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

Offer description

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 worki...

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