Zoho CRM Setup with Call Recording

@artiboria

As an expert in website development and eCommerce, I have gained extensive knowledge and hands-on experience with various CRM platforms including Zoho CRM. I have successfully implemented call recording setups within Zoho CRM for several clients in the past. This not only involved configuring the telephony integration, but also setting up a robust storage system to ensure easy access and playback of audio files within the relevant leads or contact records. My familiarity with CRM and PHP enables me to make your Zoho CRM deployment comprehensive and tailored to your specific retail space deals needs. Considering your specific need for seamless mobile call logging, my proficiency in WooCommerce will be valuable for this project as it ties into your Android requirement effortlessly. To ensure efficient call pop-ups and recording retention inside the CRM, Twilio has proven to be a reliable telephony provider based on my previous work. They offer great APIs which can connect perfectly with Zoho as well.

@Solutionzhere

Being a seasoned Zoho CRM and automation expert, I am confident in my ability to set up your CRM environment with airtight call recording. In my previous projects, I've successfully configured call recording in Zoho CRM and ensured smooth storage functionality. I'm aware of different cloud telephony providers; for your specific retail space needs, I'd recommend Twilio. Twilio supports both call pop-ups and recording retention inside CRM, making it an ideal choice. Let's talk details over chat/call. Thanks and regards.

@worthydesk

As a Zoho Certified Developer with a focus on API Integration, CRM set up, and Mobile App Development, I am well-equipped to handle your project needs. Not only have I employed Zoho CRM in various projects, but I have also specifically worked on configuring call recording features as you require. For instance, in one major project for a telecommunication company, I integrated Twilio successfully and implemented comprehensive call logging and recording solutions. When it comes to retaining and organizing the recordings inside Zoho CRM, I take meticulous care to ensure they are easily accessible within the relevant lead or contact records. This is crucial for businesses like yours where instant call playback can make all the difference. Additionally, my proficiency in setting up automation rules will aid in creating efficient follow-up reminders and assigning leads promptly. Considering your preference for a telephony provider perfectly suited for your business case, I would recommend Exotel; their robust features blend well with Zoho CRM's functionalities providing not only seamless call pop-ups but also reliable and secure storage options for recorded calls. And to address your timeline concerns, let me assure you that with our streamlined approach and experience gained from working on similar projects, we can deliver a comprehensive deployment within 4 weeks placing multiple milestones for timely completion of each of your requirements.

@fbs2009

3x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards

@yaminisurender

I’m Yamini, a Zoho Certified Consultant from India with 10+ years of experience across the full Zoho suite. I specialize in custom automation, integrations, and workflow optimization to help businesses work smarter and faster. Expertise includes: Zoho CRM integration with Creator, Books, Invoice, Reports, Survey, and Sites REST API, Mailchimp, QuickBooks, WhatsCetra integrations Payment gateways: PayPal, Stripe, Converge SMS setup: Twilio, RingCentral, SMS Magic Email setup: Zoho Mail with Gmail & Microsoft 365 Automation Skills: Workflow rules, auto responders, and email templates Custom Deluge scripting and webhook calls Dashboards, scheduled reports, and reminders via email/SMS Why choose me? ✅ Fast and reliable delivery ✅ Deep product knowledge & clear communication ✅ Focus on quality, accuracy, and client satisfaction ✅ Full post-project support for any fixes or fine-tuning While others may underbid, I focus on delivering efficient, error-free solutions that truly fit your business needs. Let’s make your Zoho system work perfectly for you! ? Yamini Zoho Certified Consultant

@ssquare489

Drawing from my extensive experience, I can confidently say I am the ideal fit for your project integrating Zoho CRM with call recording. Over the years, I've had the privilege of delivering tailored CRM solutions, some even with emphasis on configuring sophisticated call recording capabilities like you require. In a recent project for a sales team, I effortlessly integrated Zoho CRM with the Twilio telephony platform to offer pristine call logs that are automatically stored within relevant customer profiles - an approach we could replicate in your workflow. Moreover, with my profound understanding of AI and mobile technologies, I have the competence to incorporate automation rules to facilitate streamlined follow-ups, lead assignments and stage-specific tasks. This, alongside a seamless integration of WhatsApp Business API to consolidate all chat logs and attachments with respective leads will certainly refine your team's organisational setup. I am well versed in deploying real-time dashboards for effective pipeline management, source performance tracking and individual agent activity monitoring as well. From the sound of our needs and priorities aligning remarkably well and leveraging my past experiences in bespoke CRM systems development, AI-integrated solutions for web & mobile applications design and PHP proficiency among other appropriate skills; it's clear that my approach fits your project perfectly.

@huzaifa306

Hi, I have over four years of experience setting up Zoho CRM from scratch, including cloud telephony, WhatsApp integration, and full automation for sales teams. I can configure your retail real-estate CRM with seamless Android call logging, automatic call recordings stored inside each lead, clean pipelines, and smart follow-ups so nothing slips through. I have done similar Zoho setups with Twilio and Exotel, and I am happy to suggest the best option for your workflow. We can also do a quick call so I can walk you through comparable projects and outline a clear timeline. Best regards

@Ussama91

I will configure a full Zoho CRM deployment with custom lead fields and lead capture setup, integrating cloud telephony for automatic call recording and storage, WhatsApp Business API, automation rules, and real-time dashboards, adapting to your budget and prioritizing seamless mobile call logging on Android, with a focus on Exotel for telephony due to its reliable call pop-ups and recording retention, and providing brief hand-over training, expecting a timeline of 4-6 weeks with milestones including setup, testing, and deployment. Waiting for your response in chat! Best Regards.

