Zoho CRM Setup & WhatsApp Integration
Budget: $250 – $750 USD
Our visa-application and travel-booking startup is brand new, so Zoho CRM is still a blank slate. I need someone to walk me through a clean, future-proof launch and leave me with a working system I can rely on every day.
Here’s what I have in mind. First, configure core Zoho CRM modules so every enquiry that lands—whether from the website, a walk-in, or a referral—instantly becomes a Lead, then moves smoothly through Contacts and Deals. The lead-management rules, sales pipeline stages and basic contact fields have to match the realities of visa processing and flight-package sales, but stay flexible enough for new product lines later.
Second, weave WhatsApp straight into that flow. I want:
• Automated welcome and follow-up messages the moment a lead is created
• Chat history syncing so every conversation sits on the contact’s timeline
• Real-time lead notifications to the team’s mobiles and desktops
If additional WhatsApp features would make life easier, let’s include them—I’m open to suggestions.
A brief hand-over session (video or screenshare) should wrap up the project so I’m confident making small tweaks myself. I already have a Zoho One subscription in place; you just need access and your expertise.
Deliverables accepted when:
1. Leads move automatically from capture to defined pipeline stages without manual data entry gaps.
2. WhatsApp integration is live, tested and logging messages inside Zoho CRM.
3. A concise SOP or loom-style recording explains day-to-day use and basic edits.
That’s it—set me up for success and I’ll handle the selling.
Here’s what I have in mind. First, configure core Zoho CRM modules so every enquiry that lands—whether from the website, a walk-in, or a referral—instantly becomes a Lead, then moves smoothly through Contacts and Deals. The lead-management rules, sales pipeline stages and basic contact fields have to match the realities of visa processing and flight-package sales, but stay flexible enough for new product lines later.
Second, weave WhatsApp straight into that flow. I want:
• Automated welcome and follow-up messages the moment a lead is created
• Chat history syncing so every conversation sits on the contact’s timeline
• Real-time lead notifications to the team’s mobiles and desktops
If additional WhatsApp features would make life easier, let’s include them—I’m open to suggestions.
A brief hand-over session (video or screenshare) should wrap up the project so I’m confident making small tweaks myself. I already have a Zoho One subscription in place; you just need access and your expertise.
Deliverables accepted when:
1. Leads move automatically from capture to defined pipeline stages without manual data entry gaps.
2. WhatsApp integration is live, tested and logging messages inside Zoho CRM.
3. A concise SOP or loom-style recording explains day-to-day use and basic edits.
That’s it—set me up for success and I’ll handle the selling.