I will basic zoho apps setup
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Struggling to get Zoho working the way your business actually runs? I'll set it up properly the first time.
I'm a certified Zoho consultant with 5+ years in the ecosystem and 200+ end-to-end implementations across manufacturing, logistics, professional services, and export businesses. I work with clients in India, Australia, the US, Brazil, the Middle East, and South Africa.
What I'll do for you:
- Account setup and organizational configuration
- Modules, custom fields, and layouts tailored to your process
- Sales pipeline and deal stage configuration
- User roles, profiles, and permission setup
- Data import and cleanup (leads, contacts, accounts, deals)
- Email integration and templates
- Basic workflow rules and automation
- Dashboards and reports for the metrics you care about
- A walkthrough session so your team knows how to use it
Products I work with: Zoho CRM, Creator, Books, Inventory, People, Recruit, Analytics plus Deluge scripting, REST APIs, and third-party integrations when you need something custom.
Why work with me:
Most Zoho setups fail because they're configured like software instead of like your business. I start by understanding your sales process, then build the system around it
Software:
Zoho
Industry:
E-Commerce
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Energy
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Legal
