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Customize Zoho CRM

$250-750 USD

Imefungwa
Imechapishwa almost 4 years ago

$250-750 USD

Kulipwa wakati wa kufikishwa
I am looking for someone to help us organize our Zoho platform including: 1. Reconfigure selected fields 2. Lead ranking 3. Build 2-3 workflows 4. Setup 2-3 automated processes 5. Help us setup Zoho Campaigns As part of the project, we want you to document steps and train us to how to do this for ourselves. We are a travel mgt company that sells exclusively to businesses, so it is all B2B sales and marketing. Our budget is $500 but we're open to negotiate based on your skills and experience.
Kitambulisho cha mradi: 25737756

Kuhusu mradi

19 mapendekezo
Mradi wa mbali
Inatumika 4 yrs ago

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19 wafanyakazi huru wana zabuni kwa wastani $483 USD kwa kazi hii
Picha ya Mtumiaji
Dear Sir, Hi Thank you for providing us this opportunity to serve you in a professional and efficient manner. I am preferred freelancer on this site which is an evident of great quality work we offer for our respectable clients. I am also Top Zoho One Expert and Web Developer. Here are my different profile glimpses: https://www.freelancer.com/u/fairchance.html Sir, I am Top Zoho Expert and working in Zoho Suit of apps from last 6 years. I have built a large number of applications on Zoho One i.e. Zoho - Creator, CRM, Books, Projects, Sites, Invoices, Desk and Reports with extensive integration between Zoho Products and third party apps. I shall be very helpful to you regarding your CRM automation, web integration and other CRM administrative support like User Rights Assignments, Reporting, campaigns and Inventory etc. I have read all your job post and fully well versed about your requirements. I can organize your Zoho platform including including Reconfigure selected fields, Lead ranking, Build workflows, Setup automated processes and setup Zoho Campaigns as per your functional requirements in an efficient and professional way. Sir, if a chance has given to me i shall prove that I am the freelancer you are looking for. Kind Regards Fairchance Zoho One Expert Zoho Authorized Partner
$500 USD ndani ya siku 15
4.9 (167 hakiki)
7.9
7.9
Picha ya Mtumiaji
Hi, I have read the brief details on the job listing. I am a full stack developer with 9 years of coding experience. I have worked with multiple similar jobs before. I have completed 150+ major projects just on this website in last 5 years. Apart from that I have a good team of developers for doing web based jobs of any kind. You can check my portfolio here: https://www.freelancer.com/u/AwaisChaudhry?w=f I believe I can do this job. Lets discuss ! Awais
$750 USD ndani ya siku 29
5.0 (50 hakiki)
7.6
7.6
Picha ya Mtumiaji
I have 6+ year experience in the field of Zoho one suite. I have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.) I can do various types of integration between zoho apps and other third party integration like (Google, Office 365, Xero, Insightly, Saasu, Clarizen etc.). I have worked with 200+ client in my career with 100% completed the jobs. below are the list of my work skills Zoho Creator: 1. Creator Form Management 2. Application Development 3. Report and Robust Database 4. Various Automatons 5. Delegue Script Development Zoho CRM: 1. Module Customisation and Creations 2. Layout management and layout setup. 3. Workflow Automation. 4. Custom function Implementation 5. Call, Event and Task Management. 6. User Management 7. Webhook Implementations 8. Report Creating Zoho Project: 1. Project Creations 2. API implementation Zoho Inventory: 1. Invoices Management 2. Purchase Order, Sales Order 3. Stocks and warehouse 4. Customer management Zoho to 3rd Party 1. Xero Integration 2. MailChimp Integration 3. Champaign Monitor Integration 4. Active Campaign Integration 5. Google 6. Facebook 7. Office 365 SMS Integration 1. Burst 2. Clickatel
$556 USD ndani ya siku 3
4.8 (14 hakiki)
6.0
6.0
Picha ya Mtumiaji
Hello sir, I read your project details for website design. Frontend Skills: * PHP, Angular, NodeJS, ReactJs, * Advanced WORDPRESS Experience and Skills * Javascript, JQuery, Ajax; * HTML5 (Audio, Video, Canvas, Geolocation, Localstorage), CSS3, SCSS; * Adaptive Layouts/Frameworks - Bootstrap; - Backend ( Wordpress, Node.js, , Magento, Laravel, MySQL, PHP, React .js Am very interested in your project. I have deep knowledge of WordPress, E-commerce, Woo-commerce, PHP, HTML/CSS/JS/Bootstrap many more. I provide Services like: - Website Amendments, New Page Add, Plugin Integration, Web-Security, antivirus and lifetime support many more. Thanks & regards... Neha Sharma
