I need my Zoho One environment tailored specifically for a visa and immigration practice. The goal is to turn Zoho CRM into a single hub that walks each client file from first enquiry through to final visa grant without manual juggling or missed deadlines. What I’m looking for: • Application Management – custom modules, fields, and blueprints that mirror our real-world stages, with custom status labels, automated status updates, and instant notifications whenever a stage changes. • Document Tracking – organised folders and sub-folders for Personal Identification, Financial Documents, and Supporting Letters, linked directly to the client record so staff can see at a glance what is still outstanding. Automated reminders should nudge clients or team members when documents are missing or about to expire. • Client Correspondence – email and portal templates that pull live CRM data, plus workflow rules that send the right message at the right milestone. I’d like this to work seamlessly with Zoho Mail and, where useful, Zoho Desk. Please include: • Configuration of any Zoho One apps needed (CRM, Flow, Creator, Desk or others you recommend) to keep the process end-to-end inside the Zoho ecosystem. • A hand-off document or short screen-share recording explaining how to add new visa categories or tweak stages in the future. I already hold the Zoho One licences; I just need someone who knows the platform inside out to build a clean, reliable workflow for me. If you’ve set up similar immigration or legal pipelines before, I’d love to see a quick example when you apply.