I want to build out Zoho to help me manage contacts, leads, and other client information. PandaDoc is used for my proposal generation, and Stripe is used for my invoicing. I would like for all three websites to work with one another seamlessly.
Below are some of the things I know I want to do:
1) Create a form, which is embedded in my WordPress site on a custom URL (such as www.fulldisclosuremedia.com/agency-intake). Use this as a lead intake form, which automatically creates a lead, account, contact and potential within my Zoho CRM.
2) I want to have a proposal document be automatically created in PandaDoc once a lead is input into the above intake form, using the submitted information populate specific token fields in the PandaDoc document. Ideally, I would like for this proposal to be automatically sent out to the e-mail address of the person that submitted the lead information in the agency-intake form. And when the form is signed and the invoice paid, I want Stripe to automatically setup a monthly subscription based on the dollar amount indicated within the proposal.
3) Setup Zoho Mail for four of my fulldisclosuremedia.com e-mail accounts.
4) Set up a standard Zoho unsubscribe page for future email marketing purposes (i.e. www.fulldisclosuremedia.com/unsubscribe).
5) Track the status of created PandaDoc proposals within my Zoho CRM.
6) Setup Zoho books, such as invoice tracking and expense reporting. Ultimately, I want to track all paid invoices from Stripe.com within Zoho, as well as client billing dates.
7) Want to modify the CRM dashboard menu to link to other Zoho apps I am using (I.e. Forms, Books, Projects, etc).
8) Have products keep format when they are pulled into the PandaDoc proposal document (right now, it just bundles up the words with no formatting remaining in place).
9) Setup Zoho Projects to have specific task templates for different parts of a campaign (I.e. Campaign Setup Tasks; Maintenance Tasks).
Please let me know how much you would quote me to complete all of the above, and what I would need to provide you to accomplish this (i.e. what login credentials do you need and which Zoho apps do I need to subscribe to?). Understand that I am all about automation, so any ideas for improving on the above ideas would be appreciated. And if the work is good, I'm looking to build a long term relationship with a developer for a more complex system in the future for another business of mine.
Really looking forward to get this done ASAP.