I will implement zoho CRM and business automation
Software Developer, AI Automation, CRM Specialist, System Integration Expert
About this Gig
I will setup, customize, and automate your Zoho CRM to help your business manage leads, contacts, deals, and workflows efficiently. Perfect for startups, small businesses, and growing companies.
Packages
Starter Package $50
Delivery: 3 Days | Revisions: 2
Includes:
- Zoho CRM account setup
- Configure 3 modules (Leads, Contacts, Deals)
- 1 workflow automation (e.g., lead assignment)
- Email template setup
- Basic dashboard & report
- User roles & permissions
Standard Package $120
Delivery: 7 Days | Revisions: 3
Includes Everything in Starter, plus:
- Configure 6 modules (Leads, Contacts, Deals, Accounts, Tasks, Calls)
- 3 workflow automations
- Blueprint setup for processes
- Email & SMS integration
- 2 third-party integrations (e.g., Mailchimp, Google Sheets)
- Advanced dashboard & reporting
- Sales pipeline setup
Premium Package $250
Delivery: 10 Days | Revisions: 5
Includes Everything in Standard, plus:
- Full CRM customization (all modules)
- Advanced workflow automation & process rules
- Deluge scripting for custom functions
- API & Webhook integrations
- Data migration from existing CRM
- Zoho Books / Campaigns / Payment integration
- Advanced analytics & reporting dashboard
- 1-hour training session
Software:
Zoho
Industry:
Business services & consulting
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E-Commerce
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Software
My Portfolio
FAQ
Do I need a Zoho account?
Yes, please provide your Zoho CRM or Zoho One account. I can guide you if you need help creating one.
Can you migrate data from my old CRM?
Yes! I handle data migration from Excel, CSV, or other CRM systems into Zoho CRM.
What is included in the Starter, Standard, and Premium packages?
Starter: 3 modules, 1 workflow, basic dashboard Standard: 6 modules, 3 workflows, blueprint, reports Premium: Full CRM setup, advanced workflows, API/Webhook integrations, training
Can you integrate third-party apps?
Yes, I can integrate apps like Mailchimp, Google Sheets, Zoho Books, and more.
Will you provide training?
Yes, a 1-hour training session is included in the Premium package to help you use Zoho CRM efficiently.
Can I request custom workflows?
Absolutely! I can create workflow automations tailored to your business processes.
