Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup your CRM, zoho one, salesforce, from USA expert
Juan L
Vetted Pro
Top Rated
5.0
5.0
People keep coming back! This seller has many repeat buyers.
Vetted by Fiverr Pro
Juan L was selected by the Fiverr Pro team for their expertise.
About this gig
CONTACT ME BEFORE BUYING
Me and my Team will build your Zoho/Salesforce CRM. I have 15+ years CTO consulting and developing Salesforce and Zoho. And as a certified Scrum Master and Gallup Achiever, I'll work out any project.
More about Zoho One here: https://go.zoho.com/etb
Basic (2hrs max):
Setup basics settings.
Email & Phone integration with app.
Adjust native Modules/Objects, Layouts and Fields.
Import from csv or excel data.
3 Email and task Templates.
1 Basic Workflows/Flows.
1 Webform for website.
Standard (4hrs max):
1 Blueprint/Pipeline/Path.
1 MailMerge
1 Custom functions/buttons/complex formulas.
1 Basic Integrations: Forms, Invoice, Marketing Automation, Social, Chatbot, Desk, Flow, Survey or Books/AppExchange, etc.
Premium (7hrs max):
1 Advanced Integration + 2 Basic Integrations: Workdrive, Projects, Inventories, Creator/AppExchange, Apex, Visualforce, etc.
Ask for Salesforce migration to Zoho CRM.
Ask for Salesforce Essentials automations to match unlimited Enterprise flows.
Contact me today, we can start a Consultation GIG to establish the scope of the project, design your CRM architecture and propose a timeline.
How it works
Here are the steps to complete your Basic package project:
- 1
App Spec I'll write specifications for the app's functionality and features.
- 2
Development I and my team will develop what we did define for the project.
- 3
Final Review I'll deliver the final version for your review.
Get to know Juan L
Juan L
Vetted Pro
US based Zoho and Salesforce CRM Consultant
Top Rated
Juan L is part of the Fiverr Pro catalog and has been hand-picked by a dedicated Fiverr Pro team for their skills and expertise.
Vetted for
CRM Management
Software Development
Software Management
Website Development
- FromUnited States
- Member sinceFeb 2019
- Avg. response time1 hour
- Last delivery1 day
Languages
English, Spanish
CRM Expert | 18+ Years Experience | Transform Your Sales Process
Former CTO specializing in Salesforce, Zoho & Close CRM implementations that can boost revenue by 29%+.
PCMAG ranks Zoho #1, Salesforce #2 - I master both.
I Deliver:
- Complete CRM setup & customization.
- Seamless data migration & integrations.
- Advanced automation & workflows.
- Revenue-boosting setups & dashboards.
Certified Scrum Master that works any project and finish every time.
Ready to 10x your sales efficiency? Let's build your dream CRM system today!
Among my clients
Wim Motors Academy
Driving School
The Grotto Menswear
Men's Clothing
My Portfolio
Other Software Development Services I Offer
FAQ
Do we need to work together?
Yes, we may be talking every day and having frequent meetings until we get to the end.
What if something new comes up that was not included in the beginning?
I can put some time for extra short tasks. If something new comes up and requires hours to get done I'll explain and we may need another smaller GIG.
Can we keep working in a regular basis after the project is done?
Yes, during the process of completing the project we can discuss to keep working together and the conditions.
Are there more reviews or feedback from other customers?
Yes, you can check my other GIGs to see feedback and some details about other projects I've done.
Reviews
25 reviews for this Gig
| (25) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
S swazzaben
Repeat Client
Israel
It was a pleasure working with Juan! He went above and beyond to set up and customize our CRM to what we wanted. Accurately implementing our ideas as well as providing smart insight to what could benefit us more along the way. Highly recommend!
$2,000-$3,000
Price
3 weeks
Duration
Helpful?D dudu97
Israel
Juan has been very helpful and with great knowledge and Professionalism. highly recommended!
$1,000-$1,500
Price
8 days
Duration
Helpful?S 
sadeghi100
Repeat Client
United States
Great knowledge on details
$600-$800
Price
7 days
Duration
H 
Seller's Response
Helpful?E elisisaac
Repeat Client
United States
If you need Zoho help he is THE guy for the job!
Helpful?P 
pghdjspaz
Repeat Client
United States
I've been working with Juan for just about 2 months now and he has been killing it! We have a pretty complicated set up but he was able to make it happen within 3 flows allowing us to save money on our membership for SF and utilize Zappier instead. He is a must-have when it comes to SF! He is our number one developer.
Helpful?
Reviews
25 reviews for this Gig
| (25) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
S swazzaben
Repeat Client
Israel
It was a pleasure working with Juan! He went above and beyond to set up and customize our CRM to what we wanted. Accurately implementing our ideas as well as providing smart insight to what could benefit us more along the way. Highly recommend!
$2,000-$3,000
Price
3 weeks
Duration
Helpful?D dudu97
Israel
Juan has been very helpful and with great knowledge and Professionalism. highly recommended!
$1,000-$1,500
Price
8 days
Duration
Helpful?S sadeghi100
Repeat Client
United States
Great knowledge on details
$600-$800
Price
7 days
Duration
H Seller's Response
Helpful?E elisisaac
Repeat Client
United States
If you need Zoho help he is THE guy for the job!
Helpful?P pghdjspaz
Repeat Client
United States
I've been working with Juan for just about 2 months now and he has been killing it! We have a pretty complicated set up but he was able to make it happen within 3 flows allowing us to save money on our membership for SF and utilize Zappier instead. He is a must-have when it comes to SF! He is our number one developer.
Helpful?
