Zoho CRM Automation

₹600-1500 INR

Concluído

Publicado há aproximadamente 2 meses

₹600-1500 INR

Pago na entrega

Project Overview We are looking for an experienced Zoho CRM Automation Technical Freelancer to set up, customize, and automate our Zoho CRM for a travel / service-based business. The goal is to improve lead management, sales tracking, automation, and reporting. Key Responsibilities Zoho CRM setup & customization Workflow automation (Leads → Deals → Invoices) Custom Modules, Fields, Layouts Blueprints for sales & operations flow Email, WhatsApp & SMS automation Zoho CRM Deluge scripting Third-party integrations (Zoho Books, Zoho Desk, WhatsApp API, Email, Payment gateways) Automation of follow-ups, reminders & task assignments Dashboard & report creation User roles, permissions & security setup Data migration (Excel / CSV → Zoho CRM)

CRM

Zoho CRM

ID do Projeto: 40154743

Sobre o projeto

5 propostas

Projeto remoto

Ativo há 1 mês

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@Mayanks010

Hi there, You’re absolutely in the RIGHT PLACE. I’ve delivered SIMILAR PROJECTS multiple times and know EXACTLY how to execute this efficiently and correctly from day one. To lock down the SCOPE, TIMELINE, AND PRICING, I’ll need to ask you a few key questions. Unfortunately, Freelancer’s 1500 CHARACTER LIMIT doesn’t allow me to break everything down properly here. Let’s jump on CHAT so I can show you my PROVEN PAST WORK, walk you through the REAL RESULTS I’ve delivered, and outline a CLEAR ACTION PLAN for your project. You’ll immediately see why my approach is DIFFERENT and EFFECTIVE. If you’re serious about getting this done RIGHT, I’m ready to move forward. Looking forward to CONNECTING and WINNING TOGETHER. Cheers, Mayank Sahu

₹6.000 INR em 2 dias

1,0

(1 avaliação)

1,7

5 freelancers estão ofertando em média ₹4.310 INR for esse trabalho

@ravichedwal

yeah i m well versed with the ZOHO CRM so as i have read your job description carefully , so as i have some questions about that and sure will do that job if u can consider with me that as well and when u are here plz text me .

₹3.000 INR em 1 dia

5,0

(4 avaliações)

3,5

@ssquare489

I am Sumit Joshi from Sacesta Technologies. I will set up and automate your Zoho CRM so your travel or service business runs with clear pipelines, zero manual follow ups, and accurate reporting from lead to invoice. Recommended approach • Clean Zoho CRM configuration aligned to your sales and operations flow • Automation first setup to reduce manual work and missed follow ups • Scalable structure so new services, channels, or team members can be added easily Core build • Complete Zoho CRM setup with custom modules, fields, and layouts • Lead to deal to invoice automation with clear stage movement • Blueprints for sales and operations processes • Deluge scripting for advanced workflow logic • Automated email, WhatsApp, and SMS notifications • Integration with Zoho Books, Zoho Desk, payment gateways, and WhatsApp API • Follow ups, reminders, and task auto assignment • Role based access, permissions, and security controls • Dashboards and reports for sales, performance, and operations • Data migration from Excel or CSV with validation Relevant experience • Built multiple Zoho CRM systems for service and operations driven businesses • Strong hands on experience with Deluge, automation, and third party integrations You will get a system that is easy to manage, automation driven, and ready to scale. Regards, Sumit Joshi

₹1.050 INR em 7 dias

5,0

(1 avaliação)

2,6

@sahil1931

Hello, I am ready to start work right now. Please come chat/call to discuss in detail. I have in-depth knowledge of Zoho Auto CRM and have successfully automated CRM systems for travel and service-based businesses. I specialize in lead management, custom workflows, sales pipelines, Deluge scripting, integrations, and advanced reporting. I will analyze your current process, customize Zoho CRM, Third-party integrations, automate follow-ups, improve sales tracking, and deliver clear dashboards. My focus is efficiency, scalability, and clean automation that helps your team convert more leads and manage customers effortlessly, with ongoing support and documentation provided for long-term success. I'm confident we can complete the project on time while ensuring the site is robust and scalable. Let's discuss the details and make this happen. Thanks & Regards Sahil

₹1.500 INR em 7 dias