Our Service
Zoho CRM implementation for Australian businesses.
CRM set up around how your team sells, connected to Xero or MYOB with GST handled, and taught to your staff. Typical project: 4–8 weeks.
Or call 0434 812 459 · support@vixo.au
Who it's for
- Sales, service and operations teams replacing spreadsheets or a CRM they have outgrown
- Trades and service businesses that need quote to job to invoice in one flow
- NDIS providers tracking participants, plans and claims
- Online retailers syncing Zoho Inventory with Shopify
What's included
Concrete deliverables, not vague benefits
- CRM setup: modules, fields, layouts, pipeline stages and user roles
- Data migration from spreadsheets, HubSpot, Salesforce or another CRM
- Workflow automation, including Zoho Flow for steps beyond CRM rules
- Xero or MYOB integration, with GST and duplicate-contact handling
- Zoho Books, Inventory or Analytics where your process needs them
- Reports and dashboards your managers will open weekly
- Staff training and written documentation
- Check that your account sits on Zoho's Australian data centre
How it runs
This service's own steps
- 01
Discovery and process map
Week 1We map how leads become customers today, then agree pipeline stages, roles and success criteria.
- 02
Pipeline, fields and automation
Weeks 2–3We configure modules, layouts, workflows and assignment rules on a staging environment.
- 03
Data migration and integrations
Weeks 3–5We clean and import data, then connect Xero or MYOB and any other tools in scope.
- 04
Training and go-live
Weeks 5–6Your team gets hands-on training and written docs before we switch production over.
- 05
Post-launch review
~30 days after go-liveWe review adoption, fix friction and tune reports so the system sticks.
What it costs
Scoped before we start
Projects are fixed-scope. We quote after discovery based on users, modules, migration volume and integrations. Zoho licences are billed by Zoho and shown separately in the proposal.
Proof
Australian professional services team
Three regional offices were tracking opportunities in separate spreadsheets and inboxes.
One Zoho CRM pipeline with automated follow-up and regional dashboards managers actually open.
FAQs
Common questions
Can you migrate us from HubSpot or Salesforce, and what breaks?
Yes. Contacts, deals and most custom fields can move. Lifecycle stages, sequences and some marketplace apps usually need rebuilding. We map what transfers and what we recreate before import.
Should we keep Xero or move to Zoho Books?
If your accountant lives in Xero and payroll is settled there, keep Xero and connect Zoho CRM. Move to Zoho Books when you want quote-to-invoice inside one Zoho stack and are ready to change accounting workflows.
Is our Zoho data stored in Australia?
Zoho accounts created on the Australian domain are hosted in Sydney with Melbourne as backup. We confirm your data centre during setup and cover Privacy Act basics in handover.
Do we need Zoho One, or just CRM?
Many SMEs start with Zoho CRM plus Xero or MYOB. Zoho One makes sense when you will use several Zoho apps (Books, Projects, Desk, Campaigns). We recommend the lighter licence until the process needs more.
What support do we get after go-live?
Training, documentation and a review about 30 days after launch are included. Ongoing optimisation or a support retainer can be scoped if you want a standing partner.
Related guides
Read before you start
Zoho
Migrating from HubSpot or Salesforce to Zoho CRM in Australia: what moves, what breaks, what it costs
Migrate to Zoho CRM from HubSpot or Salesforce in Australia: what data moves, what you rebuild, costs and CRM implementation pitfalls.
Zoho
Zoho CRM implementation checklist for Australian SMEs
A practical Zoho CRM implementation checklist for Australian SMEs — setup, customisation, migration and go-live, plus when a Zoho CRM consultant makes sense.
Zoho
Zoho CRM and Xero: fixing GST mismatches, duplicate contacts and broken invoice sync
Fix Zoho Xero integration problems after go-live — GST mismatches, duplicate contacts and broken invoice sync between Zoho CRM and Xero.
