You will get Zoho CRM Consultant | Website Integration & Automation
Project details
This project delivers a structured Zoho CRM implementation designed to centralize sales operations, automate workflows, and create a reliable connection between your website and core business systems. The scope includes CRM configuration, module customization, field mapping, pipeline structuring, and role-based permissions to ensure clean data governance and operational clarity.
Website integration is executed through secure API connections or embedded forms, enabling automatic lead capture, real-time record creation, and accurate data synchronization. Additional Zoho applications such as Zoho Campaigns, Zoho Forms, Zoho Books, Zoho Bookings, and Zoho Sites can be configured to operate within a unified ecosystem, eliminating fragmented processes.
Workflow automation, blueprints, and custom functions are implemented to reduce manual tasks, improve response time, and increase visibility across the sales lifecycle. The result is a scalable CRM environment that enhances conversion tracking, reporting accuracy, and overall process efficiency while supporting long-term business growth.
Website integration is executed through secure API connections or embedded forms, enabling automatic lead capture, real-time record creation, and accurate data synchronization. Additional Zoho applications such as Zoho Campaigns, Zoho Forms, Zoho Books, Zoho Bookings, and Zoho Sites can be configured to operate within a unified ecosystem, eliminating fragmented processes.
Workflow automation, blueprints, and custom functions are implemented to reduce manual tasks, improve response time, and increase visibility across the sales lifecycle. The result is a scalable CRM environment that enhances conversion tracking, reporting accuracy, and overall process efficiency while supporting long-term business growth.
Programming Languages
PHP, HTML & CSS, JavaWhat's included
| Service Tiers |
Starter
$98
|
Standard
$198
|
Advanced
$398
|
|---|---|---|---|
| Delivery Time | 5 days | 9 days | 12 days |
Number of Revisions | 1 | 2 | 3 |
Number of Pages Mined/Scraped | 4 | 6 | 8 |
Number of Sources Mined/Scraped | 2 | 4 | 1 |
Install Script | - | - | - |
Test Script | - | - | - |
Task Automation | - | - | - |
Frequently asked questions
About Osaze
CRM Setup Specialist | Zoho CRM | GHL | Pipedrive | Lofty | Close io
Akute, Nigeria - 10:42 am local time
Stop losing leads to slow follow-up, broken pipelines, and systems that were never built for how your business actually works.
If you already have leads coming in but your CRM feels messy, your follow-up is inconsistent, or your pipeline doesn't reflect your real sales process, that's exactly where I come in.
I build clean, reliable CRM systems that help businesses capture leads properly, follow up automatically, book more appointments, and close more deals without the chaos.
With 3+ years experience across multiple CRM platforms and industries, I don't just configure settings. I design systems that match how your business operates, so everything feels natural, scalable, and easy to manage long term.
𝐈 𝐎𝐅𝐅𝐄𝐑 𝐂𝐔𝐒𝐓𝐎𝐌 𝐂𝐑𝐌 𝐁𝐔𝐈𝐋𝐃𝐒 𝐀𝐂𝐑𝐎𝐒𝐒 𝐌𝐔𝐋𝐓𝐈𝐏𝐋𝐄 𝐏𝐋𝐀𝐓𝐅𝐎𝐑𝐌𝐒
Every build is tailored to your goals, your industry, and your customer journey. No templates forced where they don't belong.
