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Zoho CRM assitance/setup/educate/workflow automation

I am looking for someone to clean up our Zoho CRM. We are an insurance and investment firm who focus on B2B and B2C and I need to explain what I'd like zoho to do and how to auotmate certain functions - we have started this path and need to make sure we're doing it the most efficiently. I would like to automate a lot of what we do to prompt users to follow certain flows.

Skills: CRM, Zoho

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About the Employer:
( 1 review ) Huntsville, United States

Project ID: #19229963

22 freelancers are bidding on average $33/hour for this job

fairchance

Dear Sir, Hi Thank you for sharing detailed scope document and I am working on it. I shall send you further details later on. I am Top Zoho Freelancer. Thank you for providing us this opportunity to serve y More

$27 USD / hour
(53 Reviews)
6.2
Umar7423

Hi I am Umar. I am a Zoho consultant. I am running a Zoho consultation and development company. You can also check the website: [login to view URL] My company is specialized in Zoho and we can help you with your custom More

$27 USD / hour
(9 Reviews)
4.9
Bizappln

Hi, Greetings from Appadurai of Yaali Bizappln We are Zoho CRM authorized development partner and a ex-employee of Zoho. We have successfully implemented 100+ projects for clients across the globe on Zoho CRM for va More

$27 USD / hour
(4 Reviews)
4.6
fanninson45

INTRODUCTION I can see you are interested in zoho CRM automation and integration of apps workflow. I have 4+ years’ experience with Zoho architecture and strategy exhibiting excellent technical skills, and a keen More

$26 USD / hour
(5 Reviews)
4.9
techspeack

I have 5+ year experience In the field of zoho technology. i have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.)  I have done various types of int More

$25 USD / hour
(6 Reviews)
4.6
brownique

Hi, I am a specialist in the design, development and customization of zoho systems and apps and I can integrate your entire system to work as one fully automated into one entity

$38 USD / hour
(3 Reviews)
3.7
vijaydhorajiya82

Hi There I'M VJ, We are full stack developers team having 4+ years of experience development area. Along with it we also working on Odoo, Zoho, CRM , ERP ecosystem and Website and Mobile App development. We prov More

$25 USD / hour
(2 Reviews)
3.2
kumarsaloni

Hi Seth, Greetings. Hope you remember us. Can we help?

$25 USD / hour
(1 Review)
3.0
radhs92

Hi I am an ex-employee of Zoho with 6 years of experience on both Product Consultation and Implementation. I have embarked a new journey, as an Entrepreneur, by partnering with Zoho. Would love to understand more abou More

$27 USD / hour
(1 Review)
1.5
fbs2009

Hey, I am Fateh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Cust More

$40 USD / hour
(1 Review)
0.7
designdudesl

Greetings, you need a Zoho developer/educator, I am available to help you with this, let's have a chat. thanks.

$27 USD / hour
(1 Review)
0.7
softwaresol4u

Hi, I've experience on Zoho crm. I've used it for many years. Do let me know what functions you need on automation. Be sure you will get quality work and reliable communication. Kindly come over chat so I can know your More

$41 USD / hour
(0 Reviews)
0.0
davidliamwalsh

I have over 2 years commercial experience with Zoho CRM for a financial company and 2 vehicle tracker companies. Without looking at your Zoho dashboard it will be difficult to assess the job. First we need to kno More

$38 USD / hour
(0 Reviews)
0.0
bizviz318

Hello I have 5 years of experiences with Zoho CRM automation & customization and keep following best practices across all technological area. I am very interested in your project and looking forward to hearing fr More

$41 USD / hour
(0 Reviews)
0.0
eclipsetechno

Hi, We are more than 100% confident that we will satisfy your need. Our experience and skill set is on ERP where your workflow is our strength. Can you discuss once in details? Lets discuss. Regards, Mit, Eclip More

$41 USD / hour
(0 Reviews)
0.0
SecureForYou

Hi,sir. I am super interested in your project - 'Zoho CRM assitance/setup/educate/workflow automation' :) I believe that my 12+ years of experience in development makes me highly qualified for this project. I'm sure th More

$41 USD / hour
(0 Reviews)
0.0
fleedsteed

Hello How are you? I'm very interested in your job I have full experience in zoho Please tell me more details about your Zoho I'm ready to work Kind Regards

$25 USD / hour
(0 Reviews)
0.0
C3guru

Dear client Nice to meet you. I'm very familiar with Zoho and its automation using zoho creator for many works such as apis integration(payment, email or sms) and the DMS(document management system) development and More

$41 USD / hour
(0 Reviews)
0.0
majodelgado27

Hello, My name is María, I'm a very detail oriented Virtual Assistant that would be very happy to help you with your task. I've worked with Zoho CRM in the past, entering new leads, new contacts, updating contacts in More

$25 USD / hour
(0 Reviews)
0.0
VirasatSolutions

Hello, Greetings for the day!! As your description, You want to clean up your Zoho CRM. Tasks like: - Assistance - setup - educate - workflow automation We are a team of PHP Developers, working since las More

$38 USD / hour
(0 Reviews)
0.0