Zoho One is already active in our company; the CRM now has to become the single, reliable hub for every customer touch-point. The assignment covers end-to-end design, configuration, and optimisation of Zoho CRM so that it mirrors the real-world flow of our sales, rentals, and service teams. Scope of work • Cleanly import and deduplicate all existing customer records. • Create the custom fields, modules, pipelines, and page-layouts that match each department’s workflow. • Build automation for lead capture, quoting, and systematic follow-ups so that tasks, emails, and stage moves happen without manual effort. • Connect Zoho CRM to BigCommerce, QuickBooks Online, and ShipStation, as well as to Zoho Desk, Forms, and Campaigns, ensuring data syncs bi-directionally and users can act from inside the CRM. • Document the setup and run a brief hand-over session so staff can maintain the system confidently. Acceptance criteria 1. All legacy data appears in CRM with no duplicates and with relationships intact. 2. A test lead can travel from web form to closed deal, generate a quote, and trigger fulfilment and accounting hand-offs automatically. 3. Integration logs show successful syncs with BigCommerce, QuickBooks Online, ShipStation, Desk, Forms, and Campaigns for at least 48 consecutive hours. 4. Role-based permissions allow each team to see only what they need while management retains full visibility. 5. Final walkthrough and documentation delivered in an agreed format (PDF or Notion). Please include links to case studies or live examples of Zoho CRM projects you have delivered; proposals without relevant evidence will be skipped.