Zoho Creator Jobs

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Hourly - Entry Level ($) - Est. Time: 1 to 3 months, 10-30 hrs/week - Posted
I am in need of a custom Zoho app to be developed nearly from scratch for my company. Things I am fairly positive I need: 1) Zoho CRM 2) Zoho Projects 3) Zoho Inventory 4) Zoho Subscriptions 5) Zoho Books 6) Zoho Invoices 7) Zoho Forms The app is going to require login portals for our own employees, customer's, service centers and vendors that we work with, and each one should only have permissions to view certain information. Workflow automation is very important for our app, as will be centralizing all customer data. Necessary Processes: 1) Intake customer information (this can be done using a form for internal employees, or a separate form for service centers). a. We will also need to schedule appointments for customers, and set them up with email and SMS notifications. 2) Service centers need to upload documents to the forms, or the customer's account. 3) Devices and forms (inventory) will be assigned to customers by either employees or service centers. a. After a device is determined to be installed by a service center (by completing a form?), the customer will be automatically charged based on the rates that were determined during the intake process. 4) Devices need to be serviced every 60 days, and the service centers will need to upload this information into the customer accounts. a. Assigned devices will need to be calibrated a year after they are installed, which means they will have to be removed from a customer vehicle and a new one designated and installed on their vehicle every 6th appointment. In order to keep shipping costs down, we need the logistics of our system to anticipate how many devices will need to be calibrated the following month per service center, so we can ship all replacement devices in one shipment. b. Some devices will need to be repaired due to damage, so if this happens, a description of the damage and required repair will need to be recorded in the customer account. Worst case scenario, the device might need to be removed and a new one installed. This would also require an additional fee in certain instances (with fees charged by the service center for re-installation and by corporate for device replacement). c. In rare instances, a customer's device might require emergency attention, which would need to be recorded in their account as well. This would also require an additional fee. 5) Customer's need access to their data using a login created for them. 6) When a customer's life cycle is up (each one can last a minimum of 5 months), their device will need to be removed. 7) We want to schedule automated emails to the customer after removal requesting a review of our company on Yelp and/or Google. We also want to send an initial review request two weeks after the device is installed. 8) Our employees need to have the ability to document and qualify a service center, and then track a series of steps that have to be taken in order to onboard them into our company. 9) Service Centers need to be able to request inventory replenishment, which needs to be approved by our employees. If approved, a work order needs to be sent to our vendor to fulfill the order. Obviously, this is a very in depth project. We need an EXPERT, and we need to develop this ASAP. We also have another company that requires a custom Zoho app development. If someone is able to apply for this job and take care of this project, we will also seek to hire their services for our other company as well. Really looking forward to see some great quotes here. Ultimately, we are looking for a long-term partner to work with our companies as we grow - Great potential for business all around!
Skills: Zoho Creator Zoho CRM
Hourly - Intermediate ($$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
Good day, I am looking for a Zoho Expert, who can customise the CRM for our use, we need things like, Lead section customised Welcome Letters on sign up Contract signature integrated with Echo Sign Ticketing system for support Delivery confirmation sent out Price books, products and quototation tool set up. Email campaigns designed and tracked Webforms. Integration with Zoho books. And anything else that will make our processes much easier and quicker.
Skills: Zoho Creator Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $300 - Posted
We are using Zoho CRM and wish to use a Tracking Form against customer records for Hours and Days tracking. We currently have an external Excel Sheet to add, deduct and track/ report on A client pre-purchased hours and or days. We need a Zoho Creator guru to take our Excel sheet and integrate it into Zoho alongside our CRM. Any system created here will require an NDA signed between the individual and also Intellectual property will belong to us.
Skills: Zoho Creator Zoho CRM
Fixed-Price - Expert ($$$) - Est. Budget: $500 - Posted
We need initial setup for Zoho to fit our Business processes. These may includes the following: - Initial Zoho Setup - Generate Standard Templates (Quotes, Invoices, Receipts, Delivery Notes, Packing List, etc..) - Reporting Setup (Customer Problems Reporting, Jobs Reporting, Custom Reporting, Inventory Management, Pricebooks, Discounts & Markups/Margins, Financial Reporting) - Mobile App Creator Setup (To Photo Capture & Report Field workers of Problems encountered) ​ Deliverables: - All the required work - Working Mobile Apps​ Technical Skills, Business Understanding and Personality.
Skills: Zoho Creator Zoho CRM
Fixed-Price - Intermediate ($$) - Est. Budget: $500 - Posted
I am looking for an Independent ZOHO Certified Expert, to: 1. To set-up our company account and organize the work-flow as per the requirement we have mapped out. Relevant information will be discussed during the interview session. 2. Develop web-hooks (code-level) to integrate 3rd party tools, functional aspects of the requirements has been documented and will be shared. Contractor doesn’t need to be able to handle both tasks, though it is desirable. If you have one of the skills, please apply. Write: ZOHO-Man at the beginning of your application. The rate mentioned is not final and adjustable based on the scope of work. Serious candidates only, who has the experience in reviewing requirements, preparing proposal and undertake commitment in providing timely completion. Contractor hired, if proven capable and skilled, will be awarded additional projects!
Skills: Zoho Creator API Development Zoho CRM
Hourly - Intermediate ($$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
I am looking for someone who is an expert in zoho creator who can help me create an employee management app. This app would allow me to assign routine tasks to employees and have managers notified when tasks have been completed or are past due. Must have the ability to take payments through upwork. Must have experience in zoho creator. Please show work. Must be able to start immediately. Must be able to speak English. Must be able to take payment through upwork Must be able to use time tracking in upwork Must be able to help me design the system
Skills: Zoho Creator
Fixed-Price - Intermediate ($$) - Est. Budget: $500 - Posted
As part of a franchising company, we pay for leads to sell franchises. Some companies we pay per lead ($30-50 per lead), others we pay a fixed amount each month (such as $625/month). Others, such as Facebook, we pay on an ad-hoc basis to advertise for us. Currently, our Zoho CRM is telling us where our leads come from, but it is not tracking how much they are costing us. We would like a report in Zoho that can identify how much each lead source is costing us. For example, if only 15% of the leads from one source develop into a sale for us, and we are paying $50 per lead, and 25% of the leads from another source develop into a sale, and we are paying a flat rate of $625 per month for those leads, which one is costing us more per sale? We would like Zoho to track all of this automatically. Our leads are all coming from different sources and we are paying for them in different ways (per lead, per month, etc.), but we'd like a single report to show us how much each is costing us so we can easily compare all of the sources. We need this set up in Zoho so that each newly generated lead is automatically tracked to the right lead campaign, so that the report will update automatically. Please reach out to me if you have any questions.
Skills: Zoho Creator Zoho CRM