You will get zoho crm setup with customization & development
Top Rated
Top Rated
Project details
Basic Zoho CRM Setup with field customization, add custom module, email automation, task creation etc. Will provide user role setup as well.
Support & IT Services
CRM Customization & DevelopmentWhat's included
| Service Tiers |
Starter
$200
|
Standard
$350
|
Advanced
$600
|
|---|---|---|---|
| Delivery Time | 7 days | 15 days | 30 days |
Number of Revisions | 1 | 3 | 5 |
Remote Connection Support | - | ||
Documentation | - | - |
93 reviews
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JW
James W.
Apr 24, 2025
Ongoing Zoho Work
Shailesh was excellent with multiple projects and requests. Quick and thorough, meeting the expectations of the project scope and a pleasure to work with.
CH
Craig H.
Feb 17, 2025
Zoho Creator Developer for Integration with Zoho One Applications
Very good Zoho expert. He did a job well done.
UV
Ugo V.
Jan 10, 2025
Deluge Code _ An automation which creates a new csv each time
Good, reliable, experienced and competent freelancer
PB
Paul B.
Jan 9, 2025
Modifications to Zoho CRM 2023
We have worked with Shailesh for over 4 years - on major Zoho CRM customisation and implementation, and also maintenance and improvement works. Shailesh has been excellent at every stage, and his knowledge of Zoho CRM and customising it for our business has transformed our company.
UV
Ugo V.
Jul 11, 2024
Zoho One - Long Term - EXPERT level (Creator, Flow, Deluge...)
Perfect support
About Shaileshkumar
Zoho One Expert
100%
Job Success
Surat, India - 5:31 pm local time
• 15+ years IT experience
• 11+ years in Zoho experience
• Top Rated Plus On Upwork
• 100% Job Success
• 100+ Jobs in Upwork
🌟 Core Competencies
Zoho CRM & Zoho Creator – Expertise in building custom applications, workflows, and Blueprints to optimize customer management. Skilled in designing and implementing widgets to extend functionality and deliver a seamless user experience.
Zoho Analytics – Advanced ability to create custom reports, queries, and interactive dashboards. Skilled in leveraging widgets for real-time insights and data visualization that empower smarter decisions.
Zoho Finance Suite – Proficient in Zoho Books, Inventory, Subscriptions, Invoice, and Expense, with strong experience in automation, integrations, and widget-based enhancements for streamlined financial processes.
Automation & Workflow Optimization – Specialist in Deluge scripting, workflows, Blueprints, email automation, and API integrations, ensuring processes are fully automated, secure, and efficient across Zoho apps.
Zoho Ecosystem Mastery – Deep expertise across Zoho Desk, Campaigns, People, Projects, SalesIQ, Cliq, Connect, Forms, Flow, Mail, Sheet, and more. Skilled in widget configuration to extend features and boost productivity.
AI Integration – Skilled in integrating AI platforms such as ChatGPT, Google Gemini, and other AI APIs into Zoho apps (CRM, Creator, Desk). Experience includes setting up AI tools in Zoho such as auto-summarizing emails, generating smart auto-replies, giving sentiment insights (positive/negative tone) from customer emails, and suggesting the best response. This helps businesses save time, respond faster, and make better decisions.
Integration Expertise – Seamless integration of Zoho with external platforms such as Zapier, Google API, Twilio, Mailchimp, QuickBooks, Xero, WooCommerce, Shopify, and WordPress. Proficient in widget and API-driven automation for smooth data flow.
Front-End Development Skills – Strong command of HTML, CSS, JavaScript, jQuery, and Bootstrap, enabling customization of Zoho apps with intuitive, interactive, and user-friendly widget interfaces.
WordPress & Zoho Integration – Skilled in WordPress site development and plugin creation, with proven experience in synchronizing Zoho apps with WordPress for automated lead capture, CRM updates, and reporting.
Widget Development – Hands-on experience designing and deploying custom widgets in Zoho CRM, Creator, Desk, and other apps, delivering enhanced functionality, optimized workflows, and better user experience.
By hiring me, you get: expert solutions, high-quality work, streamlined processes, and accelerated business growth. My focus is always on delivering scalable systems that reduce manual work, improve collaboration, and give you a competitive edge.
Steps for completing your project
After purchasing the project, send requirements so Shaileshkumar can start the project.
Delivery time starts when Shaileshkumar receives requirements from you.
Shaileshkumar works on your project following the steps below.
Revisions may occur after the delivery date.
Requirement Gathering
Setup Zoho CRM