
Simplify and Rebuild ZOHO CRM for Basic Client Engagement
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£150(approx. $201)
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Senior E-Commerce & Automation Specialist | Backend Expert | AI, UI/UX, Mobile (Android & iOS), Bitcoin

♛ PPH No. #1 ♛ 21Years of Experience in Web Development , Web Designing, Magento , Shopify, WordPress , API Integration, Full-Stack Ruby on Rails Developer,AngularJS / Node.js


4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst

Ranked #1 in Full Stack Development| Web Developer / Web Designer|Shopify| Wordpress & Woo-commerce| Wix| Webflow | Joomla| Big commerce |Drupal| SEO

PPH #1 "Top Rated" Service Provider in Development & IT : Wordpress, Shopify, Magento, Squarespace, ZOHO, WHMCS, Salesforce, Vtiger, Learndash, Moodle

Zoho Advance Partner | Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho Extension

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Description
Experience Level: Entry
I’m looking for a UK-based ZOHO CRM specialist to help me strip back my current CRM setup to a much simpler version, focused solely on engaging and nurturing new clients.
This is a very straightforward project — I do not need complex automation or multi-stage sales pipelines at this stage. I just want a clean, usable CRM setup for basic outreach and tracking, with the following features:
Immediate Requirements:
Strip back existing ZOHO CRM setup to the absolute basics
Rebuild with a focus on:
Email integration (with Outlook)
Basic email broadcast functionality
Clean data entry/view (I will supply the data – not a large volume)
Basic process flows for new client engagement
Near-Future Additions (Not for this phase but worth bearing in mind):
WhatsApp integration
LinkedIn integration
VoIP integration
Working Style:
All work to be done on a screen-sharing basis via Microsoft Teams
I want to observe and understand the steps being taken so I can manage and scale the CRM as it evolves
This is a quick, simple job for the right person, and could lead to further development work down the line as we layer in more functionality.
Thanks
This is a very straightforward project — I do not need complex automation or multi-stage sales pipelines at this stage. I just want a clean, usable CRM setup for basic outreach and tracking, with the following features:
Immediate Requirements:
Strip back existing ZOHO CRM setup to the absolute basics
Rebuild with a focus on:
Email integration (with Outlook)
Basic email broadcast functionality
Clean data entry/view (I will supply the data – not a large volume)
Basic process flows for new client engagement
Near-Future Additions (Not for this phase but worth bearing in mind):
WhatsApp integration
LinkedIn integration
VoIP integration
Working Style:
All work to be done on a screen-sharing basis via Microsoft Teams
I want to observe and understand the steps being taken so I can manage and scale the CRM as it evolves
This is a quick, simple job for the right person, and could lead to further development work down the line as we layer in more functionality.
Thanks

Andy J.
100% (2)Projects Completed
8
Freelancers worked with
8
Projects awarded
10%
Last project
29 Oct 2024
United Kingdom
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