01. CRM Home Dashboard
A custom home page with open deals, untouched deals, calls, leads, open tasks and upcoming meetings in one view.
Zoho CRM portfolio: CRM setup & automation
Modules, workflow rules, lead scoring, lead sources and reports set up in Zoho CRM. Client names and contact details are blurred for privacy.
12 Zoho CRM screens by Muhammad Fahad Hussain
02. Leads Module
Leads captured from web forms and ads with company, email and phone fields, plus filters for scoring, activities and website visits.
03. Workflow Rules
A set of workflow rules across Leads, Deals, Meetings, Contacts and Zoho Sign that send emails, create records and update fields automatically.
04. Assign & Notify on New Lead
Every web form lead is auto-assigned to the owner and the team gets a new lead email.
05. Welcome Email & Call Task
New web form leads get a welcome email and a task is created for the first call.
06. Auto-Convert on Booking
When the initial appointment is booked, the lead converts into a contact, account and deal.
07. Lead Scoring
A scoring rule that ranks leads so the team calls the best ones first.
08. Tasks Board
Tasks in a Kanban board by status, created automatically by the workflow rules.
09. Meetings
Meetings linked to leads and contacts, with booking and check-in fields.
10. LeadChain: Ads to CRM
LinkedIn, Facebook, Instagram and TikTok lead ads connected to send leads straight into Zoho CRM.
11. Reports
Reports for website visits, leads, subscriptions, billing and expenses.
12. CRM Configuration
Full setup across users, security, channels, modules, pipelines, automation and blueprints.
I can integrate Zoho with almost any platform.
Leads, deals, invoices and tasks can sync automatically with the tools a business already uses, through Make.com, Zapier, n8n or the Zoho API.
Zoho Books, Zoho Invoice, Zoho Sign, Thinkific, Mailchimp, Trello, Google Drive, Google Sheets, Gmail, Twilio, OpenAI, Facebook & LinkedIn Ads, Webhooks & API