Zoho CRM Specialist for Contracting Company

**Project Title:** Advanced Zoho CRM Setup, Customization & Automation for Contracting Company (MANYCON) **Project Overview:** We are seeking a highly skilled and experienced Zoho CRM Specialist to design, implement, and optimize a complete CRM system tailored to our business operations. MANYCON Trading and Contracting is a service-based company operating in Qatar, Saudi Arabia, and India. We provide a wide range of services including road marking, fireproofing, fire stopping, epoxy flooring, cable coating fire protection, and other specialized contracting solutions. We are looking for a professional who can understand our business workflow and build a scalable, automated CRM system that improves lead management, client tracking, and overall operational efficiency. --- **Objectives:** * Centralize all leads, clients, and project data in Zoho CRM * Automate sales and follow-up processes * Improve conversion tracking and reporting * Streamline communication between team members * Create a structured pipeline for different services --- **Scope of Work:** **1. CRM Setup & Customization** * Configure Zoho CRM from scratch or optimize existing setup * Create custom modules (Projects, Services, Sites, etc.) * Customize fields, layouts, and data structure * Setup multi-country business structure (Qatar, Saudi, India) **2. Lead & Sales Pipeline Management** * Design lead capture and qualification process * Setup multiple pipelines based on services * Define stages (Enquiry → Quotation → Negotiation → Won/Lost) * Lead assignment rules and tracking **3. Workflow Automation** * Automate follow-ups (email, tasks, reminders) * Auto lead assignment based on region/service * Notification triggers for team updates * SLA and response tracking **4. Integrations** * Integration with Zoho Mail * Integration with website forms (WordPress) * Integration with WhatsApp (if possible) * API integrations if required **5. Reporting & Dashboard** * Sales performance dashboard * Lead source tracking * Conversion rate reports * Custom reports for management insights **6. User Management** * Setup roles and permissions * Multi-user access control * Team hierarchy setup **7. Data Migration** * Import existing leads and customer data * Data cleaning and structuring **8. Training & Support** * Provide training for our team * Documentation or recorded sessions * Post-setup support (optional) --- **Technical Requirements:** * Strong experience with Zoho CRM (mandatory) * Experience with Zoho One ecosystem is a plus * Knowledge of automation, workflows, and blueprints * Experience in service-based or contracting businesses preferred * Familiarity with WordPress integrations --- **Deliverables:** * Fully functional Zoho CRM system * Automated workflows and pipelines * Reports and dashboards configured * Documentation / training provided --- **Project Type:** One-time setup (long-term collaboration possible) **Budget:** Open (based on experience and proposal) **Timeline:** 1–3 weeks (flexible based on scope) --- **Proposal Requirements:** Please include the following in your proposal: * Your experience with Zoho CRM projects * Examples or portfolio of similar work * Approach or plan for this project * Estimated timeline and cost --- **Additional Notes:** We are looking for a long-term partner who can help us continuously improve and scale our CRM system as our business grows. Preference will be given to freelancers who demonstrate a clear understanding of business workflows and automation strategies. ---

Project ID: 40349692