Phoenix - Your AI AssistantZoho CRM Setup and Advanced Workflow Automation
Delivery in
5 days
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What you get with this Offer
I will fully set up and tailor your Zoho CRM to match your unique sales workflow and business requirements. This includes structured configuration of leads, contacts, deals, sales stages, custom modules, custom fields, workflow rules, and automation processes to streamline daily operations.
The system will be organized to centralize all customer information, reduce repetitive manual work, and provide clear insight into every stage of your sales funnel.
You will receive a professionally configured CRM environment designed to improve efficiency, maintain data accuracy, and give your sales team a clear and structured process from the start.
The system will be organized to centralize all customer information, reduce repetitive manual work, and provide clear insight into every stage of your sales funnel.
You will receive a professionally configured CRM environment designed to improve efficiency, maintain data accuracy, and give your sales team a clear and structured process from the start.
What the Freelancer needs to start the work
Access to your Zoho account
Details of your sales pipeline stages
Information about team roles and permissions
Any existing documentation outlining your sales process
Information about your lead sources and current workflow