Zoho CRM Enterprise Build – Sales OS (SMS & VoIP Integration)

Project Overview

We are a UK-based renewables installation business seeking an experienced Zoho CRM specialist to implement a fully specified sales operating system.

This is not a discovery project. We have complete technical documentation (83 pages across three controlled documents, full field matrix, validation logic, workflow pseudo-code, and process maps with IF/THEN permutations) ready for implementation.

We are now looking for a capable implementation partner to build exactly what is specified.

Scope

• Phase 1

Users: 6 (Sales, Manager, Admin)

Modules included:

Leads

Contacts

Accounts (Household model)

Sites (custom module)

Deals (pipeline enforcement engine)

Lead Gen Providers (custom module)

Funding Schemes (custom module)

Core functionality includes:

Lead → Contact + Account + Deal conversion (single action)

Stage-based mandatory field enforcement

Blueprint-style pipeline control

Hard and soft duplicate detection rules

UK postcode validation and normalisation workflows

SMS automated first-touch with logging and opt-out enforcement

VoIP click-to-call with automatic call logging and outcome enforcement

Stage duration alerts and quote expiry alerts

Data migration from Excel with deduplication

Role-based field visibility and permissions

Operational dashboards for sales performance

Full documentation will be provided to shortlisted candidates only.

Integrations

SMS: Twilio (preferred) or MessageBird VoIP: 3CX / Aircall / CloudTalk (final provider to be confirmed)

You must be comfortable configuring:

API authentication

Webhooks

Activity logging

Opt-out enforcement

Error handling logic

What We Are Looking For

Essential:

Proven Zoho CRM implementation experience

Strong knowledge of validation rules and workflow logic

Experience configuring Blueprints and stage enforcement

Experience with SMS and VoIP API integrations

Experience with data migration and deduplication

Desirable:

UK awareness

Experience building sales process enforcement systems

Experience working from formal technical specifications

Who Should NOT Apply

× Generalist VAs who “know Zoho” without implementation portfolio × Anyone without SMS/VoIP integration experience × Copy-paste proposals without demonstrating understanding of structured builds × Agencies planning to outsource this to junior developers × Anyone expecting a vague brief or discovery-led engagement

This is a defined implementation project.

Zoho Version

We are open to recommendations between Zoho CRM Professional and Enterprise.

Please specify which edition you recommend and why, based on Blueprint, API, and automation requirements.

Budget & Timeline

Initial budget indication: £600

This is a starting figure for Phase 1 configuration. After reviewing the documentation, you may propose a revised fixed price aligned to scope.

Indicative development schedule: 3–4 weeks for configuration and integration, subject to agreement.

Please provide your realistic delivery timeline.

How to Respond

Please include:

Summary of relevant Zoho CRM builds

Confirmation you are comfortable working from detailed technical documentation

Experience with SMS and VoIP API integrations

Suggested Zoho edition (Professional or Enterprise) and rationale

Estimated timeline

Fixed price proposal

Shortlisted candidates will receive the full specification package before final appointment.

Budget: GBP 600 (Fixed Price)

Proposals: 31 freelancers have applied