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English
$
USD
I will setup and customize zoho CRM with workflow automation
Arfater
Level 2
5.0
5.0
Gig Summary
About this gig
You will get a Zoho CRM configured around how your business actually sells set up, customized, and automated by a Zoho Creator Certified Developer with 7+ years on the Zoho platform.
I specialize in turning a messy or empty CRM into a system your team actually uses: module and layout customization, lead/deal pipelines that match your sales process, workflow automation (email alerts, task assignment, field updates, approval processes), custom Deluge functions for complex logic, and reports and dashboards that give managers real-time visibility. I also integrate Zoho CRM with third-party tools and APIs so data flows in automatically instead of being typed twice.
My background is in Industrial Engineering, so I treat your CRM as a process to optimize map the workflow first, remove the manual steps, then automate.
Clear process throughout: you approve the design before I configure anything, review the working setup before delivery, and get a full walkthrough at handover.
Get to know Arfater
Arfater
Zoho AI Integration Specialist
Level 2
- FromBangladesh
- Member sinceFeb 2017
- Avg. response time1 hour
- Last delivery4 months
Languages
English
Certified Zoho Developer specializing in AI integration. I customize Zoho CRM, Creator, Books & Analytics using Deluge, and build AI-powered automations: call/email summarization, smart lead extraction, sentiment analysis, and custom AI widgets. I connect Zoho with Claude/OpenAI via APIs and MCP servers to automate manual work and add intelligent insights to your CRM. If you want to reduce data entry and add AI-driven automation to Zoho, I can build it end-to-end.
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Other Software Development Services I Offer
FAQ
Can you fix or improve an existing Zoho CRM instead of starting fresh?
Yes, that's most of my work. I audit what you have, keep what works, and rebuild what doesn't.
Can you migrate our data from spreadsheets or another CRM?
Yes. Data import with proper field mapping and de-duplication can be included — mention it when ordering so I scope it in.
Do you write custom functions?
Yes. Where standard workflow rules aren't enough, I write custom Deluge functions for complex logic, scheduled automations, and API calls.
Will our team know how to use it?
Yes. Every package ends with a walkthrough, and the Advanced tier includes full training plus documentation
Reviews
37 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
B bubba_tvs
United States
Ongoing collaborationOnce again, Arfater delivers! Grateful for his expertise and communication.
$200-$400
Price
7 weeks
Duration
Helpful?B bubba_tvs
United States
Ongoing collaborationWe have worked with Arfater many times and continue to find incredible expertise and value in his work. We are very appreciative of what he has been able to do for us, and look forward to more projects together in the future.
$600-$800
Price
1 day
Duration
Helpful?M marcdemey
Belgium
Ongoing collaborationWe needed some custom development in Zoho CRM to improve on the selection of appropriate contacts for our marketing initiatives. Very good interaction at the start to ensure the scope of the project was understood. Swift response in developing the offer and executing the project.
$100-$200
Price
Helpful?J jesusmero
Mexico
Ongoing collaborationGreat work
$50-$100
Price
Helpful?A animrahman
Australia
Arfater is very good and communicates calmly. Highly recommended
$200-$400
Price
Helpful?
Reviews
37 reviews for this Gig
| (37) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
B bubba_tvs
United States
Ongoing collaborationOnce again, Arfater delivers! Grateful for his expertise and communication.
$200-$400
Price
7 weeks
Duration
Helpful?B bubba_tvs
United States
Ongoing collaborationWe have worked with Arfater many times and continue to find incredible expertise and value in his work. We are very appreciative of what he has been able to do for us, and look forward to more projects together in the future.
$600-$800
Price
1 day
Duration
Helpful?M marcdemey
Belgium
Ongoing collaborationWe needed some custom development in Zoho CRM to improve on the selection of appropriate contacts for our marketing initiatives. Very good interaction at the start to ensure the scope of the project was understood. Swift response in developing the offer and executing the project.
$100-$200
Price
Helpful?J jesusmero
Mexico
Ongoing collaborationGreat work
$50-$100
Price
Helpful?A animrahman
Australia
Arfater is very good and communicates calmly. Highly recommended
$200-$400
Price
Helpful?
