01
Agree the question
Name which apps are in scope, and what better means for this business, whether a pipeline people use or books the finance team can close.
A Zoho health check, written down
A Zoho health check is a written reading of the Zoho system you already run, plus a priority list.
Stages
The pipeline stages the team uses, named in the findings so you can see the path a deal takes.
Owners
The person who holds each stage, named on the record rather than assumed by the team.
Records skipped
The records people skip, listed so the empty deals and fields are part of the written findings.
- 01 Record
- 02 Stage
- 03 Hand-off
How do I know if my Zoho CRM is set up properly?
The written findings name the stages, the owners, and the records people skip. That is how you tell a Zoho CRM is set up properly: the pipeline matches the work, each stage has an owner, and the gaps are listed.
01
Stages
The pipeline stages the team actually uses in Zoho CRM, including every stage Blueprint enforces.
02
Owners
The person responsible at each stage, named on the record rather than left as an assumption in the team.
03
Records people skip
The deals and fields staff leave empty, written down so the workaround is visible to the people who own the pipeline.
A Zoho CRM health check in NZ reads the live Zoho CRM pipeline: the stages, the owners, and the records people skip. The same reading is a Zoho CRM review in NZ. A Zoho system audit in NZ widens it to the other apps the proposal names.
Zoho optimisation is the priority list that follows the findings. Zoho CRM optimization is that same list. A request to fix Zoho CRM setup is the separate fix-up, quoted after you have read the list. The review reads layouts, automations, users, and a sample of live records. A demo describes a different business, so it stays out of the findings.
What the health check returns
You receive written findings and a priority list, and the fix-up is a separate scope quoted only for the items you choose.
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Written findings
What is configured, what people work around, and where a record is duplicated or left empty in your organisation.
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A priority list
The changes in the order we would make them, so a long backlog has a first item your team can see and schedule.
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A separate fix-up
Only the items you choose are quoted, and you can also take the list and do the work yourselves once the review has stopped.
Finance questions can include Zoho Books, covering invoices, items, and the fields the close depends on. Where a won deal should create a customer in that file, the review names Zoho Flow and says whether that hop is configured. Zoho Analytics is named when a report is reading those records. Blueprint is named when a Zoho CRM stage waits on fields. A side spreadsheet sometimes means the record needs a Zoho Creator app, and that app is its own scope rather than part of the review. Zoho One is in the review only for the apps you actually use day to day.
How the review runs
The review has a fixed shape: it reads the live system, writes the document, and then stops.
02
Read the live system
Layouts, automations, users, and a sample of live records are read from the organisation you run, rather than from a demo.
03
Write the document
Findings and a priority list are written so your team can act on them, and the fix-up waits until you ask for it.
A tour beside a written review
A call can show you the menus, while the health check leaves a document your team can use after the call ends.
| What you compare | A verbal tour | The written review |
|---|---|---|
| What gets read | A demo, or a screen from a sales call. | Your layouts, automations, users, and a sample of live records. |
| What you keep | The memory of the call. | Written findings and a priority list. |
| What happens next | The conversation grows into an open project. | You choose. The fix-up is a separate scope. |
The fee is confirmed before the review
The fee is confirmed in writing before the review starts, for the apps in scope, and it is not printed on this page.
Enquire and name the Zoho apps you already run, and we reply by email with that fee before anyone reads the system. After the document, you might ask for Zoho support, a setup package if the honest path is a clean start, or consulting if you are still choosing apps. How a figure is written, with the number kept in the proposal, is explained on the pricing page. Arcus is New Zealand-based, working with businesses worldwide, and the review reads the system you already pay Zoho for.
Questions about the Zoho health check
What do I receive from a Zoho health check?
You receive written findings and a priority list. The findings name what is configured, what people work around, and the order we would change things. For Zoho CRM, that writing names the stages, the owners, and the records people skip. Your team can act on the document on its own. A fix-up is a separate scope, quoted only for the items you choose. The fee for the review is confirmed in writing before it starts.
Is the fix-up part of the Zoho health check?
The fix-up is a separate scope. The health check stops at the written findings and the priority list. You can take that list and do the work with your own team, ask Arcus to change the items you choose, or talk about support once the list is underway. Each of those is a decision you make after you have read the document. The review does not turn into a rebuild on its own.
What if we are not on Zoho yet?
Start with consulting. A Zoho health check reads a system you already run: the layouts, the automations, the users, and a sample of live records. Consulting agrees the process before anything is configured, and it is the right first conversation when you are still choosing apps. A setup package fits when the starting point is clear and the scope can be fixed. Support comes after you are live.
Will you review a demo organisation?
The review reads the organisation you run. Layouts, automations, users, and a sample of live records are the material. A demo describes a different business, so the findings would name stages and owners that are not yours. Share access to the apps in scope, and the document will describe those apps. We confirm the fee in writing before that reading starts.
Does a Zoho CRM audit look at Books as well?
A Zoho CRM audit looks at CRM unless the written scope adds other apps. Zoho Books can be in the same review when finance is part of the question you asked: invoices, items, and the fields the close depends on. Zoho One is in scope only for the apps you actually use. The proposal names the apps before the review starts, so the findings stay inside that list.
How is the health-check fee confirmed?
You enquire and name the Zoho apps you already run. We reply by email with the fee, in writing, before the review starts. The fee is not printed on this page. It is not a standing public rate. Once you have accepted that written fee, the review reads the live system and returns the findings and the priority list. The fix-up, if you want one, is quoted after that.
Ask for the reading
A Zoho health check starts once the fee is confirmed in writing and the apps in scope are agreed. You receive the findings and the priority list, and the fix-up waits until you ask for it.