New Zoho CRM & Books Setup (from existing Zoho account)

@Rekhathakur

Dear Client, I would be happy to help you set up a clean Zoho environment from scratch, focused on simplicity, automation, and seamless CRM–Books integration. I have strong experience with Zoho CRM and Zoho Books, especially in building efficient sales pipelines and connecting them with invoicing workflows. My approach: I will start by understanding your sales flow and lead sources, then design a structured CRM with custom fields, pipelines, and automation (lead-to-deal conversion, stage-based tasks, notifications). Next, I will configure Zoho Books with your chart of accounts, taxes, and products. After that, I’ll map CRM data (contacts, deals, products) with Books to enable smooth syncing for quotes and invoices. Before delivery, I’ll test the full journey from lead capture to invoicing to ensure everything runs perfectly. I will also provide a Loom walkthrough and a live hand-off session. Timeline: 5–7 days with milestone updates. Questions: Do you already have defined lead sources? Need email integration with CRM? Any approval flow before invoicing? Multi-currency or specific tax setup needed? Best regards, Rekha!!!!

@worthydesk

With my extensive experience in streamlining Zoho applications, I am confident in my ability to meet and exceed your expectations for this project. As a Zoho Certified Developer and with a 100% job completion rate, I have successfully helped several clients in transitioning to a clean Zoho account and configuring Zoho CRM and Books to suit their specific needs. My main focus will be on establishing a solid foundation for lead and contact management in the CRM, allowing for streamlined sales automation workflows. This means you can expect custom lead forms, automated lead-to-deal conversion rules, task triggers based on each stage of the sales process, and real-time notifications that keep you updated on your deals' progress. Additionally, I understand the importance of data synchronization between CRM and Books, and I will ensure that your contacts, products, and deals are seamlessly synced for quoting, invoicing, and revenue tracking. Moreover, I will provide you with step-by-step documentation or a brief Loom walkthrough to help you navigate the new system effectively. Throughout the project, I will also keep you informed with regular progress updates at key milestones to give you absolute peace of mind. Choose me for this project and let's propel your business forward with a cohesive Zoho suite that powers your growth!

@Feriver

Hello, I can set up a clean Zoho environment and configure Zoho CRM + Zoho Books from the ground up with a reliable, automation-ready structure. I’ll design pipelines, custom fields, lead capture forms, and workflow rules for seamless lead-to-deal progression with real-time alerts. CRM will include lead source tracking, conversion logic, stage-based tasks, and clear dashboards for visibility. Zoho Books will be configured with chart of accounts, taxes, branding, and synced with CRM (contacts, products, deals) for smooth quoting and invoicing with accurate data flow. Timeline: 5–7 days — Day 1: blueprint, Day 3: mid-test (CRM + Books sync), Day 5–7: final setup, testing, documentation + Loom walkthrough, and live handoff session. Thanks, Asif

@yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have ten years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites and vice versa. Mailchimp Integration Quickbooks Payment Gateway like PayPal, Stripe and Converge gateways RingCentral, Twilio and other phone based integrations. Zoho Mail with Gmail, MS Office 365 and other MS office Setup. Automation: Workflow rules, Auto responders, Email Templates Creation. Follow Up Task,Alerts,Custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. · I work extremely fast. · I have a great knowledge on Zoho Products and Scripting behind business logic. · I can ensure quality communication. · I will complete the work as much as earlier and will do my best effort. · I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. I can able to implement the Zoho Analytics Integration within 4-5 days since I have implemented 30+ business reporting with Zoho Thank you and I look forward to the opportunity to work with you Yamini Zoho Certified Consultant

@kamran2012

This looks like a great fit, I will configure your new Zoho CRM — pipelines, custom lead forms, lead-to-deal conversion rules, and stage-based task triggers — then set up Zoho Books with your chart of accounts, tax rules, and full two-way CRM sync for quoting and invoicing. One thing I will map early: field-level sync direction between CRM and Books. Defining which system "owns" each data point — e.g., CRM owns contact details, Books owns payment terms — prevents overwrites once both teams are working live. Questions: 1) Are you migrating existing data from the old Zoho account, or starting fresh? 2) How many sales pipeline stages do you need configured? Send me a message and we can go over the details. Best regards, Kamran

