Zoho Work - CRM / Creator / Books / Project etc.

£20-250 GBP

Closed

Posted

almost 4 years ago

£20-250 GBP

Paid on delivery

Hi I have a lot of ongoing Zoho work and need someone to:- * Set up zoho email parsing which goes into one main form / page that can be reviewed by a member of staff and then actions taken depending on whether the data is relevant. ie adding that data to another record etc. * Join a number of forms together and combine the data into one main report / page * Set up a dashboard - with around 20 items ie targets etc. * Set up around 20 rules ie if certain criteria is met then something is triggered Thanks

CRM

Zoho

Zoho Creator

Project ID: 26825230

About the project

7 proposals

Remote project

Active 4 yrs ago

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7 freelancers are bidding on average £287 GBP for this job

@yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites and vice versa. Mailchimp INtegration Quickbooks Payment Gateway like PayPal, Stripe and Converge gateways RingCentral, Twillio and other phone based integrations. Zoho Mail with Gmail, MS Office 365 and other MS office Setup. Automation: Workflow rules, Auto responders, Email Templates Creation. Follow Up Task,Alerts,Custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. · I work extremely fast. · I have a great knowledge on Zoho Products and Scripting behind business logic. · I can ensure quality communication. · I will complete the work as much as earlier and will do my best effort. · I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support. Thank you and I look forward to the opportunity to work with you Yamini Zoho Certified Consultant

£230 GBP in 7 days

4.7

(41 reviews)

5.7

@waqarali277

Hi there, I hope you are doing well. Thank you for sharing the requirements here. I am a Zoho Authorized Partner & Certified Developer. I have done many projects on Zoho. Let me know your feasible time to discuss further. Thanks & Regards, Waqar Ali Zoho Authorized Partner & Certified Developer

£200 GBP in 3 days

4.5

(15 reviews)

4.8

@Mohamedosamaa93

Hello Dear, Good day, I just read your job posting and it sounds like you need a Zoho CRM Consultant! Well, I am skilled in CRM delivery in an iterative approach (Requirements gathering - analyze - develop - demo - go live - support). I am a highly competent CRM Consultant with 4 years of total hands-on experience in the Software development field and 2 years of experience in CRM platforms(Zoho and Salesforce) customizations. As a CRM Consultant, I have built multiple Zoho projects, including Zoho one, Zoho Creator, Zoho CRM, Zoho Service Desk, Zoho projects, Zoho mail and Zoho forms solutions from the concept to the delivery, training and support. I have a wide business experience in CRM processes, sales, traveling processes, contact centers, ticketing, insurance, banking, retail, human resources, customer support, surveys & customer satisfaction processes, quality assurance, risk management, B2C and B2B processes. I am also 3x Salesforce CRM Certified: administrator, sales cloud consultant and developer 1. Please do reply to this message and let me know when would be a good time for us to connect this week. Thanks & Regards, Mohamed Osama.

£444 GBP in 30 days