Zoho CRM Setup Specialist

Job ID: 40083375

Budget: $750 – $1,500 USD

Good afternoon, I am seeking a quote to setup my Zoho one apps. I need a basic startup with CRM and workflow. I have a need for 3 pipelines. I am fine with the 2, commercial and consulting , the mortgage one can be later if it drastically increases cost. The dash board is just a basic internal one with the ability to generate reports. I’ve attached the Zoho CRM Scope of Work along with the detailed build instructions (pipelines, automations, commission forecasting logic, e-sign workflows, document checklist tracking, dashboards, and campaigns).

I'm looking for an experienced Zoho CRM specialist to help me build out my CRM and pipelines.

Key tasks will include:
- Setting up and customizing Zoho CRM to fit my business needs
- Building and configuring sales pipelines
- Ensuring smooth integration with other essential tools

Ideal skills and experience:
- Proven expertise in Zoho CRM
- Experience with CRM customization and pipeline setup
- Familiarity with integrations, particularly with email platforms and accounting software
- Strong organizational and communication skills

Please provide examples of previous work and relevant certifications.