Zoho CRM/Zoho CRM Setup

Zoho CRM Setup

Configure Zoho CRM with modules, pipeline, custom fields, and workflow rules.

Zoho CRMSet up CRM pipeline

About This Service

We set up Zoho CRM for your business: customize modules, configure deal pipeline stages, create custom fields, set up workflow rules, and configure user roles.

Deliverables

  • Modules customized
  • Pipeline configured
  • Custom fields set
  • Workflow rules active
  • Roles defined

Included

  • Module config
  • 1 pipeline
  • Up to 15 fields
  • 5 workflow rules
  • User roles

Not Included

  • Zoho suite integration
  • Custom functions
  • Blueprint automation