Zoho CRM Setup & Automation

I need an experienced Zoho CRM specialist who can take my small company’s raw account and turn it into a fully automated engine.

Your first priority will be setting up the workflows I’ve mapped for lead follow-up and the wider sales process. Once the logic is solid, I want our opportunity pipelines configured to match each stage of the customer journey. Clear, real-time dashboards should surface KPIs so my team never has to build another manual report.

Success for us means zero lead leakage, automatic task creation and reminders, and a sales team that can manage calls, deals, and reports inside Zoho without touching spreadsheets.

When everything is live, please document what you’ve built and run a hand-over session so the team is comfortable making simple tweaks. After that, I’d like the option of occasional support as we grow.

Acceptance criteria
• All new leads are captured, assigned, and nurtured automatically.
• Sales pipeline advances through clearly defined stages with time-based triggers.
• Dashboards display pipeline value, conversion rates, and activity in real time.
• Build relies on standard Zoho CRM tools—no custom code unless agreed in writing.
• Team can demonstrate day-to-day use during training.

If you’ve implemented similar setups for startups or small businesses, I’d love to see examples. Let’s get this running.