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Looking for someone to configure a CRM (zoho) for a SaaS

$250-750 USD

Completed
Posted 8 months ago

$250-750 USD

Paid on delivery
I am looking for a freelancer who can configure a CRM (Zoho) for my SaaS business. Specific Features Needed: - Lead management Custom Modules and Integrations: - I require integrations with other software to streamline processes and improve efficiency. Number of CRM Users: - There will be 1-5 users utilizing the CRM. Ideal Skills and Experience: - Strong experience in configuring CRM systems, specifically Zoho CRM. - Proficiency in integrating CRM with other software. - Ability to customize modules according to business requirements. - Excellent understanding of lead management and sales forecasting functionalities.
Project ID: 37161890

About the project

34 proposals
Remote project
Active 8 mos ago

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Hi there! My name is Adil and I'm a CRM expert with over 4 years of experience. I understand from your description that you're looking for someone to configure a CRM (Zoho) for your SaaS business. Specifically, you require Lead management, Custom Modules and Integrations as well as 1-5 user utilization. With my extensive background in configuring CRM systems, specifically Zoho CRM, I am confident that I can provide the best solution for your needs. My expertise includes integrations with other software systems as well as ability to customize modules according to business requirements. Additionally, I have a strong understanding of lead management and sales forecasting functionalities which would be critical for your project. I would be delighted to discuss this project further if given the opportunity. Please don't hesitate to reach out if you have any questions or would like more information about my skills and experience.
$280 USD in 7 days
5.0 (6 reviews)
3.7
3.7
34 freelancers are bidding on average $467 USD for this job
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Hi, I am skilled in Zoho Flow, CRM and Creator with experience in collecting, developing and understanding analytics; streamlining, customizing, and enhancing Zoho online CRM systems. I am also skilled in Zoho administration, building reports and customized dashboards and the ability to turn ideas into functional solutions. SIMILAR PAST PROJECTS: • https://www.freelancer.com/projects/zoho/Zoho-Creator-database-for-orders/ • https://www.freelancer.com/projects/php/Building-Automatic-weekly-monthly/ • https://www.freelancer.com/projects/crm/create-zoho-creator-app/ • https://www.freelancer.com/projects/php/reporting-app-from-zoho-one/ • https://www.freelancer.com/projects/zoho/Zoho-Developer-17036744/ • https://www.freelancer.com/projects/zoho/ZOHO-People-Recruit-Set/ • https://www.freelancer.com/projects/crm/zoho-crm-set-17158671/details • https://www.freelancer.com/projects/database-programming/project-for-oluwatoyin/ • https://www.freelancer.com/projects/zoho/ZOHO-CREATOR-expert-developer-needed-18631216/
$300 USD in 5 days
4.8 (7 reviews)
5.3
5.3
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i am expert in zoho crm and other zoho apps.....................I can help you with this.............Connect to me in chats........................
$650 USD in 7 days
5.0 (32 reviews)
5.3
5.3
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Hello, Being an authorized ZOHO partner with 5+ years of experience and with a focus on Zoho CRM, ready to configure it for your SaaS business. I'll tailor the system to meet your specific needs, including lead management, custom modules, and seamless integrations with other software, optimizing your business processes. With proficiency in customizing modules and a deep understanding of lead management and sales forecasting functionalities, I'll ensure your CRM is finely tuned for success. Whether you have 1 or 5 users, I'll deliver a streamlined solution. Let's enhance your SaaS business's efficiency with a well-configured Zoho CRM. Please reach out to discuss your project in detail. Best regards, Saumya
$500 USD in 7 days
5.0 (4 reviews)
5.2
5.2
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Hey there! I have over 3 years of experience configuring Zoho CRM for businesses and am very interested in setting up your SaaS CRM. Based on your requirements, here is an overview of my approach: - Configure lead management module with custom fields, assignment rules, automation, and workflows to seamlessly track leads from intake to customer. - Integrate your sales and marketing tools into Zoho CRM using Zapier and Workato. This can include email, chat, forms, analytics, calendars, and more. - Set up role-based access control and customized portals for your 1-5 users. - Leverage sales signals, predictive lead scoring, and sales forecasts to uncover new opportunities. - Offer ongoing support and maintenance to improve and refine CRM as your needs change. Please let me know if you would like to schedule a call to discuss further. Looking forward to work! Sincerely, Radhesh
$350 USD in 7 days
5.0 (1 review)
4.2
4.2
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Hello Thanks for the job posting. I have read and understand your requirements perfectly and I am ready to start right now. I am excited to learn more about your project and help you configure your CRM system. With over 15 years of experience in configuring systems, specifically Zoho CRM, I am confident that I can provide exactly what you need to efficiently manage your leads and improve efficiency. My proficiency in integrating CRM with other software makes it easy for me to customize modules to meet your business needs. Additionally, my strong understanding of lead management and sales forecasting functionalities make me an excellent choice for this project. I believe that my skillset makes me the perfect fit for this project and would love the opportunity to discuss further how I can be of assistance to you in completing this task. Please feel free to reach out if you have any questions or would like more information about me or my services. I am waiting for your positive response!!!! Thank you
