Our Zoho One licenses are active. We now need Zoho CRM and Zoho Projects configured so the team can operate from a single, structured system. ### Scope **CRM** * Ticketing * Work distribution * WhatsApp integration **Marketing** * Newsletter * Landing pages * Campaign management * Marketing reporting **Sales** * Proposal generation * Approval workflows * Sales pipeline * Sales reporting **Vendor Management** * Vendor onboarding * Contract management * Quality / performance tracking * Inbound invoice management **Project Management** * Task sheets * Knowledge base * AI assistance * Incident management --- ### CRM Priority The primary objective is robust sales tracking: * Structured lead management * A pipeline aligned with our real sales stages * Accurate, manager-level forecasting This includes: * Migrating contacts, open deals, and historical data from spreadsheets * Data cleaning and deduplication * Dashboards and reports for weekly sales reviews Automation should remain practical and lightweight: * Follow-up tasks * Stage-based alerts * Notifications No unnecessary complexity that slows the team down. --- ### Zoho Projects We need a clean project template and task structure linked directly to CRM deals. Delivery teams must be able to track milestones without re-entering client or deal data. For now, only: * Basic timesheets * Document management --- ### Deliverables * CRM configured end-to-end with lead management, pipeline stages, and forecasting * Clean data migration (validated and deduplicated) * Two sales dashboards + one forecasting report * Zoho Projects configured with one reusable template linked to CRM deals * Short handover session (video or live walkthrough) --- ### Acceptance Criteria * A test deal must move from Lead → Closed Won with automated task triggers * The deal must appear correctly in the forecast report * A project created from the deal must inherit the correct client and deal information --- If you have recent experience implementing these Zoho modules, let’s discuss timeline and access. We are ready to begin this week.