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You will get Zoho CRM - 5 Basic Modules, Training & Support
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Project details
Zoho CRM Level -
Configure Company and other General settings
Configure Roles (3 roles) and 3 Profile for Users
Configure Email Templates (5 max)
Configure approval process ( 2 process on any module as selected for upto 2 level)
Domain authentication and Email (IMAP)
5 Workflows ( Emails, field update) - Excluded - custom functions, integration and data migration
Lead Module - 5 custom fields, lead conversion mapping, welcome email configuration, lead assignment rules configuration (upto 5), Web2Lead (1)
Contact Module - 5 custom fields , layout changes
Account Module - 5 custom fields , layout changes
Deals - 5 custom fields, Deal stage, Deal conversion to existing customers
Reports - 10 reports within Zoho CRM and 1 Dashboard showing those reports
Training - 1 hr training
Support - Email support upto 15 days after training
Enhancement - 25$ / hr on actual basis
Configure Company and other General settings
Configure Roles (3 roles) and 3 Profile for Users
Configure Email Templates (5 max)
Configure approval process ( 2 process on any module as selected for upto 2 level)
Domain authentication and Email (IMAP)
5 Workflows ( Emails, field update) - Excluded - custom functions, integration and data migration
Lead Module - 5 custom fields, lead conversion mapping, welcome email configuration, lead assignment rules configuration (upto 5), Web2Lead (1)
Contact Module - 5 custom fields , layout changes
Account Module - 5 custom fields , layout changes
Deals - 5 custom fields, Deal stage, Deal conversion to existing customers
Reports - 10 reports within Zoho CRM and 1 Dashboard showing those reports
Training - 1 hr training
Support - Email support upto 15 days after training
Enhancement - 25$ / hr on actual basis
What's included $249
These options are included with the project scope.
$249
- Delivery Time 10 days
- Number of Revisions 2
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JP
Jared P.
May 19, 2026
ZOHO Dashboard Creation
PD
Pete D.
Mar 25, 2026
Zoho Implementation Specialist for CRM, Voice, and Desk
Accomplished our goals and will work with him the future as new project needs arise.
PQ
Peter Q.
Oct 17, 2025
technical feasibility analysis
VC
Vito C.
Sep 16, 2025
Zoho Ongoing Support
AK
Asghar K.
Aug 2, 2025
Zoho Customization Assistance Needed
About Shivani
#1 Zoho Premium Partner | Digital Transformation & Automation Expert
100%
Job Success
Gurgaon, India - 2:42 am local time
We help businesses streamline operations, improve customer experiences, and accelerate growth through the power of the Zoho ecosystem. As certified Zoho consultants with over 12 years of industry experience, we specialize in end-to-end digital transformation, business process automation, system integrations, and cloud application implementation.
With 2,000+ successful projects delivered globally, we have become a trusted implementation partner for organizations looking to maximize their investment in Zoho and related business applications.
## Our Core Expertise
### Zoho Applications
* Zoho CRM
* Zoho Books
* Zoho Inventory
* Zoho Creator
* Zoho One
* Zoho Projects
* Zoho Campaigns
* Zoho Marketing Automation
* Zoho Social
* Zoho SalesIQ
* Zoho Recruit
* Zoho Survey
* Zoho Mail
* Zoho Analytics (Reports)
* Zoho Flow
* Zoho PageSense
### Integration & Automation
* ChatGPT & AI Integrations
* QuickBooks Integration
* BigCommerce Integration
* Freshdesk Integration
* Zapier Integration
* DocuSign Integration
* VOIP Integrations
* ViciDial Integration with Zoho CRM
* LMS Integration with Zoho CRM
* Zoho OAuth 2.0 & API Integrations
* Custom Third-Party API Integrations
### Additional Services
* Data Migration & System Migration
* CRM Consulting & Process Design
* Deluge Scripting & Custom Functions
* Advanced Reporting & Analytics
* HTML Newsletter Design & Development
* User Training & Adoption Programs
## What We Deliver
Our team helps organizations successfully implement, customize, automate, and integrate Zoho applications to align with their unique business processes. From CRM optimization and sales automation to finance, operations, and customer support workflows, we provide solutions that drive measurable business outcomes.
Our services include:
* Zoho implementation and configuration
* Custom module and layout development
* Workflow automation and approvals
* Custom functions and Deluge scripting
* Third-party integrations and API development
* Data migration and cleansing
* Dashboard and analytics reporting
* User training and change management
* Ongoing support and optimization
## Why Choose Us?
✔ 12+ Years of IT & Business Automation Experience
✔ 2,000+ Successful Projects Delivered
✔ 500+ Zoho Implementations & Integrations Completed
✔ 115+ Verified 5-Star Client Reviews
✔ 99% Customer Retention Rate
✔ Dedicated Account Manager for Every Project
✔ Weekly Progress Updates & Transparent Communication
✔ Agile Delivery Methodology
✔ Excellent English Communication & Global Project Experience
✔ 99% On-Time Delivery Record
✔ Comprehensive Post-Go-Live Support & Training
## Transform Your Business with Zoho
Whether you're implementing Zoho for the first time, migrating from another platform, or looking to optimize your existing setup, our team can help you unlock the full potential of the Zoho ecosystem.
Let's discuss how we can automate processes, improve productivity, and drive sustainable growth for your business.
**Specializations:** Zoho CRM | Zoho One | Zoho Creator | Zoho Books | Zoho Analytics | Deluge Scripting | CRM Integrations | Workflow Automation | Business Process Optimization | Data Migration | AI & ChatGPT Integrations | Digital Transformation
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Revisions may occur after the delivery date.
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