Zoho CRM Setup Specialist

Заказчик: AI | Опубликовано: 21.12.2025
Бюджет: 1500 $

Good afternoon, I am seeking a quote to setup my Zoho one apps. I need a basic startup with CRM and workflow. I have a need for 3 pipelines. I am fine with the 2, commercial and consulting , the mortgage one can be later if it drastically increases cost. The dash board is just a basic internal one with the ability to generate reports. I’ve attached the Zoho CRM Scope of Work along with the detailed build instructions (pipelines, automations, commission forecasting logic, e-sign workflows, document checklist tracking, dashboards, and campaigns). I'm looking for an experienced Zoho CRM specialist to help me build out my CRM and pipelines. Key tasks will include: - Setting up and customizing Zoho CRM to fit my business needs - Building and configuring sales pipelines - Ensuring smooth integration with other essential tools Ideal skills and experience: - Proven expertise in Zoho CRM - Experience with CRM customization and pipeline setup - Familiarity with integrations, particularly with email platforms and accounting software - Strong organizational and communication skills Please provide examples of previous work and relevant certifications.