$500 USD in 7 days
5.0 (1 review)
4.1
4.1
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Hey Good morning , Just finished reading the brief details . I see you have been looking for someone who has experience with these tech stacks Sales, CRM, Zoho and SaaS. I will request you to review my profile, skills, projects and customer feedbacks to confirm that I will be good fit for this job. I would like you to start the chat so we can discuss the project in detail and we will see how it goes. Questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Thanks and regards, Awais
$750 USD in 11 days
5.0 (1 review)
2.7
2.7
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Hi, I have progressive experience designing, planning, and implementing Complete End to End ERP/CRM Solutions using Zoho One Suite for Small, Medium, and Large Organizations. I always assure the best possible solution to every business pain and objective. I am a highly experienced developer focusing on Zoho CRM, Zoho Flow, Zoho Analytics, Zoho Creator and more. I'm able to complete any task related to any Zoho application especially Zoho CRM. Zoho CRM Industry Solutions : Travel Agency CRM Real Estate Agency CRM Real Estate Developer CRM Training Provider CRM Law Firm CRM Entertainer CRM And more...
$500 USD in 7 days
3.3 (6 reviews)
4.3
4.3
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Please let me know your website to be replicated. Hello there, I understand you are looking for a developer to replicate the functionality of a landing page using Next.js. I am proficient in React/Next and responsive design and interested in your project. And I have experience in integration of a contact form on the landing page. So I am sure myself to be the best candidate for your project. Looking forward to hearing from you soon. Thank you.
$420 USD in 7 days
5.0 (1 review)
2.5
2.5
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Hello, I am an authorized ZOHO partner with 10 years of experience and am, well-versed in configuring CRM systems, especially ZOHO CRM, to meet your SaaS business needs. I can efficiently set up lead management and integrate your CRM with other software to streamline processes and boost efficiency. With a strong track record of customizing CRM modules based on unique business requirements and a deep understanding of lead management and sales forecasting functionalities, I'm well-equipped to ensure your CRM optimally supports your operations. I'm ready to work closely with your team to create a tailored solution for your SaaS business. Let's discuss your project requirements and get started on enhancing your CRM. Best regards, Vivek
$700 USD in 14 days
2.8 (3 reviews)
2.9
2.9
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Greetings, esteemed client! I hope this message finds you in high spirits and ready for a dash of quirkiness in your search for a CRM configuration expert. Look no further, for I am here to save the day with my professional prowess and a touch of humor! Imagine a world where your SaaS business runs like a well-oiled machine, with leads magically transforming into loyal customers. Well, my friend, that's exactly what I can help you achieve. With my strong experience in configuring CRM systems, specifically Zoho CRM, I can ensure that your sales processes are as smooth as a salsa dancer's moves. But wait, there's more! I have a secret weapon up my sleeve - the power to integrate your CRM with other software, making your life easier and your business more efficient. Say goodbye to manual data entry and hello to automation bliss. With my ability to customize modules according to your business requirements, your CRM will be as unique as a unicorn with a polka-dot mane. And fear not, for I possess an excellent understanding of lead management and sales forecasting functionalities, ensuring that your business stays ahead of the game. So, dear client, let's embark on this quirky journey together. Connect with me in the chat, and we can discuss pricing and timelines like two professionals with a shared sense of humor. Looking forward to bringing a touch of humor and professionalism to your CRM configuration project! Yours quirkily,
$320 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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I am skilled Swift coder with skills including Sales, SaaS, CRM and Zoho. Please contact me to discuss more regarding this project. Thank you
$250 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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Hello, my name is Sunil and I'm a full-time freelancer based in Chandigarh, a beautiful city in North India. I have more than 15 years of experience in WEBSITE DESIGN and DEVELOPMENT. I specialize in configuring CRM systems such as Zoho CRM and have strong experience in integrating them with other software. Furthermore, I have excellent understanding of lead management and sales forecasting functionalities which will be required for your project. Additionally, I have the necessary skills to customize modules according to business requirements and ability to customize modules to meet your needs. I would be delighted to help you with your project. Please feel free to contact me if you want more information or if you want me to provide any additional details/information about my skills/experience/would be perfect for this job.
