Zoho CRM Customization & Import
Budget: ₹750 – ₹1,250 INR
I run a B2B lead-generation company and rely on Zoho CRM to keep every prospect moving smoothly from first touch to closed deal. Right now, the out-of-the-box setup is holding us back, so I’m looking for a Zoho specialist who can reshape three core areas at once:
• Lead management – I need several new custom fields added so my reps can track buying intent signals and campaign sources that aren’t captured by default. All existing automation and scoring rules should continue to work once the new fields are live.
• Data import – Our historical data lives in multiple Excel files, each with its own column order and naming. I want everything—customer contact details, sales history, and all lead information—cleaned, mapped, and bulk-uploaded without duplicates or orphaned records. Future imports should be just as easy, so please document the field mapping you build.
• Customer dashboards – Each client needs a private, visually clear dashboard that summarises their leads, conversion rates, and revenue generated through our service. I should be able to grant portal access on a per-customer basis while safeguarding data segregation across accounts.
Acceptance criteria
1. All custom fields display correctly in the lead module and sync with existing workflows.
2. Legacy data from every spreadsheet is present and searchable, with no mismatched contacts.
3. Dashboards render in Zoho Analytics or Zoho CRM (whichever you recommend) and update in real time for each customer.
4. A short hand-off guide or recorded walkthrough shows my team how to run new imports and create additional dashboards.
If you’ve tackled similar multi-pronged Zoho projects—especially for agencies or lead-gen outfits—I’d love to see a brief example. Looking forward to streamlining our CRM together.
• Lead management – I need several new custom fields added so my reps can track buying intent signals and campaign sources that aren’t captured by default. All existing automation and scoring rules should continue to work once the new fields are live.
• Data import – Our historical data lives in multiple Excel files, each with its own column order and naming. I want everything—customer contact details, sales history, and all lead information—cleaned, mapped, and bulk-uploaded without duplicates or orphaned records. Future imports should be just as easy, so please document the field mapping you build.
• Customer dashboards – Each client needs a private, visually clear dashboard that summarises their leads, conversion rates, and revenue generated through our service. I should be able to grant portal access on a per-customer basis while safeguarding data segregation across accounts.
Acceptance criteria
1. All custom fields display correctly in the lead module and sync with existing workflows.
2. Legacy data from every spreadsheet is present and searchable, with no mismatched contacts.
3. Dashboards render in Zoho Analytics or Zoho CRM (whichever you recommend) and update in real time for each customer.
4. A short hand-off guide or recorded walkthrough shows my team how to run new imports and create additional dashboards.
If you’ve tackled similar multi-pronged Zoho projects—especially for agencies or lead-gen outfits—I’d love to see a brief example. Looking forward to streamlining our CRM together.