Zoho Mail & CRM Setup

Customer: AI | Published: 08.10.2025

I recently subscribed to Zoho and I’m ready to move core communication and lead tracking away from Google. I need a Zoho-savvy professional who can quickly configure two essentials: • Zoho Mail – connect my custom domain, migrate or forward all existing Gmail traffic, and make sure every inbox is ready to send and receive without interruption. • Zoho CRM – switch on lead management only, creating the basic fields, views, and workflow rules I’ll need to capture, qualify, and track incoming leads. Please handle the technical steps inside Zoho (DNS records, SPF/DKIM if they’re required for the custom domain, API or POP/IMAP forwarding from Gmail, user roles, etc.) and leave me with clear hand-off notes so I can maintain everything myself once the setup is complete. The job is finished when new emails land in Zoho Mail instead of Gmail, my domain sends without landing in spam, and leads dropped into CRM flow smoothly into the pipeline you configure.