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# Zoho CRM Plus Consultant — Real Estate, Dubai (Takeover Project) We are a RERA-licensed real estate brokerage in Dubai serving Scandinavian and international property investors. We need an experienced Zoho CRM Plus consultant to take over an existing project from a previous partner. This is a live CRM with ~500 leads, active sales agents across 5 countries, and multiple integrations already running. The foundation is built — we need someone to finish it properly. ## What We Need Done **Lead Scoring & Automation** - Complete Zia Lead Scoring setup with both profile fields and engagement signals (email opens, clicks, WhatsApp replies, chat, ad sources) - Automated lead tagging (Hot/Warm/Cold) based on score thresholds - Junk lead detection, retry logic, and auto-cleanup workflows - Hot lead instant notification to assigned agent **Blueprint & Process Control** - Blueprint on Deals module enforcing sales stages with mandatory fields per stage - KYC compliance enforcement — agents cannot progress without required documents - Approval Process for admin sign-off before invoicing - Conditional Layouts and Validation Rules **Data Model** - Lookup relationships and filters between custom modules (Developers, Projects, Properties, Deals, Contacts) - Lead → Contact conversion with complete field mapping (no data loss) - Cross-module data integrity **Channel Integrations** - WhatsApp Business API (360dialog) — already running, may need maintenance - SMS (SMS Magic Interact) — routing configured, needs verification - Telephony (JustCall) — new integration replacing previous provider - Zoho SalesIQ — live chat to lead capture - Zoho Books — Deals to Invoice flow with commission calculation **Campaigns & Reporting** - Zoho Campaigns connected to CRM with proper segmentation (multi-language: Norwegian, Swedish, English) - Email engagement data flowing back to Zia scoring - Zoho Analytics dashboards for agent performance, pipeline, and lead source ROI ## Required Experience **Mandatory — do not apply without these:** - Zoho CRM certified or equivalent documented experience (share proof with your proposal) - Hands-on experience with **Zia Lead Scoring**, **Blueprint**, **Workflow Rules**, and **Deluge scripting** - Experience with WhatsApp Business API integrations - Proven track record of testing before deploying to production - Clear communication and weekly progress reporting **Strongly Preferred:** - Real estate CRM or KYC/compliance workflows - Zoho Books integration - Zoho Campaigns and email automation - JustCall or similar telephony integration - Multi-language CRM environments ## Working Arrangement - Remote, freelance/contract - ~15–25 hours/week for first 8 weeks, then reduced for maintenance - Communication via WhatsApp group + weekly video call - Must be available during Dubai business hours (GMT+4) for calls when needed - Access via dedicated System Integrator profile ## Why We Are Hiring Our previous partner was terminated because they deployed untested changes to production, sent mass emails to real customers without approval, and reported incomplete work as done. We need someone who reads documentation carefully, tests thoroughly, and communicates honestly. If something is outside your expertise, we expect you to say so upfront. ## How to Apply Include in your proposal: 1. Zoho certifications or documented project experience (screenshots, portfolio, case studies) 2. Two references from similar projects 3. Your specific experience with Zia Lead Scoring and Blueprint 4. Availability and hourly rate 5. Brief outline of how you would approach lead scoring setup with engagement signals We will share detailed technical documentation with shortlisted candidates.
Project ID: 40368376
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Active 9 days ago
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5x Certified Zoho Professional Hey, I am Vijay Singh, with 10+ year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards
$28 USD in 40 days
6.5
6.5
37 freelancers are bidding on average $34 USD/hour for this job

With over a decade of experience in full-stack architecture and high-scale systems, I understand the critical importance of enhancing your Zoho CRM Plus environment for your real estate brokerage in Dubai. Taking over a project with ~500 leads, multiple integrations, and active sales agents across 5 countries requires a meticulous approach to ensure seamless operations and improved efficiency. My background in scaling systems for over 1 million users and handling high-security FinTech projects directly applies to the challenges your project faces. In terms of strategy, ensuring a successful Zia Lead Scoring setup and Blueprint control will be key to streamlining your sales processes. My past success in building scalable solutions for large user bases proves my capability to handle the complexity of your existing CRM environment. I encourage you to reach out to discuss how I can support and enhance your Zoho CRM system for your real estate brokerage in Dubai. Let's connect to explore the roadmap for achieving your project goals efficiently and effectively.
$40 USD in 15 days
8.8
8.8

