You will get Zoho CRM Module Setup

Joshua C. Joshua C.

4.9

Top Rated

Let a pro handle the details

Buy Other Marketing services from Joshua, priced and ready to go.

You will get Zoho CRM Module Setup

Name: You will get Zoho CRM Module Setup
Availability: InStock

Joshua C. Joshua C.

4.9

Top Rated

Select service tier

Starter$100

Standard$175

Advanced$250

1 Module Setup

This covers the efforts of setting up one module within Zoho CRM.

Delivery Time 3 days
Number of Revisions 1

3 days delivery — Sep 24, 2023

Revisions may occur after this date.

Upwork Payment Protection

Fund the project upfront. Joshua gets paid once you are satisfied with the work.

Let a pro handle the details

Buy Other Marketing services from Joshua, priced and ready to go.

Project details

The goal of this is to ensure that your CRM is set up and working to fit your business needs. Properly setting up Zoho CRM provides significant value to you by enabling the ability to streamline sales and marketing processes, improve customer relationships, and drive business growth. By setting up Zoho CRM with your specific needs and goals in mind, you can create a central repository of customer and prospect information, automate tasks and processes, and gain insights into your sales pipeline and customer interactions. This allows you to more effectively manage their sales and marketing efforts, identify new opportunities, and make data-driven decisions. With a well-designed and properly implemented CRM system, you can improve sales efficiency, increase customer satisfaction, and ultimately drive greater revenue and profitability.

Project Type Email Automation, Marketing Automation, Other

What's included

Service Tiers

Starter

$100

Standard

$175

Advanced

$250

Delivery Time

3 days

5 days

7 days

Number of Revisions

Optional add-ons You can add these on the next page.

Fast Delivery

+$50 - $200

Additional Revision

+$50

4.9

48 reviews

5 stars

96% Complete

(46)

4 stars

2% Complete

(1)

3 stars

2% Complete

(1)

2 stars

1% Complete

(0)

1 star

1% Complete

(0)

Rating breakdown

Availability

4.9

Deadlines

4.9

Skills

5.0

Cooperation

5.0

Quality

4.9

Communication

5.0

Zoho One Expert Joshua didn't end up working on my project for more than 30 minutes. It seemed to me that his expertise was less Zoho and more marketing, however, I never really found out. He had just moved to the Philippines and wan't able to complete my project in a timely manner so we parted ways.

Web Site Edits Handled all projects promptly and professionally. Excellent communicator. Top notch. Highly recommend, 5 stars!!

Website Developer Joshua created an amazing website for me with very minimal input. I had a pretty basic idea and he ran with it and absolutely crushed it. I'm more than impressed and even though I requested a pretty minimally designed website it's exactly what I needed it.

Zoho Business Automation Expert & WordPress Developer/Designer Joshua is an absolute professional. Working with him was a pleasure. This is the first time we've worked with Joshua and he instantly demonstrated his credibility as a Zoho expert within the first five minutes of our initial conversation. He has a rare ability to clearly articulate the complexities that are inherent with a system like Zoho and provide a skillful view and recommendation on how to achieve our goals. I would hire him again in a heartbeat.

Zoho integration Josh is very experienced and good to work with .
Mark

About Joshua

Zoho Business Automation Expert & WordPress Developer/Designer

96% Job Success

Portland, United States - 5:47 am local time

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I'm the guy that forged their own path in the world by pursuing their passion for technology. This drive has pushed me to really focus on my goal of empowering businesses through automation. My philosophy is to utilize technology to enhance everyone's roles, not eliminate them through automating repetitive tasks.

By utilizing Zoho's suite of products such as Zoho CRM, Zoho Books, Zoho Desk, Zoho SalesIQ, and Zoho One, I was able to automate 80-90% of my business operations. This enabled me to support over 50 businesses, 200 individuals, and nearly 100 websites all by myself before hiring additional staff. With the Zoho product suite, I could keep my account relationships personal while building backend automation that kept my company competitive with big players in the WordPress hosting space.

Throughout the last decade, I've been developing websites, addressing system issues, and building business automation to empower managers and employees. I pride myself on providing unparalleled, friendly service that conveys that I truly care about setting each individual I work with up for success. My attention to detail is exceptional, and I strive to pinpoint and tackle problems with permanent solutions, not temporary patches that could result in additional pain in the future.

My ultimate goal is to help other individual professionals and small/medium-sized businesses achieve their goals. I want to show them the power of Zoho and WordPress, the ease of management that comes with both platforms and help them gain back hours in their schedule to pursue their passions.

Steps for completing your project

After purchasing the project, send requirements so Joshua can start the project.

Delivery time starts when Joshua receives requirements from you.

Joshua works on your project following the steps below.

Revisions may occur after the delivery date.

Meeting to Review

We'll meet to go over how your business operates and how to best modify the module(s) requested to fit those needs.

Implement Changes

We'll schedule the day and time in which we'll start updating Zoho CRM so it has the least impact to business operations.