I will build zoho CRM, zoho analytics, zoho forms and ai agents
About this Gig
Leads sitting in spreadsheets, deals going cold, no clear view of your pipeline? I build Zoho CRM systems that capture every lead, follow up automatically, and show you exactly where your revenue comes from.
I'm a CRM automation specialist building sales systems for coaches, agencies, healthcare practices, real estate teams and service businesses. Every setup is built around how you actually sell, not a generic template.
WHAT YOU GET
- Zoho CRM configured for your sales process (modules, custom fields, layouts)
- Visual sales pipeline with deal stages
- Workflow automation: lead assignment, task reminders, email and SMS alerts
- Web forms and lead capture for your site or ads
- Email templates and automated drip sequences
- Reports and a sales dashboard
- Data import and cleanup from Excel, CSV or another CRM
- Integrations with Zoho Campaigns, Zoho Forms, Google, Meta Ads and Zapier
- A short video walkthrough so your team can start right away
WHY WORK WITH ME
- Every automation ties to a lead, a booked call or a closed deal
- Clear communication and a clean, documented setup
Message me before ordering with a quick note on your sales process and I'll recommend a package.
Software:
Zoho
My Portfolio
FAQ
Can you migrate my data from GoHighLevel, HubSpot or Excel?
Yes. I import and clean contacts, deals and notes from CSV, Excel or another CRM, and map them to your Zoho fields so nothing is lost.
Which Zoho plan do I need for automation?
Workflow automation works on Zoho CRM Standard and above. Message me your current plan and I'll confirm what fits your goals.
Do you train my team?
Yes. Standard and Premium include a recorded walkthrough, and Premium adds a live training session for your team.
Will you work inside my existing Zoho account?
Yes, I can build in your account or set up a new one. I'll only need admin access, which you can remove after delivery.

