We are a UK-based renewables installation business seeking an experienced Zoho CRM specialist to implement a fully specified sales operating system.
This is not a discovery project. We have complete technical documentation (83 pages across three controlled documents, full field matrix, validation logic, workflow pseudo-code, and process maps with IF/THEN permutations) ready for implementation.
We are now looking for a capable implementation partner to build exactly what is specified.
Scope – Phase 1
Users: 6 (Sales, Manager, Admin)
Modules included:
Leads
Contacts
Accounts (Household model)
Sites (custom module)
Deals (pipeline enforcement engine)
Lead Gen Providers (custom module)
Funding Schemes (custom module)
Core functionality includes:
Lead → Contact + Account + Deal conversion (single action)
Stage-based mandatory field enforcement
Blueprint-style pipeline control
Hard and soft duplicate detection rules
UK postcode validation and normalisation workflows
SMS automated first-touch with logging and opt-out enforcement
VoIP click-to-call with automatic call logging and outcome enforcement
Stage duration alerts and quote expiry alerts
Data migration from Excel with deduplication
Role-based field visibility and permissions
Operational dashboards for sales performance
Full documentation will be provided to shortlisted candidates only.
Integrations
SMS: Twilio (preferred) or MessageBird VoIP: 3CX / Aircall / CloudTalk (final provider to be confirmed)
You must be comfortable configuring:
API authentication
Webhooks
Activity logging
Opt-out enforcement
Error handling logic
What We Are Looking For
Essential:
Proven Zoho CRM implementation experience
Strong knowledge of validation rules and workflow logic
Experience configuring Blueprints and stage enforcement
Experience with SMS and VoIP API integrations
Experience with data migration and deduplication
Desirable:
UK GDPR awareness
Experience building sales process enforcement systems
Experience working from formal technical specifications
Who Should NOT Apply
× Generalist VAs who “know Zoho” without implementation portfolio × Anyone without SMS/VoIP integration experience × Copy-paste proposals without demonstrating understanding of structured builds × Agencies planning to outsource this to junior developers × Anyone expecting a vague brief or discovery-led engagement
This is a defined implementation project.
Zoho Version
We are open to recommendations between Zoho CRM Professional and Enterprise.
Please specify which edition you recommend and why, based on Blueprint, API, and automation requirements.
Budget & Timeline
Initial budget indication: £600
This is a starting figure for Phase 1 configuration. After reviewing the documentation, you may propose a revised fixed price aligned to scope.
Indicative development schedule: 3–4 weeks for configuration and integration, subject to agreement.
Please provide your realistic delivery timeline.
How to Respond
Please include:
Summary of relevant Zoho CRM builds
Confirmation you are comfortable working from detailed technical documentation
Experience with SMS and VoIP API integrations
Suggested Zoho edition (Professional or Enterprise) and rationale
Estimated timeline
Fixed price proposal
Shortlisted candidates will receive the full specification package before final appointment.
Minimalist Coffee Table Concept Category: 3D CAD, 3D Graphic Design, 3D Modelling, 3D Rendering, 3D Visualization, AutoCAD, Furniture Design, Product Design Budget: $30 - $250 USD
06-Apr-2026 04:04 GMT
Website Company Profile Responsif Category: CSS, Graphic Design, HTML, JavaScript, Web Design, Web Development, WordPress Budget: $15 - $25 USD
06-Apr-2026 04:04 GMT
Corporate E-commerce Site Design Category: CSS, ECommerce, Graphic Design, HTML, SEO, Web Design, Web Development Budget: ₹12500 - ₹37500 INR
06-Apr-2026 04:03 GMT
Legal Document Typing Specialist Category: Copy Typing, Data Entry, Document Checking, English (US) Translator, Legal Writing, Microsoft Word, Word Budget: ₹750 - ₹1250 INR
06-Apr-2026 04:01 GMT
Can you help making phonk music? -- 3 Category: Audio Editing, Audio Engineering, Audio Production, Audio Services, Music, Music Lesson, Music Management, Music Production, Music Transcription, Sound Design Budget: $30 - $250 USD
Formal Student Blog Writer Category: Academic Writing, Article Rewriting, Article Writing, Blog Writing, Content Writing, Proofreading, Research Writing, SEO Budget: $15 - $25 USD
06-Apr-2026 04:00 GMT
60-Second Instagram Reel Edit Category: CapCut, Final Cut Pro, Music Video, Video Ads, Video Editing, Video Post Editing, Video Services Budget: ₹1250 - ₹2500 INR
06-Apr-2026 03:59 GMT
Lead-Gen Landing Page Clone -- 2 Category: CSS, Frontend Development, Graphic Design, HTML, JavaScript, Lead Generation, Web Design, Web Development, Web Hosting Budget: ₹600 - ₹1500 INR
06-Apr-2026 03:58 GMT
Power BI Analysis for Substance Abuse Program Category: Data Analysis, Data Integration, Data Visualization, Power BI, R Programming Language, SPSS Statistics, Statistical Analysis, Statistics Budget: $10000 - $20000 USD
06-Apr-2026 03:57 GMT
Celebrity Gossip Channel Manager Category: Article Writing, Content Creation, Content Writing, Copywriting, Ghostwriting, SEO, Social Media Management, YouTube Budget: ₹12500 - ₹37500 INR
Your Real Life Embarrassing Dressing Incidents Stories. Category: Call Center, Customer Service, Customer Support, Fashion Design, Fashion Modeling, Lifestyle Coach, Reviews, Short Stories, Web Search Budget: ₹100 - ₹400 INR
