Zoho CRM Setup for Resort

Our new resort development is moving its entire guest-facing workflow into Zoho CRM and the system needs to be built from scratch. The build must cover every stage of the guest journey—Leads → Enquiry → BIP → Booking → Post-stay—using extensive customization, with multiple custom stages and fields that match our in-house terminology.

Sales, Marketing and Guest-Relations staff will work from a single dashboard, so each module has to talk to the next. Website forms, WhatsApp conversations and email threads must land in the correct record automatically, and follow-up rules should trigger reminders, drip messages and tasks without manual input. Scheduled, auto-delivered reports on sales performance and booking trends are essential for management oversight.

Because we operate like a hotel but sell long- and short-stay packages, a solid grasp of hospitality workflows is important when you design the automations, blueprints, assignment rules and validation checks. Where needed, feel free to connect any relevant Zoho apps (e.g., Campaigns, Desk, or Bookings) or third-party tools, provided they tighten the flow and keep the data inside Zoho CRM.

Deliverables
• Fully configured Zoho CRM environment, ready for go-live
• Custom pipeline with all agreed stages, fields and blueprints
• Website, WhatsApp and email integrations tested end-to-end
• Automated follow-ups, reminders, task assignments and escalations
• Dashboards and scheduled reports for Sales, Marketing and Guest Management
• A short hand-over guide plus a recorded walk-through of key setups

Acceptance criteria: every lead must progress through the pipeline without orphan records; automated reports must arrive in management inboxes on schedule; and data captured from the website, WhatsApp and email must appear in the correct module with no duplication.