Zoho CRM Development for Financial Services

I'm looking for a Zoho expert to create a comprehensive CRM tailored for our financial company, which deals with tax, accounting, payroll, and insurance.

Key Requirements:
- Prioritize: Client management, Automated workflows, Data analytics.
- Integrate with: Accounting software, Payment gateways, O365, Zoom, SharePoint.
- User roles: Set up for Administrator, Financial Advisor, Support Staff across all departments and managers.
Serices:
- Tax Preparation (individual and corporate tax return preparation, IRS problem resolution, tax planning, tax reports)
- Bookkeeping (monthly, quarterly, annually, forms, QuickBooks consultations and support
- Paytoll
- Business Support Services
- insurance (all type of insurances)

Ideal Skills and Experience:
- Proven experience with Zoho CRM, especially in financial sectors.
- Strong integration skills with various software.
- Ability to design and implement complex user role hierarchies.
- Excellent data analytics capabilities.

Please provide your portfolio and relevant experience.