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cocrm.ai / Process

Setup Process

From kickoff to go-live: 14–21 business days

01 — 06Meeting & Analysis → Go Live
cocrm.ai Process
Setup by package

Setup by package

Starter setup takes 14 business days; Professional up to 21 when the provider integration exists. New integrations and custom scopes are scheduled in analysis.

14 business days

Starter

Starter setup is completed in 14 business days.

From kickoff to go-live: 14–21 business days

Meeting & Analysis
Go Live

  1. Meeting & Analysis

    We analyze your needs and finalize the scope and module combination.

  2. Technical Setup

    Infrastructure setup, environment preparation, system configuration and core technical setup are completed.

  3. Integration & Data Transfer

    Provider, affiliate, bonus and communication integrations are completed; existing data is migrated.

  4. Testing

    The system is tested end-to-end, critical scenarios are validated and necessary optimizations are completed.

  5. Training

    Your teams receive module-based usage training and the required documentation is shared.

  6. Go Live

    The system goes live, operations are monitored, and close support is provided during the first week.

In-panel Support

Technical Support

Technical support via the in-panel Support module and email

Updates

Regular feature and security updates

Training

Continuous training for new features

Consulting

Business development consulting

Let's Build the Right Scenario for Your Operation

In a 10-minute call, we analyze your current setup and recommend the best module combination.