I will setup zoho crm and zoho one with automation, books migration, creator
About this Gig
ABOUT THIS GIG
Frustrated with lost leads, missed follow-ups, or invoices you're tracking by hand?
Zoho is built to run your entire business sales, accounting, HR, support, and automation in ONE connected system. But most businesses only use a fraction of it.
I will setup Zoho One based on your actual workflow, so you stop switching between disconnected tools and run everything from one place
WHAT I WILL SETUP
Zoho One, Zoho CRM, Zoho Books, Zoho Desk, Zoho People, Zoho Creator, Zoho Mail, Zoho Forms, Zoho Sites, Analytics, Inventory, Campaigns, Bookings, SalesIQ, Writer & Sign
Service Includes:
- Zoho One & App Setup based on your workflow
- CRM Pipelines, Workflows, Custom Modules & Automation
- Books Setup & Migration (QuickBooks, Xero, Wave, Excel)
- User Permissions & Data Configuration
- App Integration & Business Automation
- Reports, Dashboards & Forms
- Sites Design / Redesign
I can also review your existing setup and fix configuration issues.
Message me with which Zoho apps you're using and what's slowing you down - let's get started.
Software:
Zoho

