New Zoho CRM & Books Setup (from existing Zoho account)
Budget: $250 – $750 AUD
I have a current zoho account and wish to start with a clean Zoho account and need it configured from the ground up. The immediate scope covers two apps—Zoho CRM and Zoho Books.
For CRM, the priority is a solid foundation for lead and contact management with streamlined sales-automation workflows: custom lead forms, automatic lead-to-deal conversion rules, stage-based task triggers, and real-time notifications. Reports and dashboards can stay basic for now; I mainly want to see leads by source, conversion rates, and deal progress at a glance.
Zoho Books must be connected so that contacts, products, and deals sync seamlessly for quoting, invoicing, and basic revenue tracking. I’ll supply branding assets, tax details, and chart-of-account info; you configure the modules, map fields to CRM, and test the two-way data flow.
Deliverables
• Fully configured Zoho CRM (pipelines, fields, workflows, email templates)
• Zoho Books set up with chart of accounts, taxes, and CRM sync
• Step-by-step documentation or a brief Loom walkthrough showing how to add a new lead, progress a deal, and push it to Books for invoicing
• One live hand-off session to answer questions
Everything should be completed within one week of project start, with progress updates at key milestones: initial blueprint, mid-way test, and final hand-off.
For CRM, the priority is a solid foundation for lead and contact management with streamlined sales-automation workflows: custom lead forms, automatic lead-to-deal conversion rules, stage-based task triggers, and real-time notifications. Reports and dashboards can stay basic for now; I mainly want to see leads by source, conversion rates, and deal progress at a glance.
Zoho Books must be connected so that contacts, products, and deals sync seamlessly for quoting, invoicing, and basic revenue tracking. I’ll supply branding assets, tax details, and chart-of-account info; you configure the modules, map fields to CRM, and test the two-way data flow.
Deliverables
• Fully configured Zoho CRM (pipelines, fields, workflows, email templates)
• Zoho Books set up with chart of accounts, taxes, and CRM sync
• Step-by-step documentation or a brief Loom walkthrough showing how to add a new lead, progress a deal, and push it to Books for invoicing
• One live hand-off session to answer questions
Everything should be completed within one week of project start, with progress updates at key milestones: initial blueprint, mid-way test, and final hand-off.