Phoenix - Your AI AssistantSetup and Optimize Your Zoho CRM for Your Business
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What you get with this Offer
Am Mayowa, I help businesses set up and optimize Zoho CRM to streamline customer management, automate sales workflows, and improve team productivity.
This offer includes:
Zoho CRM initial setup and module configuration
Custom fields, layouts, and user role setup
Sales pipeline creation (Leads, Deals, Accounts, Contacts)
Workflow automation and lead assignment rules
Integration with Zoho Mail, Campaigns, Books, or third-party apps
Dashboard and report customization
Data import and cleanup
Optional: Zoho One, Zoho Flow, or Zoho Creator guidance
Whether you’re new to Zoho or need to clean up and optimize an existing CRM, I can help align the system with your sales process and business goals.
This offer includes:
Zoho CRM initial setup and module configuration
Custom fields, layouts, and user role setup
Sales pipeline creation (Leads, Deals, Accounts, Contacts)
Workflow automation and lead assignment rules
Integration with Zoho Mail, Campaigns, Books, or third-party apps
Dashboard and report customization
Data import and cleanup
Optional: Zoho One, Zoho Flow, or Zoho Creator guidance
Whether you’re new to Zoho or need to clean up and optimize an existing CRM, I can help align the system with your sales process and business goals.
What the Freelancer needs to start the work
Zoho account access or invite as user
Your business structure and workflow (or I’ll help map it)
List of pipeline stages, lead sources, and teams
Any third-party tools you want integrated (e.g. email, WhatsApp, Calendly)