I will setup your CRM, zoho one, salesforce

James
James CRM Expert
0.0 (0 reviews)

About this Service

I will setup your CRM, zoho one, salesforce


CONTACT ME BEFORE BUYING


Me and my Team will build your Zoho/Salesforce CRM. I have 15+ years CTO consulting and developing Salesforce and Zoho. And as a certified Scrum Master and Gallup Achiever, I'll work out any project.


More about Zoho One here: https://go.zoho.com/etb


Basic (3hrs max):


Setup basics settings.

Email & Phone integration with app.

Adjust native Modules/Objects, Layouts and Fields.

Import from csv or excel data.

3 Email and task Templates.

1 Dashboard with up to 5 Reports.

1 Basic Workflows/Flows.

1 Webform for website.


Standard (5hrs max):


1 Blueprint/Pipeline/Path.

1 MailMerge

2 Custom functions/buttons/complex formulas.

1 Basic Integrations: Forms, Invoice, Marketing Automation, Social, Chatbot, Desk, Flow, Survey or Books/AppExchange, etc.


Premium (8hrs max):


1 Advanced Integration + 2 Basic Integrations: Workdrive, Projects, Inventories, Creator/AppExchange, Apex, Visualforce, etc.

Ask for Salesforce migration to Zoho CRM.

Ask for Salesforce Essentials automations to match unlimited Enterprise flows.

Contact me today, we can start a Consultation GIG to establish the scope of the project, design your CRM architecture and propose a timeline.

Service Features

  • ● Basic CRM setup and configuration
  • ● STANDARD CRM SETUP CONFIGURATION
  • ● ADVANCED CRM SETUP CONFIGURATION

About the Seller

James
James CRM Expert
0.0 (0 reviews)

From

India

Member Since

Jul 2025

Skills:

salesforce CRM zoho one

Compare packages

Package
$700.00
Basic
$1,200.00
Standard
$2,000.00
Premium
Revisions 1 2 3
Delivery Time 7 days 14 days 21 days
Basic CRM setup and configuration
STANDARD CRM SETUP CONFIGURATION
ADVANCED CRM SETUP CONFIGURATION
Total $700.00 $1,200.00 $2,000.00
Basic
Standard
Premium
$700.00

Basic

7 days delivery
1 Revision
Basic CRM setup and configuration
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