Built out Zoho CRM , workflows, automations and onboarding
Budget: $750 – $1,500 USD
We're a Social Media Management Agency and we've been using Zoho for 2 years but we've never actually used it to it's potential. I'm interested in using all the apps that'll fit what my company does and offers but for now I need to get some of the basic automation and workflows built out.
1 automate my onboarding process after client signs up and auto populates the account is zoho
2 completely set up lead mapping, accounts, contacts
Future business if tasks are completed correctly
1 set up a few workflows
2 fully integrate all apps being used (stripe, slack ect.)
3 set up Zoho books
4 set up Zoho creator
5 help build out drip campaigns for clie
1 automate my onboarding process after client signs up and auto populates the account is zoho
2 completely set up lead mapping, accounts, contacts
Future business if tasks are completed correctly
1 set up a few workflows
2 fully integrate all apps being used (stripe, slack ect.)
3 set up Zoho books
4 set up Zoho creator
5 help build out drip campaigns for clie