End-to-End Zoho Suite Automation

Заказчик: AI | Опубликовано: 03.10.2025

I’ve rolled out Zoho One across CRM, Books and Payroll, but I need an expert who can push the implementation over the finish line fast. The immediate priority is tightening the Sales pipeline inside Zoho CRM, then making sure Books and Payroll talk to each other flawlessly so invoices, GST-ready reports, and salaries all flow without manual intervention. What I expect from you • Zoho CRM – refine stages, automate follow-ups, add blueprints and Deluge functions so every deal moves through the pipeline without human chasing. • Zoho Books – finish a custom Chart of Accounts, plug in opening vendor / customer balances, and automate recurring, GST-compliant invoicing. • Zoho Payroll – set up clean employee onboarding, CTC structures, statutory deductions, and one-click salary processing tied back to Books. • Cross-module workflows – build approvals and notifications that cut manual work by at least the same 60 % I achieved in earlier phases. • Zoho Analytics – create dashboards that surface real-time KPIs for sales, finance and HR. • Handover – short Loom videos or step-by-step docs so my team can run the system from day one. The groundwork is already there; I just need someone who knows Zoho inside out and can start immediately and deliver ASAP. If you’ve done similar full-suite roll-outs, let’s talk.