I would like someone to work as my right hand man in our Zoho CRM setup. I have done a basic setup but am looking for someone to refine and focus is on three core areas: lead management, sales automation, and contact management—using Zoho’s standard modules and best-practice workflows. I have uploaded some account data and can continue to do so, so you won’t have to deal with any imports; your time can go straight into getting the structure right. Deliverables • Enable and configure Leads, Contacts, and Deals with clean layouts, custom views, and logical field mapping. • Build straightforward automation: lead assignment rules, follow-up tasks, and a basic pipeline that moves opportunities through clear stages. • Create at-a-glance dashboards and standard reports that show pipeline value, conversion rates, and next actions. • Communicate with me and collaborate on solutions. No custom modules or heavy scripting are needed right now just a rock-solid foundation that follows Zoho best practices. If this initial phase goes smoothly, there’s potential for deeper customization down the line. Let me know your approach and timeline, and we can get started.