Phoenix - Your AI AssistantComplete Zoho CRM Setup & Customization for Your Business
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3 days
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What you get with this Offer
Need a seamless CRM system that helps you capture leads, track sales, and manage customer relationships? I’ll set up and customise Zoho CRM to fit your business workflow, so you can stop wasting time on manual processes and focus on closing more deals.
What’s included in this offer:
✅ Zoho CRM Account Setup – Fresh installation or review of your existing setup.
✅ Customisation – Tailored modules, fields, and layouts to match your business needs.
✅ Automation Setup – Workflows, rules, and notifications to save you time.
✅ Lead Capture & Management – Web forms, lead scoring, and pipeline setup.
✅ Integration Support – Connect Zoho CRM with email, calendar, or third-party tools.
✅ User Roles & Permissions – Ensure the right people have the right access.
✅ Basic Reports & Dashboards – Track KPIs and get clear insights.
✅ Training & Handover – Quick walkthrough so you and your team know how to use it.
This offer is perfect for businesses that want to:
✔ Organise sales & customer data in one place
✔ Automate repetitive tasks
✔ Improve team productivity and close more deals
Let me help you make Zoho CRM work your way, simple, clean, and ready to scale. You can hire me now to get started.
What’s included in this offer:
✅ Zoho CRM Account Setup – Fresh installation or review of your existing setup.
✅ Customisation – Tailored modules, fields, and layouts to match your business needs.
✅ Automation Setup – Workflows, rules, and notifications to save you time.
✅ Lead Capture & Management – Web forms, lead scoring, and pipeline setup.
✅ Integration Support – Connect Zoho CRM with email, calendar, or third-party tools.
✅ User Roles & Permissions – Ensure the right people have the right access.
✅ Basic Reports & Dashboards – Track KPIs and get clear insights.
✅ Training & Handover – Quick walkthrough so you and your team know how to use it.
This offer is perfect for businesses that want to:
✔ Organise sales & customer data in one place
✔ Automate repetitive tasks
✔ Improve team productivity and close more deals
Let me help you make Zoho CRM work your way, simple, clean, and ready to scale. You can hire me now to get started.
What the Freelancer needs to start the work
Zoho CRM login details (or invite you as an admin user).
Access to other Zoho apps (if they want integrations: Zoho Mail, Campaigns, Books, etc.).
Domain/email access if email integration is required.