Zoho Customisation

£250-750 GBP

Completed

Posted

over 3 years ago

£250-750 GBP

Paid on delivery

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

Zoho

Zoho Creator

CRM

Project ID: 27823713

About the project

16 proposals

Remote project

Active 3 yrs ago

Looking to make some money?

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Awarded to:

@fairchance

£0 GBP in 16 days

5.0

(135 reviews)

7.7

16 freelancers are bidding on average £460 GBP for this job

@meen911891189118

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

£277 GBP in 10 days

4.8

(8 reviews)

5.8

@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

£750 GBP in 7 days

4.9

(22 reviews)

5.3

@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 projects in Zoho APPs for my employer now I’m starting my career as a freelancer. You can ask me anything about Zoho APPs and Automation before placing an order. My expertise: Migration from Other CRMs to Zoho CRM Initial Zoho CRM Setup Zoho Customization Data Migration to Zoho Zoho Books, Inventory. Zoho Subscription Zoho Forms API Integration Workflow Automation Zoho Creator; Deluge Script and Custom Function Advanced Zoho Reports (Analytic) Zoho Sales IQ, Live Chat and Zoho Bot Zoho Projects and Recruit Zoho Campaign Integration: Twilio, PhoneBridge, BrustSMS and many more Zoho Mail, Gmail POP3, IMAP WordPress forms Facebook WordPress to zoho crm leads, contacts, deals etc WordPress any form integration zoho crm custom integration

£250 GBP in 1 day

4.0

(1 review)

1.4

@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 days

0.0

(0 reviews)

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. I will provide a great result for you. Looking forward to your reply. Best regards Pawan Kumar

£500 GBP in 7 days

0.0

(0 reviews)

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 discuss with me for any kind of suggestions or information, please knock me anytime. I am looking forward to hearing from you very soon. Thank you.

£500 GBP in 7 days

0.0

(0 reviews)

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 decade of experties in ERP Design and implementation with multiple services and products industries. I can setup Zoho One suite including CRM, Books, Forms, Creator, Campaigns, SalesIQ and other Applications. I can migrate your data and import into Zoho One/CRM and can do the integrations between apps in Zoho One. Please feel free to communicate for free consultation and requirement elicitation. Looking forward to work with you. Thank You

£500 GBP in 15 days

0.0

(0 reviews)

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 different businesses since 2016. My profile here on (fiverr) speaks volume about my service and commitment to my clients. We'll customised your Zoho CRM and also create Zoho Writer templates and add workflows for email notification etc , and we'll deliver our work within 4 business days and charged 200$ for all of these work. Not only zoho we are also dealing with Graphics designing, PowerBI, Data Science/Analytics and many other Services. Looking forward to your response and doing business with you. Best Regards:

£250 GBP in 4 days