Zoho CRM Consultant

Roles & Responsibilities: Analyze business requirements and translate them into effective Zoho CRM solutions. Customize Zoho CRM modules, fields, page layouts, roles, profiles, and workflow rules. Build and maintain advanced custom reports and dashboards for various teams. Set up CRM automations such as workflows, blueprints, email alerts, and custom functions. Integrate Zoho CRM with third-party tools and internal systems using Zoho Flow or APIs. Troubleshoot issues and provide ongoing technical support for CRM users. Recommend best practices to enhance the overall CRM usage and adoption. Work closely with stakeholders to gather feedback and deliver updates iteratively. Key Skills & Qualifications: Proven experience in Zoho CRM customization and automation (2+ years preferred). Strong understanding of Zoho Reports (Analytics), Zoho Flow, and Zoho Creator . Hands-on experience in dashboard design and report configuration . Ability to write Deluge scripts and work with Zohos custom functions and APIs. Familiarity with data migration, user roles, and CRM architecture. Excellent communication and time management skills. Experience working as a freelancer or with agencies is a plus.