Phoenix - Your AI AssistantZoho CRM Setup, Customization & Integration Services
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What you get with this Offer
Zoho CRM is highly flexible and can be tailored to match your unique business processes. I help businesses build, customize, and optimize their Zoho CRM to increase efficiency, streamline operations, and improve customer management.
Zoho CRM Services Include
Zoho CRM setup from scratch
Customization of modules, fields, templates, and layouts
Workflow automation, blueprints, dashboards, reports, and pivot charts
Embedding forms, email campaigns, SMS campaigns, invoice generation, and customer portal setup
Zoho CRM integration with other Zoho products and 3rd party apps via Zapier, Zoho Flow, or Webhooks
Integration with forms like Ninja Forms, Gravity Forms, Elementor, Contact Form 7, WPForms, JotForms, etc.
Lead importing from Facebook Lead Manager
Twilio integration
Migration from other CRMs like Pipedrive, HubSpot, Salesforce
Zoho Campaign setup
Zoho CRM Services Include
Zoho CRM setup from scratch
Customization of modules, fields, templates, and layouts
Workflow automation, blueprints, dashboards, reports, and pivot charts
Embedding forms, email campaigns, SMS campaigns, invoice generation, and customer portal setup
Zoho CRM integration with other Zoho products and 3rd party apps via Zapier, Zoho Flow, or Webhooks
Integration with forms like Ninja Forms, Gravity Forms, Elementor, Contact Form 7, WPForms, JotForms, etc.
Lead importing from Facebook Lead Manager
Twilio integration
Migration from other CRMs like Pipedrive, HubSpot, Salesforce
Zoho Campaign setup
What the Freelancer needs to start the work
Complete project specification along with CRM access
Quick discussion via chat or call
Reference websites or designs (if applicable)