Zoho CRM build
A clean foundation for your pipeline, fields, automations and access.
- Pipelines and lifecycle stages
- Roles, profiles and sharing rules
- Views, lists and reporting
- Cadences and integrations
For startups and small to medium businesses
Zoho CRM builds, clean-ups and optimisation
If Zoho feels heavy, inconsistent, or too manual, I can help. I design and improve Zoho CRMs that teams actually use day to day.
Clear scope
You get a plan before work starts
Practical builds
Simple flows your team follows
Reliable handover
Documentation and training can be included
What you get
- Zoho CRM aligned to your process
- Roles and visibility that match your team
- Automation that reduces admin work
- Clean structure and consistent data
- Documentation and handover
Remote support. Project-based or ongoing.
Requests reviewed before scheduling discovery.
Services
Focused, practical help for Zoho CRM and Zoho APPs.
Clean-up and optimisation
Remove friction and make your CRM easier to use.
- Workflow audit and rebuild
- Field tidy-up and standardisation
- Pipeline and Kanban usability
Automation and routing
Reduce admin work and keep your process consistent.
- Assignment rules and routing
- Email automation and follow-ups
- Forms and lead capture mapping
Migrations
Move into Zoho with structure and less noise.
- HubSpot to Zoho migration
- Field mapping and imports
- Owner assignment and relationships
Tools I work with
Core Zoho apps used across builds, clean-ups and optimisations.
Zoho CRM
Zoho One
Zoho Flow
Zoho Forms
Zoho Analytics
SalesIQ
Zoho Bookings
Zoho Projects
Testimonials
Direct quotes from clients.
I had the pleasure of collaborating with Sam on a Zoho CRM implementation project, where she provided CRM consultation services of exceptional quality. Sam's expertise, diligence and deep understanding of CRM systems were evident throughout the entire project. She consistently demonstrated a strong willingness to find effective solutions and creative workarounds, even when challenges were complex or not immediately straightforward. What truly sets Sam apart is her precision in tracking progress, her structured approach to advancing projects and her reliability at every stage. She is also highly flexible, adapting seamlessly to evolving requirements while maintaining clarity and focus on the end goals.
Sam is extremely trustworthy and leaving a project in her hands genuinely gives you peace of mind. I would highly recommend working with her to anyone looking for a CRM consultant who combines technical excellence with accountability, adaptability and a solutions-driven mindset.
I can't recommend Sam enough. We work in higher education and have some pretty unique requirements that don't always fit the standard system. Sam is fantastic at understanding our needs and finding workarounds whenever we face system limitations. She's proactive, insightful and just lovely to work with. Highly recommended!
Request support
This form helps confirm fit before scheduling a discovery call.
Support request form
Contact
Email: info@sjtjconsulting.com
Next steps
If it's a fit, I'll reply by email to book a discovery call.