CRM, Zoho & integration specialists
What we do
Clareti are CRM, Zoho and Integration experts. A Zoho Advanced Partner with more than 20 years experince in a range of industry sectors.
Clareti can help scale your business, automate data flow, integrate Zoho and deliver rich and insightful client reporting
1. Help you understand the advantages of Zoho
- Demonstrate the Zoho Applications that are applicable to your business
- Show you possibilities they offer your business
- Be honest with you whether you will benefit
2. Design and build the right system for your business
- Take care defining your data architecture requirements
- Design and build a Proof of Concept (POC) system quickly and on budget
- Impart huge amounts of knowledge of the capabilities of Zoho applications
- Swiftly move to the Minimum Viable Product (MVP) stage
- Enhance your system to draw higher levels of value from your Zoho subscription
3. Integrate your applications and data together
- Understand your data relationships in detail
- Recommend, design and implement the best integration methods
- Conduct scenarios to identify core and edge cases and test
4. Migrate your existing data seamlessly in record time
- Identify key data to transfer
- Run cleansing routines on existing data
- Migrate all data, attachments and data associations into Zoho
5. Train and support your staff
- Share core knowledge regarding Zoho applications during the design and implementation process
- Conduct Admin training to create first level internal support
- Classroom or remote training for all initial and subsequent system users
1. Help you understand the advantages of Zoho
- Demonstrate the Zoho Applications that are applicable to your business
- Show you possibilities they offer your business
- Be honest with you whether you will benefit
2. Design and build the right system for your business
- Take care defining your data architecture requirements
- Design and build a Proof of Concept (POC) system quickly and on budget
- Impart huge amounts of knowledge of the capabilities of Zoho applications
- Swiftly move to the Minimum Viable Product (MVP) stage
- Enhance your system to draw higher levels of value from your Zoho subscription
3. Integrate your applications and data together
- Understand your data relationships in detail
- Recommend, design and implement the best integration methods
- Conduct scenarios to identify core and edge cases and test
4. Migrate your existing data seamlessly in record time
- Identify key data to transfer
- Run cleansing routines on existing data
- Migrate all data, attachments and data associations into Zoho
5. Train and support your staff
- Share core knowledge regarding Zoho applications during the design and implementation process
- Conduct Admin training to create first level internal support
- Classroom or remote training for all initial and subsequent system users
Clareti are CRM and business systems experts and have more than 25 yrs of CRM experience across multiple platforms
For over 20 years Clareti has been helping companies transition from existing or legacy systems to improved Zoho and CRM based systems. An Advanced Zoho Partner for the past 13 years with exceptional in-house technical skills to deliver rapid project completion times.
Our fees and how we can work with you and your team
Clareti Fees
We are able to be flexible on the way we charge clients due to our financial stability.
ClaretiPlus Service
This novel approach sets a six-monthly or yearly support and enhancement fee including all system monitoring, support and minor system enhancements for an agreed period.
Clareti Training Programs
Training on Zoho applications and new system implementations generally does not take a long time due to the ease of use of most of Zoho’s systems.
The Clareti Consultancy and ClaretiPlus services offer advanced solutions, tailored to your specific project and industry requirements.
CONTACT US
Let's connect, talk about CRM, Zoho or a project
Clareti Training Programmes
Training on Zoho applications and new system implementations generally does not take a long time due to the ease of use of most of Zoho’s systems.
There are some exceptions to this. Our extensive experience and understanding of the Zoho environment, how it fits into the client infrastructure help us create and deliver engaging training programmes.
Our trianing programmes cover (a) as a ‘train the trainer’ approach or (b) as direct user training.
We also conduct masterclass sessions for people who need to hone their skills on Zoho applications.
ClaretiPlus Service
This novel approach sets a six-monthly or yearly support and enhancement fee including all system monitoring, support and minor system enhancements for an agreed period.
This is a set-and-forget approach and can provide peace of mind to a client that support is going to provided without constantly having to raise new purchase orders.
Each ClaretiPlus service is designed specifically for the client and is reviewed regularly to ensure the fair use of this approach. All major enhancements will be charged separately of course.
Our fees and support packages
We are able to be flexible on the way we charge clients due to our financial stability.
Our standard method of charging is by way of support packages where a client purchases a number of support hours that are used up over time.
The advantage of this is the relatively short term commitment however it can cause issues when time is used up and another purchase order needs to be raised.