I will be your zoho one expert zoho crm expert

Joseph B

United Kingdom

I speak English
I’m Joseph, a Zoho Platform Specialist helping businesses streamline operations, automate workflows, and close more deals using Zoho CRM and Zoho One. I work with startups, coaches, service-based bus...
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About this Gig

Your CRM should run your business not slow it down.


Most businesses activate Zoho CRM or Zoho One and hit a wall. Wrong pipeline stages. Apps that don't talk to each other. Automation that never gets built. You end up with expensive software that nobody actually uses.

I'll fix that.


With 3+ years of CRM and marketing automation experience, I specialize in building Zoho systems that match how your business actually works from first setup all the way to full automation.

858

  • Zoho CRM Setup & Configuration
  • Custom modules, fields & page layouts
  • Sales pipelines & deal stage setup
  • User roles, profiles & permissions
  • Data import & field mapping (CSV)
  • Email integration (Gmail / Outlook)
  • Zoho One Full Suite Setup
  • Zoho One org setup & user management
  • Zoho Campaigns list setup & email templates
  • Zoho Books basic chart of accounts & settings
  • App-to-app integration & data flow
  • ️ Zoho Flow automation between apps
  • Zoho Desk or Projects setup
  • Automated email follow-ups & notifications
  • Lead assignment rules by source, territory, or score
  • Task creation & reminders triggered by deal stage


️Message me before ordering let's talk through your setup and make sure we're the right fit.

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be your zoho one expert zoho crm expert
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be your zoho one expert zoho crm expert

Software:

Zoho

Industry:

Business services & consulting

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Data analytics

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Software

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