Zoho Creator Jobs

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Fixed-Price - Intermediate ($$) - Est. Budget: $100 - Posted
I am would like to create a CRM application in Zoho, Podio, or any another software application with internet and mobile phone access. Choice of application is based on ability to meet specifications and lowest cost for 3 users. We have 3 workers including 1 in a call center and 2 remote property managers. The call center worker takes phone calls from callers and enters data into a form with fields for First Name, Last Name, Phone Number, Desired Move Date, Desired Number of Bedrooms, Checkbox for Cats, Checkbox for Dogs, and Property Name. Once form is entered the caller is assigned status of "prospect." During the call, the call center asks if the caller would like to schedule an appointment. If yes, another form is created with fields for date, time, and email (for confirmation). When the details are saved, an alert is sent to one if the two property managers, and the status is changed to "Scheduled." If the caller is not interested, the status is changed to "closed" or if the caller may be interested in a future, the status is changed to "follow up." If an appointment is scheduled, the caller meets with the local manager and views a rental home. After the viewing the caller is not interested and status changes to "closed," or is interested and a new form is completed. As the form is completed, the status changes to “applicant.” Form fields include Yes or No interest, checkbox for application received, checkbox for application fee received, and any concerns. If checkbox indicates the prospect is interested, an alert is sent to the call center to initiate a background check. Reporting is necessary to show all calls, all appointments (name, time, date, and property), all interested prospects, and any follow ups.
Skills: Zoho Creator Podio Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $50 - Posted
We have a need to come up with reports for an activecampaign client. We need to determine the feasabilty of using ActiveCampaign (current or beta CRM version) to get some of this data out in a reasonable fashion. We will add the client's fields but need to figure out the best approach to report. Can be via Zapier, API, Zoho Reports or some other tools. We need someone to create a solution (preferably off the shelf) for a very reasonable cost. CRM will be adding reporting some point but I cannot wait. Attached is wishlists from client. We are really NOT looking to switch CRM unless we absolutely have to. The CRM is fine, just the reporting is BAD. SAMPLE Reports Required: Leads by source (Referral Source) Leads by Month (Date) Leads by Tags: No Engage, No Contact Leads by Office Visit - no engagement Leads by Appt Date Budget is there only as a placeholder!
Skills: Zoho Creator ActiveCampaign API Development xml web services
Hourly - Intermediate ($$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
I am a financial advisor and I use Marketing Library for content and for emailing articles/newsletters. I have about 400 names on the list. The process is not working as good as it should though. I do not have an easy way to add emails to the list and the formatting is not as inviting as I would like. I would like to hire someone to... help me transfer the contacts from the other databases, which I can export easily, and set up a new program in Chimpmail or maybe Zoho. I am open to other email suggestion though. I did do some research and found Zoho integrated with google, which I use as my primary email, and it was easy to format some professional emails. Chimpmail is integratged with my CRM so if chimpmail is as good as zoho we will us it. Then I would like to send content to the person and have them format for sending to prospects. I will be sending about 2 to 3 a month. So maybe a per hour or a per mail pricing would work. Update and keep mailing list up to date.
Skills: Zoho Creator Email Marketing Google Apps mailchimp
Fixed-Price - Intermediate ($$) - Est. Budget: $70 - Posted
I need simple customizations in Zoho Recruit - you should have previously worked in Zoho Recruit and be able to let me know the level of difficulty of each task. Please quote each task with turnaround time and a fee: One-on-one session to explain how to customize main Candidates page and add or remove certain "columns" – Customization on “Candidates” view altogether Adding a list of all Job Titles – would you need a ready list from us or you have one? OR Add-on option for free text on Current Title when using "New Candidate" Candidates Search/Clients Layout Optimization Double entries – automatic recognition of existing email
Skills: Zoho Creator
Fixed-Price - Expert ($$$) - Est. Budget: $60 - Posted
Hi I am looking to hire someone who can write some simple deluge scripts in Zohos custom functions for me. They need to have experience with Zoho CRM. I initially had some created to update a field to a score in the event module based on the criteria entered into the event. This is what I had it wrtitten for below. This issue I have now is that I now need to calculate KPI scores for any call that is logged in the CRM and award 5 points for each call depending on the call owner that made it. This all needs to tie in with the existing KPI reporting on events. I am really looking for a way and have it done to have these all calculated together and be able to show it correctly on the same report. Here is the if, then statement / rule: On creation of event, If Meeting Type = Presentation (E) and NDM Present = Paul then set Paul KPI = 25 If Meeting Type = Presentation (E) and NDM Present = Scott then set Scott KPI = 25 If Meeting Type = Presentation (E) and NDM Present contains Chris then set Chris KPI = 25 If Meeting Type = Presentation (E) and NDM Present = Paul & Scott then set Paul KPI = 25 and Scott KPI = 25 If Meeting Type = Face to Face and NDM Present = Paul then set Paul KPI = 10 If Meeting Type = Face to Face and NDM Present = Scott then set Paul KPI = 10 If Meeting Type = Face to Face and NDM Present contains Chris then set Chris KPI = 10 If Meeting Type = Face to Face and NDM Present = Paul & Scott then set Paul KPI = 10 and Scott KPI = 10 If Meeting Type = Initial Meeting (Lead) and NDM Present = Paul then set Paul KPI = 10 If Meeting Type = Initial Meeting (Lead) and NDM Present = Scott then set Paul KPI = 10 If Meeting Type = Initial Meeting (Lead) and NDM Present contains Chris then set Chris KPI = 10 If Meeting Type = Initial Meeting (Lead) and NDM Present = Paul & Scott then set Paul KPI = 10 and Scott KPI = 10 If Meeting Type = Cold Canvas and NDM Present = Paul then set Paul KPI = 5 If Meeting Type = Cold Canvas and NDM Present = Scott then set Paul KPI = 5 If Meeting Type = Cold Canvas and NDM Present contains Chris then set Chris KPI = 5 If Meeting Type = Cold Canvas and NDM Present = Paul & Scott then set Paul KPI = 5 and Scott KPI = 5 If Meeting Type = Telephone Connection w/prospect and NDM Present = Paul then set Paul KPI = 5 If Meeting Type = Telephone Connection w/prospect and NDM Present = Scott then set Paul KPI = 5 If Meeting Type = Telephone Connection w/prospect and NDM Present contains Chris then set Chris KPI = 5 If Meeting Type = Telephone Connection w/prospect and NDM Present = Paul & Scott then set Paul KPI = 5 and Scott KPI = 5
Skills: Zoho Creator Scripting
Fixed-Price - Intermediate ($$) - Est. Budget: $50 - Posted
We have a need to come up with reports for an activecampaign client. We need to determine the feasabilty of using ActiveCampaign (current or beta CRM version) to get some of this data out in a reasonable fashion. We will add the client's fields but need to figure out the best approach to report. Can be via Zapier, API, Zoho Reports or some other tools. We need someone to create a solution (preferably off the shelf) for a very reasonable cost. CRM will be adding reporting some point but I cannot wait. Attached is wishlists from client. Budget is there only as a placeholder.
Skills: Zoho Creator ActiveCampaign API Development zapier