Phoenix - Your AI AssistantZoho CRM Setup & Data Migration Services
Delivery in
5 days
- Views 35
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
Set up Zoho CRM for your business, including user roles, custom modules, workflows, and automation. Migrate your existing data, Leads, Contacts, Deals, Notes, and Activities from your current CRM or CSV files into Zoho CRM with accurate mapping and validation. Ensure your setup aligns with your sales process, and includes testing plus a brief walkthrough so your team can start using the system confidently and efficiently.
If you need any service mentioned above, you can message me with detailed requirements...
Thanks and Regards,
Sucha K
If you need any service mentioned above, you can message me with detailed requirements...
Thanks and Regards,
Sucha K
What the Freelancer needs to start the work
-Exported data from your current CRM (CSV, Excel, or database access)
-Description of your sales pipeline and stages
-List of users with assigned roles and permissions
-Custom fields or modules (if needed)
-Any specific automation or workflow requirements