmediato y no entrar a un proyecto eterno.
Actionable tips, clear steps, and proven templates to get Zoho running fast.No fluff, just what gets you live this week.
![[interface] graphic design of app flow diagram (for a consumer apps)](https://cdn.prod.website-files.com/6912d797e276916da996a95d/6912d81a3875c44f08ba666c_7d9ce8d7-cb3d-4934-b5ca-98896b75154d.avif)
I thought 'free pilot' meant it would be bad or a trick. I was wrong. They installed the system in less than a day. It works perfectly! We sent our first invoice the next morning.
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We were drowning in spreadsheets. We lost customer data all the time. This team copied their system into our account, and suddenly, everything was organized. It saved us hours of work instantly.
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I started with the free setup just to test it. It was so clean and fast that I hired them immediately to add custom automations. Best money I have spent on my business this year.
Read testimonial![[headshot] image of customer (for a tech gadgets store)](https://cdn.prod.website-files.com/6912d797e276916da996a95d/6912d81a6a7bf5bde64f3c72_f56d596e-2b50-435f-8f5a-343c6cc98e28.avif)
![[headshot] image of customer (for a legal tech)](https://cdn.prod.website-files.com/6912d797e276916da996a95d/6912d81acf2632d1f126ec81_cf6ac4e3-38ab-4da2-9c6f-f0cb52f4b088.avif)
![[headshot] image of customer (for a distillery)](https://cdn.prod.website-files.com/6912d797e276916da996a95d/6912d81a7e28cc5d03077df3_6f2415d2-fdb3-4ce4-b897-00bd904e2157.avif)