Zoho CRM & Contracts Setup - 14/10/2026 23:41 EDT

I need a complete first-time setup of Zoho CRM and Zoho Contracts for a very small team of five to seven people. The core pieces are straightforward: get Lead Management, Sales Tracking, and Customer Support modules ready for daily use; wire the system to our existing email service and project-management tool; then move our current customer and deal lists into Zoho without losing a single field.

Here is what I expect when we are done:
• Zoho CRM configured with custom stages and fields that reflect our simple sales cycle, plus a support ticket workflow that will let the team log, escalate, and close issues from inside the system.
• Zoho Contracts activated and connected so we can generate, send, and track agreements straight from the CRM record.
• Two integrations working smoothly—one to our email platform (so every conversation is captured) and one that pushes closed–won deals into our project management board.
• All existing lead, account, and deal data imported, de-duplicated, and spot-checked for accuracy.
• A quick hand-off session (recorded is fine) showing the team where everything lives and how to keep it clean going forward.

I already hold the Zoho licences; you bring the know-how to configure, test, and document the setup. If something in the plan above looks unclear or could be done more efficiently inside Zoho’s ecosystem, I welcome your guidance before we start. Let’s get everything running so the team can focus on selling—not wrestling with software. I also want to configure zohos contract.

---
來源：Freelancer.com | 出價次數：16 | 剩餘時間：6 日 | 專案類型：固定預算