Zoho CRM Specialist for Multi-business Setup

Project Overview:

We are seeking an experienced Zoho CRM specialist to design and implement an initial CRM setup for a group of three related businesses operating under a shared structure.

The businesses operate independently but share resources and require both separate and consolidated reporting.

This is a Phase 1 engagement focused on building a clean, scalable CRM foundation.

Business Structure:

The CRM will support three entities:

Residential construction business
Joinery business
Stone and surfaces business

Each business must operate independently within the CRM, while allowing group-level visibility and reporting.

Scope of Work:

The selected freelancer will be responsible for:

Designing the overall CRM structure for a multi-entity setup
Configuring modules including Leads, Accounts, Contacts, Deals, and Activities
Implementing a “Business Entity” structure across the system
Setting up pipelines for each business (or a shared pipeline with segmentation)
Creating basic dashboards and reports for:
Individual business performance
Consolidated group reporting
Setting up user roles and permissions to restrict visibility where required
Providing guidance on best practices for scalability

Nice to Have:

Experience working with construction or trade-based businesses
Understanding of Australian business practices (GST, quoting workflows, etc.)
Experience with Zoho Projects, Zoho Books, or Zoho Analytics
Ability to advise on future integrations and automation

Deliverables:

Fully configured Zoho CRM instance
Documented structure and logic
Basic reporting dashboards
Handover session and walkthrough

Project Approach:

We are looking for someone who can think beyond configuration and help design a system that will scale as the business grows.

This is not a basic setup task. We expect strategic input and recommendations.

Timeline:

2 to 4 weeks depending on approach and engagement level.

Budget:

AUD $1,500 to $3,000 depending on experience and proposed solution.

Application Requirements:

Please include:

Examples of similar Zoho CRM implementations
Experience with multi-entity or multi-division setups
Your approach to structuring CRM for scalability
Any relevant experience with Australian clients

We are looking to establish an ongoing relationship for future phases including automation, integrations, and reporting.