Project Description
I run a fast-growing solar installation company in Australia and I’m ready to move the entire sales, marketing, and finance operation into Zoho CRM. I need a true “from-scratch” build: custom modules, workflows, dashboards, and all the key integrations that will let my team work from one place.
Scope of work
• Sales team management – design our pipeline from lead to install, set up roles, profiles, blueprints, and real-time dashboards so every rep and manager can track performance at a glance.
• Marketing automation – connect Meta lead ads, create nurturing journeys, and synchronise campaigns so marketing metrics flow straight back into the CRM.
• Financial integrations – push approved quotes and invoices into Xero automatically, then pull payment status back to Zoho for clear cash-flow visibility.
• Third-party links – integrate Pylon for system designs and Zapier for any additional app bridges we might need now or later.
Acceptance criteria
1. A single Zoho dashboard that surfaces live sales, marketing, and finance KPIs.
2. All Meta leads captured and routed to the correct sales stage with autoresponder sequences firing as designed.
3. Quotes and invoices created in Zoho Books/CRM syncing flawlessly with Xero, including taxes and payment status.
4. Pylon project data mapped to the related deal record.
5. Documentation and a short hand-over call so my team can maintain the setup.
If you have proven experience delivering end-to-end Zoho implementations—with Xero, Zapier and Facebook integrations in particular—let’s talk.