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 GDPR 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 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.