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Zoho Flow

Set Yourself Free By Seamlessly Automating And Tying Your Apps Together

INTEGRATE AND AUTOMATE YOUR APPLICATIONS

Zoho Flow is a cloud-based integration and workflow automation platform designed to help you connect your various software applications, automate tasks, and improve productivity.

We Help Professional Services Businesses Thrive:

Consulting, accounting, bookkeeping, taxes, financial planning, coaching, insurance, mortgages, investments, law, engineering and more!

Zoho Flow Overview

With Zoho Flow, you can automate your business workflows by seamlessly connecting your apps. Say goodbye to information silos as you build intelligent integrations that keep your systems connected and working harmoniously.

Automate repetitive tasks and save time
Seamless integration of different apps
Streamline processes and increase productivity
Connect and collaborate across various software applications
Keep data synchronized and up-to-date
No coding required with a user-friendly interface
Enhance collaboration and communication within teams
Scale and grow your business with flexibility
Simplify workflow creation with drag-and-drop functionality
Boost efficiency by eliminating manual tasks
Foster real-time collaboration and notifications
Empower non-technical users to create automation workflows
Create a network of connected apps for seamless operations
You can see all features in detail by clicking here to go to Zoho's website (opens in a new tab): Zoho Flow

Compare Zoho Analytics To (opens in a new tab):

Zoho Flow Images

1 / 7 - Banner Image

Flow-01 Banner Image

2 / 7 - Streamline

Flow-02 Streamline

3 / 7 - History Monitor

Flow-03 History Monitor

4 / 7 - Workflow

Flow-04 Workflow

5 / 7 - Better Together

Flow-05 Better Together

6 / 7 - Business Apps

Flow-06 Business Apps

7 / 7 - Write Custom Functions

Flow-07 Write Custom Functions

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Project Outline

The Zoho Flow application requires configuration and customization to match you and your company’s needs. Here is a quick outline of the steps required in the implementation of this application.

1. Requirements Gathering

Gather and document your specific requirements, including your business processes, workflows, and any specific functionality you require.

2. System Configuration

This will involve setting up all aspects of the application, user accounts, configuring integrations with other systems, and configuring security settings.
The information gathered during the Requirements Gathering will be beneficial here.

3. Custom Changes

Using the previous steps for guidance, this includes adding custom fields and values, user interface optimization, and testing the application.
Once the initial application changes and/or updates are completed, you can request any further changes you want to see in the final product.

4. Implementation

This includes installing and configuring the cloud-based software, testing the login process on different devices and reviewing the training material with your staff on how to use the application.

5. Support and Maintenance

This may include troubleshooting and resolving any issues that arise, providing updates and upgrades, and ensuring the application is running smoothly.

6. Review and Feedback

The last step is to review the solution with you and your team and gather feedback to identify areas that may need to be improved.

Scope Of Work

The software apps are cloud-based and run on current web browsers or the iOS /Android app on your smart phone or tablet. It requires only an internet connection. There no local installations or further IT costs for hardware, software or personnel.

1. Setup and Configuration

We will get the application setup and ready to go.
It can be used live at this point.
It is more like a wireframe, before configuration and customization, which comes next in the Planning phase.

2. Planning and Data Collection

We will discuss the initial setup, the configuration and customization needed for your business, and the training prescribed.
This, along with data collection, is initiated using an online form for you or your team to fill in, along with online meeting discussions.

3. Customization and Testing

We will implement the configuration and customizations required based on the planning meetings.
Testing.

4. Training

We will provide online remote training with you and/or your staff.
We also provide training manuals.

5. Documentation

We will document the entire project, including planning, work and training, and it will always be available in our Customer Portal, which you can log into any time.
Our Customer Portal contains all of the products, services and projects you have purchased from Business Growth Success.

6. Hours Budget

We need to control the scope of the project or it can go into many different tangents lasting many hours not covered in the pricing.
The hours budget for all of the customization and testing, training, and documentation sections is 5 hours.
If further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate. See the Pricing section.

7. Timing

Timing will be discussed during the project planning, but generally the project can be finished within one or two weeks, depending on the amount of customization required and scheduling availability.

8. Location

All work is done remotely and meetings are accomplished virtually using software provided by Business Growth Success.

9. Support, Maintenance and Updates

Once the project is completed, we will take care of regular updates and maintenance, as well as support for issues on our end.
After completion, new support, additions and modifications for your team is billed at our regular hourly rate of $125 USD per hour.

Pricing

[A] Software: pricing is based on the pricing table from Zoho Corporation (see examples below).

[B] Project Services: pricing includes setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates in accordance with the Scope of Work section above.

[C] Additional Services: if further hours are desired outside of the scope of the project, they will be billed in addition to the purchase price at our hourly rate of $125 USD per hour. To keep the price low, we work remotely and automate a lot of the entire process. We will always have discussions and training via online meetings.

[D] Project Services Price: $999 USD

[E] Terms: before initiating the project, we require an initial 50% deposit on services of $499.50 USD, the balance is due on completion.

Zoho Flow

Software

To Be Purchased

Directly From Zoho

$ Monthly

OR

$ Annually

We can discuss Zoho Software purchasing once you are on board after purchasing the 50% deposit on project services (see pricing to the right).
To see Zoho Analytics software pricing from the Zoho website, click here: Zoho Flow Pricing
To see the Plan Comparison, click here: Plan Comparison

Zoho Flow

BGS Services

Implementation Services

Are Purchased Here

50% Deposit

$499.50 USD

Zoho Flow Implementation full project cost is $999 USD, so 50% deposit on services is $499.50 USD.
Project includes setup, configuration, planning, data collection, customization, testing, training, documentation, support, maintenance and updates.

Zoho Apps

Value for Money!

Simplify, Integrate & Automate

Secure & Keep Privacy First

Over 100 Million Users

Mobile App

Guarantee

Quick Setup

Support Whenever You Need It

You Can't Lose!

Your outcomes depend as much upon your part (which we have no control over) as on our part. We will guarantee to deliver the results as long as you’ve followed our recommendations and put in the work, or we will continue working with you to deliver the results at no additional cost.

Your satisfaction is our number one priority!

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Powerful and Affordable Systems and Services to Help Grow, Manage and Improve Your Small Business. Simplify, Integrate and Automate to Use Technology to Your Advantage!