Phoenix - Your AI AssistantZoho CRM Enterprise Build – Sales OS (SMS & VoIP Integration)
- Posted:
- Proposals: 33
- Remote
- #4477846
- OPPORTUNITY
- Open for Proposals
Zuru 
Description
Experience Level: Expert
Estimated project duration: 1 - 2 weeks
Project Overview
We are a UK-based renewables installation business seeking an experienced Zoho CRM specialist to implement a fully specified sales operating system.
This is not a discovery project. We have complete technical documentation (83 pages across three controlled documents, full field matrix, validation logic, workflow pseudo-code, and process maps with IF/THEN permutations) ready for implementation.
We are now looking for a capable implementation partner to build exactly what is specified.
Scope – Phase 1
Users: 6 (Sales, Manager, Admin)
Modules included:
Leads
Contacts
Accounts (Household model)
Sites (custom module)
Deals (pipeline enforcement engine)
Lead Gen Providers (custom module)
Funding Schemes (custom module)
Core functionality includes:
Lead → Contact + Account + Deal conversion (single action)
Stage-based mandatory field enforcement
Blueprint-style pipeline control
Hard and soft duplicate detection rules
UK postcode validation and normalisation workflows
SMS automated first-touch with logging and opt-out enforcement
VoIP click-to-call with automatic call logging and outcome enforcement
Stage duration alerts and quote expiry alerts
Data migration from Excel with deduplication
Role-based field visibility and permissions
Operational dashboards for sales performance
Full documentation will be provided to shortlisted candidates only.
Integrations
SMS: Twilio (preferred) or MessageBird
VoIP: 3CX / Aircall / CloudTalk (final provider to be confirmed)
You must be comfortable configuring:
API authentication
Webhooks
Activity logging
Opt-out enforcement
Error handling logic
What We Are Looking For
Essential:
Proven Zoho CRM implementation experience
Strong knowledge of validation rules and workflow logic
Experience configuring Blueprints and stage enforcement
Experience with SMS and VoIP API integrations
Experience with data migration and deduplication
Desirable:
UK GDPR awareness
Experience building sales process enforcement systems
Experience working from formal technical specifications
Who Should NOT Apply
× Generalist VAs who “know Zoho” without implementation portfolio
× Anyone without SMS/VoIP integration experience
× Copy-paste proposals without demonstrating understanding of structured builds
× Agencies planning to outsource this to junior developers
× Anyone expecting a vague brief or discovery-led engagement
This is a defined implementation project.
Zoho Version
We are open to recommendations between Zoho CRM Professional and Enterprise.
Please specify which edition you recommend and why, based on Blueprint, API, and automation requirements.
Budget & Timeline
Initial budget indication: £600
This is a starting figure for Phase 1 configuration. After reviewing the documentation, you may propose a revised fixed price aligned to scope.
Indicative development schedule: 3–4 weeks for configuration and integration, subject to agreement.
Please provide your realistic delivery timeline.
How to Respond
Please include:
Summary of relevant Zoho CRM builds
Confirmation you are comfortable working from detailed technical documentation
Experience with SMS and VoIP API integrations
Suggested Zoho edition (Professional or Enterprise) and rationale
Estimated timeline
Fixed price proposal
Shortlisted candidates will receive the full specification package before final appointment.
We are a UK-based renewables installation business seeking an experienced Zoho CRM specialist to implement a fully specified sales operating system.
This is not a discovery project. We have complete technical documentation (83 pages across three controlled documents, full field matrix, validation logic, workflow pseudo-code, and process maps with IF/THEN permutations) ready for implementation.
We are now looking for a capable implementation partner to build exactly what is specified.
Scope – Phase 1
Users: 6 (Sales, Manager, Admin)
Modules included:
Leads
Contacts
Accounts (Household model)
Sites (custom module)
Deals (pipeline enforcement engine)
Lead Gen Providers (custom module)
Funding Schemes (custom module)
Core functionality includes:
Lead → Contact + Account + Deal conversion (single action)
Stage-based mandatory field enforcement
Blueprint-style pipeline control
Hard and soft duplicate detection rules
UK postcode validation and normalisation workflows
SMS automated first-touch with logging and opt-out enforcement
VoIP click-to-call with automatic call logging and outcome enforcement
Stage duration alerts and quote expiry alerts
Data migration from Excel with deduplication
Role-based field visibility and permissions
Operational dashboards for sales performance
Full documentation will be provided to shortlisted candidates only.
Integrations
SMS: Twilio (preferred) or MessageBird
VoIP: 3CX / Aircall / CloudTalk (final provider to be confirmed)
You must be comfortable configuring:
API authentication
Webhooks
Activity logging
Opt-out enforcement
Error handling logic
What We Are Looking For
Essential:
Proven Zoho CRM implementation experience
Strong knowledge of validation rules and workflow logic
Experience configuring Blueprints and stage enforcement
Experience with SMS and VoIP API integrations
Experience with data migration and deduplication
Desirable:
UK GDPR awareness
Experience building sales process enforcement systems
Experience working from formal technical specifications
Who Should NOT Apply
× Generalist VAs who “know Zoho” without implementation portfolio
× Anyone without SMS/VoIP integration experience
× Copy-paste proposals without demonstrating understanding of structured builds
× Agencies planning to outsource this to junior developers
× Anyone expecting a vague brief or discovery-led engagement
This is a defined implementation project.
Zoho Version
We are open to recommendations between Zoho CRM Professional and Enterprise.
Please specify which edition you recommend and why, based on Blueprint, API, and automation requirements.
Budget & Timeline
Initial budget indication: £600
This is a starting figure for Phase 1 configuration. After reviewing the documentation, you may propose a revised fixed price aligned to scope.
Indicative development schedule: 3–4 weeks for configuration and integration, subject to agreement.
Please provide your realistic delivery timeline.
How to Respond
Please include:
Summary of relevant Zoho CRM builds
Confirmation you are comfortable working from detailed technical documentation
Experience with SMS and VoIP API integrations
Suggested Zoho edition (Professional or Enterprise) and rationale
Estimated timeline
Fixed price proposal
Shortlisted candidates will receive the full specification package before final appointment.
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
Regarding the Funding Schemes module does the logic need to calculate eligibility based on the Site data automatically?
-
Hi Andy, thanks for the detailed brief. Before I propose a fixed Phase 1 build, can you confirm two points:
(1) which VoIP provider you’re going with (3CX / Aircall / CloudTalk), and whether you already have the account/licence in place; and
(2) roughly how many records are in the Excel migration (Leads/Contacts/Accounts) so we can size deduplication and validation safely? -
When it comes to SMS and VoIP automation, should the triggers and logging be strictly transactional at the lead stage, or would you like a more holistic approach that follows the contact through Deals, Accounts, and custom modules, so every interaction is tracked end-to-end?