I will do zoho crm setup, automation and workflow integration
About this Gig
Paying for Zoho every month and still chasing leads in WhatsApp and spreadsheets?
Most Zoho accounts are only partially built. The CRM is installed, nobody understands the pipeline, follow-ups run on memory, and leads go cold while the subscription keeps renewing.|
I build the missing half.
WHAT YOU GET:
- Zoho CRM configured around your sales process, not the default template
- A clear pipeline with named stages so you always know where every deal sits
- Lead capture forms feeding directly into the CRM, reducing manual entry
- Automated follow-up workflows so leads don't depend on someone's memory
- A walkthrough video of your finished system so your team can manage it confidently
ALSO AVAILABLE: Zoho One setup, Zoho Forms, Zoho Campaigns, Zoho Books connections, dashboards and reporting. Available as extras or in the Premium package.
WHO THIS IS FOR: Service businesses, agencies, real estate businesses, consultants and SMBs already using Zoho and wanting a better-organized sales process.
Features depend on your Zoho plan. Message me with your industry and where your leads come from, and I'll tell you which package fits. If Zoho isn't the right tool for your needs, I'll say so.
Software:
Zoho
