Zoho CRM Expert for Multi-Department Automation
Budget: ₹1,000 – ₹5,000 INR
Hello,
We are looking for an experienced Zoho CRM Expert who can completely set up, customize, and automate Zoho CRM for our multi-department company.
This is not basic setup work.
We need full workflow automation, funnel structure, and reporting system.
About Our Business:
We operate in multiple verticals:
Pathology & Diagnostics
Media & Digital Marketing
Education / Institution & University Tie-ups
Sales & Field Operations
HR & Hiring
Scope of Work:
The selected freelancer must:
CRM Structure Setup
Custom Modules creation
Department-wise pipeline
Lead stages (Enquiry → Follow-up → Hot → Converted → Closed)
Separate funnel for each department
Automation
Workflow automation
Auto lead assignment
Follow-up reminders
Task automation
Escalation alerts
WhatsApp / Email automation (if possible)
Sales Funnel Design
Lead to Closure tracking
Conversion tracking
Revenue dashboard
Manager-level approval flow
Reporting & Dashboard
Daily performance dashboard
Employee KPI tracking
Conversion ratio report
Department-wise revenue report
Source-wise lead tracking
User Hierarchy Setup
We need CRM structured from:
Tele-caller
Field Executive
Manager
Department Head
Director Level
With proper role-based access control.
Important:
We want CRM structured in such a way that:
No lead leakage
Every follow-up tracked
Every employee performance measurable
Complete transparency in reporting
Scalable system
Deliverables:
Fully Configured Zoho CRM
Automation Workflows
Funnel Structure
Dashboard Setup
User Training (basic)
Documentation of setup
Ideal Candidate:
Proven Zoho CRM experience
Experience in healthcare / education / marketing CRM
Strong workflow automation knowledge
Experience in multi-department CRM structure
Able to suggest best CRM structure
We are looking for an experienced Zoho CRM Expert who can completely set up, customize, and automate Zoho CRM for our multi-department company.
This is not basic setup work.
We need full workflow automation, funnel structure, and reporting system.
About Our Business:
We operate in multiple verticals:
Pathology & Diagnostics
Media & Digital Marketing
Education / Institution & University Tie-ups
Sales & Field Operations
HR & Hiring
Scope of Work:
The selected freelancer must:
CRM Structure Setup
Custom Modules creation
Department-wise pipeline
Lead stages (Enquiry → Follow-up → Hot → Converted → Closed)
Separate funnel for each department
Automation
Workflow automation
Auto lead assignment
Follow-up reminders
Task automation
Escalation alerts
WhatsApp / Email automation (if possible)
Sales Funnel Design
Lead to Closure tracking
Conversion tracking
Revenue dashboard
Manager-level approval flow
Reporting & Dashboard
Daily performance dashboard
Employee KPI tracking
Conversion ratio report
Department-wise revenue report
Source-wise lead tracking
User Hierarchy Setup
We need CRM structured from:
Tele-caller
Field Executive
Manager
Department Head
Director Level
With proper role-based access control.
Important:
We want CRM structured in such a way that:
No lead leakage
Every follow-up tracked
Every employee performance measurable
Complete transparency in reporting
Scalable system
Deliverables:
Fully Configured Zoho CRM
Automation Workflows
Funnel Structure
Dashboard Setup
User Training (basic)
Documentation of setup
Ideal Candidate:
Proven Zoho CRM experience
Experience in healthcare / education / marketing CRM
Strong workflow automation knowledge
Experience in multi-department CRM structure
Able to suggest best CRM structure