Phoenix - Your AI AssistantSet up Zoho CRM for your business
Delivery in
5 days
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What you get with this Offer
Leads in your inbox, customers in spreadsheets and follow ups forgotten? I will set up Zoho CRM so your leads, deals and customers live in one place and your team always knows what to do next.
Perfect for startups, growing companies and established teams, including agencies, distributors, manufacturers and service companies starting with Zoho or moving from Excel or another CRM.
This offer includes:
Zoho CRM setup with users, roles and permissions
Leads, contacts, accounts and deals modules customised for your business
Sales pipeline with stages that match how you sell
Zoho web form on your website so every enquiry lands in the CRM
Workflow rules for automatic emails, tasks and lead assignment
Data import from Excel or Google Sheets, up to 2,000 records
Email integration with Gmail or Outlook
Sales dashboard and reports
Short training video for your team
Works with Zoho CRM Standard, Professional and Enterprise.
Need Zoho Books, Zoho Inventory, WooCommerce or more automation? Add them as add ons.
No technical knowledge needed. I set everything up and explain it in plain words.
I have also built custom Zoho integrations, including a WooCommerce to Zoho Inventory order sync with correct tax mapping.
Perfect for startups, growing companies and established teams, including agencies, distributors, manufacturers and service companies starting with Zoho or moving from Excel or another CRM.
This offer includes:
Zoho CRM setup with users, roles and permissions
Leads, contacts, accounts and deals modules customised for your business
Sales pipeline with stages that match how you sell
Zoho web form on your website so every enquiry lands in the CRM
Workflow rules for automatic emails, tasks and lead assignment
Data import from Excel or Google Sheets, up to 2,000 records
Email integration with Gmail or Outlook
Sales dashboard and reports
Short training video for your team
Works with Zoho CRM Standard, Professional and Enterprise.
Need Zoho Books, Zoho Inventory, WooCommerce or more automation? Add them as add ons.
No technical knowledge needed. I set everything up and explain it in plain words.
I have also built custom Zoho integrations, including a WooCommerce to Zoho Inventory order sync with correct tax mapping.
What the Freelancer needs to start the work
1 - What does your business sell, and how many people will use Zoho CRM?
2 - Which Zoho CRM edition do you have (Standard, Professional or Enterprise)?
3 - Your contacts or deals in Excel or Google Sheets, if you have them.
4 - Zoho CRM access as an Administrator, or invite me as a user.