So Cloudy – Zoho Workflow Automation

So Cloudy: Steadfast Solar Zoho CRM focuses on configuring and customizing Zoho CRM to support structured user access, sales operations, and communication workflows. The project involves setting up user roles, customizing CRM modules, and integrating SMS functionality to streamline sales interactions and internal CRM processes.

The client required assistance in setting up and customizing Zoho CRM to manage users, sales activities, and communication workflows more effectively. The project involved defining user roles, permissions, and hierarchy to control access across the CRM. It also included customizing CRM modules, layouts, buttons, sales pipelines, and workflows to support sales operations. Additionally, the scope covered integrating SMS functionality using Telnyx, along with configuring Deluge scripts and buttons to enable SMS communication with CRM contacts.