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in PHP, Project Management, Freelance, CRM, Analytics, Zoho, Documentation, Automation, Zoho CRM and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$30 USD in 5 days
8.8
8.8

Hi, To complete the Zoho CRM Plus project, I'll ensure all lead scoring and automation features are properly set up and functioning. This will include: - Finalizing Zia Lead Scoring with engagement signals and automated lead tagging. - Implementing a comprehensive Blueprint for the Deals module with KYC compliance. - Establishing data integrity across custom modules and lead conversion processes. - Integrating and verifying existing channel integrations like WhatsApp Business API and Zoho Books. I will approach this by reviewing the current setup, testing each component thoroughly, and ensuring clear communication throughout the process. Ready to start once you provide access to the current CRM setup and any additional documentation. Thanks!
$38 USD in 40 days
8.1
8.1

Hi, This is Elias from Miami. I checked your project description and understand you need an experienced Zoho CRM Plus consultant to take over a live real estate setup, stabilize what is already running, and properly finish lead scoring, Blueprint controls, integrations, campaigns, and reporting without risky production changes. I would approach this by first auditing the current CRM Plus setup and integrations, documenting gaps, validating existing automations in a safe test flow, then completing scoring, process controls, and reporting in phased releases with clear weekly updates. I’ve worked on CRM automation and integration-heavy systems where testing, clean process logic, and honest status reporting were critical. I’d be happy to go through the details and suggest the best technical approach. I have a few questions to get a better understanding: Q1 – Do you already have a sandbox/UAT workflow available for Zoho changes, or should I help define a safer staging and deployment process first? Q2 – For Zia lead scoring, which engagement signals are already flowing reliably into Zoho today, and which ones still need mapping from WhatsApp, Campaigns, SalesIQ, or telephony? Q3 – Is the highest-priority first milestone lead scoring + hot lead routing, or do you want Blueprint/KYC enforcement locked down before anything else? Looking forward to hearing from you.
$38 USD in 40 days
8.0
8.0

Hi, I can take over your Zoho CRM Plus setup and properly complete Zia lead scoring, Blueprint enforcement, and integrations with a structured, test-first approach. I’ve worked on complex CRM automations including lead scoring, workflows, Deluge scripting, and multi-channel integrations, ensuring clean data flow and zero-risk deployments. For your case, I’d implement Zia scoring using both profile + engagement signals, define clear thresholds for Hot/Warm/Cold, and connect triggers for instant agent notifications and cleanup logic. Do you currently have engagement tracking (email, WhatsApp, SalesIQ) fully feeding into CRM, or does that need refinement for accurate scoring? Best Regards, Fizza Nadeem K
$38 USD in 40 days
5.7
5.7

Hi there, Imagine deploying untested changes that disrupt your operations — a nightmare for any business. The good news? With my expertise in Zoho CRM Plus, I ensure a seamless takeover and completion of your project's pending tasks. From optimizing lead scoring and automation to refining your data model and integrations, I provide comprehensive solutions tailored to your real estate needs. Here are my questions to get started: Are there any specific customization preferences for the conditional layouts? How often do you require progress reports on the lead scoring implementation? Drop me a message so we can get started right away!
$25 USD in 40 days
4.9
4.9

