CRM setup

Budget: 22000 UAH Deadline: 7 days

At the market validation stage, the main task of the CRM is not automation, but data collection: at what stage deals get stuck and why. This will later determine where to move the product. I will set up the pipeline with 5-6 stages according to the cybersecurity cycle (Qualification → Discovery → Security/Compliance Review → Pilot → Closed), with a Blueprint containing mandatory fields at each transition. Qualification fields: compliance framework, cloud provider, infrastructure size. A separately structured field for the reason for rejection at each stage and alerts for stalled deals. At an early stage, it's better to have 5 fields that are actually filled out than 20 that are ignored. What is your Zoho pricing plan? The Blueprint is available starting from Professional.

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: 7 days

Hello! I see that it's not just about "setting up CRM," but configuring Zoho for the actual process: leads/clients, stages, fields, roles, tasks, reminders, communications, and reporting.

My approach: first, I quickly document the current sales/client processing workflow, then I create the CRM structure: statuses, cards, mandatory fields, task routes, basic automations, and reports. I also check separately where manual work or loss of applications might currently occur.

I have experience with CRM logic, process implementation, automations through Make/n8n, and detailing requirements for further improvements. I can start with a short audit and quickly gather the first working version, then gradually refine it for your team.

Budget: 22000 UAH Deadline: 5 days

Dmytro, for the market validation stage in the B2B cybersecurity sector, it is critically important to automate the lead qualification process to avoid losing contacts at the start of sales. I will set up Zoho CRM for your funnel so that every incoming request immediately enters the system and receives a status according to the source of attraction.

I propose to set up the basic sales stages, integrate email for communication tracking, and create simple reports to analyze which channels bring the most targeted clients. This way, you will see the real effectiveness of market validation.

What are the main lead acquisition channels you are currently testing, and do you need integration with the website or landing page now for automatic data entry into the CRM?

Budget: 25000 UAH Deadline: 19 days

Dmytro, greetings!

We have reviewed your task. This is our direct profile. We know how to work with this platform and have real practical experience specifically in your technological niche.

Below, I share details on why we can implement this project to the maximum.

Our experience

A direct niche case in cybersecurity. We have already successfully worked in the US market with this industry. Our team has provided comprehensive CRM consulting, presale audits, and platform architecture analysis (including Zoho, Pipedrive, and Odoo) for Digital Uppercut (USA, niche: IT Services, Cybersecurity & Digital Solutions). We have a great understanding of B2B funnel specifics, technical terminology in cybersecurity, and the logic of long corporate sales.

Our team is ranked among the TOP-30 CRM integrators in Ukraine for 2026 according to Ringostat. Since we implement Odoo, Zoho, Pipedrive, KeyCRM, and Creatio, we evaluate tasks impartially and adapt tools to your business goals.

Estimated project framework

Basic MVP setup: configuring the sales funnel for the B2B contour, adapting deal and contact cards, creating user roles, and basic automations start from ~$550.

Execution time: 1–2 weeks.

Post-launch support: the setup cost includes 1 month of free technical support. If bugs arise during testing or real work, we will promptly fix everything at no additional charge.

The price and timelines in the quote are approximate to guide you on budgets; we suggest allocating 1 day for a free internal analysis of your funnel requirements and current lead generation sources.

Please click the "Message" button below. We will move to personal messages, establish contact, and after a brief discussion, we will return to you with a ready, justified vision of the MVP system.

Have a peaceful day! Expand

Budget: 22000 UAH Deadline: 7 days

Hello!

I see that the product is currently at the market validation stage, so in my opinion, it is important not just to set up Zoho CRM, but to lay the right architecture from the start: without unnecessary complexity at the beginning, but with the possibility of further scaling without a complete system overhaul.

I have over 5 years of experience implementing and developing CRM as a sales department manager. I have practical experience working with Zoho CRM, Kommo (amoCRM), Bitrix24, Salesforce, Sales Creatio, KeyCRM, and other systems. I approach implementation not as an integrator, but as someone who first builds the commercial process and then transfers it to the CRM.

What I offer:

1. design a sales funnel for your B2B process;
2. set up the structure of companies, contacts, and deals;
3. define mandatory fields for quality analytics;
4. automate routine operations where it is truly justified;
5. lay the foundation for further CRM development alongside the product.

If necessary, I can help build the entire process: from the first lead to sales analytics, follow-ups, and management reporting.

I suggest starting with a short call (20-30 minutes) to understand the current business tasks, determine the optimal scope of work, and then agree on the cost, timeline, and further implementation plan.

I would be happy to discuss the details! Expand

Budget: 27000 UAH Deadline: 10 days

Hello! I will complete your task quickly and efficiently. The cost for setup without customization starts from 30,000 UAH.

My latest works
https://indexfast.pp.ua - fast website indexing
https://mono-bank.pp.ua - everything about Monobank
https://mamamia.pp.ua - online store
https://programist.pp.ua/ua/portfolio/ - portfolio of works
https://monitortest.pp.ua - monitor testing
https://keytest.pp.ua - keyboard testing
https://pctest.pp.ua - computer testing
https://vseetut.matviy.pp.ua - layout

My portfolio: https://freelancehunt.com/ua/freelancer/romas6ka.html#portfolio
Write to me, I will start working today. I will be glad to collaborate with you! Expand

Budget: 22000 UAH Deadline: 10 days

Hello
Please send the list of settings needed - I will do it.
I have experience with different CRMs: SugarCRM and others.
Are we going to connect telephony?

Budget: 22000 UAH Deadline: 7 days

Good day!

I see that you have already chosen **Zoho CRM** and are currently at the market validation stage. Right now, it is important not just to set up the CRM, but to build a process that shows where leads come from, how they move through the funnel, and why deals are won or lost.

I have implemented a similar project with setting up **Zoho CRM**: I conducted a process audit, designed the sales funnel, set up automations through Make.com, integrated lead capture, and provided end-to-end analytics. As a result, the response time to new inquiries was reduced from 18 hours to less than 1 hour, and the team gained full transparency in sales.

For B2B cybersecurity/cloud security, I would start by designing the pipeline according to your sales cycle, setting up lead scoring, automatic tasks, and basic analytics, so that the CRM immediately becomes a decision-making tool rather than just a repository of contacts.

Please let me know if the sales stages and lead sources have already been defined, or if this also needs to be developed as part of the project?

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