Zoho Creator Jobs

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Hourly - Intermediate ($$) - Est. Time: Less than 1 week, Less than 10 hrs/week - Posted
I need phone consultation to determine if zoho is the right CRM for me. If it is, I need help in setting it up to handle two product pipelines, with migration of two excel databases into zoho (max of 100 leads in each), help with setting up email templates, and help with the contacts info. Some basic phone consultation to train me in the process would be helpful as well.
Skills: Zoho Creator CRM
Hourly - Intermediate ($$) - Est. Time: Less than 1 week, Less than 10 hrs/week - Posted
We are a tourist agency that uses Zoho CRM. We would like to have some custom modules, fields and templates. We have a module Trips (Potentials) and we need to be able to put Passengers there. Then when we need to be able to print a voucher and a contract for this Trip with all the passengers in the trip. Also to have a bus schema for our own trips.
Skills: Zoho Creator Zoho CRM
Hourly - Entry Level ($) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
Looking for someone with extensive experience with zoho. We are looking for someone to help us customize our zoho CRM, reporting, integrating zoho forms also building out extensive custom metrics using zoho creator. Please have at least 3 plus years experience with all of zoho various products. We are looking for someone ongoing to help build out our custom requirements as time goes on. Please include skype contact to discuss further in detail. Thanks!
Skills: Zoho Creator Zoho CRM
Hourly - Intermediate ($$) - Est. Time: 1 to 3 months, 30+ hrs/week - Posted
Our company is implementing Zoho. We do not have Zoho experience. We need someone who has extensive Zoho experience and is very available to help us rapidly implement it. We have the following requirements for its setup. - Sales funnel tracking - Custom fields on leads/accounts - Hierarchy; some customers have multiple accounts, each of which are managed separately - CRM functionality - tracking contact with them - Scheduled emails from Zoho with some charts (sales funnel, etc) - A way to link to our email accounts (Office365) to automatically suck in emails back and forth with accounts, detected by email address(es) - Push data into Zoho for use in reports - Workflows, triggered by events such as setting a go-live date. These workflows would generate tasks such as follow-up etc. Some of the above we don't know how to do it, so we are looking for someone to spend a few weeks helping us set it up. Please ask questions sufficient to determine whether you can perform all of the above. Our preference is to get a freelancer who can do all of these tasks, not just some of them.
Skills: Zoho Creator Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $200 - Posted
WE are done with Salesforce and just starting with Zoho CRM most immediately needing some assist TO SETUP THE ACCOUNTS AND PRODUCT PRICEBOOKS. Simply functionality we need at the moment it to create and send clients offical quotations from this portal.. we have all the detail and with your expertise it shall be done we will hire quickly
Skills: Zoho Creator CRM Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $100 - Posted
I’d like an app that is a utility that accepts tasks I email and turns them into tasks in CRM. The user will be able to send an email to a special address that will look at it and know what task to create, for what date, and which CRM user to assign it to. It will get the details from the subject of the email. The app should have two forms: • One receives the incoming email message using the form's "Submit form through email" feature • A second form (User table) identifies a list of users, where each user has an email address field, and a CRM User ID field When an email is received, it creates a new record. Script for that form looks at just the subject line and the first line of the email body - The first line of the email is the subject of the task to be created - The subject will have the number of days from the current day to set the due date for the task - The subject may have an optional second number that specifies an alarm time, e.g. 9 for a 9am alarm, 13 for a 1pm alarm, etc. The sender of the email is used to check the User table to determine the CRM owner ID for the task to be created So as an example: --- From: johnsmith @ gmail.com Subject: 2 Body: Send proposal to Dave Sincerely, John Smith --- Assume that in the user table johnsmith@gmail.com is populated with the correct CRM ID. The app will create a task for John Smith with a due date two days from today with task subject “Send proposal to Dave” Example #2: --- From: johnsmith @ gmail.com Subject: 0 14 Body: Call Susan about project Thanks, John --- In this example, the app should create a task due today, with a reminder email at 1pm, assigned to user John Smith, with subject “Call Susan about project” Please provide: • Access to log in to test the app on your system • An exported .DS file • Instructions on how a user should import the .DS file and set up the app to be used
Skills: Zoho Creator
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
We are using zoho for less then a year. One developer from netherlands made a database application in zoho creator, and we see the potential but are unhappy with the errors in it. And the lack of response from their side. We are looking for a skilled and reliable professional who can fix our current problem and who can keep thinking and helping us in the future to improve zoho crm to our needs
Skills: Zoho Creator Zoho CRM
Hourly - Entry Level ($) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
We need a large number of Zoho reports created. We have a set of Excel based data that will be imported into Zoho, and various reports of little to slightly moderate complexity will need to be created on daily, weekly and monthly views. Most of the reports will be straightforward, but several will require the use of substring and parsing functions. We anticipate that even after the implementation of the intial set of reports, our needs and requirements will evolve, so we are looking to establish a long term working relationship with a dependable and reliable Zoho Reports developer. A detailed set of requirements with sample data will be provided to qualified candidates.
Skills: Zoho Creator Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $150 - Posted
Looking for a professional who works with Zoho and have experience with it, actually we have tree databases connected to it, the main problem is the viewing of the entries, one database is not viewable at all, a more fluent interface, the customers entering are not ver proficient with systems, so it need to be the really really simple. It is a platform in which people report and pay spaces for parking on the street, if a car passes the time for being parked it is reportes by 'Viewers' who are in charge of uploading the plate of the car to the system as 'Fined' once there the people in call center are in charge of sending an immovilizer orliberating the car, etc. The parking lots are working in several distinct areas of Mexico, each area has its own personal and own reports, however it has to be viewable for the director and other persons the whole picture, all the reports need to be updated in real time and no need of further manipulation in order to update new months or add new datas. I attach some images so you can view it for yourself.
Skills: Zoho Creator Database Administration PHP