PRIMARY CONTACT DETAILS

Name of Primary Contact *

First

Last

Role / Job title

Contact Tel nr

Contact Email *

Type of Industry *

Services
Retail
Manufacturing
Other

CURRENT SYSTEMS & PAIN POINTS

What system are you currently using for accounting?

What are the main challenges you are experiencing with your current system?

ZOHO SCOPE & COMPLEXITY

Which Zoho modules are you interested in?

How many users will need access to the system?

Do you manage inventory?

No inventory
Single location/warehouse
Multiple warehouses or locations

If applicable, how many warehouses or stock locations do you operate?

DATA & READINESS

What data will need to be migrated?

Chart of Accounts
Customers & suppliers
Inventory items
Opening balances
Historical transactions

How would you describe the quality of your current data?

Clean and well-structured
Mostly usable with some clean-up
Inconsistent and will need significant preparation
Not sure

PROJECT EXPECTATIONS

What best describe what you are looking for?

Full Zoho implementation project
Migration from another accounting system
Clean-up and restructuring of an existing Zoho setup
Guidance and implementation leadership

What is your preferred timeline for implementation?

Less than 1 month
1-3 months
3+ months
Flexible

Have you allocated a budget for this implementation?

Yes
No
Still evaluating

FILTER QUESTION

warehouses you What

Which statement beest reflects your expectations?

We want a structured implementation with clear scope and guidance
We want help setting up Zoho properly for long-term use
We are just looking for quick fixes or basic setup

Is there anything else we should know about your business or requirements?

All engagements start with a structured discovery and scoping session to confirm fit, scope, and readiness before implementation.

I understand that this is an implementation service, not ongoing bookkeeping.

By submitting this form, I agree to provide accurate information to the best of my knowledge. I understand that this information will be used for consulting purposes. I authorize Newdusk Pty Ltd to contact me using the information provided.

Client Intake Form