Zoho CRM + telephony + automations

Hi!

I’m looking for an experienced (and cost-effective) Zoho CRM expert to help set up and customize our system.

Our current setup:

We use Signalwire for our phone numbers.
We have an answering service that handles calls and collects lead details.
We'd like to use Hellosend as our softphone solution.

What I need:

Complete Zoho CRM setup and configuration.
Integration of Zoho CRM with our answering service’s lead data.
Softphone integration so I can call and text from my numbers directly in Zoho.

Advice and help porting numbers from Signalwire to Twilio (if needed) — or your suggestions for the best way to make this work.

Assistance with A2P messaging compliance/setup if required.

UI and layout customization in Zoho to match very specific requirements (I will provide details).

Future scope:
If the first phase goes well, I’d like to work long-term on:

Automations

Invoicing

Calendar integration

Analytics

Technician management

And more

This will likely be 5–6 separate development sessions.

Budget:

I know the typical market rates for these services.

I’m looking for an attractive, competitive offer that balances value and cost.

If you're experienced with Zoho CRM integrations (especially with phone systems and messaging), please reach out. Let me know about your experience, approach, and estimated pricing.

Looking forward to working with you!