Hello, We are looking for an experienced Zoho CRM Expert who can completely set up, customize, and automate Zoho CRM for our multi-department company. This is not basic setup work. We need full workflow automation, funnel structure, and reporting system. About Our Business: We operate in multiple verticals: Pathology & Diagnostics Media & Digital Marketing Education / Institution & University Tie-ups Sales & Field Operations HR & Hiring Scope of Work: The selected freelancer must: CRM Structure Setup Custom Modules creation Department-wise pipeline Lead stages (Enquiry → Follow-up → Hot → Converted → Closed) Separate funnel for each department Automation Workflow automation Auto lead assignment Follow-up reminders Task automation Escalation alerts WhatsApp / Email automation (if possible) Sales Funnel Design Lead to Closure tracking Conversion tracking Revenue dashboard Manager-level approval flow Reporting & Dashboard Daily performance dashboard Employee KPI tracking Conversion ratio report Department-wise revenue report Source-wise lead tracking User Hierarchy Setup We need CRM structured from: Tele-caller Field Executive Manager Department Head Director Level With proper role-based access control. Important: We want CRM structured in such a way that: No lead leakage Every follow-up tracked Every employee performance measurable Complete transparency in reporting Scalable system Deliverables: Fully Configured Zoho CRM Automation Workflows Funnel Structure Dashboard Setup User Training (basic) Documentation of setup Ideal Candidate: Proven Zoho CRM experience Experience in healthcare / education / marketing CRM Strong workflow automation knowledge Experience in multi-department CRM structure Able to suggest best CRM structure