I need to hire Zoho CRM consultant to help implement and customize zoho crm for our firm

$1500-3000 USD

Closed

Posted

7 months ago

$1500-3000 USD

Paid on delivery

We're looking to tailor Zoho CRM to better align with our operations as a law firm. Here's a list of customizations we believe would be beneficial: Property Database Integration: Linking Zoho CRM with our property databases to pull relevant property details directly into client profiles. Legal Case Management: Custom modules to track the progress of each legal case, including associated properties, key dates, and relevant documents. Task Automation: Automatic reminders for critical dates, like closing dates or renewal dates for contracts and leases. Client Communication Tracking: A centralized location to store all client communications, including emails, calls, and meetings, related to specific property deals. Document Management: Integration with a document storage solution so that property contracts, deeds, and related legal documents are easily accessible and linked to specific cases or properties. Billing and Payment Integration: Automate invoice generation for legal services and track payments within the CRM. Referral Tracking: A system to track and manage referrals, both from and to other real estate professionals or agencies. Reporting & Analytics: Customized reports that provide insights specific to real estate legal services, such as the number of properties closed, disputes resolved, or average time taken for a case. Can you help us implement these changes to ensure Zoho CRM serves our specialized needs effectively? Thanks in advance,

CRM

Software Architecture

Zoho CRM

Zoho Creator

Project ID: 37359130

About the project

43 proposals

Remote project

Active 6 mos ago

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43 freelancers are bidding on average $2,426 USD for this job

@leadconcept

Hi there, Can you please confirm which database needs to be integrated for fetch data related to clients? For all the call and email messaging tracking, do you want to develop a web based separate system to integrate third party APIs? ------------------ Once you answer above questions, I will then give you firm bid, as our current bid amount is placeholder. Look forward to hearing from you. Thank you, Yasir LEADconcept

$3,000 USD in 60 days

5.0

(51 reviews)

8.6

@AwaisChaudhry

Hi Good afternoon , How are you? I just saw your job posting . I see you have been looking for someone experience with these technologies Zoho CRM, CRM, Zoho Creator and Software Architecture. I believe this is some thing I can help you with because I have 9 years of experience working with these tech stacks and 8 years of experience working on freelancer.com which you can confirm from my profile: https://www.freelancer.com/u/AwaisChaudhry I have few questions: 1. These are all the requirements of your job or do you have more? If yes, Please provide detailed requirements. 2. Do you currently have anything done like Wireframes, UI/UX? Or this job has to be done from scratch? 3. What is the timeline to get this job done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Lets start the chat and discuss your job in detail and we will continue from there. Regards, Awais

$3,000 USD in 13 days

4.9

(89 reviews)

8.3

@iramrao

I can work on customizing and implementing Zoho CRM for your law firm. With over 10 years of experience in software development and extensive knowledge of CRM systems, I am well-equipped to handle this project. I have previously worked on similar projects where I integrated different databases with CRM systems, developed custom modules for case management, automated task reminders, and implemented communication tracking features. Furthermore, I have experience integrating document management solutions, automating billing and payment processes, and developing referral tracking systems. I am proficient in reporting and analytics, and can create customized reports to provide valuable insights specific to real estate legal services. I invite you to review my profile for feedback and portfolio, and I would be delighted to discuss the project with you in more detail. Let's start chatting to ensure Zoho CRM effectively meets your specialized needs. Thank you.

$2,400 USD in 7 days

5.0

(13 reviews)

6.6

@AITSoft

Hi, How are you? I just saw your job posting and I felt that I can help you with this job considering the experience I have with CRM, Zoho CRM, Zoho Creator and Software Architecture. Please check my portfolio: https://www.freelancer.com/u/AITSoft Regards, Shamshad

$3,000 USD in 21 days

5.0

(43 reviews)

6.7

@Rekhathakur

Hello there! My name is Rekha and I'm a senior Web Developer with over 8+ years of experience in web development. From my extensive background in web development, I have specialized knowledge in CMS application, framework, and PHP language. I understand exactly what it takes to implement the customizations you're looking for in Zoho CRM - from linking Zoho CRM with your property databases to pull relevant property details directly into client profiles to creating automated reminders for critical dates like closing dates or renewal dates for contracts and leases. I believe I am the best fit for your project because of my expertise in Drupal, Joomla, Magento, PrestaShop, WordPress, Shopify and more importantly Client satisfaction is my top most priority. I would be more than delighted to help you implement these changes to ensure Zoho CRM serves your needs effectively. Please let me know if you would like me to discuss further or answer any additional questions related to this project.

