Expected duration: 1 - 2 weeks We’re looking for an experienced UK-based Zoho CRM specialist to help us design and implement a multi-channel sales function. This will be a collaborative project, where we work together to create a streamlined, automated system that supports our sales team from initial lead capture through to conversion.
We have a clear vision of what we need but are also looking for your input and expertise to help shape the best possible solution. Your role will be to not only set up the CRM but to guide us through the best practices, workflows, and integrations that will make our sales process as efficient as possible.
What We’d Like to Achieve Together 1. Organising & Uploading Prospect Data Help us structure our existing prospect data and ensure it’s clean, categorised, and ready for use. Set up custom fields and segmentation to ensure leads are easy to manage and track. Provide recommendations for data hygiene and ongoing management best practices. 2. Mapping & Automating Our Sales Process Work with us to design a clear, efficient sales process, ensuring leads move smoothly from one stage to the next. Create automation rules to reduce manual admin work and ensure leads are followed up effectively. Implement notifications, flags, and task assignments so nothing slips through the cracks. 3. Integrating Multi-Channel Communication Ensure seamless SMS & WhatsApp integration, including API setup. Integrate Outlook for our sales team to track emails and appointments within Zoho CRM. Set up VOIP API integration so calls are logged automatically and linked to the right contacts. 4. Reporting & Performance Tracking Build custom dashboards and reports to track key sales metrics. Set up automated alerts and notifications to keep our team informed. Ensure pipeline visibility, so we can easily track deal progress and team performance. 5. Training & Handover Provide a simple guide to help our team understand and use the system effectively. Offer a walkthrough/training session to ensure a smooth transition. Be available for ongoing support as needed (we’d love to work with someone long-term if this project goes well!). Who We’re Looking for Someone with proven experience in Zoho CRM setup and automation. Strong knowledge of API integrations (SMS, WhatsApp, Outlook, VOIP). A collaborative approach – we want someone who can guide us and share best practices, not just implement a system. Experience in designing structured sales processes with automation. Must be UK-based (we’d love to have the option for a call or meeting if needed). Able to show us examples of previous Zoho CRM projects. How We’ll Work Together We see this as a collaborative project, where we’ll work closely with you to ensure the system fits our needs while benefiting from your expertise. We’ll be available to provide feedback, test workflows, and ensure everything is aligned before final rollout.
If you’re interested, we’d love to hear from you! Please share:
A brief proposal on how you’d approach this project. Examples of your previous Zoho CRM work. An estimated timeline and your availability. and contact details
Humorous Let’s Play Video Editor Category: After Effects, Audio Editing, Audio Services, Sound Design, Twitch, Video Editing, Video Production, YouTube Budget: ₹600 - ₹1500 INR
21-Nov-2025 11:04 GMT
Momo Restaurant Web App Category: CSS, Frontend Development, Graphic Design, HTML, JavaScript, UI / User Interface, User Interface / IA, Web Development, Web Design Budget: ₹600 - ₹1500 INR
21-Nov-2025 11:04 GMT
Branded Digital VCard & Document Templates Design Category: Adobe InDesign, Branding, Brochure Design, Business Card Design, Corporate Identity, Graphic Design, PDF, Powerpoint, Visual Design, Word Budget: ₹1500 - ₹12500 INR
21-Nov-2025 11:04 GMT
React-Electron Performance Enhancement Category: CSS, Electron JS, Frontend Development, JavaScript, React.js, UI / User Interface, Version Control Git, Web Development Budget: $30 - $250 USD
21-Nov-2025 11:04 GMT
招聘Unity益智小游戏开发者，远程兼职合作 Category: Android, C#, Programming, Game Design, Game Development, Game Testing, IOS Development, IPhone, Mobile App Development, Unity, Unity 3D Budget: $1000 - $4000 HKD
21-Nov-2025 11:04 GMT
MVP Ride-Booking App Development Category: Android, AngularJS, Flutter, Google Maps API, Mobile App Development, MongoDB, Node.js, React Native Budget: ₹12500 - ₹37500 INR
21-Nov-2025 11:03 GMT
Branding e materiali aziendali Category: Branding, Brochure Design, Business Card Design, Content Creation, Corporate Identity, Creative Design, Graphic Design, Logo Design, Print Design, Visual Design Budget: €12 - €18 EUR
21-Nov-2025 11:02 GMT
Employee Productivity Dashboard Development Category: Data Analysis, Data Management, Data Visualization, Google Apps Scripts, Google Sheets, HTML, JavaScript, Report Writing Budget: ₹1500 - ₹12500 INR
21-Nov-2025 11:01 GMT
Develop & Implement B2B e-Commerce platform Category: B2B Marketing, Frontend Development, MySQL, PHP, Prestashop, SEO, UX / User Experience, Web API, Web Development, Web Security Budget: $20 - $30 NZD
21-Nov-2025 11:01 GMT
Realistic Boy & Girl Characters Category: 3D Animation, 3D Modelling, 3D Rendering, Animation, Blender, Game Development, Maya, Unity, Unity 3D, Unreal Engine Budget: ₹750 - ₹1250 INR
Manage Digital Growth & Marketing Automation Category: A / B Testing, Advertising, Data Analytics, Digital Marketing, Internet Marketing, Lead Generation, Marketing, Sales Budget: ₹750 - ₹1250 INR
21-Nov-2025 11:00 GMT
Dark Store Blueprint and 3D Render Category: 3D Architecture, 3D CAD, 3D Design, 3D Modelling, 3D Rendering, Architectural Rendering, Building Architecture, Interior Design Budget: ₹12500 - ₹37500 INR
21-Nov-2025 10:59 GMT
Android BLE Weight Capture App Category: Android, Android App Development, Android SDK, Android Studio, Bluetooth, Bluetooth Low Energy (BLE), Java, Mobile Development Budget: ₹1500 - ₹12500 INR
21-Nov-2025 10:59 GMT
Reverse-Tunnelling Service Development Category: C, Programming, C++, Containerization, Docker, Linux, Network Administration, VPS, Web Development Budget: ₹1500 - ₹12500 INR
