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I will implement zoho CRM and business automation
Zoho One HubSpot CRM Specialist CRM Automation
Hi! I'm a CRM Systems Architect & Brand Identity Specialist helping businesses optimize operations and scale with smart CRM setups and branding. What I Do:
• Zoho Ecosystem: Complete Zoho One set...
About this Gig
I will setup, customize, and automate your Zoho CRM to help your business manage leads, contacts, deals, and workflows efficiently. Perfect for startups, small businesses, and growing companies.
Packages
Starter Package $50
Delivery: 3 Days | Revisions: 2
Includes:
- Zoho CRM account setup
- Configure 3 modules (Leads, Contacts, Deals)
- 1 workflow automation (e.g., lead assignment)
- Email template setup
- Basic dashboard & report
- User roles & permissions
Standard Package $100
Delivery: 5 Days | Revisions: 3
Includes Everything in Starter, plus:
- Configure 6 modules (Leads, Contacts, Deals, Accounts, Tasks, Calls)
- 3 workflow automations
- Blueprint setup for processes
- Email & SMS integration
- 2 third-party integrations (e.g., Mailchimp, Google Sheets)
- Advanced dashboard & reporting
- Sales pipeline setup
Premium Package $200
Delivery: 7 Days | Revisions: 5
Includes Everything in Standard, plus:
- Full CRM customization (all modules)
- Advanced workflow automation & process rules
- Deluge scripting for custom functions
- API & Webhook integrations
- Data migration from existing CRM
- Zoho Books / Campaigns / Payment integration
- Advanced analytics & reporting dashboard
- 1-hour training session
Software:
Zoho
Industry:
Business services & consulting
•
E-Commerce
•
Software
FAQ
Can you automate my existing Zoho CRM?
Existing workflows will be reviewed, cleaned and adjusted to reduce repetitive manual tasks and improve how information moves through your CRM. Message me with your current system.
Can you connect different Zoho apps?
That's right. Depending on the workflow, I will connect applications such as CRM, Forms, Books, Desk, Campaigns, Inventory, Analytics and other Zoho tools.
Do you work with Zoho One?
Definitely! Zoho One projects can be structured around the applications and business processes you actually use instead of configuring unnecessary tools. Message me.
Should I order Standard or Premium?
Direct order is best Ordered as Premium it contains most things the other package doesn't have.
What do you need from me before starting?
I mainly need to understand your current Zoho setup, the process you want to improve, and what you want the system to do automatically. For Fresh starters, your process, goal and what system you'll like.
Can you integrate Zoho with another system?
Yes, where the required integration method and available APIs/connectors support the connection.Yes, where the required integration method and available APIs/connectors support the connection.
What do you need from me before starting?
I mainly need to understand your current Zoho setup, the process you want to improve, and what you want the system to do automatically. For Fresh starters, your process, goal and what system you'll like.
