Zoho crm and social
UpworkGBNot specifiedintermediateScore: 47
Zoho CRMAPIZoho CreatorCustomer Relationship Management
Job Title: Zoho CRM/Agency Expert – Build All-in-One CRM for Agency + 5 Clients
Project Overview:
I am looking for an expert to build and configure a custom CRM for my growing agency. The goal is to have one central system to manage my own sales pipeline and 5 separate client "portals" for social media management, lead tracking, and Google Local presence.
Scope of Work:
Internal Agency CRM: Set up my Zoho CRM or GoHighLevel instance with custom pipelines for "Agency Leads" and "Active Clients."
Client Sub-Accounts: Create separate, secure environments for 5 clients. They must not see each other’s data.
Social Media Management: Integrate a Social Planner where I can schedule posts and clients can log in to approve them.
Google Local (GBP) Integration: Set up automated review requests and a unified inbox for Google Business Profile messages for all 5 brands.
Lead Automation: Build a workflow where social media DMs and lead forms are automatically created as "Leads" in the CRM.
Zoho
Zoho
Preferred Technical Skills:
For Zoho: Proficiency in Deluge Scripting, Zoho Social Agency setup, and CRM Portals.
For GoHighLevel: Experience with Snapshots, white-labeling, and GHL Social Planner.
General: API integration via Zapier or Pabbly Connect.
Upwork
Upwork
+1
Budget & Timeline:
Type: Fixed Price preferred.
Timeline: 2–4 weeks.
Budget: Please provide your best quote based on the 5-brand requirement.
Unlock AI Intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/mo