Zoho CRM Workflow Optimization

Must be delivered in 48 hours. If you cannot, please do not bid.

We are a UK dog business running Zoho CRM (Professional plan, EU data centre). The CRM itself is already built — pipelines, custom fields, website forms and Meta lead ads all feeding in properly. What is missing is everything that happens after a lead arrives. Right now someone enquires about a sale or dog service and receives nothing at all.

We need four things:
1. An automatic reply the moment enquiry lands.
2. A follow-up sequence that stops the instant they reply. Our mailbox is Microsoft 365 and is already connected to Zoho.
3. Qualifying questions in that reply, and automatic scoring or tagging on the answers, so only genuine buyers reach sales team
4. A booking calendar so a qualified lead can book a call themselves, with availability read live from our Outlook calendars.

This is phase one. There is a lot more Zoho work after it for the right person.

In your bid, tell us three things:

• How you would stop a follow-up sequence the moment a lead replies — name the Zoho feature.
• Which product you would use for the Outlook-linked booking calendar.
• Your delivery time in hours.

We will go through the finer detail with whoever we shortlist.