I will build pipeline, funnel and booking automation
CRM expert
Over deze dienst
Is your Zoho CRM full of leads that never get followed up? I'll set it up around the way you actually sell, so your team always knows what to do next.
WHAT YOU GET
- Modules, custom fields and layouts that fit your business
- Sales pipeline with stages, blueprints and assignment rules
- Workflow automations for follow-ups, tasks and deal alerts
- Zoho Forms, Campaigns, Books or Flow connected to your CRM
- Reports and dashboards for pipeline, conversion and team activity
- Data cleanup and import from spreadsheets or another CRM
HOW IT WORKS
1. You message me your industry, team size and Zoho edition.
2. I send a clear written plan before building anything.
3. I build and test everything in your account.
4. You get a short walkthrough so your team can use it right away.
Not sure which package fits? Message me first and I'll recommend the best starting point.
Software:
Overige
Branche:
Kunst en design
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Software
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Videodiensten
Veelgestelde vragen
Which Zoho edition do I need
It depends on what you want built. Basic setup works on most editions, but blueprints and advanced automation need Professional or higher. Message me your edition and I'll confirm exactly what's possible.
Can you work inside my existing Zoho CRM account?
Yes. You add me as a user with admin access, and I never need your password. I'll review your setup first and explain what I plan to change before I touch anything.
Can you connect Zoho to my other tools?
Yes. I can connect Zoho Forms, Campaigns and Books, and link other apps through Zoho Flow or Zapier. Tell me which tools you use and I'll confirm what's possible.
Can you move my data from a spreadsheet or another CRM?
Yes. I can import contacts, companies and deals from CSV files. If you're moving from another CRM, message me first so I can check the data and quote it correctly.
What if something needs fixing after delivery?
Message me within 7 days and I'll fix any problems with what I built at no extra charge. New features or changes beyond the original scope can be added as extras.

