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I will setup zoho one crm books inventory forms flow people zoho desk, automation
Shopify Expert CRM Specialist Business Automation
I'm a Shopify Website Design and CRM Expert dedicated to helping businesses build, optimize, and scale their online presence. I create high-converting Shopify stores, implement CRM systems, automate w...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
Highly Responsive
Known for exceptionally quick replies
What people loved about this freelancer
kelvin_owens1
United Kingdom
He was fantastic to work with. One of the things I appreciated most was his communication throughout the entire project. He listened carefully to my requirements,...
doris_k828
United Kingdom
Professional, reliable, and incredibly skilled. He went above and beyond to ensure everything was working perfectly before delivery. They even provided helpful...
rihannajewels
United States
Excellent work from start to finish! The attention to detail, fast turnaround, and willingness to make adjustments made the entire process smooth. I'm extremely happy with the final result. Thank you!
About this Gig
COMPLETE ZOHO ONE SETUP, CRM CUSTOMIZATION & BUSINESS AUTOMATION
Struggling to manage leads, automate workflows, or get the most out of Zoho One?
Transform your business with a fully customized Zoho solution designed to improve productivity, streamline operations, and automate repetitive tasks.
FEATURES & SERVICES
- CRM Setup & Configuration
- Sales Pipeline Setup
- Lead & Contact Management
- Workflow Automation
- Business Process Automation
- Custom Modules & Fields
- Forms & Lead Capture
- Reports & Dashboards
- Data Import & Migration
- Email Integration
- Third-Party Integrations
- User Roles & Permissions
- Blueprint & Approval Processes
- Inventory & Order Management
- Invoice & Expense Configuration
- Customer Support System Setup
- Employee Management Setup
- Appointment Booking System
- Document & Signature Setup
- Social Media Integration
SIMILAR PLATFORMS I WORK WITH
Salesforce, HubSpot, Monday.com, Pipedrive, Freshsales, Microsoft Dynamics 365, Bitrix24, Keap, Insightly, SugarCRM, Copper CRM, Capsule CRM, Agile CRM, Apptivo, Zendesk.
READY TO AUTOMATE YOUR BUSINESS?
Contact me today to discuss your requirements. Also available for a quick call!
Software:
Zoho
My Portfolio
FAQ
What Zoho applications do you set up and customize?
I provide setup, customization, integration, and automation for Zoho One, Zoho CRM, Zoho Books, Zoho Inventory, Zoho Forms, Zoho Flow, Zoho Desk, Zoho People, Zoho Invoice, Zoho Expense, Zoho Sign, Zoho Bookings, Zoho SalesIQ, Zoho Survey, Zoho Social, and other Zoho applications.
Can you automate my business processes using Zoho?
Yes. I create custom workflow automation, approval processes, Blueprints, email automation, lead management, sales pipelines, and business process automation to eliminate repetitive tasks and improve efficiency.
Can you integrate Zoho with third-party applications?
Absolutely. I can integrate Zoho with Gmail, Outlook, Google Workspace, Microsoft 365, QuickBooks, Xero, Stripe, PayPal, Zapier, Make (Integromat), WhatsApp, Shopify, WooCommerce, WordPress, and many other business tools.
Do you migrate data from another CRM to Zoho CRM?
Yes. I safely migrate contacts, leads, accounts, products, invoices, deals, and other business data from platforms like Salesforce, HubSpot, Pipedrive, Freshsales, Monday.com, and other CRM systems into Zoho CRM.
What do you need before starting my Zoho project?
Please provide your Zoho account access (or invite me as an admin), your business requirements, preferred workflow, branding details, and any existing data or integrations. Contact me before ordering so I can recommend the best solution for your business.
Reviews
3 reviews for this Gig
| (3) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
K kelvin_owens1
United Kingdom
He was fantastic to work with. One of the things I appreciated most was his communication throughout the entire project. He listened carefully to my requirements, asked the right questions, and made sure everything was clear before moving forward. I never felt like I was left wondering what was happening...
$50
Price
4 days
Duration
Helpful?D 
doris_k828
United Kingdom
Ongoing collaborationProfessional, reliable, and incredibly skilled. He went above and beyond to ensure everything was working perfectly before delivery. They even provided helpful recommendations to improve my workflow. I'll be returning for future projects without hesitation.
$50
Price
11 days
Duration
Helpful?R rihannajewels
United States
Ongoing collaborationExcellent work from start to finish! The attention to detail, fast turnaround, and willingness to make adjustments made the entire process smooth. I'm extremely happy with the final result. Thank you!
$50
Price
6 days
Duration
Helpful?
Reviews
3 reviews for this Gig
| (3) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
K kelvin_owens1
United Kingdom
He was fantastic to work with. One of the things I appreciated most was his communication throughout the entire project. He listened carefully to my requirements, asked the right questions, and made sure everything was clear before moving forward. I never felt like I was left wondering what was happening...
$50
Price
4 days
Duration
Helpful?D doris_k828
United Kingdom
Ongoing collaborationProfessional, reliable, and incredibly skilled. He went above and beyond to ensure everything was working perfectly before delivery. They even provided helpful recommendations to improve my workflow. I'll be returning for future projects without hesitation.
$50
Price
11 days
Duration
Helpful?R rihannajewels
United States
Ongoing collaborationExcellent work from start to finish! The attention to detail, fast turnaround, and willingness to make adjustments made the entire process smooth. I'm extremely happy with the final result. Thank you!
$50
Price
6 days
Duration
Helpful?
