Zoho CRM Customization & Team Setup
Budget: $250 – $750 USD
I'm looking for an expert in Zoho CRM to help customize the platform according to our specific needs. The project will involve:
- Tailoring the layout with custom fields and modules
- Setting up layout rules and conditional fields
- Creating relevant dashboards and reports
In addition, I'll need:
- A full workspace for our team, specifically focused on managing the sales pipeline and customer service and support
- Integration of lead capture forms and internal workflow forms into Zoho CRM
The ideal candidate will also help us explore and understand the full potential of Zoho CRM and what more we can do with it.
Skills and experience required:
- Extensive knowledge and experience with Zoho CRM
- CRM customization and configuration skills
- Experience in setting up team workspaces within a CRM
- Understanding of form integration with CRM systems
- Ability to provide training on CRM features and capabilities.
- Tailoring the layout with custom fields and modules
- Setting up layout rules and conditional fields
- Creating relevant dashboards and reports
In addition, I'll need:
- A full workspace for our team, specifically focused on managing the sales pipeline and customer service and support
- Integration of lead capture forms and internal workflow forms into Zoho CRM
The ideal candidate will also help us explore and understand the full potential of Zoho CRM and what more we can do with it.
Skills and experience required:
- Extensive knowledge and experience with Zoho CRM
- CRM customization and configuration skills
- Experience in setting up team workspaces within a CRM
- Understanding of form integration with CRM systems
- Ability to provide training on CRM features and capabilities.