Zoho CRM Sales Module Setup
Budget: $30 – $250 USD
I’m looking for a Zoho expert to get my new CRM up and running with a lean, Sales-only focus.
Scope
• Enable the Sales module and tailor it for Lead management and Pipeline management—basic fields, stages, and views only.
• Create a handful of lightweight, customized reports that let me track conversion rates and deal flow at a glance.
• Walk me through the setup so I can maintain it myself afterward (brief screenshare or concise notes are fine).
No marketing or support modules are needed right now; I just want a clean, functional starting point that I can build on later. If you’ve done similar quick-start implementations and can deliver within a few days, let’s talk.
Scope
• Enable the Sales module and tailor it for Lead management and Pipeline management—basic fields, stages, and views only.
• Create a handful of lightweight, customized reports that let me track conversion rates and deal flow at a glance.
• Walk me through the setup so I can maintain it myself afterward (brief screenshare or concise notes are fine).
No marketing or support modules are needed right now; I just want a clean, functional starting point that I can build on later. If you’ve done similar quick-start implementations and can deliver within a few days, let’s talk.
Related categories:
PHP
Software Architecture
CRM
Salesforce.com
Zoho
Sales Management
Report Development
Zoho CRM