Complete Zoho CRM Setup

I need my brand-new Zoho CRM account configured from the ground up so that I can start managing incoming leads, automate the sales pipeline, and handle day-to-day email interactions all in one place. There is no historical data to migrate, so you can focus entirely on building a clean, well-structured system rather than cleansing old records.

Here’s what I expect as the finished package:
• Core settings configured (company info, users, roles, profiles, basic security).
• Lead management workflow ready to capture, qualify, and convert prospects.
• Sales automation rules that move records through each stage and trigger tasks or alerts.
• IMAP/POP email integration fully tested so every conversation is logged against the right contact.
• Essential reports and dashboards that let me track lead sources, deal progress, and team performance.

I’ll provide branding assets, email credentials, and any wording needed for custom fields or pipeline stages. Please outline your approach, expected timeline, and any previous Zoho CRM projects you’ve completed so I can see how you work.