Looking for an experienced Zoho CRM Specialist to assess an existing implementation and optimize

We are looking for an experienced Zoho CRM Specialist to join us on a contract basis, with the potential to grow into an ongoing role. You'll work with an existing, in-production Zoho CRM instance that needs expert attention: assessing how it's currently configured, re-organizing its structure to match how the business actually operates, and preparing it for integration into a larger custom application ecosystem. This is not a greenfield build and not a standalone admin role, it's a restructure-and-integrate engagement on a live system.

This is ideal for a mid to senior-level Zoho practitioner who has cleaned up and optimized existing CRM installs before, is comfortable advising on process design, and can work alongside engineers on API-level integration.

Engagement Details

Term: 3-month initial engagement, renewable based on ongoing workload and fit.

Commitment: Approximately 10–20 hours per week, with the heavier end expected during the initial restructuring and integration build window.

Location: Remote.

Key Responsibilities

CRM Workflow & Process Consulting

Work with stakeholders to understand how the CRM is used today, then redesign workflows, lead management, pipeline stages, assignment rules, notifications, and reporting around the improved structure.

Advise stakeholders on CRM best practices and recommend the right Zoho-native approach vs. custom development.

Guide the client's team through structural changes, including communication, documentation, and light training so adoption sticks.

Build dashboards and reports that give the client's team clear operational visibility.

Platform Integration Support

Support integration between Zoho CRM and the rest of the client's platform using Zoho's REST APIs, webhooks, and middleware.

Write Deluge functions and scripts where native configuration isn't enough.

Collaborate with our engineers on integration architecture, data flow, sync strategy, error handling, and API authentication.

Collaboration & Communication

Partner with our engineering leads and the client's team to deliver production-ready solutions.

Explain configuration decisions, trade-offs, and limitations clearly to both technical and non-technical stakeholders.

Work independently, own deliverables, and communicate progress proactively.

Required Skills & Qualifications

Zoho CRM Expertise

Hands-on experience administering and improving existing Zoho CRM instances, not just net-new implementations. You've untangled someone else's configuration before.

Deep knowledge of Zoho CRM configuration: modules, blueprints, workflow rules, automation, and role/profile security.

Solid understanding of CRM process design, lead-to-close workflows, pipeline management, and reporting.

Experience making structural changes on live systems with real users and real data, including rollback planning and change communication.

Integration Skills

Experience with Zoho CRM's REST APIs and webhooks.

Working knowledge of Deluge scripting for custom functions and automation.

Experience connecting Zoho to external systems via middleware (n8n, Zoho Flow, Make, Zapier) or direct API integration.

Delivery Skills

Independent, self-managed, and comfortable owning deliverables in a fast-paced environment.

Able to gather requirements directly from client stakeholders and turn them into a working configuration.

Bonus Skills (Nice to Have)

Broader Zoho One ecosystem experience (Zoho Books, Desk, Campaigns, Analytics, Creator).

Zoho certification (Zoho CRM Certified Consultant/Administrator).

Familiarity with JavaScript, Python, or TypeScript for integration work.

Experience with automation platforms like n8n and AI-assisted workflows.

Experience migrating clients from other CRMs (Salesforce, HubSpot, Pipedrive) into Zoho.

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