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**Project Title:** Advanced Zoho CRM Setup, Customization & Automation for Contracting Company (MANYCON) **Project Overview:** We are seeking a highly skilled and experienced Zoho CRM Specialist to design, implement, and optimize a complete CRM system tailored to our business operations. MANYCON Trading and Contracting is a service-based company operating in Qatar, Saudi Arabia, and India. We provide a wide range of services including road marking, fireproofing, fire stopping, epoxy flooring, cable coating fire protection, and other specialized contracting solutions. We are looking for a professional who can understand our business workflow and build a scalable, automated CRM system that improves lead management, client tracking, and overall operational efficiency. --- **Objectives:** * Centralize all leads, clients, and project data in Zoho CRM * Automate sales and follow-up processes * Improve conversion tracking and reporting * Streamline communication between team members * Create a structured pipeline for different services --- **Scope of Work:** **1. CRM Setup & Customization** * Configure Zoho CRM from scratch or optimize existing setup * Create custom modules (Projects, Services, Sites, etc.) * Customize fields, layouts, and data structure * Setup multi-country business structure (Qatar, Saudi, India) **2. Lead & Sales Pipeline Management** * Design lead capture and qualification process * Setup multiple pipelines based on services * Define stages (Enquiry → Quotation → Negotiation → Won/Lost) * Lead assignment rules and tracking **3. Workflow Automation** * Automate follow-ups (email, tasks, reminders) * Auto lead assignment based on region/service * Notification triggers for team updates * SLA and response tracking **4. Integrations** * Integration with Zoho Mail * Integration with website forms (WordPress) * Integration with WhatsApp (if possible) * API integrations if required **5. Reporting & Dashboard** * Sales performance dashboard * Lead source tracking * Conversion rate reports * Custom reports for management insights **6. User Management** * Setup roles and permissions * Multi-user access control * Team hierarchy setup **7. Data Migration** * Import existing leads and customer data * Data cleaning and structuring **8. Training & Support** * Provide training for our team * Documentation or recorded sessions * Post-setup support (optional) --- **Technical Requirements:** * Strong experience with Zoho CRM (mandatory) * Experience with Zoho One ecosystem is a plus * Knowledge of automation, workflows, and blueprints * Experience in service-based or contracting businesses preferred * Familiarity with WordPress integrations --- **Deliverables:** * Fully functional Zoho CRM system * Automated workflows and pipelines * Reports and dashboards configured * Documentation / training provided --- **Project Type:** One-time setup (long-term collaboration possible) **Budget:** Open (based on experience and proposal) **Timeline:** 1–3 weeks (flexible based on scope) --- **Proposal Requirements:** Please include the following in your proposal: * Your experience with Zoho CRM projects * Examples or portfolio of similar work * Approach or plan for this project * Estimated timeline and cost --- **Additional Notes:** We are looking for a long-term partner who can help us continuously improve and scale our CRM system as our business grows. Preference will be given to freelancers who demonstrate a clear understanding of business workflows and automation strategies. ---
ID Projek: 40349692
34 cadangan
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34 pekerja bebas membida secara purata ₹41,714 INR untuk pekerjaan ini

Hi, I will set up your Zoho CRM with custom modules for your services, multi-country structure across Qatar, Saudi Arabia, and India, and automated pipelines from enquiry through to won/lost — including region-based lead assignment and follow-up workflows. For multi-country ops, I will configure territory management with separate assignment rules per region so leads route correctly and SLA tracking reflects local business hours. Questions: 1) Are you on Zoho One or standalone Zoho CRM? 2) Roughly how many existing records need migration and cleaning? Ready to start whenever you are. Kamran
₹25,599 INR dalam 10 hari
8.3
8.3