@citijayamala

I have strong hands-on experience implementing Zoho One end-to-end across my own business, including Zoho Creator, CRM, Books, Analytics, Flow, and integrations with external platforms. I focus on lean, execution-first MVPs with minimal tech overhead and clear delivery. Sure, I can handle your project on Zoho CRM Setup with Call Recording. My latest sample ZOHO project done in Freelancer for your reference : https://www.freelancer.com/projects/zoho-crm/Complete-Zoho-One-CRM-Implementation/reviews I will handle your project with • Full Zoho CRM deployment, including custom lead fields (property type, source, status, follow-up) tailored to retail space deals. • Lead capture set up to flow straight from the property portals I use, with the flexibility to add website forms and manual entries later. • Cloud telephony integration—whether Exotel, Knowlarity, Twilio, or another service you recommend—that supports both call pop-ups and recording retention inside CRM. • WhatsApp Business API connected so that chats, attachments, and call history sit alongside each lead. • Automation rules for follow-up reminders, lead assignment, and stage-based tasks. • Real-time dashboards and scheduled reports for pipeline, source performance, and agent activity. I will start the work immediately.

@tamannarajput18

With over six years of Full Stack Development experience, I have successfully executed complex and customized CRM deployments on various platforms, including Zoho. One specific project similar to yours involved configuring call recording and implementing a robust storage system within Zoho CRM. I integrated Twilio as the telephony provider for that project, which facilitated flawless call pop-ups and effortless call recording retention inside the CRM. Continuing along those lines, for your commercial real-estate workflow, my proposed telephony provider would be Knowlarity, which is renowned for its scalability, reliability, and extensive feature set. Not only does Knowlarity seamlessly integrate with Zoho CRM, but it also offers strong mobile compatibility, making it ideal for your Android-based operation. In terms of timeline, a realistic estimate for the full setup process would be three weeks. This would include staging several milestones like initial custom field configuration, lead capture setup from property portals and website forms, integration of Knowlarity telephony service and WhatsApp Business API, automation rules implementation and real-time dashboard generation.

@Ankurhardia34

Hello, I’m Ankur, a freelance developer with a dedicated team of professionals. I read all your requirements for website and I assure you that I will provide high-quality work at the proper time. Additionally, we also provide you 3 months of support from our side. As a Full Stack Developer, I specialize in Web and App Development, boasting a portfolio of stunning projects with top-notch UI/UX design. My expertise spans Flutter (for both Android and iOS), PHP, and WordPress, and I bring over 7 years of experience to the table. Whether it’s websites, applications, or e-commerce platforms, I’ve got you covered. But I’m not limited to just coding. My skill set extends to graphic design and logo creation, offering you a one-stop solution for all your project needs. With a track record of over 500 completed projects, I am committed to delivering nothing short of excellence. My ultimate goal is your complete satisfaction. Thank you for considering me for your project. I’m ready to transform your vision into a reality that stands out in today’s competitive landscape. Best Regards, Ankur Hardiya

@Ebendewater

New freelancer. Experienced developer. Fully committed to your success. I’m building my reputation, which means I care more about quality and satisfaction than the paycheck, giving you dedicated effort, clear communication, and excellent results at a competitive rate. I'm also offering 6 months of free maintenance!!! I'm Eben, a seasoned PHP developer with extensive experience in API integration and automation. I have successfully set up robust call recording systems within Zoho CRM for various organizations, ensuring seamless telephony workflows and storage that meets compliance standards. My approach includes understanding your specific storage requirements and using an appropriate telephony provider accordingly. After reviewing your project details, I recommend Exotel for its excellent call pop-up functions and recording retention capabilities. In terms of timeline and milestones, I propose completing the full Zoho CRM deployment customized to your retail space deals within four weeks. This will involve creating tailor-made lead fields for property type, source, status, follow-up and integrating real-time dashboards for pipeline management, source performance tracking & agents' activities. To ensure a smooth transition, I will provide thorough hand-over training to your team to maximize productivity from day-one.

@ashutoshs2405

Hi, I specialize in Zoho CRM setups for real-estate workflows and have implemented call-centric environments where every inbound/outbound call is auto-logged with recordings stored directly inside the lead/contact timeline. For similar projects, I’ve integrated Exotel and Knowlarity with Zoho PhoneBridge, ensuring call pop-ups, automatic logging, and secure recording storage (Zoho CRM attachments + cloud backup via Zoho WorkDrive). For Android users, I configure softphone routing so calls flow through the telephony app—ensuring 100% recording capture and CRM sync without manual steps. For your retail real-estate setup, I’d deploy Zoho CRM from scratch: custom modules/fields for property leads, portal lead ingestion, WhatsApp Business API sync, workflow automations, dashboards, and role-based pipelines. My recommendation is Exotel for reliability in India, strong recording retention, and smooth Zoho integration. Timeline: • Week 1: CRM architecture, fields, pipelines • Week 2: Telephony + WhatsApp integration • Week 3: Automations, dashboards, testing • Week 4: Training + go-live You’ll receive full documentation, recording storage mapping, and team training. I can share a sprint plan and begin immediately.

@Preetbegra

Hello, I’m experienced in setting up and optimizing Zoho and HubSpot CRM to streamline lead management, sales pipelines, and automation. I can handle CRM configuration, workflows, integrations, and reporting to match your business needs. >> I would be happy to connect and discuss your project in detail. Let's have a quick chat or call to talk more about your project.<< Best Regards, Pritpal Kaur V