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I will be the last perfex zoho CRM expert youll hire for setup customization automatio
I streamline, automate, and scale CRM
I’m a Senior CRM Automation Expert with proven experience in GoHighLevel, Zoho, Perfex, Procore, Autodesk, Buildertrend, Monday, Fieldwire, and JobNimbus. I specialize in setting up, customizing, and ...
About this Gig
Hello there,
Still juggling spreadsheets, chasing leads manually, and watching sales opportunities slip away?
I get it, every untracked lead, every delayed follow-up, every mismanaged client interaction can silently drain your sales pipeline and revenue.
Here's the Solution:
I'll design, set up, and fully automate your Zoho CRM (and Perfex CRM) to ensure:
- End-to-end lead tracking.
- Automated workflows that cut manual tasks by up to 70%.
- Sales funnel optimization to increase close rates by 40%.
- Commission reports that auto-calculate rep payouts.
- Real-time dashboards for full revenue visibility.
Services I Offer:
- Zoho CRM Setup, Customization & Automation (workflows, pipelines, scoring rules)
- Zoho One Setup & App Configuration
- Zoho App Integrations (Desk, Campaigns, Forms, Analytics, Projects, Books, Mail, etc.)
- Perfex CRM Setup & Customization
- Third-Party Integrations (LinkedIn, Facebook Lead Ads, Shopify, WordPress, GoHighLevel, ClickFunnels, etc)
- Data Migration & Cleaning
- Zoho Forms
- Email & SMS Campaigns
- Analytics & Reporting
- Training & Ongoing Support
Keywords: crm automation crm customization sms automation zapier integration make integration n8n automation kajabi b2b crm
Software:
Zoho
Industry:
Construction
•
Food & beverage
•
Real estate
FAQ
Does Zoho allow multiple users?
Yes, Zoho allows multiple users with role-based access and permissions depending on the plan.
I don’t have a CRM yet, and I’m not sure which one to choose.
No worries, I have expertise working with multiple CRMs over the years. I’ll analyze your business needs and budget, then recommend the best-fit solution. Send me a message today, and I’ll create a customized offer just for you!
How could I be confident that my data is safe?
Your data security is my top priority. I will never share your credentials or information with anyone, and if needed, I’m happy to sign an NDA for extra peace of mind.