$3,000 USD in 20 days

5.0

(13 reviews)

6.3

@akritisood94

Hello there! My name is Akriti and I'm a software architect with over 15 years of experience in the field. I specialize in designing complex systems and collaborating with teams to deliver optimal results. I understand you're looking for a consultant to help you implement and customize zoho crm for your firm. Specifically, you're hoping to tailor Zoho CRM to better align with your operations as a law firm by linking property databases, case management, task automation and communication tracking systems. Additionally, you'd like to create client communication tracking systems centralized within the system to make it easier to manage client communications related to specific property deals. You want to automate invoice generation for legal services and track payments within the system so that they're easily accessible from within the system. With my expertise in software architecture and related areas such as Excel VBA, G-Sheets and web development, I believe I can provide the right solutions to make sure Zoho CRM serves your needs effectively. Please let me know if you'd like me to discuss further or answer any questions you may have?

$2,250 USD in 7 days

4.6

(31 reviews)

5.4

@Appworldz

Hello, I am confident that I can provide the guidance needed to tailor Zoho CRM to better align with your operations as a law firm. With my expertise in CRM and zoho creator, I am well-equipped to assist you with your project: implementing changes that will ensure Zoho CRM serves your needs effectively. Specifically, I believe Property Database Integration would be beneficial for your needs as it would allow you to link Zoho CRM with your property databases to pull relevant property details directly into client profiles. Additionally, Legal Case Management modules would be necessary to track the progress of each legal case including associated properties, key dates, and relevant etc. Do let me know and let’s connect for further discussion? Thanks Sahanaj

$3,000 USD in 40 days

4.9

(7 reviews)

4.8

@yasirk1979

Greetings, 1. Do you have an existing property database system that you would like to integrate with Zoho CRM, and is there a specific format or API that your property database uses for data retrieval? 2. Could you provide more information about your preferred document storage solution for integrating with Zoho CRM? Are there any specific document management systems you have in mind, or are you open to suggestions? Kindly get in touch to discuss the job. Thank You

$2,250 USD in 7 days

5.0

(2 reviews)

4.7

@usmanbashir12100

Hi, I am zoho one expert and can help out in taking care of your business needs on Zoho. Zoho is an all-in-one platform where all your business needs can be taken care of. I will setup zoho one and implement workflow rules, automation rules and blueprints as applies to your business model and needs. There are many zoho apps, They include: Zoho CRM implementation with workflow and automation rules setup Zoho campaigns Zoho inventory Zoho Recruit Zoho sites Zoho books Zoho Bigin Zoho marketing automation Zoho flow Zoho social Zoho voice Zoho forms

$1,850 USD in 7 days

4.4

(9 reviews)

4.9

@dataspro

Nice to meet you eyadalmouti,The requirements of your project match my areas of work and skills, to introduce myself. My name is Anthony Muñoz and i am the lead engineer for DS Pro IT agency. I have worked for over 10 years as a Full-Stack and software development engineer and have successfully done multiple jobs. It will be a pleasure to work together to make your project. Feel free to discuss about the project with me, greetings.

$4,604 USD in 7 days

5.0

(2 reviews)

4.4

@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 & 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

$1,800 USD in 25 days

4.8

(13 reviews)

4.6

@MagCloud

Hi there, I have gone through your project it matches my skills. with over 5+ years of experience as a seasoned Zoho Expert, I will help you to tailor Zoho CRM to better align with your law firm's operations. Property Database Integration: Link Zoho CRM with property databases for direct data import into client profiles. Legal Case Management: Create custom modules to track case progress, dates, and documents. Task Automation: Set up reminders for critical dates like closings and renewals. Client Communication Tracking: Centralize client communications, including emails, calls, and meetings. Document Management: Integrate document storage for easy access to legal files. Billing and Payment: Automate invoicing and payment tracking. Referral Tracking: Manage referrals from and to real estate professionals. Reporting & Analytics: Generate custom reports for insights into your legal services. I have good exposure to different areas of Zoho like Integration, automation, customization and configuration and able to perform all Admin activities in Zoho I assure you about Quality work with on-time delivery, Updates on time on, and Instant support anytime. Please let me know if you have any questions at all and I’d be happy to answer them for you :) I am looking forward to hearing from you soon. Best Regards Mohit

$1,500 USD in 10 days

5.0

(9 reviews)

3.7

@DIGITALJOY

Hello, We are a team of skilled freelancers with extensive experience in customizing Zoho CRM for law firms. We are writing to express our interest in your project to customize Zoho CRM to better meet your specific needs as a real estate law firm. We understand that you are looking for a team to help you implement the following customizations: Property database integration Legal case management Task automation Client communication tracking Document management Billing and payment integration Referral tracking Reporting and analytics We will work closely with you to understand your specific requirements and to ensure that the customizations are tailored to your specific needs. We will also provide you with training and support to help you get the most out of your customized Zoho CRM solution. We are committed to delivering a high-quality solution that meets all of your requirements and exceeds your expectations. We would be happy to schedule a call to discuss your project in more detail and to provide you with a more formal proposal. Thank you for your time and consideration. We look forward to hearing from you soon. Regards, Arun

