CRM setup

Budget: 22000 UAH Deadline: 5 days

Hello, Dmytro! I will set up your Zoho for an early B2B product in cybersecurity — so that the CRM actually works for market validation, rather than sitting empty.

What I will do:
1) A funnel for the B2B cycle (Lead → Qualified → Demo → PoC → Deal) with stages and fields tailored to your process.
2) Lead collection (web forms, email, manual import) and basic automation: auto-statuses, reminders, assignment of responsible parties.
3) Fields, tags, deduplication of contacts, roles and access, several dashboards — to see conversion at each stage.

I have configured CRM and no-code dashboards for clients, documenting each step with screenshots to show what and why.

One question, to avoid guessing: do you have more inbound sales (requests from the website/content) or outbound (cold + demo)? This will affect the structure of the funnel and which fields are critical.
I can show a live demo of the ready funnel so you can see the logic before we start. Approximately 4-5 days after access to the dashboard. Expand

Budget: 27000 UAH Deadline: 10 days

In terms of deadlines, I would estimate the basic setup of Zoho for early sales and market validation at 7-10 working days. Regarding the budget, it starts from 30,000 UAH for a normal initial CRM architecture, without heavy integrations and custom development.

At this stage, it is important not just to create fields, but to build the system in such a way that it does not collapse after the first 50-100 leads. Usually, we create a funnel, qualification, company and contact cards, sales tasks, statuses, reports, access rights, and minimal automation. Note that there is a nuance here - for cybersecurity/cloud security sales, the process is often longer and more complex than in a regular service business, so a too-simple CRM can become a hindrance later on.

I would like to clarify two points to avoid guessing:
> what lead channels are already available - website, LinkedIn, forms, manual input, partners
> which Zoho modules have been purchased - only CRM or also Campaigns, Desk, SalesIQ, Forms, Analytics

Similar cases by Ingello:
> https://business.ingello.com/forma-crm - CRM and business processes, closely related to the task of sales structure and customer management > https://business.ingello.com/platforma - corporate platform where roles, processes, and scaling are important
> https://business.ingello.com/fractal - automation and agency approaches, indirectly useful for future development of sales operations

The main page for projects on the marketplace - https://systems-fl.ingello.com

If we take a pragmatic approach, I would start with a short design of the funnel and entities, then set up Zoho, test scenarios on test deals, and provide you with the workflow scheme. Overall, it is reasonable to fit within the first working phase, and more sophisticated automations can be added after the first real sales, specifically after the first data on the funnel. Expand

Budget: 22000 UAH Deadline: 10 days

we already have a practically ready solution for B2B CRM, it can be quickly adapted for Zoho and launch the first working version in 7-10 days (:
I suggest discussing the details here on the marketplace, I am available.
for 22000 UAH we can create a basic setup for market testing - funnel, statuses, fields, lead and company cards, permissions, tasks, reminders, and basic reports.
We can also include a simple AI component - suggestions on lead quality, priorities, next actions, and brief summaries of correspondence, if appropriate at this stage.
look, there’s a nuance... for an early security product, it’s better not to overload the CRM, it’s more important to quickly see lead sources, deal stages, and reasons for refusals.
> question 1 - where do leads currently come from - website, forms, LinkedIn, cold emails, partners?
> question 2 - is it necessary to connect email, calendar, telephony at the first stage, or is Zoho within the team sufficient for now?
relevant examples from Ingello
> https://business.ingello.com/forma-crm - similar experience in CRM and business process management
> https://business.ingello.com/platforma - example of a corporate platform with roles, processes, and data management our profile for FLH
> https://systems-fl.ingello.com
in general, it’s fine to go with a short phase - first create a working CRM for sales, and only after the initial data refine automation and analytics, otherwise, you can build something beautiful that the team won’t use =/ Expand