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Fiverr Pro
English
$
USD
I will setup zoho crm automation invoice projects and workflow for your business
Zoho Expert: CRM Setup, Automation and Business System Builder
I'm Daniel, a Zoho Certified Expert helping businesses automate their entire workflow using Zoho CRM, Zoho form, Zoho Books and the complete Zoho ecosystem.
From CRM setup and project management to i...
About this Gig
Are you tired of losing leads, missing follow-ups, or spending hours doing manual billing and project updates?
You bought Zoho, but setting it up correctly is a different skill. That's where I come in.
I'm Daniel, a Zoho Certified Expert. I help consultants, agencies and service businesses build a complete automated system using Zoho CRM, Projects, Invoice, WorkDrive, and Cliq
What You'll Get:
Zoho CRM Setup: lead tracking, deal pipeline, contact management, and lead scoring
Zoho Projects: Task management, Gantt charts, deadline reminders, and status updates
Zoho Invoice & Books: Recurring billing, expense tracking, automatic payment reminders
Zoho WorkDrive : Team folders, client file sharing, and document management
Zoho Cliq: Team chat and real-time collaboration setup
Workflow Automation: Auto-assign leads, send follow-up reminders, update deal stages
Integration: Connect zoho with Slack, Google Drive, QuickBooks, or payment gateways
I have helped businesses stop losing deals and reduce admin time by automating their entire Zoho ecosystem.
MESSAGE ME before ordering
Let's build a system that works while you sleep.
Software:
Zoho
Industry:
Business services & consulting
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Real estate
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Insurance
My Portfolio
FAQ
Do I need to already have a Zoho account?
Yes, I can help you create and configure your Zoho account from scratch. If you already have one, I will work directly inside it. Either way, please message me before ordering so I understand your current situation.project volume.
Which package is right for my business?
If you are a solo consultant or just starting out, the Basic package is usually enough to get you running. If you are an agency or service business that handles invoicing and project work, the Standard package covers you. The Premium is for businesses that want their entire team connected.
Will you need access to my Zoho account?
Yes, I will need temporary admin access to your Zoho account to configure everything. You can add me as a user during the project and remove access once you have confirmed everything is working perfectly. Your data stays safe and private throughout.
How will we communicate during the setup?
We will use Fiverr messages throughout the project. After you order, I will send you a short intake form asking about your business, your team size, and what you want to automate. The clearer your answers, the faster I can build the right system for you.
What if I want something not listed in the package?
No problem, message me before ordering and describe what you need. I can create a custom package or add extra automations, integrations, or modules as add-ons. I prefer to agree on the full scope before we start so there are no surprises on either side.
How many automations can you set up?
Basic includes 1 automation, Standard includes 3, and Premium includes up to 6. Each automation covers a specific workflow. for example, automatically assigning a lead, sending a follow-up email after 3 days, or creating a project task when a deal is won. If you need more automations, I offer them
