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Zoho Creator Jobs

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Fixed-Price - Est. Budget: $ 200 Posted
I have an existing google form functioning as a CRM that I'd like to transfer to my Zoho sheets account. The form dumps data into a master sheet, which then parses the information into 11 sheets via formulas. All formulas are existing and working correctly. I would like to reduce the number of sheets where possible, ideally retaining 7 sheets (couldn't figure out the formulas).
Fixed-Price - Est. Budget: $ 200 Posted
Need to create a sales tracking app using Zoho creator. * Developer must have experience using Zoho creator. Send links to sample work you have done in Zoho Creator. Summary 411 Home Pros is a company who offers FREE home inspections. Our service agents inspect homeowner properties for signs of damages including but not limited to roof leaks, plumbing leaks, AC leaks, mold, moisture and the, general condition of the properties, etc. 411 Home Pros generates revenues by referring the customer to local partners including home improvement companies. We would like these partners to have a login access to see the records and update their status in relation to the service they offer the customer. Ex. Called, scheduled meeting, contract signed, notes, etc. They can also set reminders for call backs (reminders are sent via email to partners). I would like to also set a certain amount of days where if no action is taken by a member reminders are sent to managers and partners involved in...
Fixed-Price - Est. Budget: $ 55 Posted
Create buttons in ZohoCRM that will "Send A Document" from the electronic signature service, Cudasign. The document sent will be determined by fields already populated in the ZohoCRM. This is already set up via Zappier when a new 'lead' is added to ZoHoCRM, I want this project done so my team has the ability to do this manually.
Fixed-Price - Est. Budget: $ 500 Posted
• Customize quotation module and generate quotation files. • Set up process after getting PO to PI; Packing list and shipping tracking. • Establishing relationship between Sales, logistics and accountants. Once the sales request the product, the logistics and accountants can get an email about the request. In addition, the logistics can reply the stock situation to the sales. • Setup Online Sales Force Automation (SFA) Software in Zoho CRM • Do accurately forecast • Automate the lead management process. • Capture the leads directly from website visits. • Leads qualification automation. • Customize sales processes.
Fixed-Price - Est. Budget: $ 1,000 Posted
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 *Quoting tool *Integration with Quickbooks *Payment processing via Stripe *Project...
Fixed-Price - Est. Budget: $ 1,500 Posted
ZOHO CRM and Creator expert: ZOHO CRM: Customize the current CRM according to the business needs -create rules -intergarte with PABX system -generate and schedule report -create course pricing ZOHO creator: we have multiple agent working to recruit student for us. Need to create application process for agent to fill on behalf of student.