I’ll architect a high-performance Zoho CRM for MANYCON to unify your Qatar, Saudi, and India operations. With 10+ years of experience and 600+ projects, I specialize in custom Zoho Blueprints for contracting—automating everything from Enquiry to Final Inspection. Key Deliverables: Multi-Region Setup: Segmented pipelines for Road Marking, Fireproofing, etc. Automation: WhatsApp/Email triggers & SLA tracking. Integrations: WordPress, Zoho Mail, & Custom Dashboards. Training: Full documentation for your team. Why me? 5-star rating & proven Zoho expertise. Ready to start!
₹55,000 INR dalam 15 hari
8.2
8.2

Want a Stunning Zoho CRM specialist contraction Website? Let’s Bring Your Vision to Life! Why Choose Me? Here’s What You’ll Get: ✅ Get a FREE Live Demo — Just reply to this message and see your future website in action! ✅ Multiple Design Options — Choose from a variety of modern, eye-catching layouts. ✅ 100% Satisfaction Guaranteed — Or your money back — no questions asked! ✅ 12+ Years of Experience — Proven track record in web development. Portfolio available on request. ✅ See My Work: Check out recent projects here ➡️ https://www.freelancer.com/u/qasaryome ✅ Unlimited Revisions — Until you're completely happy! ✅ 1 Month Free Support — Post-launch support to keep everything running smoothly. ✅ FREE SEO Setup — Includes Google Search Console + Google Analytics integration. ✅ Premium WordPress Website — Mobile-friendly, SEO-optimized & easy to customize. ? Have Questions? Let’s Chat! ? Reply now to get started with your FREE demo.
₹25,000 INR dalam 7 hari
7.6
7.6

With a solid track record in successful real-world deployment of the Zoho CRM system, I am confident that my team is more than able to meet and exceed your needs for MANYCON Trading and Contracting. We have achieved top-ranked freelancer status through our ability to concisely understand unique business workflows and develop efficient, automated solutions to suit them just as you're looking for. With substantial experience in service-based industries like contracting, we comprehend the intricacies that come with your line of work and can personalize the CRM setup accordingly so as to centralize leads, clients, and project data, streamline communication between team members while improving conversion tracking and reporting. To give you a bigger picture, we intend to set up multiple custom modules including Projects, Services, Sites etc., configure dependable workflow automation that handles tasks, reminders emails within designated time periods for lead follow-ups efficiently. In other words, our aim is to optimize your operational efficiency by enabling a structured pipeline for different services creating an interconnected ecosystem across all major processes from demand generation through project estimation till successful project delivery while providing you with meaningful data insights. We are also proficient in performing integrations and can link your CRM system with other platforms you might require such as Zoho Mail and your WordPress website.
₹50,000 INR dalam 7 hari
6.3
6.3

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
₹25,000 INR dalam 7 hari
5.8
5.8

With my extensive experience as a PHP developer, this project is right up my alley. I have worked with large scale projects like developing cloud applications and CMS systems, so I understand the need for a highly streamlined and efficient CRM system to enable smoother workflows. I am skilled with Zoho CRM setups and customization specifically - having worked previously on similar projects where setting up multi-country structures were required In terms of project management, you can expect timeliness, collaboration, and open communication. I aim to complete the project within the proposed timeline through efficient task completion, clean data migration, and providing comprehensive training and post-setup support. By choosing me, you not only get a Zoho CRM specialist but also a long-term tech partner committed to keeping your system adaptable as your business grows. Let's simplify your operations MANYCON Trading and Contracting together!
₹12,500 INR dalam 7 hari
6.1
6.1

