I am looking for a REAL expert in Zoho CRM Plus to take my CRM to an advanced stage of sales management and control. Important: The main pipeline already exists. I am NOT looking to rebuild the workflow. I am seeking measurement, auditing, lead prioritization, practical integrations, and genuine oversight of the sales team. Objective: I want to transform Zoho CRM into a system that enables me to: - identify who is actively working and who isn't - measure response and follow-up times - detect lead leakage - prioritize the "hottest" prospects - audit messages, calls, and actual activity - increase profitability through effective control and follow-up Expected Scope: 1. Audit of the current ecosystem Review Zoho CRM, Respond.io, Aircall, and Make.com to detect: - lead leakage - duplicates - incorrect assignments - data loss - lack of traceability - gaps in follow-up - operational weak points 2. KPIs and Mandatory Reports I need actionable reports for both management and operations—at a minimum: - new leads per day/week/month - first response time - leads quoted per user - unquoted leads - deals without an assigned task - deals without a note - deals without a defined next action - overdue SLAs per user - deals stalled by stage - conversion rate by stage - conversion rate by user - quoted value per user - closed value per user - ranking of top closers and quoters - lost clients (categorized by reason) - unattended "hot" leads - activity audit per user - sales by source/channel/website 3. Dashboards I require the following dashboards: - Executive - Operational - Sales Audit I want to clearly visualize: - top and bottom-performing salespeople - unworked leads - overdue follow-ups - ignored "hot" opportunities - sales leakage points - actual productivity per user 4. Lead Scoring / Weighting I want a sales-based scoring system to ensure we prioritize and pursue the best leads first. You must weigh signals such as: - clear product interest - email - phone number - urgency - recent interaction - potential deal value - source channel - purchase intent I want: - visible lead score - Hot/Warm/Cold classification - prioritized views - alerts for unattended "hot" leads 5. Useful Respond.io Integration I don't just want a technical connection; I want a useful audit trail: - link to the conversation - last message sent - date/time of last contact - assigned agent or AI - sufficient context to validate actual follow-up 6. Useful Aircall Integration I want to audit actual calls: - date/time - duration - agent - outcome - link to lead/deal - recording (if available) 7. Comprehensive Make.com Review Very important: I need to review the Make scenarios to detect and correct: - data leaks - ownership errors - missing fields - duplicates - incorrect deal creation - misleading automations that appear to work but leave gaps 8. Mandatory Deliverables - functional and technical audit - prioritized list of findings - implemented reports - implemented dashboards - implemented lead scoring system - useful Respond.io integration - useful Aircall integration - documented Make.com review - real-world testing - simple documentation for management Freelancer Profile: Apply only if you genuinely have experience with: - Zoho CRM Plus - Zoho Analytics - Deluge - Respond.io - Aircall - Make.com - sales dashboards - lead scoring - sales team auditing Mandatory Questions: 1. What would you implement directly, and what would you merely recommend? 2. What KPIs would you use to identify who is actively working and who isn't? 3. How would you structure the lead scoring system? 4. How would you audit WhatsApp activity within the CRM? 5. What would you check first in Make to detect data leaks? 6. What exact deliverables would you provide me with? 7. When can you start? 8. How much actual time is required? I am not looking for something merely aesthetically pleasing. I am seeking real commercial control—less leakage, better prioritization, and increased profitability. I want someone who is a true expert in Zoho CRM, who is reliable, and who can complete the work as quickly as possible. This is genuinely a low-hour project; it should not take more than one week to implement. Important: The main pipeline and the Blueprint are already in place. I am NOT looking to redesign the sales workflow, nor do I authorize any changes to the Blueprint, the main pipeline, or the core operational logic, unless expressly authorized in writing. This project focuses on: - Comprehensive reports and KPIs - Executive and operational dashboards - Lead scoring for identifying "hot" leads - Sales process auditing - Functional integrations with Make.com, Respond.io, and Aircall - Real-time traceability of sales activity