Phoenix - Your AI AssistantSet up and customise your Zoho CRM for better sales
Delivery in
3 days
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What you get with this Offer
If you're still juggling leads in spreadsheets or struggling with a messy CRM, this offer is built for you.
I will:
Set up your Zoho CRM from scratch or revamp your current setup
Customise modules, pipelines, and fields based on how you work
Create smart automation (follow-ups, task assignments, deal updates, etc.)
Integrate Zoho CRM with tools like Gmail, Outlook, WhatsApp, or your website
Set up user roles and permissions for your team
Provide documentation or quick training so you’re not left guessing
I will:
Set up your Zoho CRM from scratch or revamp your current setup
Customise modules, pipelines, and fields based on how you work
Create smart automation (follow-ups, task assignments, deal updates, etc.)
Integrate Zoho CRM with tools like Gmail, Outlook, WhatsApp, or your website
Set up user roles and permissions for your team
Provide documentation or quick training so you’re not left guessing
What the Freelancer needs to start the work
To get started, I’ll need:
Access to your Zoho CRM account (or permission to create one if you don’t have it yet)
Details about your business workflow, sales process, and key stages
Any existing data or CRM setup you want me to review or migrate
Information about tools you want integrated (e.g., email, website, WhatsApp)
Number of users and roles you want configured
Providing these upfront helps me tailor the setup perfectly and deliver fast without delays