Phoenix - Your AI AssistantSet up your Zoho CRM for sales automation and custom workflows
Delivery in
5 days
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What you get with this Offer
Looking to streamline your sales process with Zoho CRM?
I will set up and customize your Zoho CRM to automate lead capture, follow-ups, and deal tracking, giving you a smart sales system that runs on autopilot. Ideal for startups, freelancers, and service businesses ready to scale without hiring extra hands.
I will help you take full advantage of Zoho’s built-in features to build a workflow that fits your business like a glove.
What You Get:
1. Custom modules for Leads, Deals, Contacts, and Accounts
2. Workflow automation for follow-ups, status changes, and assignments
3. Webform integration to capture leads directly into CRM
4. Email templates and auto-responders
5. Deal pipeline stages with visual sales tracking
6. Task & reminder setup for your sales team
7. Role-based access and user setup
8. Dashboard & reporting setup for pipeline overview
Whether you're starting from scratch or cleaning up an existing system, I’ll make your Zoho CRM clean, fast, and fully functional.
I will set up and customize your Zoho CRM to automate lead capture, follow-ups, and deal tracking, giving you a smart sales system that runs on autopilot. Ideal for startups, freelancers, and service businesses ready to scale without hiring extra hands.
I will help you take full advantage of Zoho’s built-in features to build a workflow that fits your business like a glove.
What You Get:
1. Custom modules for Leads, Deals, Contacts, and Accounts
2. Workflow automation for follow-ups, status changes, and assignments
3. Webform integration to capture leads directly into CRM
4. Email templates and auto-responders
5. Deal pipeline stages with visual sales tracking
6. Task & reminder setup for your sales team
7. Role-based access and user setup
8. Dashboard & reporting setup for pipeline overview
Whether you're starting from scratch or cleaning up an existing system, I’ll make your Zoho CRM clean, fast, and fully functional.
What the Freelancer needs to start the work
To begin setting up and customizing your Zoho CRM, I’ll need the following:
1. Access to your Zoho CRM account (Admin-level)
2. Description of your sales process (lead stages, deal flow, team roles)
3. List of custom fields or data you'd like to capture (optional)
4. Example of a lead form or lead sources (if available)
5. Email templates (if you want them automated)
6. List of users/team members and their roles
7. Any existing CRM structure or notes you want migrated
8. Preferred automation rules or actions (e.g. assign lead, send follow-up)
9. Integrations needed (email, calendar, forms, other tools)
Once I have these, I’ll start mapping out your CRM to fit your exact business needs.