I’m ready to overhaul our Zoho CRM so it mirrors the way we actually work, not the other way around. The immediate focus is on building precise, reliable workflows—this is the single-highest priority—while also tightening up lead management, the sales pipeline, customer support tracking, and integrated scheduling. Here’s what success looks like to me: • Workflow automation that moves records through each stage without manual intervention, triggers tasks or emails at the right moment, and keeps every team member in the loop. • Lead-management flows including automatic assignment to the right owner, status updates that reflect our custom stages, and clear visibility of every touchpoint. • A sales-pipeline view that updates itself as deals advance, with tailored fields and milestones that match our terminology. • Customer-support processes that open, escalate, and close tickets seamlessly inside CRM and feed real-time insights back to the account record. • Calendar-based scheduling integrated directly in CRM so calls, demos, and follow-ups are booked and tracked automatically. I will provide access to our Zoho environment, outline our current manual steps, and identify the few bottlenecks that make us lose momentum. Your deliverable is a fully configured CRM module set, documented so my team can maintain it afterward. If you’ve built similar systems before, especially in Zoho, I’d love to see an example and hear how you would tackle the workflow piece first.