Hi, I’m Karthik with 15+ yrs experience in CRM architecture, automation, and Zoho ecosystems. I’ve implemented **Zoho CRM for service/contracting businesses**, handling multi-country pipelines, workflows, and integrations. **My Approach for MANYCON:** ✔ **CRM Setup & Customization** * Custom modules (Projects, Services, Sites) * Multi-country structure (Qatar, Saudi, India) * Clean data model & layouts ✔ **Lead & Pipeline Design** * Service-based pipelines (Enquiry → Quote → Negotiation → Won/Lost) * Lead assignment by region/service ✔ **Automation** * Follow-ups (email/tasks/reminders) * SLA tracking + alerts * Blueprint workflows for process control ✔ **Integrations** * Zoho Mail + WordPress forms * WhatsApp integration (API-based) * Custom API if needed ✔ **Reports & Dashboards** * Sales performance, conversion rates, lead sources * Management insights dashboards ✔ **Data Migration & Training** * Clean import of existing data * User roles/permissions setup * Training sessions + documentation **Experience:** Delivered Zoho CRM setups with automation, pipelines, and integrations (can share examples). **Timeline:** 1–3 weeks **Cost:** Flexible based on scope I focus on practical workflows that improve conversions and team efficiency. Happy to partner long-term as you scale. Warm Regards, Karthik B Resonite Tech
₹55,000 INR dalam 7 hari
4.0
4.0

**DO NOT PAY ME UNTIL I COMPLETE! :)** Hello my valuable client :) My profile is new over here but I have 7 years of experience in this field. I have completely understood about your project. Also I will provide you free maintenance on your project for 1 year after project completion. I can definitely complete this in your timeframe. Give me one chance to prove myself. Hit the chat button to get started. If you will not like my work then you dont need to pay me any money so dont worry and have faith in me :) I am eagerly waiting for your message.
₹25,000 INR dalam 7 hari
4.0
4.0

I have strong hands-on experience implementing Zoho One end-to-end across my own business, including Zoho Creator, CRM, Books, Analytics, Flow, and integrations with external platforms. I focus on lean, execution-first MVPs with minimal tech overhead and clear delivery. Sure, I can handle your project on Setup the Zoho CRM Customization & Automation for Contracting Company. Kindly please connect in chat to discuss about the scope of work and Also I am from Chennai. CRM Setup & Customization Lead & Sales Pipeline Management Workflow Automation Reporting & Dashboard Integration User Management Data Migration Training & Support My latest sample ZOHO project done in Freelancer for your reference : https://www.freelancer.com/projects/zoho-crm/Complete-Zoho-One-CRM-Implementation/reviews My Other Project workflows Website Visitor / WhatsApp Chat → Lead Created in CRM → Contact Synced → Campaign Journey Triggered → WordPress Order Placed → Order Synced to CRM/Books → Invoice Auto-Created → Payment Status Auto-Updated → Excel Sales & Returns Imported → Data Mapped to Custom Modules → Desk Ticket Auto-Created (Queries/Returns) → Data Synced to Zoho Analytics → Product & Channel Dashboards Updated → Alerts & Tasks Triggered Automatic call.
₹45,000 INR dalam 20 hari
4.3
4.3

✔ I deliver 100% work — 99.9% is not for me. ✔ Workflow Diagram Business Analysis ⟶⟶ CRM Architecture Design ⟶⟶ Module Customization ⟶⟶ Pipeline Setup ⟶⟶ Workflow Automation ⟶⟶ Integrations ⟶⟶ Testing & Training Key Highlights ✔ Complete Zoho CRM setup — tailored specifically for contracting & service workflows. ✔ Custom modules — Projects, Services, Sites, Multi-country structure (Qatar, KSA, India). ✔ Smart pipeline design — Enquiry → Quotation → Negotiation → Won/Lost. ✔ Lead management system — automated capture, assignment, and tracking. ✔ Workflow automation — follow-ups, reminders, notifications, SLA tracking. ✔ Multi-region logic — auto-routing leads based on country/service. ✔ Seamless integrations — Zoho Mail, WordPress forms, WhatsApp (API-based). ✔ Advanced dashboards — sales performance, conversion rates, lead sources. ✔ Data migration — clean import and structured database setup. ✔ User roles & hierarchy — secure access control for teams. ✔ Scalable system — built for long-term growth and process expansion. ✔ Training & documentation — smooth handover for your team. Best Regards, Asad CRM Specialist | Zoho Automation Expert | Business Process Optimization
₹20,000 INR dalam 10 hari
3.3
3.3

