CRM Xperts

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Overview

$5,000+

Min Project Size

< $25/hr

Avg Hourly Rate

50 - 249

Employees

2023

Year Founded

ABOUT CRM XPERTS

Effortless CRM - Exceptional Results

We offer services for implementing and consulting on Zoho One, along with customizing various Zoho applications such as Zoho CRM, Zoho Creator, Zoho Books, Zoho People, Zoho Forms, Zoho Flow, Zoho Projects, Zoho Inventory, and Zoho Finance. Additionally, we specialize in Webflow, Laravel, MERN stack, React, full-stack and back-end development, digital marketing, Salesforce, SEO, website development, Shopify, e-commerce solutions, mobile application development using JS.Native, as well as product sourcing for platforms like eBay, Walmart, and Amazon. We also provide third-party integration services, Deluge scripting, and API connections.

LANGUAGES SPOKEN

EnglishPortuguese

HIGHLIGHTS

$5,000+

Min Project Size

< $25/hr

Avg Hourly Rate

50 - 249

Employees

2023

Year Founded

Services

Focus

Industries

Clients

Services Provided+1 Services

35% Backend Development

40% Custom Web Application Development

15% Frontend Development

10% API Development & Integration

40% Product UX Strategy

60% Web App UI Design

60% Cloud Consulting & SI

40% IT Staff Augmentation

About the Team

OUR STORY

CRM Solution Xperts is dedicated to transforming businesses through customized digital solutions, with a specialized focus on ZOHO implementations. Beyond optimizing customer relationships and automating operations, we offer comprehensive services including full-stack development, digital marketing, mobile app creation, and Shopify-based eCommerce design. With over seven years of expertise and a robust portfolio exceeding 100 successful projects, we emphasize scalable cloud technologies like Zoho and Salesforce to ensure security and performance. Our commitment to innovation integrates AI and automation, delivering intelligent workflows that enhance productivity. Staffed by seasoned professionals, we prioritize client satisfaction, high support standards, and sustainable growth, enabling organizations—from startups to enterprises—to streamline processes and excel in a fast-evolving digital landscape.

Portfolio

Zoho CRM and Campaigns Expert

Hairyhair

Zoho CRM and Campaigns Specialist We are looking for a talented expert in Zoho CRM and Campaigns to help us manage our customer relationship management system and develop effective marketing campaigns. The ideal candidate will have extensive experience using Zoho CRM to track and handle leads, contacts, and sales opportunities. Additionally, they should be skilled in designing and implementing successful email marketing campaigns with Zoho Campaigns. This position requires strong problem-solving abilities, attention to detail, and the capability to work independently. Essential qualifications for this position include: - Expertise in Zoho CRM and Campaigns - In-depth knowledge of lead management and sales workflows - Experience in creating and executing email marketing campaigns If you possess the necessary skills and experience to enhance our CRM system and drive impactful marketing efforts, we would be eager to hear from you. Please note that this is a medium-sized project expected to last between 1 to 3 months.

Build form for website and integrate with Zoho CRM

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**Dr. Williams - Contact Form Specifications** This contact form will be located at the bottom of the homepage on www.drdanielwilliams.com. Attached is a screenshot of the current form: Please create a Zoho form with the following required fields: - First Name (mandatory) - Last Name (mandatory) - Email (mandatory) - Service(s) of interest? [checkboxes - can select one or multiple] (optional) [I will supply a list for the dropdown] - How can we assist you? (open text field) (optional) - Terms and Conditions (mandatory) (please replicate the wording from the existing screenshot - include the text and require users to check the ‘I agree’ box) Checkbox: I agree By submitting this form, you consent to the transmission of your information via email to our office, rather than through a secure messaging system. This form should not be utilized for sharing private health information, and we do not guarantee the privacy or confidentiality of any information submitted through it. **Create a lead in Zoho CRM for submissions from this form:** - Map the Zoho form fields to the Zoho CRM using the ‘Standard’ lead template: - First Name, Last Name, and Email will correspond to the same field names in the CRM. - “Which service(s) are you interested in?” should link to “Interested Services” in the CRM. - “How can we help?” will attach to ‘Description’ in the CRM. Also, apply the following parameters for the lead: - Lead Source = “Website Form” - Lead Owner = default to a specific team member - Lead Status = “New” **Establish an Inbound Follow-up Blueprint:** This blueprint will be activated with a lead entry meeting the criteria for: - Website Form - Phone Chat Lead Source must be one of the above. - Create a task for lead follow-up. - Priority = normal - Reminder = pop-up only Follow-up actions for the contact: 1. Create a task to schedule an appointment. 2. Once the appointment is set, conclude the blueprint. 3. Send information. 4. Automatically generate a task to follow up with the lead seven days after marking ‘send information’ as complete. 5. End the blueprint. Possible next steps: - Schedule appointment - Requires additional information - Not interested

Projects & Clients

Project Size & Rate

Minimum Project Size

$5,000+

Average Hourly Rate

< $25/hr

Pricing Snapshot

Min Project Size

$5,000+

Avg Hourly Rate

< $25/hr

Cost Rating

N/A

What Clients Have Said

“

"CRM Xperts delivers quality projects within budget and timeline expectations based on verified client feedback."

Based on verified reviews and internal benchmark data

MOST COMMON PROJECT SIZE

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Select a service

Backend Development

Custom Web Application Development

Frontend Development

API Development & Integration

Product UX Strategy

Web App UI Design

Cloud Consulting & SI

IT Staff Augmentation

Operational Process Consulting

Locations

Headquarters

RUA IVONE SILVA , 3 9 F 2845-460 AMORA Portugal

Amora, Setubal, Portugal 2845-460

+351920123972

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