Custom Zoho CRM for Brokerage
Budget: $250 – $750 USD
I need a complete, production-ready CRM built on Zoho that matches the exact workflows of our mortgage & finance brokerage. Everything starts with a two-way lead flow: enquiries can arrive from our digital campaigns or be pushed in by our referral agents, and those same leads must travel all the way through bank submission, approval and eventual disbursement without ever leaving the system.
Role-based access is non-negotiable. Relationship Managers and Relationship Officers should only see their own pipelines, while Sales Managers enjoy full visibility plus the ability to set monthly targets and track performance in real time. Referral agents, on the other hand, access an isolated portal that shows only the deals they originate.
Commission handling is equally critical. The CRM must calculate and log commissions for internal staff and for each external referrer, ready for monthly reconciliation.
Inside the platform I also want:
• An HR area to store staff records, leave and appraisal histories
• Automated reminders for follow-ups, anniversaries and renewals
• Native integrations with our existing referral-agent platforms and marketing tools (Mailchimp & Meta Ads accounts today, with room to add more)
Deliverables you’ll provide:
1. A fully configured Zoho One environment (CRM, Zoho People for HR, Zoho Creator modules if needed) reflecting every workflow above
2. Custom modules, fields and blueprints for lead flow, commission logic, target dashboards and automated alerts
3. Separate, branded portal access for referral partners
4. API connections to our marketing stack plus web-to-lead forms
5. User documentation and a short video walkthrough for each key role
Acceptance criteria: the first live deal must pass from lead capture to bank disbursement with accurate status changes, target tracking and commission calculations visible to the correct users, all without manual data transfers.
If you have deep Zoho expertise and can demonstrate similar financial-sector builds, let’s schedule a discovery call and set milestones.
Role-based access is non-negotiable. Relationship Managers and Relationship Officers should only see their own pipelines, while Sales Managers enjoy full visibility plus the ability to set monthly targets and track performance in real time. Referral agents, on the other hand, access an isolated portal that shows only the deals they originate.
Commission handling is equally critical. The CRM must calculate and log commissions for internal staff and for each external referrer, ready for monthly reconciliation.
Inside the platform I also want:
• An HR area to store staff records, leave and appraisal histories
• Automated reminders for follow-ups, anniversaries and renewals
• Native integrations with our existing referral-agent platforms and marketing tools (Mailchimp & Meta Ads accounts today, with room to add more)
Deliverables you’ll provide:
1. A fully configured Zoho One environment (CRM, Zoho People for HR, Zoho Creator modules if needed) reflecting every workflow above
2. Custom modules, fields and blueprints for lead flow, commission logic, target dashboards and automated alerts
3. Separate, branded portal access for referral partners
4. API connections to our marketing stack plus web-to-lead forms
5. User documentation and a short video walkthrough for each key role
Acceptance criteria: the first live deal must pass from lead capture to bank disbursement with accurate status changes, target tracking and commission calculations visible to the correct users, all without manual data transfers.
If you have deep Zoho expertise and can demonstrate similar financial-sector builds, let’s schedule a discovery call and set milestones.