Zoho CRM Professional Implementation Specialist

ZOHO OUTREACH
We are looking for an experienced Zoho CRM specialist to configure a clean, scalable CRM for an international B2B recruitment sourcing business.
CRM is already selected,with Zoho CRM Professional as the intended plan.
We manage international B2B databases of recruitment agencies, manpower agencies, workforce/candidate suppliers, direct employers and clients. Outreach channels include Phone, WhatsApp, LinkedIn and Email, with Telegram/Facebook occasionally.
Initially, the Founder and Main Assistant will use Zoho directly. External callers/freelancers should work through one bilingual English/Russian Google Sheets template without Zoho licences.
MVP
Configure mainly native Zoho CRM: Accounts/Companies, Contacts, Activities/Tasks, permanent Company IDs, Outreach Pipeline, Qualification, Account Manager, ownership fields, communication history, follow-ups, basic views/dashboard and migration from Excel/Google Sheets.
Every Company needs a permanent unique ID such as VP-000001, VP-000002. IDs must be sequential, never changed, independent of Company Name/Country/Role and used as the matching key between Google Sheets and Zoho. Operators must not create IDs manually.
GOOGLE SHEETS → ZOHO
When an operator records an outreach activity, automation must find the Company by ID, create a separate Activity, preserve previous history, update summary fields, create a Follow-up Task when required and return Synced or Error/Needs Review. Activities must never overwrite previous Activities.
Use one bilingual Google Sheets structure, one field mapping and one workflow. Preferred tools: Zoho Flow and/or Make, with minimal custom coding.
CRM STRUCTURE
Accounts = Companies; Contacts = people within Companies; Activities/Tasks = communication history and follow-ups. One Company may have multiple Contacts.
Company Role: Supplier / Client / Both. Company Category: Recruitment Agency / Manpower Agency / Direct Employer / Workforce Supplier / Other.
Pipeline: New; Outreach in Progress; Response Received; Qualification in Progress; Qualification Completed; Closed—No Response; Closed—Not Interested; Closed—Not Suitable.
Qualification Result: Pending / Qualified / Not Suitable.
Account Manager, Current Owner, Relationship Source and Contacted By must remain separate. Account Manager manages the relationship; Current Owner handles current responsibility; Relationship Source records who established the relationship; Contacted By records who performed a specific Activity.
LINKEDIN & OWNERSHIP
Support Company LinkedIn, Contact LinkedIn, LinkedIn Connection Status, First LinkedIn Outreach Date and Last LinkedIn Interaction Date. Employee reassignment must not change historical Activities, Notes, Relationship Source or Contacted By.
ACTIVITIES
Every communication attempt must be a separate Activity. Channels: Phone, WhatsApp, LinkedIn, Email, Telegram, Facebook, Instagram and Other. Preserve complete history while allowing Last Contact Date, Last Channel and Last Result to show the latest interaction.
PILOT
Before full migration, test 30–50 real Companies. Test different countries/types, multiple Contacts, Phone/WhatsApp/LinkedIn/Email Activities, multiple Activities per Company, follow-ups, qualification, invalid IDs and duplicate prevention. Full migration starts only after Founder approval.
SECURITY
The Zoho organisation remains owned by us. Founder remains Super Admin. Specialist receives a separate temporary account. Passwords must never be shared and critical automation must remain under company control.
OUT OF SCOPE
AI, ATS/Zoho Recruit, candidate workflow, telephony, transcription, call-centre software, WhatsApp Business API, automatic LinkedIn scraping/messaging and heavy custom development are not part of the MVP.
DELIVERABLES
Configured Zoho CRM; Company/Contact/Activity structure; permanent IDs; Pipeline/Qualification; ownership fields; LinkedIn fields; bilingual Google Sheets template; Sheets→Zoho automation; Sync Status/Error handling; follow-up automation; 30–50 Company pilot; full migration after approval; basic views; field mapping; automation documentation; short SOP video; confirmation of the recommended Zoho plan.
PROPOSAL
Please answer: 1) How many Zoho CRM implementations have you completed? 2) What experience do you have with Zoho CRM Professional? 3) Have you built Google Sheets→Zoho automation? 4) Zoho Flow, Make or both? 5) How will you preserve Activity history? 6) How will you prevent duplicates? 7) How will you implement permanent Company IDs? 8) How will you separate Current Owner, Relationship Source, Account Manager and Contacted By? 9) Can this MVP be built without heavy custom development? 10) Is Professional sufficient? If not, explain why. 11) Provide 1–3 relevant examples, fixed price and timeline.
Please start your proposal with ZOHO OUTREACH.