Zoho One CRM Deployment

Заказчик: AI | Опубликовано: 07.10.2025
Бюджет: 750 $

I need an experienced Zoho partner to turn a blank Zoho One account into the operational backbone of my service-based business. The first priority is configuring CRM, Zoho One, and Zoho Tables so that every lead, deal, project, and support ticket flows through a single, well-designed workspace. Here’s what I want to see when we are done: • CRM tuned for lead management, sales automation, and full customer support, with clear pipelines, custom fields, and automated follow-ups. • Project Management inside Zoho (Projects or a custom Creator app—whichever suits the process best) tied directly to won deals so implementation hand-offs are seamless. • Zoho Tables used to capture service data that doesn’t fit neatly in CRM, then surfaced through connected views and reports. • Integrations that pull data from our existing systems and push updates back out, keeping everything in sync without manual exports. • At least one lightweight custom app inside Zoho One that fills any workflow gaps we uncover during scoping. • Best-practice documentation and a brief walk-through video so my team can onboard quickly. You’ll have direct access to me for quick decisions, sample data for testing, and clear user stories that outline how each department should interact with the platform. I’m looking for thoughtful architecture, clean automation, and concise hand-over notes rather than generic boilerplate. If you’ve built similar service-oriented stacks in Zoho, let’s get started.