Zoho CRM Consultant

Job Description

We are looking for a skilled Zoho CRM Consultant / Zoho Solutions Specialist who can lead end-to-end consulting, implementation, and customisation projects across Zoho CRM, Zoho One, and Zoho Creator.

The ideal candidate will understand business processes deeply, propose the right Zoho solutions, and deliver high-quality implementations aligned with Winfomi's standards of trust, quality, and long-term customer value.

Key Responsibilities

Consultation & Requirement Analysis

• Engage with clients to understand business needs and translate them into Zoho solutions.
• Propose process improvements and best practices within the Zoho ecosystem.
• Prepare solution blueprints, effort estimations, and implementation plans.

Zoho CRM Implementation & Customization

• Configure modules, layouts, workflows, automations, assignment rules, blueprints.
• Implement validation rules, scoring rules, approval processes, and automation logic.
• Set up integrations within Zoho ecosystem (Zoho Desk, Books, Campaigns, Sign, etc.).

Zoho Creator & Zoho One Ecosystem

• Build custom apps in Zoho Creator using Deluge scripting.
• Configure Zoho One applications as per business workflows.
• Integrate Zoho apps using APIs, webhooks, and Deluge functions.

Technical Execution

• Manage data migration—imports, mapping, cleansing, deduplication.
• Create dashboards, reports, and analytics for business insights.
• Build custom functions, widgets, and extensions where required.

Client Engagement & Delivery

• Conduct UAT sessions, training, and post-go-live support.
• Communicate progress clearly with stakeholders.
• Ensure project delivery with quality, ownership, and customer success mindset.

Required Skills & Experience

• 2–5 years of hands-on experience in Zoho CRM implementation.
• Strong knowledge of Zoho One ecosystem and cross-app collaboration.
• Experience in Zoho Creator, Deluge scripting, workflows, and custom apps.
• Good understanding of sales, marketing, support, and operations processes.
• Ability to gather requirements, design solutions, and drive end-to-end delivery.
• Experience in API-based integrations and custom functions.
• Strong communication and client-handling capabilities.
• Certifications in Zoho (preferred but not mandatory).

What We Value (Aligned to Winfomi Culture)

• Honesty, humility, and a strong sense of ownership.
• Loyalty and long-term mindset.
• Empathy and clear communication with clients.
• Alignment to Winfomi's culture of trust, innovation, and customer success.

Skills Required
Reports, Dashboards, Zoho Creator, Data Migration, zoho crm, Analytics