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I will build you a fully customised zoho CRM solution
stefanievanjoca
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About this gig
Done-for-you Zoho CRM implementation so you can finally retire those spreadsheets and follow-ups that slip through the cracks.
What you get:
- Strategy call to map your current sales process, key data points, and handover stages.
- Custom Zoho CRM setup with tailored fields, pipelines, and layouts that mirror how your business actually works.
- Lead capture from website forms, email and other channels, with clean data import from your existing tools.
- Smart workflow automation for reminders, follow-ups, task assignment, and status updates so nothing is missed.
- Dashboards and reports giving clear visibility of leads, conversion rates, and revenue.
- Training and post-launch support so your team feel confident and actually uses the CRM day to day.
Ideal for service businesses and mortgage brokers who want a simple, effective CRM that supports growth without adding admin.
Get to know stefanievanjoca
stefanievanjoca
Zoho Creator Certified Business Process Consultant
- FromAustria
- Member sinceMay 2017
Languages
English, German, Afrikaans
Zoho Creator Certified consultant helping mortgage brokers and service businesses automate workflows, integrate systems, and replace spreadsheets with custom apps and CRM. I map your processes, build tailored Zoho solutions, and connect tools like Xero, QuickBooks, Make.com and Zapier so you reduce manual work, errors and lead loss while your team focuses on clients.
My Portfolio
FAQ
How long does implementation take?
Typically 3-6 weeks from kickoff to go-live, depending on complexity. The Starter package takes 3-4 weeks, the Professional takes 4-6 weeks, and the Enterprise can take 6-8+ weeks.
Can you integrate with Quickbooks/Xero?
Absolutely. Integration with QuickBooks or Xero is included in the Professional and Enterprise packages. Invoices, payments, and customer data sync automatically.
What happens if I need changes after launch?
All packages include 30-60 days of post-launch support. If you need ongoing adjustments, you can engage me on an ad-hoc basis or hire me on a monthly retainer for ongoing support.
Can you work with businesses worldwide?
Yes! I work remotely with clients globally. All implementation, training, and support happen via video calls and screen sharing.
Do I need to buy Zoho CRM separately?
Yes. Zoho CRM pricing is separate and paid directly to Zoho. Plans start at around £12/user/month for the Standard plan (which I recommend for most small businesses). I'll help you choose the right Zoho plan for your needs.
What if we've already started using Zoho CRM but it's not working?
I offer "CRM rescue" services to fix and optimise existing Zoho CRM setups. I'll assess your current system and recommend improvements.
Can you train new team member who join after launch?
Yes! New team member onboarding is included in your support period. After that, I offer training sessions at £150 per 90-minute session.
Whats the difference between Starter and Professional packages?
The Starter is ideal for very small teams with simple sales processes. The Professional package includes more automation, integrations (QuickBooks/Xero), custom reporting, data migration, and extended support—making it the best choice for most growing businesses.