I noticed your urgent need for a reliable Zoho CRM consultant after a previous partner's unreliable changes. Ensuring your operational integrity with 500 leads across five countries is where I excel. I have successfully **optimized Zoho CRM solutions** for a real estate agency, enhancing lead management workflows and improving client conversion rates by **30% in 8 weeks**. I’ll **engineer precise Zia Lead Scoring** for you while streamlining your custom workflows, ensuring compliance, and maintaining effective communication. **Key Capabilities:** - **Orchestrate** fully automated lead tagging and scoring setups based on user engagement and predefined thresholds. - **Implement** KYC compliance measures in the Deals module with mandatory fields to safeguard your operations. - **Integrate** the WhatsApp Business API and other communication channels ensuring seamless lead-to-contact conversions. Most real estate CRM implementations I’ve encountered stall due to non-compliant workflows. I’ll proactively introduce checkpoints for KYC documentation to guarantee integrity and streamlined progress. Your commitment to serving international clients resonates with my dedication to elevating CRM functionalities in diverse markets. I genuinely want to ensure your team not only recovers from this setback but thrives. I’m ready to initiate a **thorough architecture review** within 24 hours post-hire, guaranteeing first milestones are satisfaction-driven and risk-free until delivery. I’m available to start Monday, committing **30 hrs/week** to ensure your launch is successful. Would you like to schedule a quick **15-min scoping call** this week? Best regards, Keylor Carmona
$37 USD in 7 days
4.0
4.0

Hello, I understand the importance of finding a reliable and experienced Zoho CRM Plus consultant to take over your existing project in the real estate sector in Dubai. With my extensive experience in Zoho CRM, automation, analytics, and project management, I am confident in my ability to meet your needs effectively. I have a proven track record of implementing Zia Lead Scoring, Blueprint, Workflow Rules, and Deluge scripting in various projects, including real estate CRM systems. Additionally, I have hands-on experience with WhatsApp Business API integrations and a strong focus on testing before deploying any changes to production. I am dedicated to clear communication, weekly progress reporting, and ensuring that all work is completed to the highest standard. I believe in thorough testing and honest communication throughout the project. I look forward to the opportunity to work with you and contribute to the success of your Zoho CRM project in Dubai. Best regards, Jayabrata Bhaduri
$38 USD in 40 days
4.0
4.0

Hi there, I noticed you need an experienced Zoho CRM Plus consultant to take over a live real estate CRM in Dubai with 500 leads, agents across 5 countries, and existing integrations, focusing on Zia Lead Scoring (profile fields plus engagement signals like email opens, clicks, WhatsApp replies, chat, ad sources), automated lead tagging, Blueprint enforcement with mandatory fields and KYC compliance, Approval Processes, conditional layouts, data model with lookup relationships between custom modules (Developers, Projects, Properties, Deals, Contacts), I am a Zoho CRM certified consultant (certification proof attached) with extensive experience in real estate CRM implementations, including a recent project for a Dubai brokerage where I set up Zia Lead Scoring using engagement signals, built Blueprints for deal stages with document compliance, integrated WhatsApp Business API and JustCall, configured Zoho Books for commission payouts, and created multi language email campaigns. I have also fixed untested production issues and implemented a staging workflow to prevent mass email mistakes. I can provide two references from similar projects, my hourly rate is $35, and I am available 15 to 25 hours per week during Dubai business hours. Let me know if I can review your current setup and documentation. Best regards, Mobasher Reza
$35 USD in 40 days
3.6
3.6

Hi, I would like to grab this opportunity and will work till you get 100% satisfied with my work. I just applied after read your job posting carefully and I believe that I am good fit to your project. I'm a serious bidder. I will satisfy you with my high skills! I am an expert which have 8+ years of experience on PHP, Project Management, Freelance, CRM, Analytics, Zoho, Documentation, Automation, Zoho CRM I am looking forward to meet you to discuss the further detail about this project. Looking forward to hearing from you. Thank You
$35 USD in 40 days
1.6
1.6

Hello,Im available for urgenty this work. I have strong experience working with Zoho CRM Plus, including CRM automation, Blueprint setup, workflow rules, and integrations. I have worked on similar CRM implementations involving lead management, automation flows, and third-party integrations, and I can take over and stabilize your existing setup safely. I am familiar with Zia Lead Scoring, Blueprint processes, WhatsApp API integration, and Zoho workflows, and I can help complete and optimize your system with proper testing and structure. I’m available for 15–25 hours/week and can work within Dubai business hours when required. My approach is always documentation-first, careful testing, and safe deployment to avoid production issues. Hourly rate: $40/hr (negotiable based on scope) I can start immediately after access and documentation review. Looking forward to your response.
$38 USD in 40 days
0.7
0.7

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