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I will provide expert CRM consulting and implementation services
Expert in ZohoCRM and OdooERP, High focus on communication and quality
I have 8+ years of experience in Zoho CRM, Odoo ERP and Sales Operations. I have experience in various Zoho apps like Zoho CRM, Zoho Desk, Zoho Books, Zoho Creator etc. I also have a lot of expertise ...
About this Gig
Are you struggling with CRM setup, messy data, poor adoption, or disconnected systems?
I help businesses streamline their CRM processes, automate workflows, and integrate systems for better visibility, productivity, and growth.
With hands-on experience in CRM strategy, implementation, data migration, and system integrations, I ensure your CRM works for your business
1) CRM Setup & Configuration
- Custom modules, fields & layouts
- Pipeline setup & automation
- Roles, profiles & permissions
2) CRM Strategy & Process Design
- Sales funnel optimization
- Lead management workflows
- Customer lifecycle mapping
- KPI & dashboard design
3) CRM Data Cleanup & Migration
- Data backup
- Field mapping & validation
- Migration from spreadsheets or legacy systems
4) CRM Integration Services
- Email & Marketing tools sync
- API-based integrations
- Automation tools (Zapier, Skyvia, Make, etc.)
5) Reporting & Dashboard Setup
- Custom reports
- Real-time dashboards
FAQ
Do you provide CRM strategy or only technical setup?
Both. I don’t just configure the CRM — I help design your sales process, lead management workflows, automation logic, and reporting structure to align with your business goals.
Can you migrate data from our old CRM or spreadsheets?
Yes. I handle complete data backup, cleanup, deduplication, field mapping, and migration to your new CRM.
Reviews
1 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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Most relevant
B bitsybritt22
United States
Ongoing collaborationNitish and his team are my go-to for anything I need accomplished in ZOHO. The level of professionalism and attention to detail is out of this world. I am always thrilled with the quickness and accuracy of the work done.
$400-$600
Price
12 days
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
B bitsybritt22
United States
Ongoing collaborationNitish and his team are my go-to for anything I need accomplished in ZOHO. The level of professionalism and attention to detail is out of this world. I am always thrilled with the quickness and accuracy of the work done.
$400-$600
Price
12 days
Duration
Helpful?
