I’m looking for a UK-based ZOHO CRM specialist to help me strip back my current CRM setup to a much simpler version, focused solely on engaging and nurturing new clients. This is a very straightforward project — I do not need complex automation or multi-stage sales pipelines at this stage. I just want a clean, usable CRM setup for basic outreach and tracking, with the following features: Immediate Requirements: Strip back existing ZOHO CRM setup to the absolute basics Rebuild with a focus on: Email integration (with Outlook) Basic email broadcast functionality Clean data entry/view (I will supply the data – not a large volume) Basic process flows for new client engagement Near-Future Additions (Not for this phase but worth bearing in mind): WhatsApp integration LinkedIn integration VoIP integration Working Style: All work to be done on a screen-sharing basis via Microsoft Teams I want to observe and understand the steps being taken so I can manage and scale the CRM as it evolves This is a quick, simple job for the right person, and could lead to further development work down the line as we layer in more functionality. Thanks