Zoho CRM Setup for UK Cleaning Business

Description

M2W provides domestic and commercial cleaning services using self-employed contractors. We need a professional system to manage customer enquiries efficiently while maintaining premium service standards.
No complex automation required - just clean, functional lead management that works reliably.
I need an experienced Zoho CRM specialist to configure a streamlined customer management system for my UK-based cleaning business (M2W Limited).SCOPE OF WORK:Phase 1 - Forms & Lead Capture:
Create customer enquiry form (8 fields) with M2W brandingSet up automatic form-to-CRM integrationConfigure thank you page with next steps
Phase 2 - CRM Pipeline:
Configure 4-stage lead pipeline: Enquiry → Quoted → Booked → CompleteSet up custom fields for service type, property size, quoted amountCreate basic lead assignment rules
Phase 3 - Templates & Workflows:
Design 2 email templates (quote delivery, booking confirmation)Set up automated task creation for follow-upsConfigure notification system for new leads
REQUIREMENTS:
Proven Zoho CRM experience (minimum 10 previous setups)Available to start within 48 hoursCompletion within 5 working daysUK time zone preferred for communicationMust provide post-delivery support for 30 days
DELIVERABLES:
Fully functional Zoho CRM systemTraining session (1 hour via video call)Documentation of all settings and workflowsForm embed codes for website integration
APPLICATION REQUIREMENTS:In your proposal, please include:
Number of Zoho CRM projects completedLink to one similar project portfolioDetailed timeline for completionYour approach to M2W branding integration