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Our new resort development is moving its entire guest-facing workflow into Zoho CRM and the system needs to be built from scratch. The build must cover every stage of the guest journey—Leads → Enquiry → BIP → Booking → Post-stay—using extensive customization, with multiple custom stages and fields that match our in-house terminology. Sales, Marketing and Guest-Relations staff will work from a single dashboard, so each module has to talk to the next. Website forms, WhatsApp conversations and email threads must land in the correct record automatically, and follow-up rules should trigger reminders, drip messages and tasks without manual input. Scheduled, auto-delivered reports on sales performance and booking trends are essential for management oversight. Because we operate like a hotel but sell long- and short-stay packages, a solid grasp of hospitality workflows is important when you design the automations, blueprints, assignment rules and validation checks. Where needed, feel free to connect any relevant Zoho apps (e.g., Campaigns, Desk, or Bookings) or third-party tools, provided they tighten the flow and keep the data inside Zoho CRM. Deliverables • Fully configured Zoho CRM environment, ready for go-live • Custom pipeline with all agreed stages, fields and blueprints • Website, WhatsApp and email integrations tested end-to-end • Automated follow-ups, reminders, task assignments and escalations • Dashboards and scheduled reports for Sales, Marketing and Guest Management • A short hand-over guide plus a recorded walk-through of key setups Acceptance criteria: every lead must progress through the pipeline without orphan records; automated reports must arrive in management inboxes on schedule; and data captured from the website, WhatsApp and email must appear in the correct module with no duplication.
ID do Projeto: 39968681
24 propostas
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Ativo há 2 meses
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24 freelancers estão ofertando em média ₹28.854 INR for esse trabalho

hey , i can help you with zoho implementaions.............................connect to me in chats......................................................................................................................................................................................................
₹25.000 INR em 7 dias
6,2
6,2

3x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : ZOHO Consultancy API Integration Configurations & Customisation App Development Data Migration ZOHO Training Support I have good exposure to different areas of ZOHO like Custom Modules Custom Fields Canvas Widgets Blueprints Schedules Workflows Validations Advanced Formula Deluge Security Control Process Management Automations Data Administration General System Setup Channels Setup Portals Reports and Dashboards
₹40.000 INR em 15 dias
5,4
5,4

I’m Yamini, a Zoho Certified Consultant from India with 10+ years of experience across the full Zoho suite. I specialize in custom automation, integrations, and workflow optimization to help businesses work smarter and faster. Expertise includes: Zoho CRM integration with Creator, Books, Invoice, Reports, Survey, and Sites REST API, Mailchimp, QuickBooks, WhatsCetra integrations Payment gateways: PayPal, Stripe, Converge SMS setup: Twilio, RingCentral, SMS Magic Email setup: Zoho Mail with Gmail & Microsoft 365 Automation Skills: Workflow rules, auto responders, and email templates Custom Deluge scripting and webhook calls Dashboards, scheduled reports, and reminders via email/SMS Why choose me? ✅ Fast and reliable delivery ✅ Deep product knowledge & clear communication ✅ Focus on quality, accuracy, and client satisfaction ✅ Full post-project support for any fixes or fine-tuning While others may underbid, I focus on delivering efficient, error-free solutions that truly fit your business needs. Let’s make your Zoho system work perfectly for you! ? Yamini Zoho Certified Consultant
₹25.000 INR em 7 dias
5,6
5,6

Hello, I’m excited to offer my expertise to help you achieve your project goals. As a Certified Project Manager and Expert Trainer with a proven track record at Zayer Tech, I specialize in delivering tailored solutions that drive efficiency and innovation. My team and I bring a unique blend of project management expertise and AI-driven capabilities to streamline processes and enhance outcomes. What I can offer: AI Integration & Automation: From no-code/low-code tools like Zapier and Power Automate to custom workflows and API integrations, I optimize business efficiency. Documentation Excellence: Comprehensive project proposals, business plans, SOPs, and technical documentation, all crafted with precision. Digital Marketing Mastery: Targeted strategies, SEO optimization, and brand growth via social media and paid ads. Web & Content Management: WordPress design, e-commerce integration, and content optimization tailored to your audience. Project Management Expertise: Agile methodologies, resource planning, and stakeholder engagement to ensure project success. With advanced proficiency in tools like JIRA, ClickUp, Slack, and Figma, I ensure seamless collaboration and real-time tracking to meet your deadlines and expectations. Let’s collaborate to transform your vision into impactful results. I’m eager to discuss how my skills align with your project needs. Best regards, Zayer Tech
₹25.000 INR em 7 dias
4,5
4,5

