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I am looking for an experienced Zoho CRM professional based in Bangalore to configure Zoho CRM end to end for my real estate and services focused business. The scope includes setting up modules, fields, layouts, lead and deal pipelines aligned to the actual sales process, workflow automation for lead assignment, follow ups, reminders and alerts, custom views, reports and dashboards, user roles and access permissions, email and WhatsApp integration using Zoho supported tools, data import and basic cleanup if required, mobile app setup for the sales team, and a short walkthrough with documentation after completion. The CRM will be used primarily for lead management, site visits, follow ups and closures, and I am looking for a practical, easy to use, and scalable setup. The expected timeline is 7 to 14 days, the budget is open to discussion with a preference for a fixed price, and interested candidates should share relevant Zoho CRM experience, their proposed approach, and estimated cost and timeline.
ID Projek: 40220678
8 cadangan
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8 pekerja bebas membida secara purata ₹11,313 INR untuk pekerjaan ini

3x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula • Deluge • Security Control • Process Management • Automations • Data Administration
₹20,000 INR dalam 12 hari
5.4
5.4

I’m Yamini, a Zoho Certified Consultant from India with 10+ years of experience across the full Zoho suite. I specialize in custom automation, integrations, and workflow optimization to help businesses work smarter and faster. Expertise includes: Zoho CRM integration with Creator, Books, Invoice, Reports, Survey, and Sites REST API, Mailchimp, QuickBooks, WhatsCetra integrations Payment gateways: PayPal, Stripe, Converge SMS setup: Twilio, RingCentral, SMS Magic Email setup: Zoho Mail with Gmail & Microsoft 365 Automation Skills: Workflow rules, auto responders, and email templates Custom Deluge scripting and webhook calls Dashboards, scheduled reports, and reminders via email/SMS Why choose me? ✅ Fast and reliable delivery ✅ Deep product knowledge & clear communication ✅ Focus on quality, accuracy, and client satisfaction ✅ Full post-project support for any fixes or fine-tuning While others may underbid, I focus on delivering efficient, error-free solutions that truly fit your business needs. Let’s make your Zoho system work perfectly for you! ? Yamini Zoho Certified Consultant
₹7,000 INR dalam 7 hari
5.4
5.4

With over a decade of experience in web development and managing eCommerce platforms, I believe I am the ideal fit for your Zoho CRM implementation project. I understand how crucial a well-rounded CRM system is for any business, especially one focused on real estate and services, and this is an area where my expertise truly shines. Over the years, I have worked extensively with the Zoho platform, gaining in-depth knowledge of its various features, modules and functions. For your project, I propose to configure Zoho CRM end-to-end while aligning each aspect with your sales pipeline. This means setting up modules, fields, layouts, and workflow automations that accurately reflect your sales process - from lead assignment to follow-ups to closure. My aim is to develop a practical and easy-to-use CRM system that serves not just site visits, but also crucial data management and reporting functions. In addition to my technical skills with Zoho CRM, my extensive experience as a virtual assistant will enable me to deliver added value through tasks such as email and WhatsApp integration using Zoho supported devices, mobile app setup for your sales team, data import and basic cleanup if needed. Besides timely completion of all tasks, you can expect thorough documentation and a short walkthrough of the finished setup for easy navigation. With this approach and a budget open for discussion and potentially a fixed price model, choose me as your Zoho Expert for the very best results!
₹7,000 INR dalam 7 hari
1.2
1.2

Hello, I’m a Zoho CRM specialist with hands-on experience in setting up end-to-end CRM solutions for real estate and service-based businesses. I can configure Zoho CRM to match your actual sales process, covering lead management, site visits, follow-ups, and closures with a simple, scalable, and user-friendly setup. My approach includes: Custom modules, fields, layouts, and pipelines aligned to your sales flow Lead and deal automation (assignment, follow-ups, reminders, alerts) Custom views, reports, and management dashboards User roles, profiles, and access controls Email and WhatsApp integration using Zoho-supported tools Data import, de-duplication, and basic cleanup Mobile app setup for the sales team Final walkthrough and clear documentation for easy handover I typically deliver such implementations within 7–14 days, depending on data volume and complexity. I prefer a fixed-price model after understanding your exact requirements and data size, and I ensure full testing and training before go-live. I’d be happy to share similar Zoho CRM projects and walk you through my proposed setup, timeline, and commercial estimate. Looking forward to working with you.
₹10,000 INR dalam 7 hari
0.0
0.0

Hi there! ? I’m Vaishali Wankhede, a Zoho CRM specialist with 10+ years of hands-on experience delivering end-to-end CRM implementations for real estate and service-based businesses across India and overseas. I work closely with business owners to build practical, easy-to-use, and scalable Zoho CRM setups that sales teams actually adopt. How I’ll approach your Zoho CRM setup End-to-end CRM configuration from a blank slate Custom modules, fields, layouts, and lead & deal pipelines aligned to your real sales process (lead → site visit → follow-up → closure) Workflow automation for lead assignment, reminders, follow-ups, SLA alerts, and notifications Email and WhatsApp integration using Zoho-supported tools Custom views, reports, and dashboards for management and sales tracking User roles, profiles, and access permissions Mobile app setup for the sales team Walkthrough session + clear documentation so your team can operate independently I focus on speed, clarity, and long-term scalability, not over-complication. The goal is a CRM your team can start using immediately with minimal training. I’m comfortable coordinating remotely and can align with Bangalore working hours. Happy to share relevant Zoho CRM real estate projects and walk you through my approach on a quick call. Looking forward to discussing your requirements. Vaishali Wankhede Zoho CRM Consultant | 10+ Years Experience
₹10,000 INR dalam 7 hari
0.0
0.0

Bengaluru, India
Kaedah pembayaran disahkan
Ahli sejak Feb 10, 2026
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