I will setup zoho CRM, zoho automation, zoho one, books, analytics, campaigns, forms
Website developer, Shopify Expert, CRM and Email Marketinng Specialist
About this Gig
Stop Managing Chaos. Start Running a Smarter Business with Zoho.
Losing leads or running on messy spreadsheets? I set up and configure the full Zoho ecosystem so everything works seamlessly from day one.
What I set up:
- Zoho CRM custom modules, fields, pipelines, lead management
- Zoho Campaigns email lists and automation sequences
- Zoho Books invoicing and financial workflows
- Zoho Desk ticket and support configuration
- Zoho One & Creator full suite and custom app builds
- Workflow automation triggers, rules, automated actions
- Integrations Zapier, web forms, native Zoho connectors
- Custom dashboards and analytics reports
Who this is for:
- Small and medium businesses ready to systemise their sales process
- Startups setting up their CRM for the first time
- Business owners migrating from HubSpot, Pipedrive, or spreadsheets
- Teams that need automation but don't know where to start
Why work with me:
I don't just flip switches I configure Zoho around how your business actually works. Every setup is clean, logical, and built to scale with you.
Drop me a message before ordering and I'll let you know exactly what your business needs.
Software:
Zoho
FAQ
Do I need to already have a Zoho account before ordering?
No. I can help you create and set up your Zoho account from scratch, or work with your existing one. Just mention it when you message me.
Which Zoho plan do I need for the setup?
It depends on what you need. Zoho CRM Free works for basic setups, but for automation and advanced features, Zoho CRM Standard or Professional is recommended. I'll advise you on the best plan before we start.
Can you integrate Zoho with my existing tools?
Yes. I can connect Zoho with third party tools like Zapier, web forms, WordPress, and other native Zoho integrations.
What information do I need to provide to get started?
Just your business overview, the tools you currently use, and your goals. I'll handle the rest and guide you through anything else I need along the way.
Can you migrate my data from another CRM into Zoho?
Yes. I can migrate contacts, leads, and deal data from platforms like HubSpot, Pipedrive, or spreadsheets into your new Zoho CRM setup.
Will my Zoho setup work for my specific industry?
Yes. I customise every setup around your business type whether you're in real estate, e-commerce, consulting, or any other industry. No generic templates.
Can you set up automation for my sales and follow up process?
Absolutely. Depending on your package, I can build workflow automation that handles lead assignment, follow-up reminders, email triggers, and deal stage updates automatically.
What happens if something isn't working after the setup is complete?
I make sure everything is tested and working before marking the order complete. If you notice any issue directly related to the setup, reach out and I'll look into it promptly.