Hello Naresh! I’m excited about the opportunity to help with your project. Based on your requirements, I believe my expertise in CRM, Zoho CRM, Automation, Zoho Creator aligns perfectly with your needs. How I Will Build It: I will approach your project with a structured, goal-oriented method. Using my experience in CRM, Email Marketing, Sales Management, Data Integration, Google Sheets, Zoho Creator, Automation, Zoho CRM, I’ll deliver a solution that not only meets your expectations but is also scalable, efficient, and cleanly coded. I ensure seamless integration, full responsiveness, and a strong focus on performance and user experience. Why Choose Me: - 10 years of experience delivering high-quality web and software projects - Deep understanding of CRM, Zoho CRM, Automation, Zoho Creator and related technologies - Strong communication and collaboration skills - A proven track record — check out my freelancer portfolio. - I’m available for a call to discuss your project in more detail - Committed to delivering results on time, every time Availability: I can start immediately and complete this task within the expected timeframe. Looking forward to working with you, Naresh! Best regards, Ali Zahid India
₹12.500 INR em 7 dias
4,2
4,2

Hi I can build your Zoho CRM environment from scratch to cover the full guest journey exactly as you described. With over four years of experience in Zoho CRM, I will create a fully customized pipeline with all stages, fields, and blueprints aligned to your hospitality workflows. Website forms, WhatsApp messages, and emails will automatically populate the correct records, and follow-up rules, reminders, and task assignments will run without manual intervention. You will receive a fully tested system with dashboards, scheduled reports, and a short hand-over guide including a recorded walk-through. Every lead will flow smoothly through the pipeline, data will remain accurate, and management will have clear visibility at all times. I am ready to start immediately. Best regards Huzaifa
₹25.000 INR em 8 dias
4,0
4,0

Hello, I’d be glad to design and implement your end-to-end Zoho CRM system tailored for the full resort guest journey — from Lead to Post-stay. With 15 years of experience in web systems and CRM automation (including hospitality workflows), I focus on building tightly connected, error-free ecosystems that reduce manual work and deliver actionable insights. Here’s my approach: • Map your entire guest lifecycle into a custom Zoho pipeline with matching stages, fields, blueprints, and validation rules • Integrate website forms, WhatsApp, and email so all enquiries route to the right records automatically • Set up task reminders, follow-ups, drip automations, and escalation triggers for Sales, Marketing, and Guest Relations teams • Build performance dashboards and auto-scheduled management reports • Connect supporting Zoho apps or third-party tools where they strengthen data flow You’ll receive a ready-to-launch, fully documented CRM with a short handover guide and recorded walkthrough. Happy to share examples of similar hospitality CRM builds during our one-to-one chat. Best, Abhijeet
₹25.000 INR em 7 dias
3,4
3,4

Hi, I have finished DOZENS of highly similar automations and integrations in my past projects through a lot of tools like GHL, Hubspot, Zoho, and more In addition to that, I have strong background in all of tools that you said .. Just send me a message to give me the access and start working IMMEDIATELY .. Are you ready to make the difference ?
₹25.000 INR em 7 dias
3,6
3,6

Hi, I’m Preet, with years of experience in designing, customizing, and implementing solutions for businesses. I can help you set up and optimize Zoho CRM so it works seamlessly for your workflow and business goals. You can expect: • Custom Zoho CRM setup tailored to your processes • Automation of tasks to save time and improve efficiency • Data migration and integration with other tools • Ongoing support and easy-to-use dashboards My focus is always on delivering a smooth user experience and ensuring the CRM truly supports your business growth. Here’s my portfolio: https://www.freelancer.in/u/GraphicFuture93 Looking forward to helping you streamline your business with Zoho CRM! Best regards, Preet
₹23.000 INR em 3 dias
2,2
2,2

