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Set up and customize Zoho CRM for your business

$135
1
Delivery in
2 days
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What you get with this Offer

I will professionally set up your Zoho CRM system based on your business needs. This service is suitable for small businesses, startups, and freelancers who want an organized CRM system.
This Offer Includes:

✔ Zoho CRM account basic setup

✔ Creation of up to 3 modules (Leads, Contacts, Deals or custom module)

✔ Custom fields setup (up to 15 fields)

✔ Sales pipeline setup

✔ Workflow rule setup (1 automation)

✔ Email notification setup

✔ Import of up to 200 records (Leads or Contacts)

✔ Dashboard basic setup

✔ Testing and validation

✔ Final delivery confirmation

What you will get:

Fully configured Zoho CRM system
Organized lead and deal pipeline
Functional workflow automation
Ready-to-use CRM environment
Delivery Time: 3 Days

Support: 2 Days post-delivery support included

Get more with Offer Add-ons

  • I can additional Workflow Automation

    Additional 1 working day

    +$33
  • I can data Import (Extra 500 Records)

    Additional 1 working day

    +$40
  • I can extra Custom Module Setup

    Additional 1 working day

    +$46
  • I can zoho Email Integration

    Additional 1 working day

    +$33

What the Freelancer needs to start the work

To get started, please provide the following:
Access to your Zoho CRM account
(Admin access preferred)
Brief description of your business
List of required modules
(Leads, Contacts, Deals, etc.)
Details of fields to create
(Name, Email, Phone, etc.)
Workflow requirements
(if any automation is needed)
Data file for import (CSV/Excel)
(if data import is required)
Any specific preferences or instructions