Our company is ready to move core operations—CRM, Inventory Management and Finance—into Zoho ERP, and we need a registered Zoho partner who has already completed similar roll-outs. All current data sits in well-structured spreadsheets and a small in-house database, so part of the job is to migrate, cleanse and map that information into the new environment without loss or corruption. I expect moderate customisation: new fields where our workflow demands them, approval rules, automated email/notification triggers, and a few tailored dashboards and reports that let managers see inventory turns and financial health in real time. If a lightweight extension or integration is the simplest way to achieve a feature, I’m open to it. Deliverables • Discovery document covering proposed configuration and custom features • Fully configured Zoho CRM, Inventory Management and Finance modules ready for production use • Clean import of all legacy spreadsheet/database data with validation and reconciliation checks • Custom workflows, fields, reports and dashboards implemented as agreed in discovery • User acceptance testing support, issue resolution and final sign-off • Knowledge-transfer session and short SOP pack so our team can manage the system confidently Acceptance criteria: the three modules talk to each other seamlessly, sample transactions reconcile end-to-end, and our key users sign off that every agreed feature works in a live setting. Timeline, milestones and payment terms are open for discussion; I’m happy to align with your proven project framework as long as each deliverable is met. If you are that experienced Zoho partner, I’d like to hear how you would approach this migration and custom build.