Phoenix - Your AI AssistantSet up and customise Zoho CRM for your business
Delivery in
5 days
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What you get with this Offer
Complete Zoho CRM setup by a Zoho Authorized Partner — built around how your business actually sells, not generic defaults.
What's included:
- Modules, custom fields and layouts configured for your process
- Sales pipeline(s) with stages that match your funnel
- Workflow automations (lead assignment, follow-ups, notifications)
- One Blueprint to enforce your sales process
- Email templates and deliverability setup
- Roles, profiles and user setup (up to 5 users)
- Basic reports and one dashboard
- Handover walkthrough call + documentation
Result: a CRM your team will actually use.
What's included:
- Modules, custom fields and layouts configured for your process
- Sales pipeline(s) with stages that match your funnel
- Workflow automations (lead assignment, follow-ups, notifications)
- One Blueprint to enforce your sales process
- Email templates and deliverability setup
- Roles, profiles and user setup (up to 5 users)
- Basic reports and one dashboard
- Handover walkthrough call + documentation
Result: a CRM your team will actually use.
What the Freelancer needs to start the work
A short brief about your business and sales process, list of users, and Zoho admin access (I can also work from a fresh trial account).