Zoho CRM Consultant

Zoho CRM Consultant / Zoho Solutions Specialist

The ideal candidate will understand business processes deeply, propose the right Zoho solutions, and deliver high-quality implementations aligned with Winfomi’s standards of trust, quality, and long-term customer value. 

Key Responsibilities

Consultation & Requirement Analysis

• Engage with clients to understand business needs and translate them into Zoho solutions. 
• Propose process improvements and best practices within the Zoho ecosystem. 
• Prepare solution blueprints, effort estimations, and implementation plans. 

Zoho CRM Implementation & Customization

• Configure modules, layouts, workflows, automations, assignment rules, blueprints. 
• Implement validation rules, scoring rules, approval processes, and automation logic. 
• Set up integrations within Zoho ecosystem (Zoho Desk, Books, Campaigns, Sign, etc.). 

Zoho Creator & Zoho One Ecosystem

• Build custom apps in Zoho Creator using Deluge scripting. 
• Configure Zoho One applications as per business workflows. 
• Integrate Zoho apps using APIs, webhooks, and Deluge functions. 

Technical Execution

• Manage data migration—imports, mapping, cleansing, deduplication. 
• Create dashboards, reports, and analytics for business insights. 
• Build custom functions, widgets, and extensions where required. 

Client Engagement & Delivery

• Conduct UAT sessions, training, and post-go-live support. 
• Communicate progress clearly with stakeholders. 
• Ensure project delivery with quality, ownership, and customer success mindset. 

Required Skills & Experience

• 2–5 years of hands-on experience in 

  Zoho CRM

   implementation. 
• Strong knowledge of 

  Zoho One ecosystem

   and cross-app collaboration. 
• Experience in 

  Zoho Creator

  , Deluge scripting, workflows, and custom apps. 
• Good understanding of sales, marketing, support, and operations processes. 
• Ability to gather requirements, design solutions, and drive end-to-end delivery. 
• Experience in API-based integrations and custom functions. 
• Strong communication and client-handling capabilities. 
• Certifications in Zoho (preferred but not mandatory). 

What We Value (Aligned to Winfomi Culture)

• Honesty, humility, and a strong sense of ownership. 
• Loyalty and long-term mindset. 
• Empathy and clear communication with clients. 
• Alignment to Winfomi’s culture of trust, innovation, and customer success.