Zoho One CRM Admin Support

My insurance agency runs day-to-day operations on Zoho One, and I need an experienced hand to keep the CRM side running smoothly. The core of the work is ongoing maintenance, rapid troubleshooting when users hit a snag, and thoughtful optimisation so the system evolves with our processes rather than holding us back.

The focus areas are the Leads, Contacts and Deals modules. I want cleaner data, faster load times and fewer clicks—from lead capture right through to closed policy. That means tightening up existing workflow automation, building new rules where gaps appear, customising reports so production teams can see performance at a glance, and handling the occasional data migration as we consolidate older lists.

Day to day you’ll:
• Proactively review system health, fix sync errors and patch issues before users notice them.
• Build or refine blueprints, macros and assignment rules that reduce manual work.
• Design clear, role-based dashboards and reports that surface KPIs for sales, service and compliance.
• Import or migrate datasets safely, mapping fields and de-duplicating as you go.
• Document every change so future audits (and new hires) find a clear paper trail.

I handle all user licences and marketplace add-ons; you bring deep Zoho CRM knowledge, attention to detail and responsive communication. If you have experience with API integrations, even better—our phone system and quoting platform may need deeper ties down the road.

This is an ongoing relationship: think monthly check-ins, ad-hoc tickets resolved within agreed SLAs and mini-projects when new optimisation ideas surface. When everything works, my team sells more insurance and spends less time wrestling with software—simple as that.