
Zoho CRM / Bigin simplification
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£30/hr(approx. $41/hr)
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- Proposals: 29
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- #4364319
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Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |

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Description
Experience Level: Expert
I run a small (2 people) education recruitment and staffing agency in the UK. We are currently using Zoho One, with the following core applications:
+Zoho CRM: For our sales and business development calls to schools and nurseries.
+Zoho Recruit: For attracting candidates to our jobs.
+Zoho Workerly: For temporary bookings, timesheets, and billing.
+Zoho Books: For accounts and cash collection.
Our current challenges:
Zoho CRM: We find Zoho CRM overly complex and hard to use for our sales calls. We need advice on whether to:
+ Develop and simplify Zoho CRM to better suit our needs, including adding automations, or
+ Switch to Zoho Bigin, which might be more appropriate for our size.
Zoho Recruit: We are also struggling with Zoho Recruit and need similar assistance to optimize it for our recruitment processes.
What We Need:
Consultation and Advice: Help us decide whether to continue with Zoho CRM or switch to Bigin.
Customization and Setup: Once a decision is made, we need help to set up the chosen platform for our sales process, including any necessary customizations and automations.
Training: Provide training for our team to ensure they can effectively use the optimized systems.
Cost Estimate: Please provide an idea of the costs involved for both the consultation and the implementation phases.
Additional Information:
+We are a small team and need a cost-effective solution.
+We are open to discussing rates and exploring custom packages that fit within our budget constraints.
I would appreciate it if you could provide a quote for these services. Please let me know your availability for a consultation to discuss our needs in more detail.
Thank you for your time and consideration. I look forward to hearing from you.
Best regards,
Nick Breeze, www.nexter.co.uk
+Zoho CRM: For our sales and business development calls to schools and nurseries.
+Zoho Recruit: For attracting candidates to our jobs.
+Zoho Workerly: For temporary bookings, timesheets, and billing.
+Zoho Books: For accounts and cash collection.
Our current challenges:
Zoho CRM: We find Zoho CRM overly complex and hard to use for our sales calls. We need advice on whether to:
+ Develop and simplify Zoho CRM to better suit our needs, including adding automations, or
+ Switch to Zoho Bigin, which might be more appropriate for our size.
Zoho Recruit: We are also struggling with Zoho Recruit and need similar assistance to optimize it for our recruitment processes.
What We Need:
Consultation and Advice: Help us decide whether to continue with Zoho CRM or switch to Bigin.
Customization and Setup: Once a decision is made, we need help to set up the chosen platform for our sales process, including any necessary customizations and automations.
Training: Provide training for our team to ensure they can effectively use the optimized systems.
Cost Estimate: Please provide an idea of the costs involved for both the consultation and the implementation phases.
Additional Information:
+We are a small team and need a cost-effective solution.
+We are open to discussing rates and exploring custom packages that fit within our budget constraints.
I would appreciate it if you could provide a quote for these services. Please let me know your availability for a consultation to discuss our needs in more detail.
Thank you for your time and consideration. I look forward to hearing from you.
Best regards,
Nick Breeze, www.nexter.co.uk
Nick B.
100% (2)Projects Completed
2
Freelancers worked with
2
Projects awarded
25%
Last project
12 Sep 2025
United Kingdom
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Hi Nick,
Could you let me know how your sales workflow currently operates day-to-day (e.g., call tracking, pipeline stages, follow-ups)?
1128434
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