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Fiverr Pro
English
$
USD
I will customize your zoho CRM setup, custom fields, pipelines and design
A detail oriented mind with a background experience in Business Information Technologies. . .
In my day to day work I aim to streamline the business processes to ensure that everything is being don...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Is your Zoho CRM cluttered, hard to use, or still on default settings? I will fully customize Zoho CRM so it fits your business, looks like your brand, and your team actually wants to use it.
What I can do:
- Zoho CRM setup and configuration from scratch or a full cleanup of an existing account
- Custom fields, field cleanup, picklists, and page layouts
- Custom modules and module renaming
- Sales pipeline and deal stage customization, with blueprints
- Custom record design with Zoho CRM Canvas (a modern, branded look)
- Team Spaces, roles, profiles, and user permissions
- Workflow automation, assignment rules, email alerts, and tasks
- Web forms, lead capture, and lead management
- Reports, dashboards, and KPI tracking
- Data import, data cleanup, and CRM migration from HubSpot, Pipedrive, Excel, or Google Sheets
- Integration with Zoho One apps like Zoho Books, Zoho Desk, and Zoho Forms
Why work with me:
- Hands-on business analysis experience, not just technical setup
- A clean structure that is easy to maintain and scale
- Clear documentation and a short training video
Message me before ordering so we can review your CRM and choose the right package.
Software:
Zoho
My Portfolio
Other Software Management Services I Offer
FAQ
Can you clean up my existing Zoho CRM?
Yes. I remove unused fields, merge duplicates, rebuild layouts and simplify pipelines without losing your data.
Which Zoho CRM edition do I need?
Some features, like Canvas, blueprints and advanced automation, depend on your edition. I'll confirm what yours supports before we start.
Can you migrate my data from another CRM?
Yes. I can move data from HubSpot, Pipedrive, Salesforce, Excel or Google Sheets, with field mapping and cleanup.
Do I need to give you admin access?
Yes. Please invite me as an administrator user, and you can remove my access once the work is delivered.