$2,800 USD in 30 days

5.0

(1 review)

3.2

@Shikha510

Hello there! I'm a senior web and mobile app engineer with extensive development skills. I understand that you're looking for someone to help you implement and customize Zoho CRM for your firm, and I believe I am the perfect person for the job. From my experience, I have the ability to tailor Zoho CRM to better align with your operations as a law firm. Specifically, I have experience with property database integration, legal case management, task automation, client communication tracking, document management, billing and payment integration and referral tracking systems. Additionally, I have experience working with Android/IOS app development (Swift 5/4/3/2, Objective-C), React Native, Angular JS, Node JS and more. If you give me the chance to work on this project I guarantee that you will not be disappointed with the results. Please let me know if you would like me to discuss further or answer any additional questions related to this project.

$2,000 USD in 12 days

5.0

(1 review)

2.5

@Sidrairfan078

Hello, I hope you are good. I just saw your job posting and I am really interested in this project. As per my experience and skills this job completely fits. I have 5+ year experience doing similar jobs regarding to above mentioned skills Zoho CRM, Zoho Creator, Software Architecture and CRM. You can check my portfolio as well: https://www.freelancer.com/u/Sidrairfan078 Lets start chat, So we could discuss it in details and finalize everything. I will deliver you in best possible way. Thanks! Sidra

$1,650 USD in 8 days

5.0

(1 review)

2.0

@syedumar9586

Hello, my name is Syed Muhammad and I am a skilled web developer that specializes in CMS (Content Management System) development, with a strong focus on WordPress. I understand that you are looking to hire a consultant to help implement and customize zoho crm for your firm. From my experience working with software architectures, I believe I would be the ideal candidate for this project.

$2,250 USD in 7 days

0.0

(0 reviews)

0.0

@dikshaPTK

Hello I will help you to implement and customize Zoho CRM for your firm. As an experienced software architect, I am ideally positioned to help you with this project. With my expertise in Laravel5 and the framework based on MVC(Model,View,Controller) design pattern, I am confident that I can deliver a customized solution that aligns with your needs as a law firm. As part of the project, I would like to discuss how we can integrate property database integration, legal case management, task automation and client communication tracking systems into Zoho CRM. This would ensure that all relevant property details are readily accessible within the system without the need for additional documentation storage solutions. Additionally, I can provide guidance on how to automate invoice generation for legal services so that they can be tracked within the system without interfering with regular work flow. Together we can establish a system that ensures timely progress on each case while minimizing disruptions to ongoing work. Thank you

$1,500 USD in 7 days

0.0

(0 reviews)

0.0

@creatixclick

Hello, I am Constantin and I'm excited to learn more about your project and help you implement customizations in Zoho CRM. With software architecture skills, I can help you build an optimal system for your law firm. I have extensive experience in designing, developing and optimizing complex systems. My background includes working as an entrepreneur, managing teams across the board from architecture to sales, developing products for startups and corporations, and studying at one of Australia's top universities. This breadth of experience coupled with my strong software engineering skills make me the perfect fit for this project. I understand the difficulties you're facing in implementing legal case management modules with Zoho CRM and I can help solve these problems by integrating property database integration functionality into the system as well as creating automated reminders for critical dates like closing dates or renewal dates for contracts and leases.

$2,000 USD in 14 days

0.0

(1 review)

0.0

@vadymperebitiuk

Eyad A.! Nice to meet you I am extremely interested your project I need to hire Zoho CRM consultant to help implement and customize zoho crm for our firm and It seems great! I am an expert who has many years of experience on Software Architecture, CRM, Zoho Creator, Zoho CRM so I am sure that I am a god fit for your project. And as an expert, I have enough energies and powers to do your projects. Lets connect in chat so that We discuss further. Regards

$2,500 USD in 7 days

0.0

(0 reviews)

0.0

@sardharapiyush

Dear Client, I have checked your project description and with a strong background in .NET development and a passion for creating efficient and scalable applications, I believe I am the ideal candidate for this role. I have 8 years of experience working with the .NET, ASP.NET MVC, C#, MS SQL Server, MySQL, Oracle, PostgreSQL, Entity Frame, Ajax, JQuery, JavaScript, Angular, Type script with .NET CORE . My previous projects have involved designing and implementing robust software solutions for a diverse range of clients. I am well-versed in the full software development lifecycle, from requirements gathering and analysis to testing, deployment, and maintenance. Thanks

$2,000 USD in 30 days