Agree the scope before configuration begins.
Aurnex maps module and field design, layouts and validation and automation and approvals and confirms who is responsible at each stage. The agreed requirements become the basis for configuration, UAT, training and handover.
Put the workflow before the configuration.
Module and field design
Layouts and validation
Automation and approvals
Reports and connected applications
Zoho CRM customisation: common questions.
How much should we customise Zoho CRM?+
Only as much as the agreed process needs. Aurnex prefers standard features first, because every custom field, script or layout adds maintenance and training.
Can customisation be done without disrupting users?+
Yes. Aurnex tests changes with sample records and a small user group, then releases them with short guidance for the wider team.
When is the implementation scope confirmed?+
Aurnex confirms the scope after documenting the workflow, applications, records, integrations, users and delivery responsibilities.
Can existing data be included?+
Yes. Aurnex reviews the source system, record types, data quality, relationships, attachments and validation requirements before confirming the migration work.
Does Aurnex provide training and support?+
Yes. Training can cover end users and administrators. Paid support options are available after handover, with coverage agreed for each engagement.