As a 8+ year experienced professional who has a proven track record in digital marketing, web development, and CRM, I am confident that I have precisely the blend of skills you require for this project. I have had the privilege of working with clients from various verticals including the hospitality industry, which will only enhance my ability to understand and cater to your specific needs regarding backend resort management using Zoho CRM. My expertise in web and app development will ensure seamless integration of your website, WhatsApp and email data into Zoho CRM without any duplication. My strong grasp on customer relationship management combined with meta advertising skills will help me develop the exact custom pipelines you're looking for to cover your guest journey stages. Moreover, my meticulous approach towards developing high performing websites that deliver tangible results is well-aligned with your need for scheduled reports and management oversight. I'm confident that my experience, skills, and a thirst to deliver results would enable me to offer you not only a fully configured Zoho CRM environment but also comprehensive training documentation which will enable an easy transition even for technically inexperienced staff. Let's connect to discuss further on how I can join hands with you in making this project as efficient, streamlined and result driven as you envision it to be!
₹28.000 INR em 25 dias
1,5
1,5

With over 5 years of experience in web development and design, my team and I are the perfect fit for your Zoho CRM project for your new resort development. We've worked extensively with PHP/HTML, WordPress, Woo Commerce, Shopify, and Wix - all platforms that can be effectively integrated with Zoho CRM to ensure a smooth and coherent workflow for your sales, marketing, and guest relations teams. In addition to our technical prowess, we're passionate about understanding business workflows and tailoring systems to match the unique needs of each client. Being well-versed in hospitality workflows will allow us to construct a tailored CRM structure that mirrors your entire guest journey including Leads → Enquiry → BIP → Booking → Post-stay processes. To guarantee a high level of customer satisfaction, we prioritize communication and transparency throughout the project. Not only will we deliver on time and within budget but also provide comprehensive handover guides as well as recorded walkthroughs for future reference. With us on board, you can rest assured we'll not only deliver a fully configured Zoho CRM environment but also implement integrations for emails, website forms, WhatsApp conversations ensuring absolute accuracy with no duplication. Let's make your Zoho CRM implementation a success story for your resort!
₹28.000 INR em 6 dias
0,6
0,6

Hi there, I see you’re looking to set up Zoho CRM for a resort to manage guest inquiries, bookings, and follow-ups efficiently. I’ve configured Zoho CRM systems for hospitality and service businesses, customizing modules for lead capture, reservation management, automated workflows, and post-stay engagement campaigns to ensure smooth guest relations and data-driven decision-making. Your goal of building an organized and automated CRM ecosystem can be achieved by structuring pipelines for different guest stages from inquiry and booking to check-out and feedback. I can also integrate Zoho CRM with email and WhatsApp for automated responses, and create dashboards for occupancy, revenue, and marketing insights. 1. Would you like to integrate your website’s booking form directly with Zoho CRM for automatic lead creation? 2. Should the CRM include automated reminders for guest check-ins, follow-ups, and loyalty offers? 3. Do you want to connect Zoho CRM with Zoho Books or Zoho Campaigns for billing and marketing automation? I’d be happy to review your current workflow and design a tailored Zoho CRM setup that simplifies operations and enhances guest experience. Let’s connect and map out the structure together. Best regards, Faizan
₹20.000 INR em 7 dias
0,0
0,0

Hi, I specialize in Zoho CRM customization and can build a fully integrated guest workflow tailored to your resort’s operations. I’ll configure each stage—Leads to Post-stay—with custom fields, blueprints, and automation that match your internal terminology and hospitality model. Website forms, WhatsApp chats, and emails will be mapped to the correct records with seamless syncing and zero duplication. Follow-up rules, drip messages, and task assignments will trigger automatically to keep your team proactive. I’ll also set up dashboards and scheduled reports for Sales, Marketing, and Guest Relations to support management visibility. Relevant Zoho apps like Campaigns and Bookings will be connected where needed to streamline operations. You’ll receive a go-live-ready CRM, a handover guide, and a recorded walkthrough of all key setups. I propose ₹20,000 INR for this end-to-end implementation and look forward to helping you centralize and automate your guest journey.
₹20.000 INR em 5 dias
0,0
0,0

