Zoho CRM Workflow Optimization -- 2
Budget / Salary£100–150
TypeFreelance project
LocationRemote
Posted1 hour ago
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.
Here is the general scope of work:
1. An automatic reply when the moment enquiry lands that involves automated response to specific questions and provides general information and pricing.
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/google calendars. Qualified Leads would also need to answer a "Lifestyle Questionnaire" before booking.
In the bid please let us know how you will go about this.
We will go through the finer detail with whoever we shortlist.
We prefer natural, human-written communication.
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.
Here is the general scope of work:
1. An automatic reply when the moment enquiry lands that involves automated response to specific questions and provides general information and pricing.
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/google calendars. Qualified Leads would also need to answer a "Lifestyle Questionnaire" before booking.
In the bid please let us know how you will go about this.
We will go through the finer detail with whoever we shortlist.
We prefer natural, human-written communication.
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