I will design and implement a fully customized Zoho CRM system tailored to your contracting business, including multi-country setup, structured sales pipelines, workflow automation, and integrations with email, website forms, and WhatsApp. The system will centralize leads, automate follow-ups, and provide clear dashboards for tracking performance and conversions. I will also handle data migration, user roles, and provide training to ensure your team can efficiently use and scale the CRM.
₹35,000 INR dalam 5 hari
3.3
3.3

Hi, I implement Zoho CRM systems for service-based companies and MANYCON's contracting workflow is a setup I can configure properly. My approach starts with understanding your business process across Qatar, Saudi Arabia, and India before configuring anything. No generic templates, everything built around how MANYCON actually operates. What I will deliver: Custom modules for Projects, Services, and Sites. Multi-country structure for all three regions. Multiple pipelines per service from Enquiry through Quotation, Negotiation, to Won or Lost. Auto-assignment by region and service type. Workflow automation for follow-ups, reminders, notifications, and SLA tracking. Zoho Mail, WordPress form, and WhatsApp integration. Sales dashboard, lead source tracking, and conversion reports. Roles, permissions, and team hierarchy configured. Existing data imported and cleaned. Team training with recorded sessions and documentation. Timeline: 18 Days Day 1 to 3: Discovery and workflow mapping. Day 4 to 8: Modules, pipelines, and multi-country setup. Day 9 to 13: Automation, workflows, and integrations. Day 14 to 16: Dashboards, reports, and user management. Day 17 to 18: Data migration, training, and documentation. Open to long-term collaboration after setup. Budget flexible, final terms after reviewing full requirements. Ready to start immediately. Let us talk.
₹37,500 INR dalam 14 hari
2.3
2.3

I have extensive experience implementing Zoho CRM for service-based companies, including multi-country setups. I can fully configure your CRM with custom modules for Projects, Services, and Sites, set up automated workflows for lead assignment and follow-ups, integrate with email and website forms, and create dashboards for real-time insights
₹25,000 INR dalam 7 hari
2.1
2.1

Hi, I can help you design and implement a fully customized Zoho CRM system tailored to MANYCON’s multi-country contracting operations. I have hands-on experience building scalable CRM solutions with custom modules, multi-pipeline sales flows, and advanced automation (workflows, blueprints, and integrations). I’ll structure your CRM to centralize leads, automate follow-ups, and give you clear visibility into conversions and performance.
₹25,000 INR dalam 1 hari
1.6
1.6

I bring extensive expertise in Zoho CRM, specializing in configuring and customizing systems for service-based contracting companies like MANYCON. Having implemented multi-country setups, I will centralize your leads, clients, and projects across Qatar, Saudi Arabia, and India, tailoring custom modules and pipelines for each service offered. My approach emphasizes automating sales workflows, follow-ups, and notifications to boost operational efficiency and improve conversion tracking. I’m skilled in integrating Zoho Mail, WordPress forms, and WhatsApp, ensuring seamless communication. With hands-on experience in data migration, role-based user management, and comprehensive training, I will deliver a scalable, fully optimized CRM system aligned with your long-term growth. Regards, Adriaan Potgieter.
₹13,150 INR dalam 30 hari
0.0
0.0

I just want to begin by applauding your preference for a long-term partnership. Such an approach aligns perfectly with my own work mantra. Hi, I'm Raunit, Your Zoho CRM Expert Extraordinaire! My proficiency with Zoho CRM and its One ecosystem, along with my expertise in automation, workflows, and blueprints make me a natural fit for this project. Additionally, my experience in providing digital solutions for service-oriented businesses equips me with deep insights into the challenges faced by companies like MANYCON. My plan of action is rooted in a meticulous understanding of your business's unique workflow. I'll ensure ALL the objectives highlighted – centralization of data, automation processes, streamlining communication, structured pipelines and more – are comprehensively addressed. My technical palette involving PHP and API Integration paints a solid foundation for project completion. Plus, my familiarity with WordPress will surely prove helpful in integrating your website forms. To ensure smooth transitioning, I will conduct data migration precisely and provide comprehensive training and support to you and your team. Yours is a mandate that not only excites me but one which showcases the very values that defined my intent into freelancing: knitted collaboration empowering digital transformations! So what do you say? Shall we weave MAGIC together?
₹30,000 INR dalam 3 hari
0.0
0.0

