Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup and customize your zoho CRM with automation, workflows, and dashboards
Instagram is where I exist
Remember when Elon Musk said- "Everything you want to learn is available online, college is just to prove that you can do chores."
I LISTENED.
Hey! My name is Bhavya, and I am on my way to turn my ...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
IS YOUR ZOHO CRM MESSY OR NOT WORKING FOR YOUR BUSINESS?
I will set up and customize your Zoho CRM from scratch or fix what you already have so your team closes more deals with less manual work.
WHAT I OFFER:
- Complete CRM Setup & Customization
- Custom Modules, Fields & Layouts
- Lead, Contact, Deal & Pipeline Configuration
- Workflow Rules, Blueprints & Automation
- Web-to-Lead / Web-to-Contact Forms
- Role Hierarchy, Profiles & Permissions
- Reports & Dashboards
WHY CHOOSE ME?
- Configured around YOUR business not a generic template
- Clean, scalable setup that grows with your team
- Thorough testing before every delivery
- Post-delivery support included
HOW IT WORKS:
- Share your requirements
- I map your CRM structure & get approval
- Build, automate & configure everything
- Test & deliver with revisions included
️ MESSAGE ME BEFORE ORDERING
Every business is different, and I want to make sure we're the perfect fit!
Let's build a CRM your team will actually love using.
Software:
Zoho
Industry:
Financial services
•
Real estate
•
Wellness
My Portfolio
FAQ
Do you work with existing Zoho CRM accounts?
Yes! I can clean up, restructure, or build on top of your existing setup.
Will you need admin access to my Zoho account?
Yes, temporary admin access is required. You can revoke it after delivery.
Can you integrate Zoho CRM with my website or other tools?
Basic web forms are included. For deeper integrations (WhatsApp, Gmail, Shopify), contact me for a custom quote.
I'm new to Zoho CRM. Is that okay?
Absolutely — I'll guide you through everything and make it easy for your team to start using immediately.
