We have 3 separate business units that have been operating without a CRM for some time. We have a solid workflow developed but need someone who is very familiar with Zoho CRM, Creator, etc. to develop the CRM so we can begin using it.
The CRM will consist of the ability to track contacts and opportunities through the sales process including who the referral partner and sales person is for each opportunity (for commission purposes later). It will need the ability to create custom quotes from our product list. It will also need the ability to integrate with Quickbooks for invoicing purposes.
Currently it will support 7-10 users but needs to be developed with expansion in mind for adding an additional 5-15 users over the next 2 years.
Brief outline of the CRM requirements:
*Contacts (integrated with Outlook/Office 365)
*Opportunities - stages of work
*Referral partner for commissions
*Integration with Quickbooks
*Payment processing via Stripe
Hourly - Est. Time: Less than 1 month, Less than 10 hrs/week -
My company is looking for someone who is an expert in creating and implementing business workflows tailored to my company day-to-day task.
My company is FreedomHill Properties. Our company model is realestate wholesaling. We are in the process of transitioning from paper to a automated management tool to make sure no sale lead is left behind.
ZOHO CRM and Creator expert:
Customize the current CRM according to the business needs
-intergarte with PABX system
-generate and schedule report
-create course pricing
we have multiple agent working to recruit student for us. Need to create application process for agent to fill on behalf of student.
This is a fairly simple job for any qualified Zoho creator person : we need you to create a xml interface for data entered into ZC, so it can be pulled into excel for treatment and compilation.
Your best bet is probably a view, but I'll let you explain how are envisioning to do that.
The data we need to pull is a "quote", with data from other forms it has relationships with. Maybe tricky : the quote has subforms, wich can have multiple values (=rows). We need to input into excel the "quote" ID so it is specifically queried.
We need you to pull in one query from excel
- the "quote" data, with its subforms
- data from a "client" form, which is attached to the "quote"
The result in excel must be a fixed layout (i.e. data from the subforms always end up in the same place), so it can be queried easily.
PLEASE INCLUDE in your applications how you would do it, with the specific steps. This could lead to a lot repeat tasks if we're happy with the result
Hourly - Est. Time: 1 to 3 months, Less than 10 hrs/week -
I'm looking to build a job management solution using Zoho CRM.
The things that Zoho CRM currently lacks for me are...
1) The ability to convert a purchase order to a bill and have inventory increase when this happens
2) Have inventory decrease when an item is added to a sales order (but before invoicing). Would also like to rename "Sales Order" to "Job" but this is not super important
3) The ability to have some purchase order items go straight onto a "Sales Order" when the purchase order is converted to a bill, skipping the inventory all together
4) Integration with Xero for things such as inventory adjustments, sales invoices, bills, customers and suppliers
Hourly - Est. Time: 3 to 6 months, 30+ hrs/week -
I just learned about Zoho Creator and I am looking for a Zoho Creator Pro to develop my business apps. We have a few ideas already and we were thinking of hiring some other web developers but maybe we can do it in Zoho.
One app we need is a bookkeeping app, to show graphical reports of bookkeeping numbers like freelancer costs and profits, revenues and recurring expenses.
We have a few more after this, but the bookkeeping app is to start.
Please show me your Zoho Creator portfolio so we can assess your skill level. Thank you.
Looking for a Zoho CRM/Creator developer to create solutions that fulfill the following business requirements:
On upload: Automatically assign potential owners to match the associated contact owner, and automatically assign contact owners to match the associated account owner.
Create a formula field on the sales order or potential to calculate commission based on a number of factors.
Capture and send data from fields on a creator web form to the associated fields in the CRM.
Consult on the possibility of connecting Zoho CRM to DocuSign via the existing API’s.
Hourly - Est. Time: 3 to 6 months, Less than 10 hrs/week -
I am looking for an expert in Business Process Modeling.
We have a series of workflows we are creating to streamline our new business.
We built a company previously and it was acquired. It's focus was providing gigabit internet services.
We are building a new company that is going to do the same thing. We want to do it better this time. Better processes. Learn from previous lessons.
We want workflow modules that will guide our staff through data collection and making sure they are taking proper actions based off of data.
- Sales Opportunity Workflow
- Legal Agreement Workflow
- Budgeting Workflow
- New Vendor Workflow
Our previous workflows were all very manual and driven by excel documents or they were memory based. It was hard to keep track of everything. We want a better flowing process.
We plan to collect data from these workflows and have it land in a variety of places, like our wiki, our crm, our billing application, etc.
I am looking...