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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"Please don't worry. I will develop the project that you are satisfied asap." Hello! It makes me feel good because your project is very interesting. I read through the job details extremely carefully and I am absolutely sure that I can do the project very well. As you see in my profile, I am a full stack developer who you want and I have a lot of experience. If you hire me, I will complete your project on time and within your budget. I have worked on similar projects to what you are looking for, and I am confident I can exceed your expectations. I can achieve the results that you are asking for. Let's have a chat to discuss some more details about your project so that I can start working on it as soon as possible. I am looking forward to work with you. Please contact me for your project. Good luck with your project.
$250 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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Hello!*Please Read* I am here to help you with your project. I have extensive experience in configuring CRMs such as Zoho, hubspot and clickup which is what you need for your SaaS business. With my skills and experience in configuring systems, specifically Zoho CRM, I am confident that I can provide the best solution for you. I have the expertise needed to customize modules and integrations to meet your business needs exactly how you want them. Additionally, I have a deep understanding of lead management and sales forecasting functions that can be integrated into the system. Therefore, I believe I am the perfect candidate for this project. Please feel free to reach out if you would like me to discuss further or if you have any other questions. Thanks, Ki
$500 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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Hello, My name is Manpreet and I am a Senior Web and Mobile Developer with extensive experience in CRM systems. I understand that you are looking for someone to configure a CRM (Zoho) for your SaaS business and I believe I am the perfect fit for this project. With my expertise in configuring CRM systems and integrating them with other software, I am confident that I can deliver a successful solution that meets all your needs. I have the necessary skills and experience to tackle this project head-on including lead management, custom modules and integrations, number of users required and more. Moreover, my commitment to quality service satisfaction ensures that you get the best results possible without any communication issues along the way. Please feel free to reach out to me if you want more information or would like me to start working on your project right away!
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi there, I have gone through your project it matches my skills. with over 5+ years of experience as a seasoned Zoho Expert, I will help you to configure Zoho CRM for your SaaS business, as per your project requirements. Your pursuit of efficient lead management and streamlined processes aligns perfectly with my expertise and experience in CRM system configuration, particularly with Zoho CRM. I have performed various tasks including Custom Modules, Custom Fields, Roles, Profiles, Page Layouts, Blueprint, workflow validation Rules, Custom Tabs, Custom Reports, Report Folders, Report Extractions to various formats, Custom analytics Designed custom Formula Fields, Validation Rules, Field Dependencies, Workflows, Approval Processes, Page layouts, and layout rules I have good exposure to different areas of Zoho like Integration, automation, customization, and configuration, and able to perform all Admin activities in Zoho I assure you about Quality work with on-time delivery, Updates on time on, and Instant support anytime. Please let me know if you have any questions at all and I’d be happy to answer them for you :) Looking forward to hearing from you soon. Best Regards Mohit
$500 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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I am a monitoring and evaluation officer in a business consultancy firm my main responsibility is manage projects by using ZOHO and I am doing that for years. . I have deep experience in ZOHO. I fully customized and train staff members. I have participated in many projects by using ZOHO. And also by combining with different apps ZOHO will be like AI will do all work while you sit an relax. I do sales process, automate workflows, and improve customer relationships. I have experience in customizing and configuring Zoho CRM to meet the unique needs of my clients. Whether you need help with lead management, pipeline management, or automation, I can create tailored solutions that suit your business
$250 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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Hi there, I am interested in the job you recently posted. I am a professional web and Zoho developer with experience in Zoho customization, automation, workflow design, Zoho Deluge coding, third-party application integration, Rest API integration, WordPress, PHP, MySQL, AJAX, JavaScript, HTML, and CSS. I have successfully completed numerous projects in Zoho CRM, Zoho Creator, Zoho Books, and more. I would greatly appreciate the opportunity to work on this job. For further discussion about this project, please feel free to contact me directly via chat. Thank you.
$650 USD in 7 days
0.0 (0 reviews)
0.0
0.0

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Flag of BRAZIL
São Carlos, Brazil
5.0
3
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Member since Mar 6, 2016

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