You will get Zoho CRM Setup & Workflow Automation to Streamline Sales & Lead Tracking
Project details
I design custom Zoho CRM systems that simplify sales tracking, automate follow-ups, and improve lead conversion. From pipeline setup to full workflow automation, I help businesses streamline and scale their sales process. This service is ideal for startups, agencies, and growing teams ready to replace manual tasks with smart automation. With options ranging from basic setup to advanced integrations using Zoho Flow, VoIP, and analytics, you’ll get a CRM that works the way your team sells.
Programming Languages
HTML & CSS, JavaScript, C#Coding Expertise
Cross Browser & Device Compatibility, Performance Optimization, DesignWhat's included
| Service Tiers |
Starter
$450
|
Standard
$1,000
|
Advanced
$2,000
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Number of Revisions | 0 | 0 | 0 |
Design Customization | - | - | - |
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$150 - $350
Design Customization
(+ 3 Days)
+$300
SMS integration
(+ 1 Day)
+$200
In-Suite Application Connection
(+ 1 Day)
+$300Frequently asked questions
9 reviews
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(1)
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This project doesn't have any reviews.
GL
Geoff L.
Sep 2, 2020
SQL / Zoho Analytics Expert
Bryan seems like a nice guy and could probably help with some simple report building but he wasn't able to help me and still demanded that I pay him for the time he spent even though he wasn't successful in creating my reports.
SS
Steeve S.
Jun 29, 2020
Government Freelancing Marketplace
Bryan is a professional and very knowledgeable consultant. I highly recommend him.
JC
Jeff C.
Jun 28, 2020
GO through Bank statements 12 months; separate Business from personal expenses.
KR
Karly R.
Jan 7, 2020
Experienced Business Analysts needed to Review Test Questions [CV Study]
Thank you for your time evaluating our content for Business Analysts!
KR
Karly R.
Oct 30, 2019
Managers/Supervisors Needed for Test Review [CV Study]
About Bryan
Zoho Advanced Partner | CRM, Analytics & Enterprise System Architect
Milford, United States - 3:27 pm local time
As a Zoho Advanced Partner, I specialize in CRM, analytics, and full business system architecture—building solutions that replace spreadsheets, disconnected tools, and inefficient workflows. My focus is on creating systems that align with how your business actually operates, not forcing your team to adapt to software.
Through Tangible, I’ve helped organizations streamline operations, improve service delivery, and increase performance—driving results like 35% higher booking rates and significantly faster processing times through automation and system design.
What I build:
CRM and ERP systems tailored to your operations
Automation workflows that eliminate manual tasks
Integrated systems connecting your tools and data
Analytics dashboards for real-time visibility
Custom internal tools and client portals
AI-driven automation and intelligent workflows
Ideal clients:
Businesses scaling beyond spreadsheets and disconnected tools
Operations-driven teams needing efficiency and visibility
Organizations ready to centralize and automate systems
If you're looking to build a system that supports how your business runs—and scales—I can help design and implement it.
Steps for completing your project
After purchasing the project, send requirements so Bryan can start the project.
Delivery time starts when Bryan receives requirements from you.
Bryan works on your project following the steps below.
Revisions may occur after the delivery date.
Review business goals & sales process
I assess your funnel and identify CRM needs.
CRM setup and customization
I build your modules, fields, pipelines, and automation logic.