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We are seeking an expert to implement and customize Zoho One for our pharma/medical sales operations. The solution will focus on Zoho CRM as the central hub, supported by Zoho Books, Subscriptions, Campaigns, and Social for finance and marketing automation. Key customizations include: - Many-to-many relationship mapping between contacts (e.g., doctors) and accounts (e.g., clinics, hospitals). - Sales pipeline management with stages from lead qualification to deal closure. - Geo-tagged meeting tracking and KPI dashboards for sales performance. - Automation of tasks, reminders, follow-ups, and marketing campaigns. - Financial integration for quotations, invoicing, and subscription management. - Restricted access for sensitive data visible only to assigned users. Ideal Skills & Experience: - Proven experience with Zoho One implementation and customization. - Expertise in Zoho CRM modules, workflows, and dashboards. - Strong understanding of sales processes in pharma/medical industries. - Knowledge of finance automation using Zoho Books & Subscriptions. - Familiarity with marketing automation via Zoho Campaigns & Social.
Project ID: 39742127
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34 freelancers are bidding on average $906 USD for this job

As someone who has spent a considerable amount of time with Zoho One, your search for a seasoned professional capable of implementing and customizing the platform ends here. With known expertise in Zoho CRM modules, workflows, and dashboards, I can help you seamlessly implement the many-to-many relationship mapping, sales pipeline, geo-tagged meeting tracking, and more aspects vital to the pharma/medical sales operations. Having significantly worked with Zoho Books and Subscriptions, I can further enhance your financial integration. My strong understanding of sales processes in pharma/medical industries is another asset that will serve well for this project. I am aware of how critical it is to automate tasks, reminders, follow-ups, and marketing campaigns in such domains - an approach that can be implemented using Zoho One. All these mentioned qualities aside, I believe my commitment to providing satisfying results will ensure a successful outcome for your project. Moreover, my up-to-date knowledge regarding the latest trends and technologies nicely complements Zoho One's dynamic nature; thus creating an ideal match for this assignment. Let's join hands to streamline and elevate your operations!
$1,200 USD in 20 days
8.2
8.2

With a focus on optimizing your pharmaceutical/medical sales operations, I bring to the table invaluable experience in Zoho One implementation and customization. My expertise lies in the precise modules you require, from CRM and Books, to Subscriptions, Campaigns, and Social. This comprehensive understanding of the platform's plethora of tools is essential for successful integration and tailoring to best suit your specific needs.
$1,000 USD in 7 days
6.6
6.6

Hi, this is Elias from Miami. I’ve reviewed your brief, and the goal is clear — build a full website for Opul Jets that reflects luxury, sophistication, and a premium experience while delivering seamless UX across devices. With 10+ years in design and front-end development, I’ve crafted visually striking, responsive websites for high-end brands, combining clean aesthetics, intuitive navigation, and performance-optimized code. I’d love to collaborate and bring your vision to life. To align fully on scope and expectations, I have a few questions: Q1: For the fleet and services sections, do you prefer interactive features (hover reveals, 3D visuals) or a refined static presentation? Q2: Should the site be fully static (Webflow/HTML) or WordPress-managed for easy content updates? Q3: For animations and micro-interactions, do you want them subtle to reinforce luxury or slightly more dynamic for engagement? Q4: Are there SEO or performance benchmarks you’d like met (e.g., Lighthouse score, page load times)? I can deliver initial design concepts within 1–2 weeks, followed by responsive development, smooth animations, and full handover documentation. Excited to discuss timelines and next steps. Regards, Elias
$750 USD in 7 days
6.4
6.4

