About Us We are a growing business funding brokerage that works with sales agents to submit deals to lenders. We need a highly skilled Zoho CRM developer to stabilize and automate our submission workflow. This is NOT basic CRM setup. We need an expert who can: Audit our current Zoho configuration Redesign pipeline logic Automate submission workflows Reduce manual assistant dependency Improve visibility for leadership Scope of Work Phase 1 – Audit & Strategy Review current Zoho CRM setup Identify workflow inefficiencies Map submission pipeline stages Recommend automation improvements Identify integration gaps Phase 2 – Implementation Build structured pipeline (lead → submission → lender → approval → funding → commission) Automate task assignments Automate follow-ups to sales agents Create dashboards for: Submission tracking Lender status Agent performance Commission tracking Clean up duplicate fields / unnecessary modules Optimize email templates and triggers Phase 3 – Documentation & SOP Provide Loom walkthrough videos Create written SOP for internal team Recommend long-term CRM structure Required Experience Advanced Zoho CRM configuration Zoho automation workflows (Blueprint, Deluge scripting preferred) Experience building finance, lending, brokerage, or deal-based pipelines Experience integrating with document collection systems Strong dashboard and reporting setup skills Clean, scalable CRM architecture mindset Bonus (Not Required but Preferred) Experience with merchant cash advance (MCA), business lending, or broker models Experience with commission tracking structures Experience integrating Zoho with AI tools Experience with Heron Brokerage Suite (if applicable) Deliverables Fully optimized CRM workflow Automated pipeline structure Dashboard suite Documentation & training Clean scalable backend To Apply, Please Include: Screenshots of previous Zoho builds Description of most complex automation built Experience with finance/lending workflows Estimated timeline for project completion Hourly rate or fixed bid proposal