Phoenix - Your AI AssistantSetup & Customization of Zoho CRM / Zoho One
Delivery in
5 days
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What you get with this Offer
I will set up and fully configure your Zoho CRM (or Zoho One) environment tailored to your sales, marketing, and service workflows. This includes creating or customizing modules, defining fields, setting up pipeline stages, designing layouts, and establishing relationships between entities (leads, contacts, deals). I deliver a solution ready for your team to adopt immediately.
Beyond basic setup, I’ll implement up to 5 workflows / automations (without custom code) and a blueprint process for a specific module if required. You’ll also receive email templates connected with workflows, and a short training session (30 minutes) to get you started. My goal is to not only configure the system but also ensure your team can use it effectively from day one.
Beyond basic setup, I’ll implement up to 5 workflows / automations (without custom code) and a blueprint process for a specific module if required. You’ll also receive email templates connected with workflows, and a short training session (30 minutes) to get you started. My goal is to not only configure the system but also ensure your team can use it effectively from day one.
What the Freelancer needs to start the work
To begin, I’ll need a clear description of your current business processes and your ideal workflow (your “wish list”). Please share your Zoho CRM access (admin-level), your company branding (logo, address), and a list of modules or features you want configured. If there’s any sample data or process diagrams you already have, those will be very helpful.