I am a ZOHO Certified partner and have 7 years of experience in this field. I worked on more than 40 Zoho CRM/One/Creator/Books projects
I offer the following services:
1) Zoho CRM Setup including data migration
2) Zoho CRM customization of Modules and Fields, Templates, and Layouts.
3) Zoho automation workflow customization/blueprint, dashboards, reports, embedding forms, email and SMS campaigns, invoice generation, customer portal, track project progress, pivot charts, and custom search.
4) Zoho CRM integration with other Zoho products and some 3rd party apps via Zapier/Zoho Flow/Webhooks.
5) Zoho CRM integration with 3rd party forms like Ninja Forms, Gravity Forms, Elementor, Contact form 7, WPforms, Jotforms, etc.
6) Importing Leads from Facebook Lead Manager
7) Connecting with Twilio
8) Migration from Pipedrive CRM, HubSpot CRM, Salesforce CRM, etc.
9) Zoho Campaign setup and management.
10) Happy to provide training on how to use Zoho products if required.
11) Salesforce integration with your website/sales.
12) Importing and exporting data from the software using apexiva/apexiva platform.
13) Technical support for zohoCRM, zevenwerk and apexiva platform.
14) Help in setting up new zohoCRM accounts and other related issues like migrating data from old systems such as practicemaster/hubspot/pipedrive to zohoCRM, etc..