CompanyRemote

Zoho CRM Template and Setup Expert

Deadline: 2026-04-07
Project-Based

Description

Budget: $8 - $15/hr

I'm seeking an experienced freelancer to assist with creating and setting up templates in Zoho CRM.

Key Tasks:

  • Create contract templates
  • Design email templates for:
  • Sales follow-up
  • Customer onboarding
  • Newsletter
  • Integrate with email marketing tools

Additional Information: I have not migrated my Goldmine CRM yet and want to have these templates in place before migrating the Goldmine information.

Ideal skills and experience:

  • Proficiency in Zoho CRM
  • Template creation expertise
  • Experience with email marketing integrations

Skills

Contract ManagementPHPZoho CreatorHTMLEmail MarketingZoho CRMCRM

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