Em Andamento

Zoho Customisation

We are a small home improvement business and require Zoho customisation. We have only very recently started using Zoho One but are wanting to implement it throughout our business over time.

Below are our initial requirements that we would like to treat as a phase 1 project.

1. Adding leads to CRM leads

• IF lead from Adwords, our website or Facebook received THEN leads import to ‘New lead’ in CRM

• WHEN lead added to CRM THEN message sent to new lead introducing the company and saying we will be in touch soon

2. Our office will call new lead and book appointment for surveyor.

• IF appointment is booked THEN the time data will be synced with Google Calendar

• CRM will send email and text to customer confirming appointment

• CRM will send email and text reminders to customer confirming appointment

3. Populating Zoho Writer with data from leads

IF an appointment is booked for the surveyor THEN data from lead will populate a quote/contract in Zoho Writer

4. IF a lead is converted to won THEN a template project is created in Zoho projects

Habilidades: Zoho, Zoho Creator, CRM

Veja mais: zoho crm customization freelancer, zoho crm, zoho books customization, zoho cms, zoho basic, zoho crm launchpad, zoho pricing, zoho crm setup, typing projects book word, organizational small computer repair company, flash web projects book, use google calendar book appointments, opening small web design company, zoho crm projects, photoshop projects book, bid projects book cover online, cactushop customisation projects, cc projects book, hindi book review god small things, posted projects book illustrators

Acerca do Empregador:
( 34 comentários ) Prestwich, United Kingdom

ID do Projeto: #27823713

Concedido a:

(91 Comentários)
7.2

19 freelancers estão ofertando em média £469 nesse trabalho

meen911891189118

Hi Gary, Lets connect tomorrow over the call and we will start the work from tomorrow onwards. Regards Shweta

£277 GBP in 10 dias
(6 Comentários)
5.2
fbs2009

Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Cus Mais

£750 GBP in 7 dias
(19 Comentários)
5.0
umarfconsultanat

Dear sir. Thanks for invitation. I have read your job description and requirements carefully. Yes i will do it for you. Let's talk about my experience about Zoho.I'm working on zoho from last 5 years.I've done more tha Mais

£500 GBP in 7 dias
(3 Comentários)
4.6
annagolubchikova

CRM Expert My diverse skill set perfectly matches the project If you show my profile page, you will know I have a lot of experience in Zoho and customization So In freelancer.com, I haven't had a chance yet, but I have Mais

£500 GBP in 7 dias
(1 Comentário)
3.6
suriya33

I am having an in depth knowledge in Zoho Platform. I have worked with Zoho partners and have completed many projects allocated to me. I have suggested numerous workarounds for the cases where default options were not Mais

£475 GBP in 3 dias
(2 Comentários)
3.1
rajkumarjha1994

Dear Recruiter, I hope you are doing well & Safe. My name is Raj and I am an Indian based Zoho Consultant. I love Zoho and I have 4.5 years of extensive experience in all Zoho Products. Integration : Zoho CRM, Zoho Mais

£500 GBP in 7 dias
(2 Comentários)
2.9
dbuglab

Hello, I am ready to assist you with Zoho customization providing the quality work results. I'm a Professional Web Developer, having 7+ years of experience and well familiar with Zoho CRM. So I'm confident to help yo Mais

£500 GBP in 7 dias
(1 Comentário)
2.1
wetar

Hi sir, We are zoho partners and working with zoho for past from 2015. Before we were working Locally and now we have extended it to freelancing. It would be happy to be part of your business. From your requirement , Mais

£250 GBP in 5 dias
(0 Comentários)
0.0
alexdiego

Hi, I have 4 years of experience in Zoho One Implementation, and also well versed with Deluge scripting and API's. I have also a vast experience in working and implementing all Zoho products (CRM, Writer, Books, Projec Mais

£550 GBP in 7 dias
(0 Comentários)
0.0
HAhmed07

Hi, Hope you doing well. We understand what you are looking for and we can do your work with dedication and with your satisfaction. We are running a small IT firm and have been doing Zoho's related work for differen Mais

£250 GBP in 4 dias
(0 Comentários)
0.0
nusyce

Hi i'm donald I have more than 5 experiences on zoho it's quite simple for me but I have a few questions to ask so please send me a message for more other details thank you Sincerely, Donad Tapigue.

£500 GBP in 7 dias
(0 Comentários)
0.0
ksaleem10

Hi, We have done lots of Zoho CRM, Zoho Creator, Zoho Books, Zoho Subscription, Zoho Inventory and Zoho Desk work. We have expertise in workflow using Zoho API and Zoho creator with Script. I understand you need to Mais

£500 GBP in 7 dias
(0 Comentários)
0.0
gaurav

Hello, I have gone thorgh your project requirements and ready to do ZOHO Customizations as per you. I am a full-stack developer having 6 years of experience with extensive knowledge of Zoho CRM. Waiting for your favou Mais

£500 GBP in 7 dias
(0 Comentários)
0.0
UmarAmjad786

Dear Client, How are you? I hope you will be fine. Sir, I have read your project description and I can customize your zoho crm according to your business process. Kindly let me know when you will be avaiable for meeti Mais

£400 GBP in 7 dias
(0 Comentários)
0.0
yevloyevazita

Dear Client, I have read your description in more detail and have much interest in your project. So I think that I can finish your work perfectly as you need. I have many experiences for CRM, Zoho. If you need to di Mais

£500 GBP in 7 dias
(0 Comentários)
0.0
AmazingEngr76386

I’m Master in Zoho Suite of Apps. I do Zoho jobs and I do it perfectly so that it is win-win for my client and me. I am a Zoho Expert have more than 3 years of experience in Zoho Applications. I have done lots of proj Mais

£250 GBP em 1 dia
(0 Comentários)
0.0
pawanyadav1416

Hello. I read your job post and got your need. I am a professional API developer who specializes in Zoho and creation. I am able to do all the listing requirement ASAP successfully. I am available to start immediately. Mais

£500 GBP in 7 dias
(0 Comentários)
0.0
aminkundi

Hi... I read that you recently moved to Zoho and ypu want to utilize Zoho upto its limit.l for automating your business process. I am a qualified, experienced and certified Zoho One ERP Solutions Architect with a de Mais

£500 GBP in 15 dias
(0 Comentários)
0.0