I will setup zoho one CRM books people creator analytics form mail desk

United Kingdom

I speak English
I help businesses build powerful lead generation and sales automation systems that bring in consistent clients without manual work. From Clay, Apollo IO, and Instantly to HubSpot, Zoho, and Zapier, I ...
About this Gig

Zoho One gives you 40+ apps, but most businesses only use one or two of them properly. I set up your full Zoho stack correctly and connected, so CRM, accounting, HR, forms and support all work together instead of sitting as separate disconnected tools.


What you get:

  • Zoho CRM set up with pipelines, stages and custom fields
  • Zoho Books configured for invoicing and financial tracking
  • Zoho People set up for HR and team management
  • Zoho Creator for custom apps and internal workflows
  • Zoho Analytics dashboards reporting across your whole business
  • Zoho Forms connected to feed leads straight into your CRM
  • Zoho Mail configured and linked to CRM activity
  • Zoho Desk set up for customer support ticketing


Every app is connected to the others, not set up in isolation, so a form submission can create a CRM lead, a support ticket can link to a customer record, and your dashboards report on all of it in one place.


I've delivered full CRM builds and data migrations for clients in healthcare, lending and professional services, including 560,000+ record imports.


Message me with which Zoho apps you're using or want set up and I'll map the full build.

Software:

Zoho

Industry:

Business services & consulting