🏡 Lofty CRM - smart plans, pipeline automation, lead routing & listing appointment workflows for real estate teams
📊 Pipedrive - custom pipelines, automations, email sequences & deal tracking for sales-driven businesses
📞 Close CRM - lead sequences, SMS/email automation, Calendly integration & A2P/10DLC compliance setup
🔧 Zoho CRM - full builds including workflows, roles, territories, dashboards, Canvas layouts & integrations
💅 Vagaro - booking setup, client management & automated reminders for beauty & wellness businesses
🎯 Attio - workspace setup, relationship tracking & workflow automation for modern sales teams
𝐖𝐇𝐀𝐓 𝐈 𝐁𝐔𝐈𝐋𝐃 𝐅𝐎𝐑 𝐘𝐎𝐔
✅ Custom CRM setup tailored to your sales process and team structure
✅ Multi-pipeline builds for businesses with different offers or departments
✅ Lead capture and qualification systems connected to your ads or website
✅ Appointment booking and calendar automation workflows
✅ Automated follow-up and no-show recovery sequences
✅ Long-term nurture systems that keep leads warm until they're ready to buy
✅ CRM data cleanup, segmentation, and contact organization
✅ Third-party integrations via Zapier, webhooks, and native connectors
✅ Bulk email and SMS outreach setup for re-engagement campaigns
✅ CRM migration without losing contacts, history, or pipeline data
𝐖𝐇𝐀𝐓 𝐈 𝐃𝐄𝐋𝐈𝐕𝐄𝐑
✔️ Well-structured pipelines that reflect how your sales process actually works
✔️ Automations with clear logic that are easy to understand and modify
✔️ Clean data structure that stays accurate as your business grows
✔️ Scalable systems that won't break when volume increases
✔️ Fast delivery - I start within 24 hours and keep you updated throughout
✔️ Clear communication with no gaps, no delays, and no surprises
✔️ Walkthrough at delivery so you're confident running everything yourself
𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐈𝐄𝐒 𝐈'𝐕𝐄 𝐁𝐔𝐈𝐋𝐓 𝐅𝐎𝐑
🏡 Real Estate & Property Services
📞 Sales Teams & B2B Businesses
🧘 Beauty, Wellness & Fitness
🏗 Home Services & Contractors
🎓 Coaches, Consultants & Educators
🛍 Local & Service Businesses
🎯 Marketing Agencies & Lead Generation
🧑💻 Startups & SaaS Brands
𝐌𝐘 𝐖𝐎𝐑𝐊 𝐏𝐑𝐎𝐂𝐄𝐒𝐒
1️⃣ 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧
We start with a chat to understand your business, your current CRM situation, and what needs to be built, fixed, or improved.
2️⃣ 𝐂𝐥𝐞𝐚𝐫 𝐒𝐜𝐨𝐩𝐞 𝐚𝐧𝐝 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠
I outline the full project so deliverables, timelines, and expected outcomes are agreed upon before any work begins.
3️⃣ 𝐁𝐮𝐢𝐥𝐝 𝐚𝐧𝐝 𝐏𝐫𝐨𝐠𝐫𝐞𝐬𝐬 𝐔𝐩𝐝𝐚𝐭𝐞𝐬
I begin your build within 24 hours and keep you informed as the system comes together — no silence, no guessing.
4️⃣ 𝐃𝐞𝐥𝐢𝐯𝐞𝐫𝐲 𝐚𝐧𝐝 𝐇𝐚𝐧𝐝𝐨𝐟𝐟
You receive a fully tested system, a complete walkthrough, and launch support so you're ready to run it confidently from day one.
𝐖𝐇𝐘 𝐂𝐇𝐎𝐎𝐒𝐄 𝐓𝐎 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇 𝐌𝐄?
✔ Multi-platform CRM expertise, I go deep on every platform I work with
✔ Every build is custom, designed around your business, not copied from a template
✔ Experience across multiple industries with different sales cycles and lead flows
✔ Fast, reliable delivery with honest timelines and consistent communication
✔ Focus on long-term usability, not just getting it set up and moving on
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𝗗𝗶 𝗣𝗶𝘀𝗮 𝗙𝗿𝗮𝗻𝘀 | 𝗠𝗲𝘁𝘁𝗮𝗻 | ⭐️⭐️⭐️⭐️⭐️
"Impressive professionalism, attention to detail, and outstanding results every single time."
If you're looking for a CRM specialist who understands both strategy and execution, and treats your system like a real business asset, let's talk.
Send me a message. Let's build something that works.
Best Regards,
Osaze Okojie
✨ CRM Setup Specialist | Zoho · Close · Pipedrive · Lofty · Vagaro · Attio
Steps for completing your project
After purchasing the project, send requirements so Osaze can start the project.
Delivery time starts when Osaze receives requirements from you.
Osaze works on your project following the steps below.
Revisions may occur after the delivery date.
I work on your project following the steps below.
I align every project with your business needs and deliver based on clear requirements.