Zoho CRM Customization for Taylor Movers

As an IT Zoho Specialist at Taylor Movers, I worked on transitioning the company from a custom-built system to the Zoho ecosystem, starting with the CRM.

Key contributions:

• Custom Modules:

  • Leadsource Module – Captures building sources where potential leads originate.

  • Facilitator Module – Tracks property managers/contacts who notify the marketing team about upcoming moves.

• Move Type Module – Defines the type of move (e.g., residential, office, long-distance), helping determine required materials.

• Schedule Module (Custom Price Book) – Automates pricing based on material type and percentage-based rules.

• Product to Item Conversion – Converted the Products module into Items, listing all move-related items with their price, cost, and availability.

• Improved alignment between marketing and sales by ensuring lead data flows seamlessly into the sales pipeline.

This customization allowed Taylor Movers to optimize lead management, automate pricing, and streamline the entire sales process inside Zoho CRM.