@usmanbashir12100

Hi, I can set up your Zoho CRM and Zoho Books from scratch and ensure a clean, well-structured integration between sales and accounting. I have experience configuring Zoho ecosystems, including CRM pipelines, workflow automation, and Books integration for end-to-end lead-to-invoice processes. What I will deliver: Fully configured Zoho CRM (pipelines, custom fields, workflows, email templates) Zoho Books setup (COA, taxes, products, invoicing structure) Proper CRM ↔ Books sync for contacts, deals, and billing flow Lead-to-deal automation (stages, triggers, notifications) Testing of full sales-to-invoice cycle Extras: Step-by-step Loom walkthrough Clean documentation for daily operations One live handover session I can complete this within your 1-week timeline with clear milestone updates.

@huzaifa306

Hi, I can set up your Zoho CRM and Zoho Books from scratch and turn it into a clean, fully connected system that runs your sales and invoicing smoothly. I have 4+ years of experience with Zoho and automation, and will deliver a reliable setup with proper workflows, syncing, and clear documentation for easy use. Best regards, Huzaifa

@FizzaNadeemK

Hi, I can set up a clean Zoho CRM and Books system with automated workflows and seamless deal to invoice sync. You need lead automation pipelines and CRM to Books integration; I have implemented Zoho systems with structured workflows and API based syncing. I will configure pipelines fields workflows and connect Books for accurate quoting invoicing and revenue tracking with clean documentation. Do you want a single sales pipeline or multiple pipelines based on different lead sources or services? Best Regards, Fizza Nadeem K

@webperfection123

Hi, I can help you create a solid foundation for managing leads and contacts while automating your sales workflows. I’ll set up your CRM with custom lead forms, automatic conversions, and real-time notifications for an organized workflow. For Zoho Books, I’ll ensure seamless syncing of contacts, products, and deals for efficient quoting and invoicing. With your branding assets and tax details, I’ll configure everything, including charts of accounts and tests for two-way data flow. You’ll receive clear documentation and a Loom walkthrough for easy navigation. I guarantee completion within a week, with regular updates throughout the process. I have extensive experience with Zoho CRM and Zoho Books that will ensure a smooth transition. Let’s get started! Best Regards, Priyanka

@Tahirisrar

Hello Sir, Hope you are doing well, You need a professional book keeper & accountant with expertise in Zoho Books and accounts & finance for your assignment. I am Zoho Books professional book keeper & accountant with MBA/MS finance; Member of Institute of Chartered Accountants having more than 10 years of experience in book keeping in: 1. Zoho book keeping & customization, 2. Accounts & Finance. 3. Balance Sheet 4. Profit & Loss 5. Cash flow 6. Maintaining ledgers 7. Audit 8. Bank reconciliations 9. Microsoft office I am providing book keeping services in Zoho Books and accounts services in many organization. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my field. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir

@AITSoft

Hello, I will start with a clean Zoho setup for CRM and Books, mapping your needs to a solid foundation: lead capture via custom forms, automated lead-to-deal conversion, stage-based tasks, and real-time alerts for a streamlined sales flow. I’ll configure pipelines, fields, and templates in CRM, keeping dashboards simple to show leads by source, conversion rates, and deal progress at a glance. For Books, I’ll link contacts, products, and deals so you can quote and invoice smoothly, set up the chart of accounts, taxes, and ensure two-way data flow with CRM. You’ll get clear, step-by-step guidance and a Loom walkthrough on adding a lead, advancing a deal, and pushing to Books for invoicing. A live hand-off session will cover any questions and keep you confident moving forward. Deliverables: - Fully configured Zoho CRM (pipelines, fields, workflows, email templates) - Zoho Books set up with chart of accounts, taxes, and CRM sync - Step-by-step documentation or Loom walkthrough for lead to invoice flow - One live hand-off session Timeline: within one week, with progress at blueprint, mid-test, and final hand-off. I’ll keep you updated at each milestone and adapt to any branding assets or tax details you provide. What is your preferred go-live date and any critical non-functional requirements (e.g., data migration cutover, user roles, or security constraints) we should accommodate? Best regards, Shamshad