Hello, I understand you need a complete Zoho CRM system tailored to a contracting business, not just setup but a structured workflow covering leads, projects, services, and multi-country operations — with automation that actually improves conversion and team coordination. My approach starts with mapping your real workflow (Enquiry → Quote → Execution → Closure) and translating it into Zoho using custom modules (Projects, Sites, Services) and structured pipelines per service type. I’ll design lead capture, qualification, and assignment rules (region/service-based), then implement workflows for follow-ups, SLA tracking, and internal notifications to eliminate manual gaps. For integrations, I’ll connect Zoho Mail, WordPress forms, and WhatsApp (via API), ensuring all enquiries flow directly into CRM with proper tagging. Data migration will include cleaning, deduplication, and structuring for accurate reporting. Dashboards will cover conversion rates, lead sources, sales performance, and service-wise insights, giving management clear visibility. User roles and hierarchy will be configured for multi-country operations (Qatar, Saudi, India). I’ve worked on CRM automation systems where aligning business logic with workflows significantly improved efficiency and tracking. Timeline: ~2 weeks for full setup + testing. You’ll receive a fully functional CRM, documentation, and training for your team. Best regards, sahil
₹12,500 INR dalam 4 hari
0.0
0.0

If you think I am good enough to complete this project give it to me I will give the best output. You can trust my work it will more than what you expect. And thank you for choosing me
₹25,000 INR dalam 30 hari
0.0
0.0

I am an experienced Zoho CRM consultant with a strong background in designing and automating CRM systems for service‑based companies, and I can deliver a fully customized solution for MANYCON across Qatar, Saudi Arabia, and India. My approach will begin with a complete setup of Zoho CRM, including custom modules for projects and services, multi‑country structures, and tailored pipelines for each contracting service. I will implement automated workflows for lead assignment, follow‑ups, and notifications, ensuring smooth communication and accurate conversion tracking. Integrations with Zoho Mail, WordPress forms, WhatsApp, and Zoho Books will be configured to create a seamless end‑to‑end sales and invoicing process. I will also design dashboards and reports for management insights, set up roles and permissions, and migrate existing data with proper cleaning and structuring. Training and documentation will be provided so your team can confidently manage the system, with optional post‑setup support available. My proposed fee is **₹25,000**, and I can complete the project within 2–3 weeks, ensuring a scalable, automated CRM tailored to your contracting business.
₹25,000 INR dalam 7 hari
0.0
0.0

Hi, I can design and implement a complete Zoho CRM system for MANYCON tailored to your contracting workflows across Qatar, Saudi Arabia, and India. I’m a Zoho CRM developer with strong experience in building custom modules, multi-pipeline sales systems, and automation using Deluge, APIs, and Zoho Flow. I have worked on service-based businesses where lead tracking, project handling, and team coordination are critical. My approach: I will understand your services and map the full lead-to-project lifecycle. Then I will build custom modules like Projects, Sites, and Services with proper data relationships. I will create multiple pipelines based on services with clear stages and conversion tracking. I will also implement automation for lead assignment, follow-ups, SLA tracking, and team notifications. I will integrate Zoho CRM with Zoho Mail, WordPress forms, and WhatsApp if required. Dashboards for sales performance, lead sources, and management insights will also be configured. User roles, permissions, and multi-country structure will be properly set. Deliverables include a fully customized CRM, automated workflows, reports, dashboards, data migration, and training with documentation. Timeline is 1 to 2 weeks. Cost can be finalized after discussion. Looking forward to working together. Best regards, Tanveer
₹25,000 INR dalam 7 hari
0.0
0.0

Chennai, India
Ahli sejak Jul 16, 2025
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€6-12 EUR / jam
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