I will customization and automation in zoho CRM, zoho one
Zoho Developer and Consultant
About this Gig
I offer the following services:
1) Zoho CRM Company & Profile Setup
2) Customization - Modules and Fields, Canvas View, Pipeline, Email Templates, and Layouts
3) Channels - Email, Social, Telephony, Chats, WhatsApp, Portals & Webform
4) Domain - Authentication & Validations
5) Automation - Workflow, Segmentation, Marketing Automation, Scoring & Assignment Rule
6) Process Automation - Blueprint, Approval Process & Command Centre.
7) Business Development - API, Webhook, Function, Deluge programming, Sales Dashboard.
8) Other Zoho apps setup:
- Zoho Flow - integrations with different apps, Webhooks
- Zoho Contract/ Sign - creating documents, e-signing
- Zoho Desk - ticketing system, support portal, F&A for website
- Zoho Forms - creating forms for your website or collecting information from your clients
- Zoho MarketingHub, Zoho Campaigns - regular marketing campaigns, drip campaigns, text campaigns
- Zoho Recruit - system setup for your recruiting company or department, candidate and customer portal, vacancy posting
- Zoho SalesIQ - website visitor tracking, live chat, chatbot
- Zoho People - Configured HR system
- Zoho Analytics- Custom Report & dashboard
- Zoho Creator - Custom application
Thanks
FAQ
How could I add you as a user to my account?
You could give me the credentials of an existing user or create a new one for me. Please use your company email address. You could not create a new user using my own email address.
Could you do a setup remotely?
Sorry but I do not do system setup and customization remotely as it takes much more time. For rare exceptions please contact me if you have a very special inquiry.
I am not sure are about my requirements. Could I buy a consultation?
Yes, sure. You could buy a consultation so we could discuss your business and your needs. Please send me a message and I will send you a custom offer. My consultation (up to 1 hour) costs 15 USD / hour.
Could you work with us on ongoing basis?
Yes, this is a usual practice with my clients. I could send you a custom offer for some number of hours that you could use during a few weeks or months. I track all tasks and time logs, and you could check how much time is spent on every task at any time.
What is your hourly rate?
My hourly rate is 12 USD / hour.
I don't have a zoho account yet, how do I create one ?
Zoho has over 50 applications. So, make sure to choose the right one for your business. And with this gig, I can help you do that. We will go through the sign-up process together.
14 reviews for this Gig
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| (1) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
N nicknoorani

Canada
Swati is one of the best vendors i have worked with on Fiverr. Highly recommended 👌
$400-$600
Price
9 months
Duration
Helpful?C chirag4144

Tanzania
Swati has been a pleasure to work with. Very professional, quick to understand the business needs and faster at implementing.
$100-$200
Price
4 weeks
Duration
K Seller's Response
Helpful?A asluser
Repeat Client

United States
I have worked with this Seller on several other projects. She has gone above and beyond and spent a lot of extra time helping me get my project the way I wanted it. I appreciate all the time she spent explaining the process to me.
$50-$100
Price
2 days
Duration
Helpful?G gorentals

South Africa
It has been a pleasure working with Swati regarding our CRM setup. She understood our requirements exactly and went the extra mile to ensure everything was done according to the brief. We will continue using her for further work.
$50-$100
Price
12 days
Duration
Helpful?A asyouareindia

India
hi it was very easy working with swati. she is very responsive and keeps giving regular updates. will work with her again.
Up to $50
Price
3 days
Duration
Helpful?
14 reviews for this Gig
| (13) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
N nicknoorani

Canada
Swati is one of the best vendors i have worked with on Fiverr. Highly recommended 👌
$400-$600
Price
9 months
Duration
Helpful?C chirag4144

Tanzania
Swati has been a pleasure to work with. Very professional, quick to understand the business needs and faster at implementing.
$100-$200
Price
4 weeks
Duration
K Seller's Response
Helpful?A asluser
Repeat Client

United States
I have worked with this Seller on several other projects. She has gone above and beyond and spent a lot of extra time helping me get my project the way I wanted it. I appreciate all the time she spent explaining the process to me.
$50-$100
Price
2 days
Duration
Helpful?G gorentals

South Africa
It has been a pleasure working with Swati regarding our CRM setup. She understood our requirements exactly and went the extra mile to ensure everything was done according to the brief. We will continue using her for further work.
$50-$100
Price
12 days
Duration
Helpful?A asyouareindia

India
hi it was very easy working with swati. she is very responsive and keeps giving regular updates. will work with her again.
Up to $50
Price
3 days
Duration
Helpful?