@emmab088

▀▄▀▄▀▄ I Will Start Right Now ▄▀▄▀▄▀ Building on an extensive 5+ year career as a Full Stack Developer, including delivering over 100 third-party API integrations which often includes zoho and experience with pipelines, fields workflows, email templates and Zoho Books set up with chart of accounts, taxes and CRM sync. I am proficient with Zoho CRM and understand the nuances of how it connects with Zoho Books. I bring to the table a broad perspective formed by having worked on SaaS platforms similar to yours, which entails synchronizing contacts, products and deals for quoting, invoicing and revenue tracking. Via my experience with large systems that handle high request volumes like yours, I have honed my skills in infusing lag-free pace and creating scalable solutions. The customizability aspect is crucial in your task too, especially in setting up automatic lead-to-deal conversion rules, bespoke lead forms and more - all of which aligns perfectly with my expertise. My dedication and good communication skills will keep you aware of project progress at every step - begining from the initial blueprint to mid-way test and final hand-off. In summary, with my deep technical understanding of APIs such as Zoho CRM coupled with hands-on experience in creating product-ready software serving similar objectives as yours; I believe I can bring immense value to this project. My focus on clean architecture ensures long-term scalability and maintainable code whilst my record Best reg

@HiraMahmood4072

Hello, With over 7 years of experience in Zoho and Zoho CRM, I have carefully reviewed your project requirements for setting up a new Zoho CRM and Books from an existing account. To begin, I will create a clean Zoho account and configure Zoho CRM with a focus on lead and contact management. This will involve setting up custom lead forms, automatic lead-to-deal conversion rules, task triggers, and real-time notifications. Additionally, I will ensure seamless integration with Zoho Books for quoting, invoicing, and revenue tracking. The deliverables will include a fully configured Zoho CRM with pipelines, fields, workflows, and email templates, as well as a setup of Zoho Books with chart of accounts, taxes, and CRM synchronization. I will provide step-by-step documentation or a Loom walkthrough for easy usage and conduct a live hand-off session for any questions. I would like to discuss the project further in detail. Please connect with me via chat to explore the specifics. You can visit my Profile: https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@TechizeBuilder

Hi, I came across your project "New Zoho CRM & Books Setup (from existing Zoho account)" and I'm confident I can help you with it. About Me: I'm a agency owner with over 8+ years of experience in CRM, Zoho CRM. , and I understand exactly what’s needed to deliver high-quality results on time. Why Choose Me? - ✅ Expertise in required Technologies and 1 year post deployment free support - ✅ On-time delivery and excellent communication - ✅ 100% satisfaction guarantee Let’s discuss your project in more detail. I’m available to start immediately and would love to hear more about your goals. Looking forward to working with you! Best regards, Deepak

@mfaisal3096

Hi, With over 7 years of experience, I am well-equipped to configure your clean Zoho account, focusing on both Zoho CRM and Zoho Books, with accuracy and a keen attention to detail. I will set up a robust foundation for your CRM, ensuring efficient lead and contact management through custom forms, automation workflows, and relevant reporting dashboards. For Zoho Books, I will seamlessly connect it to your CRM to ensure that contacts, products, and deals sync effectively, allowing for streamlined quoting and invoicing. My methodical approach will ensure that each aspect of the configuration meets your requirements and operates smoothly. I prioritize clear communication throughout the project, providing timely updates and maintaining transparency at every stage. I will follow established processes while delivering the agreed-upon milestones: an initial blueprint, mid-way testing, and a final hand-off session. I am committed to meeting the one-week deadline, ensuring you have the necessary documentation and a clear understanding of how to use the system effectively. Thank you for considering my proposal—I look forward to collaborating on this project.

