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Fiverr Pro
English
$
USD
I will setup zoho crm, crm customization, pipline and dashboard
I am a professional graphic designer
Hello I'm jeez a professional graphic designer and canva expert with over 10-15 years of experience. i have completed over 200 project designs delivered.
i specialize i canva design and more like ebo...
About this Gig
Zoho CRM setup shouldn't leave you figuring out where leads, deals, or customer details are supposed to go.
Ill set up and customize your Zoho CRM around your actual sales process from the way a new lead enters your CRM to how that lead moves through your pipeline and becomes a customer.
I can configure the CRM structure, custom fields, modules, layouts, sales pipelines, dashboards, and workflow rules your team needs. If you already started building your CRM but the setup feels messy, I can clean up the structure and make it easier to work with.
The result is a CRM where:
- Leads are easier to organize and follow up
- Deals move through clear sales stages
- Customer information is stored where your team expects it
- Dashboards give you a clearer view of your pipeline
- Your CRM reflects your actual business process
Whether you're starting Zoho CRM from scratch or fixing an existing setup, the work is based on how your business operatesnot a one-size-fits-all configuration.
Share your current setup or tell me how you handle your sales process, and Ill build the CRM structure around it.
Software:
Zoho
FAQ
Can you set up Zoho CRM from scratch?
Yes. I can configure the CRM structure, modules, fields, layouts and sales pipeline based on how you currently manage leads and customers.
Can you customize my existing Zoho CRM?
Yes. If you already have a CRM but the fields, layouts, pipeline or structure are not workingYes. If you already have a CRM but the fields, layouts, pipeline or structure are not working well, I can reorganize and customize it around your actual sales process.
Can you create a sales pipeline for my business?
Yes. I can create and configure pipeline stages based on how your leads move from initial contact through qualification and closing.
Can you set up custom fields and layouts?
Yes. I can add the fields your team needs and organize layouts so important customer and deal information is easier to enter, find and manage.
Can you import my existing CRM data?
Yes. Data import is included in the Standard and Premium packages. You can provide your existing spreadsheet or supported data file for the migration.
What do you need from me to start?
I'll need access to your Zoho CRM and a clear idea of your sales process, required fields, pipeline stages and any specific changes you want made. If you're starting from scratch, I can work from your business requirements.
