Phoenix - Your AI AssistantZoho CRM and Zoho One setup with customization service
Delivery in
5 days
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What you get with this Offer
I will set up and customize your Zoho CRM or Zoho One system to match your sales, marketing, and customer service workflows. This includes creating or modifying modules, adding fields, defining pipeline stages, designing layouts, and organizing relationships between leads, contacts, and deals. Your system will be fully ready for immediate use by your team.
In addition to the core setup, I will implement up to five workflows or automations (without custom coding) and can create a blueprint for one module if required. I will also provide email templates connected to your workflows, along with a 30-minute training session to help your team get started smoothly.
What You Will Receive
Fully configured Zoho CRM or Zoho One system tailored to your workflow
Up to five automated workflows for improved efficiency
Optional blueprint for one module to guide usage
Pre-designed email templates integrated with workflows
30-minute training session for your team
In addition to the core setup, I will implement up to five workflows or automations (without custom coding) and can create a blueprint for one module if required. I will also provide email templates connected to your workflows, along with a 30-minute training session to help your team get started smoothly.
What You Will Receive
Fully configured Zoho CRM or Zoho One system tailored to your workflow
Up to five automated workflows for improved efficiency
Optional blueprint for one module to guide usage
Pre-designed email templates integrated with workflows
30-minute training session for your team
What the Freelancer needs to start the work
Clear overview of your business processes and desired workflows
Admin access to your Zoho CRM or Zoho One account
Company branding details (logo, address, etc.)
List of modules or features you want to set up
Any existing data, diagrams, or process documentation