Phoenix - Your AI AssistantZoho CRM and Zoho One Setup and Customization
Delivery in
5 days
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What you get with this Offer
I will configure and customize your Zoho CRM or Zoho One environment to fit your sales, marketing, and service workflows. This includes creating or modifying modules, defining fields, setting up pipeline stages, designing layouts, and establishing relationships between leads, contacts, and deals. The system will be ready for your team to start using immediately.
Beyond the core setup, I will implement up to five workflows or automations (no custom coding required) and can create a blueprint process for one module if needed. You will also receive email templates linked to the workflows and a short 30-minute training session to ensure your team can operate the system efficiently from day one.
What You Will Receive
Fully configured Zoho CRM / Zoho One environment tailored to your processes
Up to 5 automated workflows to streamline operations
Optional blueprint for one module to guide team usage
Pre-configured email templates connected to workflows
30-minute training session for your team
Beyond the core setup, I will implement up to five workflows or automations (no custom coding required) and can create a blueprint process for one module if needed. You will also receive email templates linked to the workflows and a short 30-minute training session to ensure your team can operate the system efficiently from day one.
What You Will Receive
Fully configured Zoho CRM / Zoho One environment tailored to your processes
Up to 5 automated workflows to streamline operations
Optional blueprint for one module to guide team usage
Pre-configured email templates connected to workflows
30-minute training session for your team
What the Freelancer needs to start the work
A clear description of your current business processes and ideal workflows
Admin-level access to your Zoho CRM / Zoho One account
Company branding details such as logo and address
List of modules or features you want to configure
Any sample data, diagrams, or process maps you already have