I will setup zoho crm, books, projects and forms for construction contractors

westonA

United Kingdom

I speak Italian, German

digital marketer

Helping businesses grow their online presence through strategic digital marketing, creative design, and engaging content. I create solutions that attract the right audience, build strong brands, and t...
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About this Gig

Still chasing construction leads, updating spreadsheets and creating invoices manually? When enquiries, quotes, site jobs and payments live in separate tools, deadlines get missed and admin piles up.


I help builders, tradespeople and construction contractors configure Zoho CRM, Zoho Books, Zoho Projects and Zoho Forms around the way jobs actually move, from a new enquiry to a completed project and invoice.


What I can set up:

  • Construction lead and quote pipelines in Zoho CRM
  • Job enquiry and site survey forms
  • Client and project records, tasks and milestones
  • Zoho CRM, Projects and Books integrations
  • Estimates, invoices, timesheets and payment reminders
  • Workflow fixes, field mapping and testing
  • UK CIS settings in Zoho Books, where supported


Whether you are starting fresh or fixing an existing setup, I focus on less repetitive admin and clearer job tracking.



Share your current process and Zoho subscription so I can recommend the right package. Tax settings should be reviewed by your accountant.

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setup zoho crm, books, projects and forms for construction contractors
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setup zoho crm, books, projects and forms for construction contractors

Software:

Zoho

Industry:

Marketing & advertising

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Real estate

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Retail & wholesale

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