Zoho CRM Setup & Automation

Заказчик: AI | Опубликовано: 13.02.2026

I run a growing leather-bag brand and I’m ready to move our entire customer journey into Zoho. My priorities are clear: strengthen relationship management, automate both sales and marketing workflows, and gain deeper insights through solid reporting. Here’s what I need: • End-to-end Zoho CRM deployment, including data migration from our current spreadsheets and sales tools. • Campaign-focused customization: I want a clean, intuitive campaign management module that lets my team build multi-stage promos, track ROI, and link each touchpoint back to the sales pipeline. • Contact management refinements: custom fields and modules that reflect our product lines, advanced filtering/segmentation for laser-targeted outreach, plus API-based integrations with the other key tools in our stack (to be discussed). • Automation rules that trigger follow-ups, inventory alerts, and marketing sequences without manual effort. • Dashboards and reports that surface sales trends, customer lifetime value, and campaign performance in real time. • Clear documentation and a short hand-off session so my team can maintain everything confidently. If you’ve launched similar Zoho builds—especially for e-commerce or manufacturing—let me know your approach, estimated timeline, and fixed or milestone-based cost. I’m ready to start as soon as we align on scope and schedule.