Zoho CRM Branded Workspace Setup
Budget: $30 – $250 USD
I want a brand-consistent workspace carved out inside our existing Zoho CRM that feels like a stand-alone system.
Here is what I need built and handed over:
Pipelines & Core Setup
• Three pipelines: Student Leads, Sub-Agent Recruitment, and University Partnerships – each with automated follow-ups, custom fields/tags, and lead-scoring rules.
• Zoho Bookings connected so prospects can self-schedule at the right pipeline stage.
• SalesIQ chat embedded and routed to the correct pipeline automatically.
• PageSense tracking in place for web analytics and conversion attribution.
Branding
Our logo and brand colours must run through every form, email template, page, and portal. I already have those assets ready, so no design work is required beyond accurate application.
Documentation
Before sign-off I need:
1. A concise user guide that shows daily actions for each pipeline.
2. Technical documentation covering workflow rules, blueprint settings, webhooks, and integrations.
3. Full-page screenshots of every stage in all three pipelines, labelled and stored in a shared folder.
Hand-over
All customisations should live in a dedicated workspace, isolated from our other CRM data, and deployed only after I review on a sandbox first. Once everything passes testing, move it to production and deliver the docs.
If you have solid Zoho CRM, Bookings, SalesIQ, and PageSense experience, let’s get this built quickly and cleanly.
Here is what I need built and handed over:
Pipelines & Core Setup
• Three pipelines: Student Leads, Sub-Agent Recruitment, and University Partnerships – each with automated follow-ups, custom fields/tags, and lead-scoring rules.
• Zoho Bookings connected so prospects can self-schedule at the right pipeline stage.
• SalesIQ chat embedded and routed to the correct pipeline automatically.
• PageSense tracking in place for web analytics and conversion attribution.
Branding
Our logo and brand colours must run through every form, email template, page, and portal. I already have those assets ready, so no design work is required beyond accurate application.
Documentation
Before sign-off I need:
1. A concise user guide that shows daily actions for each pipeline.
2. Technical documentation covering workflow rules, blueprint settings, webhooks, and integrations.
3. Full-page screenshots of every stage in all three pipelines, labelled and stored in a shared folder.
Hand-over
All customisations should live in a dedicated workspace, isolated from our other CRM data, and deployed only after I review on a sandbox first. Once everything passes testing, move it to production and deliver the docs.
If you have solid Zoho CRM, Bookings, SalesIQ, and PageSense experience, let’s get this built quickly and cleanly.