Implementation starts from the way you work today, not from our feature catalogue: we follow the real workflow, configure the platform around it, move data from your current systems with a sample check and train each team on its own role. With a standard configuration the system is up and running in 48 hours, and with customisation to internal procedures it takes up to 14 working days. When you buy a Zarina CRM licence, implementation is included, and go-live comes with a six-month technical warranty.
The difference between packages lies in how much administration your internal team takes on, not in the platform’s functionality. All three install the same application, on your company’s infrastructure.
For companies that want the system up and running immediately, with simple workflows.
For companies with an internal person who can take over administration.
For organisations moving their entire activity into the platform.
Each stage ends with a deliverable that you validate. A stage that is not validated does not move on to the next.
We follow how information flows today: from first contact to payment, who approves what, what is done on paper and where time is lost. The result is a map of the workflow, not a list of catalogue features.
Roles, permissions per module, pipeline stages, custom fields and value lists, laid out on the map from step 1. Anything not activated does not appear in the menu.
Quotation, contract, job sheet and invoice templates are built with your company’s letterhead, clauses and numbering, not generic models.
Clients, contracts and history from Excel, email or the previous system go into the new structure, with a sample check before the full import.
Separate sessions for operators, coordinators and management. Each gets only what they need, and the materials stay with you.
Going into production happens on a date agreed together, with us available in the first days. A six-month technical warranty follows.
Having the six items listed below ready allows the workflow audit to be completed in a single meeting and significantly shortens the implementation time.
Failed implementations generally start from a configuration based on the vendor’s feature catalogue, not on the organisation’s real processes. The following questions are addressed in the first meeting.
The list sets out what is delivered configured and what remains under internal administration. The complete module inventory is on the features page.
Accounts, roles, permissions per module and per action, data separation per team or branch, password policy.
The pipeline on your real stages, with probabilities, loss reasons from a fixed list and deadlines per stage.
The company’s value lists: client types, sources, categories, mandatory fields per stage. Kept through updates.
Quotation, contract, job sheet, invoice — with your own letterhead, clauses and numbering, generated straight from the client record.
Enquiry assignment, deadline reminders, alerts on opened quotations and the daily report to management.
Your own SMTP server, payment gateways, calendar and the other connectors you actually use. Anything not activated transmits nothing.
Migration determines how much the new system is trusted. Validation is done by you, on records you know, before the full import.
A general presentation of the whole system has a low retention rate. Sessions are separated by role and cover strictly the work of each user category.
Only their workflow: taking the enquiry, the client record, the quotation, activities. No modules they will never open.
The team view, reassignment, checking overdue activities and stage reports.
The dashboard, period indicators and consolidated reports. A short session on what is tracked monthly.
With the Standard and Extended packages, a person from your company is trained to configure roles, fields and templates on their own. That is the real transfer of know-how.
Procedures and training recordings stay in the company, for future employees. You do not pay again for every new person.
If questions come up after a few weeks, we revisit that specific area. The questions at go-live are never the same as the ones in the second month.
The timelines shown are the ones met in typical configurations. The factor that extends them is usually internal decision time, not the technical side.
Installation, roles, pipeline and basic import. Suitable when processes are clear and do not require complicated templates.
When your own document templates, automations and approval flows come in. Still included in the price.
Disorganised source data, postponed organisational decisions and the unavailability of the person who knows how the company works. We flag them from the first meeting.
In large organisations, go-live is done by department, not all at once. The first department becomes the reference for the rest.
We do not go live during your peak season. Better two weeks later than in the middle of a busy period.
Where there is a previous system, we recommend working in parallel for an agreed period, until the figures match.
A CRM is not abandoned because of missing features, but because of low usage after the first months. The causes are listed in the order we encounter them most often.
Connection is not postponed until after go-live: the integrations actually used are configured and tested on real data before go-live. Each integration runs on your company’s own accounts with the respective providers, and modules not activated transmit no data.
Stripe
PayPal
Messenger
Instagram
Google Calendar
Google Sheets
Google Forms
Zapier
Make
The breakdown below removes any confusion on the invoice. Configurations and module packages are on the pricing page.
Go-live on your infrastructure, with technical requirements checked beforehand. Details on hosting options on the CRM on your own server page.
Roles, permissions, pipeline stages, custom fields, document templates and the automations agreed at the audit.
Transfer of clients, contracts and history from your current systems, with a sample check and reconciliation of totals.
Separate sessions for operators, coordinators and management, plus specialist training of the internal administrator with the Standard and Extended packages.
A module that does not exist, a special report or an integration with your own system is estimated and contracted separately.
Optional, with a response time set in the contract. The platform works without it, and the six-month warranty applies anyway.
Cost calculator
A monthly per-user subscription never stops: you pay it every month, it grows with every new employee and, at the end, you are left with nothing. The lifetime licence is paid once. Move the two sliders to your team’s real size and see the difference over 36 months.
If you pay a flat subscription, divide the monthly amount by the number of users. If you do not use a system yet, leave the default values: they are typical cloud platform rates.
What you lose over three years with the subscription
—
—
The calculation covers the licence only, not hosting. The licence price does not change when you add users. At the end, the licence remains an asset of the company.
Implementation does not end on the go-live date. The first six months concentrate real-use situations, a period fully covered by the technical warranty.
Bugs and inconsistencies appearing in real use are fixed at no extra cost, whether or not you have a maintenance contract.
New modules, additional automations and developments requested later. These are estimated separately, so it is clear from the start.
At go-live we remain available for the questions that come up in the first days of real work, not only through tickets.
A new module package is activated on the existing installation with a licence key, without reinstalling and without losing data.
The trained internal administrator can change roles, fields and templates without asking us for anything. That is the stated purpose of the training.
