I'm looking for a Zoho expert to create a comprehensive CRM tailored for our financial company, which deals with tax, accounting, payroll, and insurance. Key Requirements: - Prioritize: Client management, Automated workflows, Data analytics. - Integrate with: Accounting software, Payment gateways, O365, Zoom, SharePoint. - User roles: Set up for Administrator, Financial Advisor, Support Staff across all departments and managers. Serices: - Tax Preparation (individual and corporate tax return preparation, IRS problem resolution, tax planning, tax reports) - Bookkeeping (monthly, quarterly, annually, forms, QuickBooks consultations and support - Paytoll - Business Support Services - insurance (all type of insurances) Ideal Skills and Experience: - Proven experience with Zoho CRM, especially in financial sectors. - Strong integration skills with various software. - Ability to design and implement complex user role hierarchies. - Excellent data analytics capabilities. Please provide your portfolio and relevant experience.
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