I will setup zoho CRM with automation, workflows and integrations

Atharva B

India

I speak Hindi, Marathi, English

Business Development Manager

I am a SaaS Pre-Sales and Business Development professional with 5+ years of experience delivering ERP and CRM solutions across mid- market and enterprise organizations. I am experienced in conducting...
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About this Gig

Struggling with manual sales tracking, follow-ups, and invoicing?

I help businesses automate their entire sales process using Zoho CRM + Zoho Books so you can focus on closing deals instead of managing data.


What I will do for you:

  • Setup Zoho CRM from scratch
  • Customize modules, fields, and pipelines
  • Build workflows & automation (emails, tasks, alerts)
  • Lead Deal Invoice automation
  • Integrate Zoho CRM with Zoho Books
  • Create dashboards & reports for business insights


Who this is for:

  • Businesses using Excel or manual tracking
  • Startups setting up CRM for the first time
  • Companies using Zoho but not fully automated
  • Agencies needing sales + invoice automation


What you get:

  • Time saving automation
  • Faster follow-ups = more conversions
  • Zero manual data entry
  • Clear visibility of your sales pipeline


Why choose me:

  • Real experience working with Zoho ecosystem
  • Business-focused approach (not just technical setup)
  • Clean, scalable CRM structure
  • Fast delivery & clear communication


Before placing order, message me with:

  • Your business type
  • What you want to automate
  • Current tools (if any)

Ill guide you to the best solution.

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setup zoho CRM with automation, workflows and integrations
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setup zoho CRM with automation, workflows and integrations
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setup zoho CRM with automation, workflows and integrationssetup zoho CRM with automation, workflows and integrations

Software:

Zoho

Industry:

Real estate

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Retail & wholesale

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Software

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