Zoho CRM Customer Support Setup

via Freelancer ·

Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted1 day ago
I’m ready to roll out Zoho CRM in my small service-based business, starting with everything that will let me serve clients better from day one. The priority is the Customer Support module, specifically the built-in Knowledge Base.

Here’s what I need:
• A clean Zoho CRM deployment configured for customer support only, leaving Sales and Lead Management untouched for now but future-ready.
• A well-structured Knowledge Base: categories, article templates, permission levels, search optimization, and a simple workflow so my team can publish updates without touching code.
• Branding tweaks so the help articles feel native when they appear on our website.
• Basic automation for article feedback loops and update reminders.
• Walk-through or short Loom-style videos so my non-technical staff can add and maintain content by themselves.

I already hold the Zoho One subscription and can grant admin access as soon as we agree on the milestones. A concise timeline, clear checkpoints, and proven experience with Zoho Support or Desk will stand out. Let’s get our Knowledge Base live and empowering customers quickly.
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