As an experienced Zoho expert with a special focus on customization, I am confident that I'm the perfect fit for your Zoho One implementation project. Through my in-depth knowledge of the Zoho Suite, I can customize and integrate the platform to tailor it perfectly to your pharma/medical sales operations. With my experience delivering tailored solutions, I will ensure your many-to-many relationship mapping between contacts and accounts, sales pipeline management, geotagged meeting tracking, and KPI dashboards are all catered to. Moreover, my skills in finance automation using Zoho Books and Subscriptions promise simpler and more streamlined financial processes for you. And when it comes to marketing automation, my familiarity with Zoho Campaigns and Social will elevate your campaigns and help nurture leads more effectively. Finally, I understand your need for restricted access to sensitive data in a pharmaceutical environment and guarantee that only the assigned users will have visibility. Your project would truly benefit from my four years of hands-on experience at maximizing the potential of Zoho One. Let me optimize your business processes through customized solutions integrated with Zapier and APIs to eliminate repetition and enhance efficiency. Together, we'll unlock the full potential of Zoho One for your pharma/medical operations.
$999 USD in 10 days
5.7
5.7

Hi, We at Saproh Private Limited specialize in Zoho One implementation and customization, and we can set up a complete solution tailored to your pharma/medical sales operations. We will configure Zoho CRM as your central hub with many-to-many mapping between doctors and clinics/hospitals, robust sales pipeline tracking, geo-tagged meeting logs, and KPI dashboards. Our team will automate tasks, reminders, follow-ups, and campaigns while integrating Zoho Books and Subscriptions for quotations, invoicing, and subscription management. Sensitive data access will be restricted with role-based controls, ensuring compliance and security. With our proven experience in Zoho and understanding of pharma sales workflows, we’ll deliver a reliable, scalable system to streamline your operations. Kind regards, Saproh Private Limited.
$1,000 USD in 7 days
3.0
3.0

Hello, As a seasoned freelancer with a deep understanding of Zoho One platform, I am thrilled about the opportunity to tailor a customized solution for your pharma/medical sales operations. I propose a comprehensive implementation centered around Zoho CRM as the core, integrated seamlessly with Zoho Books, Subscriptions, Campaigns, and Social modules. To address your specific requirements, I will create a robust many-to-many relationship mapping system between contacts and accounts, establish a structured sales pipeline with strategic stages, implement geo-tagged meeting tracking, and develop KPI dashboards for real-time sales performance insights. Additionally, I will automate tasks, reminders, follow-ups, and marketing campaigns to streamline your operations and enhance productivity. Moreover, I will ensure seamless financial integration for quotations, invoicing, and subscription management, while implementing restricted access protocols to safeguard sensitive data. My extensive experience in Zoho One implementation, coupled with a strong background in finance automation and marketing strategies, positions me as the ideal candidate for this project. How frequently do you expect sales performance reports to be generated and reviewed within your team? Looking forward to discussing further details with you. Regards, Roshan
$850 USD in 21 days
2.0
2.0

"Your perfect match has arrived—let’s get started. I understand the need for customizing Zoho One for pharma/medical sales ops. My expertise includes Zoho CRM customization, workflow automation, and integrating Zoho Books & Subscriptions. I've recently joined Freelancer to offer the same high-quality work I've delivered off-platform. Looking forward to your engagement! Kind regards, Jayden Finch"
$850 USD in 30 days
0.0
0.0

Hi, I’m Web Developer Antony—active on Freelancer since 2014 with 800+ reviews and 15+ years’ experience. I specialize in Zoho One solutions tailored to medical and pharma sales teams. I’ll configure many-to-many mappings (e.g., doctor–clinic links), automate your lead-to-deal sales flow, and integrate Zoho CRM with Books, Subscriptions, Campaigns, and Social. Expect geo-tagged activity tracking, granular data restrictions, and KPI dashboards that empower real-time performance decisions. I’ll deliver Milestone 1 in 48h with CRM structure + automation blueprint. Bonus: I’ll include a full SOP guide + visual walkthrough to onboard your team smoothly. Let’s create a milestone and I’ll get started right away—do you already have legacy data needing migration, or should I prepare import templates? Chat now or award to begin.
$750 USD in 7 days
0.0
0.0

Riyadh, Saudi Arabia
Member since Aug 27, 2025
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