Zoho One CRM and website integration
$3000-5000 USD
Paid on delivery
Job Title: Zoho One CRM Developer for Egg Donor Program Platform
About Us:
We have 40 years of experience in the field of egg donation and surrogacy. To streamline and enhance this experience, we're looking for a proficient Zoho One CRM Developer to create a custom platform that aligns with our specific operational needs. I created our Zoho One CRM for our surrogacy division, and it is fully functional. We now want to do the same for the egg donor division. I can set up the egg donor side of the CRM, by creating the modules and fields, and I will create the applications for both the intended parents and the egg donors.
Key Responsibilities:
1. Platform Development:
Develop a user-friendly platform where intended parents and egg donors can initiate their respective processes seamlessly.
Ensure secure and structured data management within the CRM.
2. User Pathways:
Create distinct pathways for egg donors and intended parents, guiding them through specific tasks and forms based on their selection.
3. Application Integration:
Develop a system where egg donor applications are directly uploaded to the CRM under 'Leads (Donors)' and Intended Parents are uploaded to the CRM under ‘Leads (IP)’ in the Leads Module.
4. Database Access for Parents:
Enable intended parents to create accounts, specify donor criteria (e.g., hair and eye color, ethnicity, height range, education, etc.), and gain access to donor profiles that meet the criteria.
5. Dynamic Content Generation:
Implement a feature that generates a custom "My Donor List" page, reflecting donors that match the intended parent’s criteria.
6. Communication Bridge:
Facilitate seamless communication and data sharing between the platform, CRM, and case managers.
7. The Donor & Intended Parent Process:
For Donors: Apply online ➔ Application upload to CRM in Leads (Donors)➔ Staff review ➔ If approved, further communication and information gathering ➔ Conversion to Contacts (Donors) in CRM ➔ Staff selects from 1-10 days for a counter named ‘Reservations Days Left’ ➔ The remainder of the case is managed from the CRM.
Reservation Days Left:
a) Upon selecting a donor, a counter, labeled “Reservation Days Left,” initiates.
b) This counter automatically decreases daily until it reaches zero.
c) The agency enters the specific reservation period for each donor, 0 - 10 days.
d) Create a Waitlist System:
e) A maximum of four Intended Parents can be placed on a waitlist for a specific donor.
Example Scenario:
Parent A selects a donor named June and is allocated a reservation period (e.g., 3 days).
If Parent B and Parent C also select June during Parent A's reservation period:
They are placed on a waitlist.
Upon expiration of Parent A's reservation:
Parent B advances from the waitlist and receives their reservation period (e.g., 3 days).
Following the expiration of Parent B’s reservation:
Parent C is allocated their reservation period.
For Intended Parents: Account creation ➔ Information is uploaded to CRM Leads (IP)➔ Choose donor criteria (e.g., eye and hair color, ethnicity, education, height range) ➔ Access & interact with approved donor profiles ➔ Make selections ➔ Convert to Contacts (IP) ➔ Communicate choices to case managers ➔ The remainder of the case is managed from the CRM.
Skills and Qualifications:
Proven experience in Zoho One CRM development and customization.
Strong knowledge of CRM platform integrations and dynamic content generation.
Expertise in developing secure and user-friendly interfaces.
Ability to translate operational needs into a functional digital platform.
Deadline: Ready to start now.
Project ID: #37290441
About the project
55 freelancers are bidding on average $4147 for this job
Hi there! My name is Sushil Kumar and I am an experienced Zoho One CRM developer with 40 years of experience in the field of egg donation and surrogacy. I understand your project title - Zoho One CRM and website integr More
Good day, Do you want us to replicate your existing Zoho One CRM for surrogacy division to develop and manage for the egg donors or you want us to customize Zoho CRM and need to develop complete system from scratch hav More
Hi There, I hope this message finds you well. I am Asad Sajjad, a proficient Zoho One CRM Developer with extensive experience in developing and customizing CRM platforms. I have reviewed your project details and I am More
Hello, Hope you are doing great, We are Cloud1 Web Solutions and we are excited to be able to help you with your project. With 40 years of experience in the field of egg donation and surrogacy, we have the skills neede More
Hi Hope you are doing well, READY TO START NOW I am excited to work with you on your project. I have read your job description carefully and understood and will assist you with building/developing you CRM for Egg Don More
I have some queries regarding the specifications that you have provided. Could we please have a word? My Skills: PHP, HTML, Software Architecture and Website Design
Hello, I am writing to express our interest in your project for a Zoho One CRM Developer for your Egg Donor Program Platform. Our team specializes in CRM development and has a proven track record of delivering high-qu More
Hello I Have read your requirement and I am sure I can help you. Please message me so that we will have detail technical discussion. I have almost more than 9+ years of experience in Mobile App development, Web deve More
Dear Karen S. I am excited to submit my bid for the Zoho One CRM and website integration project. As an experienced PHP, Software Architecture, HTML, Website Design, I am confident that I have the skills and expertise More
Hi there! My name is Salman ullah and I am a freelance developer with 40 years of experience in the field of egg donation and surrogacy. I understand that you're looking for a proficient Zoho One CRM Developer to crea More
Dear Client We understand the need to streamline and enhance your egg donation and surrogacy processes using a custom Zoho One CRM solution. We will create a custom, user-friendly platform tailored to your specific op More
Hello Karen! I hope you are doing great and safe, I am a dedicated full-time freelancer specializing in Zoho One CRM development and customization. With over 5 years of experience in the industry, I have gained expert More
My name is Ankit and I am an experienced Zoho One CRM developer with 10 years of experience in web application and DevOps engineering. I have the expertise required to develop a custom platform that aligns with your s More
