I’m moving our sales team onto Zoho CRM and need the environment configured for immediate, everyday use. Please set up the Leads, Contacts and Deals modules so they mirror our current pipeline, adding any custom fields required for smooth data capture. Beyond the core modules, I want smart processes in place: custom workflows that auto-assign new leads, trigger follow-up emails, and advance Deals with timely reminders; plus broader automation to keep the data clean and the team on task. If a bit of Deluge scripting makes the system flow better, feel free to use it. Access must be organised into three clear tiers—Admin access, Standard user access and Limited access—each with sensible roles, profiles and sharing rules. Deliverables • Full configuration of Leads, Contacts and Deals • Role-based permissions for Admin, Standard and Limited users • Tailored workflows and supporting automation, fully tested • Quick hand-over notes or short walk-through so I can maintain what you build I’ll supply process maps and sample data once we kick off. Looking forward to working with someone who knows Zoho CRM inside out and can get this live quickly.