@amit210279

Hi there, You’re in the RIGHT PLACE! I’ve worked on SIMILAR PROJECTS multiple times and understand how to deliver this EFFICIENTLY and CORRECTLY from the start. While I’m NEW to Freelancer.com, I bring 17+ YEARS OF EXPERIENCE from other freelancing platforms, successfully delivering HIGH-QUALITY PROJECTS and REAL RESULTS for clients. To provide an accurate SCOPE, TIMELINE, and COST, I’d like to ask a few KEY QUESTIONS. Due to Freelancer’s character limit, it’s difficult to cover everything here. Let’s connect in CHAT so I can: • Share RELEVANT PAST WORK • Understand your EXACT REQUIREMENTS • Propose a CLEAR and EFFECTIVE ACTION PLAN I’m confident you’ll find my approach PRACTICAL, TRANSPARENT, and RESULTS-DRIVEN. If you're ready to get this done the RIGHT WAY, I’d be happy to get started. Looking forward to CONNECTING with you. Best regards, Amit Ranjan

@mobasherreza10

Hi there, I noticed you need a clean Zoho account configured from the ground up for CRM and Books, including lead and contact management, sales automation workflows (custom lead forms, lead to deal conversion rules, stage based task triggers, real time notifications), basic reports and dashboards (leads by source, conversion rates, deal progress), and seamless sync between CRM and Books for contacts, products, deals, quoting, invoicing, and revenue tracking, with deliverables including fully configured CRM and Books, step by step documentation or Loom walkthrough, and a live hand off session, all within one week. I have extensive experience configuring Zoho CRM and Zoho Books from scratch, including a recent project where I set up a custom pipeline for a service business, automated lead conversion and task triggers, synced products and contacts to Books, and provided a video walkthrough for their team. I can deliver the full configuration, test two way sync, and hand off within your timeline. Please share your branding assets, tax details, and chart of accounts. Best regards, Mobasher Reza

@KarthikTechCon

Hi, I’m Karthik from ResoniteTech with 15+ years of experience in **CRM/ERP implementations, including Zoho CRM & Zoho Books**. I can set up your **fresh Zoho environment from scratch** with clean structure and seamless automation. **CRM Setup:** ✔ Lead & contact management with custom fields/forms ✔ Automated **lead → deal conversion workflows** ✔ Stage-based task triggers + real-time notifications ✔ Clean pipelines with basic dashboards (source, conversion, deal progress) **Zoho Books Setup:** ✔ Chart of Accounts, taxes, branding configured ✔ Product/service setup for quoting & invoicing ✔ **Two-way sync with CRM** (contacts, deals, invoices) ✔ End-to-end testing of data flow **Deliverables:** ✔ Fully configured CRM + Books ✔ Automation workflows & email templates ✔ Step-by-step guide / Loom walkthrough ✔ Live hand-off session for clarity **Approach:** * Start with blueprint → mid-way testing → final deployment * Ensure scalable structure so you can expand later without rework I’ve implemented similar **Zoho ecosystems with sales + finance integration**, improving lead tracking and revenue visibility. **Timeline:** Within 1 week as required **Availability:** Immediate Ready to get your system clean, automated, and production-ready. Warm Regards, Karthik B Resonite Tech

@Sauravsfexpert

3x Certified Zoho Professional I am Saurav Mandal, a 3x Certified Zoho Professional with 4+ years of experience in the Zoho ecosystem, specializing in business process optimization, customization, and development. Core Competencies Zoho Consultancy API Integration Configuration & Customization App Development Data Migration Zoho Training Ongoing Support Expertise Across Zoho Platform Custom Modules Custom Fields Canvas Widgets Blueprints Schedules Workflows Validations Advanced Formula Deluge Scripting Security Controls Process Management Automations Data Administration General System Setup Channels Setup Portals Reports & Dashboards With strong hands-on experience across multiple Zoho applications, I focus on delivering scalable, efficient, and automation-driven solutions that align technology with business goals. Looking forward to collaborating and helping you get the best out of the Zoho ecosystem. Best Regards, Saurav Mandal