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I will setup odoo CRM and zoho CRM customization, automation and integration
CRM Specialist and Email Marketing Strategist,
Hi, I’m Megan Lewis. I help e-commerce brands and B2B companies plug revenue leaks using data driven email marketing and automated CRM systems.
With expertise across Klaviyo, HubSpot, and Mailchimp, ...
About this Gig
Looking to build a powerful sales engine? Let an Odoo & Zoho expert setup your system.
I am a CRM & ERP Architect specializing in Odoo ERP/CRM and Zoho CRM, building clean, scalable systems customized around your unique sales workflows.
What I Offer:
- CRM/ERP Implementation: Full Odoo ERP, Odoo CRM, or Zoho CRM setup from scratch.
- CRM Customization: Custom fields, modules, pipelines, and layouts via Odoo Studio & Zoho tools.
- CRM Migration: Secure data, lead, and contact migration from spreadsheets or old CRMs.
- Workflow Automation: Automated workflows, email triggers, notifications, and process automation.
- CRM Integrations: Connect Odoo/Zoho with websites, web forms, and third-party apps.
- CRM Optimization: Improve existing CRM setups, pipeline reporting, and overall system efficiency.
Why Choose Me?
- Strong expertise in Odoo & Zoho CRM ecosystems
- Clean, scalable system architecture
- Focus on business customization & automation
- Reliable implementation & ongoing support
Please message me before ordering to discuss your CRM or ERP requirements.
Software:
Odoo
My Portfolio
FAQ
Can you set up and configure Odoo CRM from scratch?
Yes. I can configure Odoo CRM, including sales pipelines, leads, opportunities, custom fields, stages, activities, views, workflows, and other CRM settings based on your business requirements.
Can you customize and automate Zoho CRM?
Yes. I can customize Zoho CRM with custom fields, modules, layouts, sales pipelines, workflow rules, notifications, automation, reports, and other CRM processes to match your business workflow.
Can you migrate my existing CRM data to Odoo or Zoho CRM?
Yes. I can help with CRM data migration, including contacts, leads, companies, opportunities, and other relevant records from spreadsheets or existing CRM systems into Odoo CRM or Zoho CRM, with proper data organization.
Can you create CRM workflows and sales automation?
Yes. I can build CRM workflow automation, lead management workflows, sales pipeline automation, email notifications, task automation, follow-up workflows, and business process automation in Odoo and Zoho CRM.
Can you integrate Odoo CRM or Zoho CRM with other applications?
Yes. I can help integrate Odoo CRM and Zoho CRM with websites, lead forms, business applications, and third-party platforms using available integrations, APIs, webhooks, and automation tools where applicable.
