You will get Zoho CRM Setup & Lead Management Service
Project details
I am looking for Zoho CRM support and customization services to improve my business workflow and customer management system.
The project includes setting up and optimizing Zoho CRM modules, managing leads, contacts, and deals, and ensuring smooth automation of sales and follow-up processes. I may also require workflow customization, report creation, and data migration if needed.
The goal is to streamline sales operations, improve lead tracking, and enhance overall CRM efficiency.
The ideal freelancer should have strong experience in Zoho CRM setup, customization, automation workflows, and integration with business processes.
The project includes setting up and optimizing Zoho CRM modules, managing leads, contacts, and deals, and ensuring smooth automation of sales and follow-up processes. I may also require workflow customization, report creation, and data migration if needed.
The goal is to streamline sales operations, improve lead tracking, and enhance overall CRM efficiency.
The ideal freelancer should have strong experience in Zoho CRM setup, customization, automation workflows, and integration with business processes.
Purpose
BusinessIndustry
Data Analytics, Ecommerce, Logistics & Supply Chain Management, Manufacturing & Storage, Retail & Wholesale, SoftwareLanguage
EnglishWhat's included
| Service Tiers |
Starter
$25
|
Standard
$55
|
Advanced
$110
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 30 days |
Number of Revisions | 2 | 3 | 3 |
Number of Hours of Work | 3 | 5 | 5 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | |||
Travel Planning | - | - | - |
About Vaisakh
Customer support,tech support ,Project Coordinator
Koottanad, India - 10:06 am local time
Hi, I'm Vaisakh P a dedicated Customer Support, Technical Support, and Project Coordination professional with over 2 years of experience working with Middle East clients.
I specialize in providing reliable customer service, technical issue resolution, project coordination, task tracking, and team communication. Throughout my career, I have worked closely with clients, sales teams, developers, and stakeholders to ensure projects are delivered smoothly and customer concerns are resolved efficiently.
My experience includes:
✔ Customer Support (Email, Chat & Ticket Handling)
✔ Technical Support & Troubleshooting
✔ Project Coordination & Follow-ups
✔ Task Tracking & Progress Reporting
✔ Client Communication & Stakeholder Management
✔ Meeting Scheduling & Minutes of Meeting (MoM)
✔ Documentation & Administrative Support
✔ CRM & Helpdesk Management
✔ Website Content Coordination
✔ Data Entry & Excel Reporting
I am known for being organized, detail-oriented, and responsive. Whether you need assistance with customer support, technical coordination, project tracking, or administrative tasks, I am committed to delivering high-quality work and maintaining clear communication throughout the project.
Let's work together to help your business run more efficiently and achieve its goals.
Steps for completing your project
After purchasing the project, send requirements so Vaisakh can start the project.
Delivery time starts when Vaisakh receives requirements from you.
Vaisakh works on your project following the steps below.
Revisions may occur after the delivery date.
Requirement Gathering
Understand business needs, CRM goals, and current process flow.
CRM Audit (if existing setup)
Review current Zoho CRM structure, modules, and data quality.