I recently rolled out Zoho One and now need an expert who can fine-tune the way our sales and delivery teams work inside two key apps—Zoho CRM and Zoho Projects. In Zoho CRM I want every stage of Lead Management and the Sales Pipeline to feel tailor-made for us: custom fields that speak our language, Blueprints that stop deals from falling through the cracks, and real-time Reports & Dashboards that let me spot bottlenecks at a glance. Once a deal closes, Zoho Projects should pick up the baton automatically. I need Task Management that auto-generates the right tasks and subtasks from custom Project Templates, plus Time Tracking that’s simple for the team yet detailed enough for client billing. The hand-off between CRM and Projects has to be instant and seamless. Deliverables • Configured Zoho CRM modules, fields, layouts, Blueprints, and dashboards covering Lead Management and the full Sales Pipeline • Automated deal-to-project hand-off using Zoho Flow / Deluge as required • Zoho Projects setup with custom templates, task lists, time-entry rules, and views matched to our process • Final walkthrough and documentation so my team can maintain everything without guesswork If you live and breathe Zoho, understand Deluge scripting, custom functions, and the quirks of Zoho One integration, I’d love to get this done quickly and cleanly. Quote for hourly basis