Zoho CRM Setup with Call Recording

I’m moving my commercial real-estate workflow—focused mainly on retail space—to Zoho CRM and need the entire environment configured from scratch. My biggest priority is airtight call recording: every incoming or outgoing call must be logged automatically and the audio file stored inside the relevant lead or contact record for easy playback. I work on Android, so mobile call logging has to be seamless too.

Here’s what I need you to put in place:
• Full Zoho CRM deployment, including custom lead fields (property type, source, status, follow-up) tailored to retail space deals.
• Lead capture set up to flow straight from the property portals I use, with the flexibility to add website forms and manual entries later.
• Cloud telephony integration—whether Exotel, Knowlarity, Twilio, or another service you recommend—that supports both call pop-ups and recording retention inside CRM.
• WhatsApp Business API connected so that chats, attachments, and call history sit alongside each lead.
• Automation rules for follow-up reminders, lead assignment, and stage-based tasks.
• Real-time dashboards and scheduled reports for pipeline, source performance, and agent activity.
• Brief hand-over training so my team can hit the ground running.

When you respond, please highlight:
– Specific projects where you configured call recording in Zoho CRM and how you handled storage.
– Your preferred telephony provider for my use case and why.
– A realistic timeline, plus any milestones you’d set.

I’m ready to start as soon as we confirm fit and approach. Looking forward to your expertise.