You receive the code of the installed application. If you continue with your in-house team or another provider, the system keeps working.
The level of assistance needed differs by organisation. The criteria also include the situations where an extended package is not justified.
A small team, clear processes, no complicated templates and no large history to migrate. There is no point paying for resources you will not use.
You have an internal person who can take over administration and you do not want to depend on us for every later change.
You are moving your entire activity into the platform, with invoicing, inventory, projects and reports on management’s indicators, across several departments.
If nobody in the company can make time for the workflow audit and the organisational decisions, implementation stalls, whatever the package.
If the intention is to buy the licence and administer it entirely in-house, just tell us: we will not build a services package that does not match the real need.
Analysis, migration and training take time. A same-day start is only possible without migration and without customisation, and we say so in advance.
Reviews from clients in different fields — manufacturing, construction, real estate, services, trade, hospitality and healthcare — who run Zarina CRM on their own infrastructure. The texts are the ones they sent us, translated from Romanian.
I warmly recommend Zarina CRM Construction. Automations, reporting and the integration of artificial intelligence into our process help us every day, easing repetitive work and increasing our office’s productivity.
We are satisfied with our work with Zarina CRM, both for our company’s web marketing and for the automation integration.
We are fully satisfied with the whole of our collaboration with your company, which has lasted 14 years, both for our online presence and for the automations and integrations that make business life easier.
Our tyre hotel service is integrated with the inventory catalogue. Automatic reminders help us call customers proactively at the change of season, fully optimising the workshop schedule.
Allocating projects to translators is now fully traceable. Requests from the website become leads instantly, PDF quotations are tracked when opened, and clients receive automatic communication.
Zarina CRM organised our medical conference management workflows down to the last detail. We centralise thousands of attendees, corporate partners and sponsors in a clean pipeline, monitoring payments and granting access automatically.
Birthday bookings and group appointments are organised asynchronously right on the calendar. Automatic push sync sends the data to operators’ phones in real time, eliminating double bookings.
Automation, centralising all our data and integrating artificial intelligence into our caviar trading process, both in Europe and in Asia (Dubai, Abu Dhabi and even Saudi Arabia), have helped us enormously. Thank you for your commitment and constant support.
Integrating CRM software into our sales automation was the best investment. Operations that often took us hours now take two clicks, and we spend the time saved on the processes that really matter. We have saved time and staff. I recommend it.
In our premium butcher’s shop in Belgium, traceability of special one-off orders from restaurants is essential. Inventory management gives us complete clarity over daily deliveries.
Leads from marketing campaigns are captured instantly in the CRM through webhooks. We issue financial proposals, check stock in real time and control the team’s profit margins from the office.
Managing corporate business guests demands close attention to detail. The platform gives us secure local storage of guest profiles and automated reviews, raising loyalty to luxury standards.
Email tracking notifies us through WhatsApp-style interface alerts when partner companies open our quotations. This gives the team the perfect moment to make the follow-up call.
The unified ticketing and support system streamlined booking confirmations. We have solid cash-flow trend reports and monitor staff schedules without paying recurring per-user fees.
For a dermatology clinic, the confidentiality of patient records is an absolute priority. The fact that the system runs locally gives us iron-clad protection. Managing the doctors’ appointments works flawlessly every day.
Not to use it. For the server side you need an administrator, in-house or outsourced, or the option with hosting provided through our partner. We configure the application during implementation, and with the Standard and Extended packages we train a person from your company to change it on their own afterwards.
With a standard configuration, 48 hours. With customisation to internal workflows — your own document templates, automations, approval flows — up to 14 working days. What extends the timeline is almost always the response time on organisational decisions, not the technical side.
No. Installation, configuration around your workflows, data migration and role-based training are included in the price, in every configuration. Only new developments and, optionally, maintenance are contracted separately.
A module package is activated on the existing installation with a licence key, without reinstalling and without losing data already entered. The new module is configured when it is activated.
Yes, in two forms. The six-month technical warranty covers bugs and inconsistencies appearing in real use and applies anyway. Separately, you can sign a maintenance contract with a set response time, but the platform works without it.
Clients, contacts, opportunities, quotations, invoices, attached documents and interaction history, to the extent the previous vendor exports them. From the start we check what the source can and cannot export and tell you in advance if something cannot be moved.
We first import a sample agreed together, which you check on records you know. After the full import we compare totals with the source — number of clients, pipeline value, attached documents — and explain every difference.
Yes, and we recommend it wherever there is a previous system. The old way of working stops once the new system produces the same figures, not before.
The person who knows how the company works, a chart of departments and approvals, the files with your current data in whatever form they exist, one copy of each document that leaves the company, the reports tracked monthly and technical access to the server or your administrator’s contact.
No, and that is the stated purpose of the training. The trained internal administrator can create roles, custom fields, stages and templates without asking us for anything. You also receive the source code of the installation, so the system can be taken over by your in-house team or another provider.
Implementation is the process. The platform configuration and the installation model are separate decisions, covered on the following pages.
The mandatory core, module packages, role structure and groups of companies. CRM for companies and institutions
Hosting options, server requirements, data protection and the split of security responsibilities. CRM on your own server
When a workflow does not fit any standard configuration and needs a new module. Custom CRM
Specific modules for real estate, medical, construction, services, retail or hospitality. Industries
The complete module inventory, grouped by family. Zarina CRM features
The core, the thirteen module packages and the price configurator. Zarina CRM pricing
A six-page document with everything you need to know before a sales conversation. No obligation and no sales call.
We install Zarina CRM on your hosting, configure it around your own workflow and train your team. From that moment on, the application is an asset of your company, not a recurring expense.