About

We are looking for an experienced Zoho CRM specialist to set up, customize, and optimize our Zoho CRM environment for a Managed Service Provider (MSP) business. Our goal is to build a streamlined system that supports sales, client management, ticketing, and reporting—while integrating cleanly with other Zoho One apps (Desk, Books, Flow, Campaigns, etc.). Scope of Work: Initial setup of Zoho CRM tailored to MSP workflows Customize layouts, modules, and fields for sales and client management Create automations (workflows, approvals, reminders, escalations) Build and optimize pipelines (Sales, Onboarding, Projects, Renewals, QBRs) Integrate CRM with Zoho Desk, Books, Campaigns, and Flow Configure reports and dashboards (sales KPIs, pipeline stages, service metrics) Set up user roles, profiles, and permissions for security and compliance Ensure the CRM is scalable for growth and integrates into a larger Zoho One ecosystem Deliverables: Fully functional Zoho CRM environment ready for day-to-day use Documentation/guide for ongoing use and training Recommendations for best practices and automation enhancements Requirements: Proven experience in Zoho CRM implementation (preferably with MSPs or IT services) Strong understanding of Zoho One integrations Ability to suggest workflow improvements aligned with MSP sales and service processes Excellent communication and documentation skills Bonus (not required but preferred): Familiarity with compliance frameworks (SOC 2, HIPAA, FTC Safeguards) Experience building automation with Zoho Flow and custom Deluge scripting Knowledge of MSP sales processes (cold calls, discovery, proposals, QBRs) To Apply: Please include: Examples of Zoho CRM projects you’ve completed (screenshots or brief case studies). Any experience you have with IT/MSP workflows. Your estimated timeline and hourly rate/project cost.