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. Workflow automation is very important for our app, as will be centralizing all customer data.
1) Intake customer information (this can be done using a form for internal employees, or a separate form for our service centers).
a. We will also need to schedule appointments for customers.
2) Need to be able to associate customer documents with with the customer's account.
3) Devices and forms (inventory) will be assigned to customers by either employees.
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 associate this info with the customers account.
a. 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).
5) Want to be able to schedule and track when customers are supposed to come back in for a service appointment.
7) We need to be able to track inventory to each of our service centers, and for which customer the devices are being used for.
This is just a temporary solution we need in place while we have a custom web app developed, so focus the quote with speed of deliverability in mind. We need an EXPERT, and we need to develop this ASAP.
Really looking forward to see some great quotes here.