Set Up and Configure Zoho CRM for a Small Consulting Firm – cabba.Work
Set Up and Configure Zoho CRM for a Small Consulting Firm

Set Up and Configure Zoho CRM for a Small Consulting Firm

Consulting & Text workArticle writingAccounting & ConsultingAssistance

  Username Proposal Date Time    
edinburghqueen €520.00 13-Aug-2026 01:58:10 5 days
autechre €610.00 09-Aug-2026 13:20:36 10 days
oxygenetext €660.00 17-Aug-2026 02:43:26 10 days
eliyawrites €720.00 13-Aug-2026 11:54:18 15 days
thewriteraman €730.00 15-Aug-2026 20:14:10 25 days
budget Project Budget
€600.00
coins Average Bid
€648.00
category Skills
calendar Posted on
8th August 2026 8:00 AM
clock Time Left

4475308

proposals Proposals
5

Our small consulting firm needs assistance with the initial setup and configuration of Zoho CRM. The freelancer will be responsible for customizing modules, importing existing client data (approx. 500 contacts), setting up sales pipelines, automating workflows, and training our team on basic usage. Experience with Zoho CRM implementation for service-based businesses is highly preferred. The goal is to streamline our client management and sales processes.

€520.00
13-Aug-2026 01:58:10
5 days
€610.00
09-Aug-2026 13:20:36
10 days
€660.00
17-Aug-2026 02:43:26
10 days
€720.00
13-Aug-2026 11:54:18
15 days
€730.00
15-Aug-2026 20:14:10
25 days
No images.
Our small consulting firm needs assistance with the initial setup and configuration of Zoho CRM. The freelancer will be responsible for customizing modules, importing existing client data (approx. 500 contacts), setting up sales pipelines, automating workflows, and training our team on basic usage. Experience with Zoho
A certified public accountant (CPA) is sought to perform an annual financial audit for our small business (annual revenue ~$2M) and prepare all necessary federal and state tax filings for the upcoming fiscal year. This includes reviewing financial statements, ensuring compliance, and providing recommendations for finan
A branding consultant is needed to help articulate our unique brand story and develop compelling messaging frameworks across various touchpoints. This will involve workshops to define brand values, personality, and target audience insights, culminating in a clear brand voice guide. Experience working with B2C health an