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Zoho CRM customization/modification

$30-250 USD

Completed
Posted over 5 years ago

$30-250 USD

Paid on delivery
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.
Project ID: 18526254

About the project

8 proposals
Remote project
Active 5 yrs ago

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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 in 3 days
5.0 (1 review)
1.5
1.5
8 freelancers are bidding on average $211 USD for this job
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**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 in 3 days
5.0 (103 reviews)
6.6
6.6
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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 in 7 days
4.8 (21 reviews)
6.1
6.1
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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 in 3 days
4.9 (22 reviews)
5.1
5.1
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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 in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Racine, United States
5.0
2
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Member since Sep 20, 2007

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