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I will be your zoho CRM developer for setup, customization and automation
CRM System and Automation Consultant
I'm Daniel a CRM, Systems and Automation Consultant, I turn chaotic, half-built CRMs into clean, automated systems teams actually use. I specialize in CRM setup, pipeline architecture and workflow aut...
About this Gig
Paying for Zoho CRM but still working around it? I'm a Zoho developer who turns Zoho CRM into a system your team actually uses.
I set up and configure Zoho CRM from scratch, or rebuild a messy account: modules, pipelines, layouts, user roles, email and calendar sync, quotes, invoices and dashboards that show where deals get stuck.
Want it to run itself? I build Zoho automation with workflow rules, Blueprints, Deluge functions and Zoho Flow, and handle Zoho customization such as custom modules, fields, buttons and web forms. I also connect Zoho CRM with Zoho Books, Zoho Campaigns, Zoho Desk, Gmail, WhatsApp, Slack and other tools through Zoho integration.
What you get:
- Clean Zoho CRM setup and configuration
- Workflow and Blueprint automation
- Custom modules, fields and Deluge scripts
- Zoho integrations that sync your data
- Data import from your old CRM or spreadsheets
- A short walkthrough for your team
Message me before ordering with your Zoho edition (Standard, Professional, Enterprise or Ultimate) and what you want to automate. I'll reply with a clear plan.
Software:
Zoho
Industry:
E-Commerce
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Manufacturing & storage
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Real estate
FAQ
Which Zoho editions do you work with?
Zoho CRM Standard, Professional, Enterprise and Ultimate. Some features, like Blueprints and advanced customization, depend on your edition, and I'll tell you what's available before we start.
Can you fix a Zoho CRM account I already started?
Yes. I review your modules, pipelines, workflows and reports, then clean up and rebuild whatever isn't working.
What does your Zoho CRM setup include?
Modules, pipelines, layouts, user roles, email and calendar sync, quotes, invoices and dashboards.
What can you automate in Zoho?
Workflow rules, Blueprints, assignment and follow-up reminders, approval processes, and cross-app automation with Zoho Flow.
Do you write custom code?
Yes. I write Deluge functions and build custom modules, fields, buttons and web forms, depending on your package.
Which tools can you connect to Zoho CRM?
Zoho Books, Campaigns, Desk, Gmail, Outlook, WhatsApp, Slack, and other tools through Zoho integration or API.
Can you migrate my data from another CRM?
Yes. I move contacts, companies, deals and notes from HubSpot, Salesforce, Pipedrive, Odoo or spreadsheets into Zoho.
Will my team be able to use it after delivery?
Yes. Every order includes a short walkthrough, and the Premium package adds a training call.
What do you need from me to start?
Your Zoho edition, admin access (or a sandbox), and a short description of your sales process.