Hello, I can build a fully customized Zoho CRM for your Resort guest management lifecycle — from Leads → Enquiry → BIP → Booking → Post-Stay — designed to match your hospitality workflow end-to-end. With over 10 years of experience in Zoho CRM, automation, and hospitality systems, I’ll ensure every process runs smoothly without manual intervention. ✅ My Approach: • Configure complete CRM modules, blueprints, and validation rules matching your resort’s internal terminology • Automate lead capture from website forms, WhatsApp, and email into correct records • Create follow-ups, drip campaigns, and task triggers for Guest Relations, Sales, and Marketing teams • Integrate Zoho Campaigns, Desk, and Bookings for unified customer engagement • Design dashboards and scheduled reports for performance tracking and booking trends • Deliver with a recorded walkthrough + handover guide for easy key rotation and admin control Every record will flow seamlessly from first contact to post-stay, with real-time visibility for all departments. Let’s connect to finalize your field mapping and automation blueprint before kickoff. Best, Karthik B Zoho CRM & Hospitality Workflow Specialist | 10+ yrs experience
₹55.000 INR em 7 dias
2,0
2,0

Hi Naresh, I’m Vaishali Wankhede from Infobyd Software Solutions, a Zoho Advanced Partner with over 10 years of hands-on experience in implementing, customizing, and optimizing Zoho applications for businesses worldwide. Thanks for sharing the brief — this is exactly the kind of Zoho CRM transformation I deliver for hospitality clients. I’ll design and build a single, guest-focused Zoho CRM that runs the full guest journey (Leads → Enquiry → BIP → Booking → Post-stay), integrates website forms, WhatsApp and email, enforces blueprints & validation checks, and auto-delivers scheduled reports to management. Your Sales, Marketing, and Guest Relations teams will work from a single dashboard where website forms, WhatsApp chats, and emails sync automatically. I’ll design workflows that trigger reminders, drip messages, and task assignments without manual effort. Best regards, Vaishali Wankhede Zoho Advanced Partner | Infobyd Software Solutions
₹25.000 INR em 7 dias
0,0
0,0

Hello, I’m interested in building your Zoho CRM setup for the full guest journey. I have experience customizing Zoho for hospitality and service businesses, including creating custom pipelines, fields, blueprints and automated follow-ups. I understand how important it is that every lead moves smoothly from enquiry to booking to post-stay without data getting lost. I can connect website forms, WhatsApp and email so all messages land in the right record, and set up reminders, tasks and scheduled reports for management. I’ll also provide a clean hand-over guide and a recorded walk-through to make training and daily use easy.
₹25.000 INR em 4 dias
0,0
0,0

Having spent over a decade in the industry, specializing in web development, design, and Zoho CRM management, I believe I bring a unique blend of skills to your resort project. My experience and reliability are key elements that have consistently allowed me to deliver quality work, on time, and within budget. As an expert in Zoho CRM and data integration, constructing a customized system matching your resort's guest journey is something I look forward to. Your project aligns closely with my core technical competencies. I've undertaken similar projects that demanded comprehensive customization of CRM pipelines, creating a seamless flow between different departments like sales, marketing, and guest management - just as you require. This knowledge can be invaluable when setting up automations and blueprints within Zoho CRM ensuring a smooth-sailing operation from start to finish. Whether it's configuring end-to-end systems or generating scheduled reports for management's oversight on sales performance and booking trends, rest assured you're in capable hands. In addition to tailoring the CRM environment precisely according to your needs and ensuring every lead progresses without redundancies or delays, I also provide detailed walkthroughs that make for an easy handover. Choose me not just for my skills - choose me for my commitment to delivering highly satisfactory results on every project.
₹13.500 INR em 3 dias
0,0
0,0

To resolve this, I will set up your CRM and ensure that leads, bookings, and guest interactions are routed through a custom pipeline and tracked without manual intervention. And I will set up Zoho CRM with custom pipelines to reflect your in-house terminology and Custom fields and blueprints will be designed for each stage. Other than that, here's what you should know about me: I have good experience implementing Zoho One solutions for implementing ZOho solution and I’ve worked with other healthcare organizations and some other verticals to automate and streamline their processes, improving efficiency and ensuring compliance. However, I do have a few important points I’d like to clarify to align perfectly with your vision. Let’s connect via chat, where I can also share relevant examples of my past work. Best, Ishu.
₹37.500 INR em 7 dias
0,0
0,0

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