$500 USD ndani ya siku 7
4.8 (42 hakiki)
5.6
5.6
Picha ya Mtumiaji
My name is Yamini and I am an Indian based Zoho/Salesforce Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites and vice versa. Mailchimp INtegration Quickbooks Payment Gateway like PayPal, Stripe and Converge gateways RingCentral, Twillio and other phone based integrations. Zoho Mail with Gmail, MS Office 365 and other MS office Setup. Automation: Workflow rules, Auto responders, Email Templates Creation. Follow Up Task,Alerts,Custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. · I work extremely fast. · I have a great knowledge on Zoho Products and Scripting behind business logic. · I can ensure quality communication. · I will complete the work as much as earlier and will do my best effort. · I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. I can able to implement the Zoho Customization within a week in efficient way since I have delivered config,customization and automation in Zoho CRM for 50+ business.. Thank you and I look forward to the opportunity to work with you Yamini Zoho Certified Consultant
$500 USD ndani ya siku 6
4.8 (46 hakiki)
5.8
5.8
Picha ya Mtumiaji
Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process 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 • Workflows • Validations • Advanced Formula • Reports and Dashboards
$450 USD ndani ya siku 7
4.9 (26 hakiki)
5.4
5.4
Picha ya Mtumiaji
Hello, I am really interested in your project as I already have good experience in this area. Please inbox me so we can talk/discuss about your project and proceed further. I have 5+ years of experience in ZohoCRM/One, Creator, Campaign, Shopify, Mailchimp. In my previous company, I have worked on 50+ Zoho related projects for data importing, automation, sending follow-ups, and many other developments. I have created Zoho webhooks, custom functions, modules, email automation, lead follow-ups, and many more functionalities and many more related to ZohoCRM. Looking forward to hear from you. Regards
$500 USD ndani ya siku 7
4.8 (14 hakiki)
5.2
5.2
Picha ya Mtumiaji
Hi, I am Ankita and i have more than 8years experience with Zoho Creator and Zoho CRM. I have developed more than 38Zoho Creator apps so far. I would like to share some of my latest application i developed with Zoho Creator are as- 1- Resident Management Owner details, Residents details, Flats details, units details. All vehicle in society by there Resident Number. All Pets Details in the building Phone bridge integration for phone calling direct through the Zoho App. Customer Portal for Different Users. 2-Medical Clinic Zoho creator data Import/Export using .csv, .xls, .tsv. Import data from pdf and upload data into zoho creator. Take care of Unique keywords while Import data into zoho. Php code used to took data from pdf document. Total 2500+ PDF file converted into .csv and import into Zoho Creator Pulling price and cost from a price list to populate order forms Auto Populate Subform data when lookup field is selected. Invoices Send through E-MAIL Please share more details about the application you want to get developed with zoho Creator. I am available for further discussion. I look forward to hearing from you. thank you regards, Ankita
$550 USD ndani ya siku 15
4.5 (10 hakiki)
5.5
5.5
Picha ya Mtumiaji
Dear Recruiter, I hope you are doing well & Safe. My name is Raj and I am an Indian based Zoho Consultant. I love Zoho and I have 4.5 years of extensive experience in all Zoho Products. Integration : Zoho CRM, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites, and vice versa. Automation: Workflow rules, Autoresponders, Email Templates Creation. Follow Up Task, Alerts, Custom functions, Automatic Rules, Reminder Setup, Notification via Email, and SMS, Dashboard Creation, Scheduled Reports with multiple formats, Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. - I work extremely fast. - I have a great knowledge of Zoho Products and Scripting behind business logic. - I can ensure quality communication. - I will complete the work as much as earlier and will do my best effort. - I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. I will implement the Zoho in an efficient and faster way since I have implemented CRM with customization, integration, permission, and profiles for 45+ business Thank you and I look forward to the opportunity to work with you Regards Raj Kumar Jha
