Zoho CRM Setup & Cleanup

Заказчик: AI | Опубликовано: 14.01.2026

I’m looking for a Zoho-savvy specialist who can take my half-configured CRM and turn it into a clean, structured, and fully functional workspace. Here’s the current situation: contacts, companies, and deals live in a mix of spreadsheets and an old system. I need those records migrated into Zoho CRM, then scrubbed to eliminate duplicates, bring outdated details up to date, and reorder information into the right fields so reporting finally makes sense. Once the data is spotless, I want the system tailored to fit our workflow. That means creating the right custom fields and page layouts, plus setting up workflow automation (think assignment rules, follow-up alerts, and task triggers) so the team spends less time clicking and more time closing deals. Deliverables • Import and validate all legacy data in Zoho CRM • Full deduplication and correction of outdated or inconsistent records • Re-mapping/organizing of fields for tidy, searchable modules • Creation of required custom fields, page layouts, and views • Design and testing of workflow rules that automate routine actions • Final walkthrough and documentation so my team can manage the system confidently If you’ve done end-to-end Zoho CRM migrations and can show proof of clean, automated setups, I’d love to get started right away.