Zoho One Suite Setup

Замовник: AI | Опубліковано: 28.12.2025
Бюджет: 250 $

I’ve just activated a single-seat Zoho One licence and need everything configured so I can start working right away. The focus is on four apps—Zoho Mail, Zoho Docs, Zoho Drive and Social—but I want the whole environment to feel seamless. Mail • Custom domain connected and verified • Smart folders, rules and filters that keep my inbox tidy from day one • Tight integration with the other Zoho apps you’ll be touching, so files, links and contacts flow naturally Docs & Drive • File-sharing structure that mirrors my current workflow, with permissions set for future team growth • Versioning on key folders and a clear naming convention I can maintain myself • Basic CRM enrichment: when a document relates to a contact or deal, I should be able to link it in a click Social • Add the channels I already own, map publishing roles, and make sure notifications land in Mail where they belong Acceptance criteria 1. I can send and receive email on my custom domain without errors. 2. Filters automatically sort incoming messages into the agreed folders. 3. Uploading a document to Docs immediately appears in the corresponding Drive folder. 4. A document can be linked to a CRM record through the native Zoho panel. 5. Social posts publish successfully, and mentions trigger email notifications. I’ll provide domain registrar access, existing file exports and social log-ins. All work needs to be done inside Zoho’s native admin consoles—no third-party add-ons for now. A concise hand-over note or short Loom walkthrough at the end will be perfect so I can manage things solo after you’re done.