$300 USD ndani ya siku 5
4.6 (3 hakiki)
3.5
3.5
Picha ya Mtumiaji
Hi, I have read your requirements. I can setup this in 5 days. I have 3 years of experience in zoho apps like CRM, CAMPAIGN, CREATOR, etc and 4 years of experience in building 3rd party apps Happy to hear from you. Regards,
$456 USD ndani ya siku 5
5.0 (1 hakiki)
0.9
0.9
Picha ya Mtumiaji
I am a Zoho CRM Developer and Consultant having vast and good hands-on experience in working across multiple projects and organizations. I have worked on projects based on Zoho CRM and Zoho Creator. Creating custom functions using Deluge, API integrations and workflow automation is also one of my specialties. Apart from that, I have the skill set required to implement a sales playbook within CRM and make other customizations within the CRM making it highly productive and an easy to use UI. Having prior experience in creating automation, forms and buttons for different organizations practically helps me understand the scope of the project much faster. One of the recent similar projects I did was for a clinical website in Canada -: - Customized leads and deals module in Zoho CRM and added fields and buttons as per requirement. - Created custom forms to capture leads - Performed a complete audit of the existing CRM system to recommend where leads are not getting properly followed up by the sales team - Set up workflows and automation to create follow up tasks based on the type of lead - Set up dashboards for complete visibility into the sales pipeline - Alerts using custom functions if certain criteria not met e.g. if a lead is not contacted in the first 48 hours after sign up - Synced emails for a sales rep with Zoho - Automated invoice generation from sales
$400 USD ndani ya siku 7
0.0 (0 hakiki)
0.0
0.0
Picha ya Mtumiaji
Hi, I have been working on Zoho platform for last 6 years. Very recently I have executed some projects on Zoho with similar requirement. We can connect to discuss your requirement in more details and take it forward.
$500 USD ndani ya siku 10
0.0 (0 hakiki)
0.0
0.0
Picha ya Mtumiaji
Hi, Greetings for the day! Project Requirement - Setup Zoho CRM and campaigns About me - I am a skilled Zoho developer with 3 years of experience with the system. I have implemented over 10 Zoho ONE systems and would love to help you with the same. Let's discuss the aforementioned requirement according to your calendar! Cheers Deepankur
$722 USD ndani ya siku 7
0.0 (1 hakiki)
0.0
0.0
Picha ya Mtumiaji
Hi, My name is Kewal Agrawal and I have worked in Zoho Corporation PVT LTD for 3 years as a developer, hence I understand all of Zoho Apps in and out including Zoho CRM and Campaigns. I have set up Zoho CRM for many organizations in the past and I can easily set up all the requirements that you are asking. Few of my services are : 1. Setting up fields, layouts, and custom modules. 2. Setting up automatic lead scoring(lead ranking) 3. Creating automation through workflows and deluge(I am an expert in deluge, Zoho's native language) 4. Integrating with Zoho and external Apps. 5. Integrating with Zoho Campaign and making sure leads are automatically synched between Zoho CRM and a contact list in Zoho Campaigns. 6. Creating reports and dashboards to track progress. 7. Setting up roles, permission, and data sharing rules. This is just the tip of the iceberg on what Zoho can achieve, the limit is the sky and I can not help you achieve it, but also teach you properly so that in future you can do all of these by yourself. I believe you are a sales and marketing company. I have an MBA degree from India's top business school IIM with a major in Marketing and Analytics, which I believe makes me even more suitable for this job.I can give Let's connect on call and I can tell you what else can I do for you. Regards Kewal Agrawal
$250 USD ndani ya siku 10
0.0 (0 hakiki)
0.0
0.0

Kuhusu mteja

Bedera ya UNITED STATES
Mount Prospect, United States
0.0
0
Mwanachama tangu Mei 27, 2020

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