M2W provides domestic and commercial cleaning services using self-employed contractors. We need a professional system to manage customer enquiries efficiently while maintaining premium service standards.
No complex automation required - just clean, functional lead management that works reliably.
I need an experienced Zoho CRM specialist to configure a streamlined customer management system for my UK-based cleaning business (M2W Limited). SCOPE OF WORK: Phase 1 - Forms & Lead Capture:
Create customer enquiry form (8 fields) with M2W branding Set up automatic form-to-CRM integration Configure thank you page with next steps
Phase 2 - CRM Pipeline:
Configure 4-stage lead pipeline: Enquiry → Quoted → Booked → Complete Set up custom fields for service type, property size, quoted amount Create basic lead assignment rules
Phase 3 - Templates & Workflows:
Design 2 email templates (quote delivery, booking confirmation) Set up automated task creation for follow-ups Configure notification system for new leads
REQUIREMENTS:
Proven Zoho CRM experience (minimum 10 previous setups) Available to start within 48 hours Completion within 5 working days UK time zone preferred for communication Must provide post-delivery support for 30 days
DELIVERABLES:
Fully functional Zoho CRM system Training session (1 hour via video call) Documentation of all settings and workflows Form embed codes for website integration
APPLICATION REQUIREMENTS: In your proposal, please include:
Number of Zoho CRM projects completed Link to one similar project portfolio Detailed timeline for completion Your approach to M2W branding integration
Remote Customer Data Entry Clerk Category: Customer Service, Data Entry, Data Management, Data Processing, Excel, Image Processing, Typing, Word Budget: $15 - $25 USD
Full-Stack E-Commerce Store Build Category: API Development, ECommerce, Full Stack Development, HTML, PHP, Vue.js, Web Development, Web Design Budget: $1500 - $3000 USD
US Construction CFO Email Leads Category: CRM, Data Collection, Data Entry, Data Management, Database Development, Email Marketing, Excel, Leads Budget: $30 - $250 USD
Luxury Estate Video Tours Gurgaon Category: After Effects, Cinematography, Color Grading, Drone Photography, Video Editing, Video Production, Video Services, Video Tours Budget: ₹600 - ₹1500 INR
Urgent Pixel-Perfect Responsive HTML Fixes Category: Bootstrap, CSS, Figma, Frontend Development, HTML, HTML5, JavaScript, Web Design, Web Development Budget: $10 - $30 USD
10 Sep 2025 21:53 GMT
Forum Setup With Badged Groups Category: Forum Software, MyBB, MySQL, Payment Gateway Integration, PHP, PhpBB, Web Development, WordPress Budget: €30 - €250 EUR
