Find Jobs
Hire Freelancers

Zoho CRM customization/modification

$30-250 USD

Terminado
Publicado hace más de 5 años

$30-250 USD

Pagado a la entrega
UPDATE: This is not a custom Zoho build. It is only a dashboard modification. This should only take an experienced Zoho developer/user about an hour to complete. I want someone to assist me in making the Zoho platform user friendly for my application and help me select and apply the proper addons I need for communicating with my leads. I am willing to pay for someone experienced, but i am not going to pay for your time to learn the CRM and how to modify it. I can do that myself I need someone to customize/modify zoho for me to use as a lead management and contact system. I will need to be able to upload csv file of leads and have them ready to go. These are the fields I will be using. Title/Description: (All Leads will have this) Unit Price: (Most Leads will have this) Contact Name: (Very Few Leads will have this) Ad URL: (Most Leads will have this) Leads must have 1 or both of the following: Contact Phone: Contact Email: I need to be able to contact leads directly through the CRM. Make and receive calls and have calls logged. (preferably with Twilio) Send and Receive MMS /SMS ( Also with Twillio) Send and receive emails and access them in the zoho dashboard and also log them. The pipeline will be Not Contacted, Called/Not called: (If there is a phone number) contacted, replied, potential, pending, Listed/Won. There will be optional fields for adding information as I get it, such as: Name: Optional Email: Address: Optional Phone: And I may add more later. Scenario, I receive lead that has title, price, and email. I email the lead (contacted) They reply(replied) Verbal agreement: (potential) Signed Agreement: (pending) Agreement Fully Executed: ( Listed/Won) The life of that lead is done. I would like a way to make call lists of those leads that have numbers. I am sure as an experienced developer of Zoho, You may have better ideas of how to accomplish these goals. I am thinking I will need a new Zoho Blueprint, Custom Module(s), and full feature Twilio integration, which is available in the Zoho market place. My guess is an experienced Zoho developer can complete this in a very short time.
ID del proyecto: 18526254

Información sobre el proyecto

8 propuestas
Proyecto remoto
Activo hace 5 años

¿Buscas ganar dinero?

Beneficios de presentar ofertas en Freelancer

Fija tu plazo y presupuesto
Cobra por tu trabajo
Describe tu propuesta
Es gratis registrarse y presentar ofertas en los trabajos
Adjudicado a:
Avatar del usuario
Hi I’m an ex-employee of Zoho, now a consulting partner, specialising in implementation, customisation, data management and architecture. I was a product consultant and implementation engineer in Zoho specialising in CRM & CRM Plus and have a done a lot of successful implementations during my tenure. I can set up the fields, automation workflows , custom modules and integration in a week including testing to achieve the requirement without affecting your current setup. Thanks & Regards Radha "So I think instead of focusing on the competition, focus on the customer." - Scott Cook
$60 USD en 3 días
5,0 (1 comentario)
1,5
1,5
8 freelancers están ofertando un promedio de $211 USD por este trabajo
Avatar del usuario
**This is not about the dashboard customization but also creating custom module for zoho** Hello there !! I have read your requirements for the task and i'm interested in your project. If you want to discuss further about the requirement it would be really helpful for me to understand.
$200 USD en 3 días
5,0 (103 comentarios)
6,6
6,6
Avatar del usuario
INTRODUCTION I can see you are interested in zoho CRM customization and integration of apps workflow with Twillio. I have 4+ years’ experience with Zoho architecture and strategy exhibiting excellent technical skills, and a keen sense of innovation. I am skilled in Zoho Flow, Zoho CRM and Creator with experience in collecting, developing and understanding analytics; streamlining, customizing, and enhancing Zoho online CRM systems. I am also skilled in Zoho Administration, building reports and customized dashboards and the ability to turn ideas into functional solutions. SIMILAR PAST PROJECTS: • https://www.freelancer.com/projects/php/Building-Automatic-weekly-monthly/?w=f • https://www.freelancer.com/projects/zoho/Zoho-Creator-database-for-orders/ • https://www.freelancer.com/projects/zoho/Zoho-Developer-17036744/ • https://www.freelancer.com/projects/zoho/ZOHO-People-Recruit-Set/ • https://www.freelancer.com/projects/database-programming/project-for-oluwatoyin/ • https://www.freelancer.com/projects/php/Caspio-Developer/ EDUCATION • BSc Computer Sciences, University of Hertfordshire, UK 2014 • Microsoft Certified Business Intelligence Developer 2009. • Microsoft Certified SQL Server Administrator 2008. • compTIA A+ Certified 2008.
$283 USD en 7 días
4,8 (21 comentarios)
6,1
6,1
Avatar del usuario
Hey, I am Fateh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process 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 • Workflows • Validations • Advanced Formula • Reports and Dashboards
$200 USD en 3 días
4,9 (22 comentarios)
5,1
5,1
Avatar del usuario
With 10+ years of experience in the space of CRM & Sales/Service/Marketing automation processes & systems, I currently work in the space of CRM Implementation along with hand-on experience on Chatbots & AI applications. My implementation experience comes from earlier experience in the space of CRM consulting & implementation with companies like Oracle/IBM/ Salesforce/Zoho and this in totality bring a deep understanding of the above mentioned solution spaces. I will rate myself as an expert in CRM implementation. If your sales, marketing and service management process needs an overhaul and a rethink – feel free to reach out to me and I will be happy to wear the hat to get the job done.
$222 USD en 3 días
0,0 (0 comentarios)
0,0
0,0

Sobre este cliente

Bandera de UNITED STATES
Racine, United States
5,0
2
Forma de pago verificada
Miembro desde sept 20, 2007

Verificación del cliente

¡Gracias! Te hemos enviado un enlace para reclamar tu crédito gratuito.
Algo salió mal al enviar tu correo electrónico. Por favor, intenta de nuevo.
Usuarios registrados Total de empleos publicados
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Cargando visualización previa
Permiso concedido para Geolocalización.
Tu sesión de acceso ha expirado y has sido desconectado. Por favor, inica sesión nuevamente.