zen&zen. Talk to us
Customization and setup

Your business.
Your setup.

Your team has its own customers, processes, and ways of working. We configure the software around those details and handle the setup with you.

Tell us what you needYou bring the business knowledge. We put it to work.
A record made for your team

Same workspace.
Your details.

N
Customer record

Northline Studio

Service plan
Ongoing support
Priority
Standard
Account owner
Alex Morgan
Next step
Quarterly check-in

Keep service details in view.

Illustrative records. We agree on your fields and layout with you.

What can change

Make the workspace
fit the work.

We start with the details that make a difference to the people using the software.

The information you keep

Customer fields, categories, relationships, and the details your team uses every day.

The screens your team uses

Record layouts that put the useful information first and use language your team understands.

The experience customers see

Your portal branding, wording, and the information customers need when they ask for help.

The way work moves forward

Tasks, follow-ups, and responsibilities that fit the process you agree on.

From first conversation to setup

Clear steps.
Shared decisions.

You know your business.
We handle the work of setting it up.

  1. 01

    Walk us through your work.

    Show us how you manage customers, respond to requests, and handle calls. We work through the tools and information your team needs.

  2. 02

    Agree on the setup.

    We define the tools, changes, data, and phone requirements with you. You see the scope and pricing before the setup begins.

  3. 03

    Review it with your team.

    We configure the workspace and walk through the records, screens, and workflows together. Your team can check the details before launch.

  4. 04

    Start with a clear handover.

    We help your team get familiar with the workspace and agree on the support and changes needed as you start using it.

A few practical questions

Before we
get to work.

Talk through your requirements
Do we need to write code or manage the setup?

We handle the configuration. Your role is to explain how your business works, review the setup, and help us get the details right for your team.

Can you connect our existing systems?

Tell us which systems you use and what information needs to move between them. We review the available connections and agree on the scope before promising an integration.

What if our requirements change?

We can review changes as your business develops. We agree on the work, timing, and any additional costs before making the changes.

How long does setup take?

That depends on the tools, data, phone requirements, and customization involved. We discuss the plan and timing after reviewing your needs.

Let's plan your setup

Bring us your requirements.
We'll work through the setup.

Start with your team, your current tools, and the things you want to work better.

Discuss your setup