Customising ZohoCRM



Project Description:

The scope for this project is to customise ZohoCRM solution. You will be given a fresh-brand new install of Zoho and a full list of requirements including wireframes, detailing the work we require completed.

I am looking for a CRM expert who has customised [url removed, login to view] before.

DO NOT APPLY if you do not have this experience!

We require:

1. Setup of Zoho Accounts to take additional custom fields (we will provide the full list of fields required).

2. Creation of Web-to-Leads (custom form) which will be capturing the information to create a new account and capture the data to go into the new custom fields in (1).

3. Setup of Potentials, Products and Sales Invoice process. (Zoho has this core function but some customisation required here)

4. Setup of rules / assignments / automations to manage entire process from Capture new leads to sending invoice.

5. Customisation of Invoice fields and including implementation with document signature software like [url removed, login to view] or [url removed, login to view] or

6. Importation of Sales Data from our external mySQL database via API / webhook...

7. Custom reporting - which will combine the information within Zoho (such as Accounts/Products) and match with the imported sales data from our external database to build custom reporting.

Right now we are manually doing this process via microsoft excel, and as the business is growing it is now time to move into a more structured and automated system. We have selected ZohoCRM as it fits the business needs, however in order to get the most out of using Zoho, we do require the customizations listed above.

Please note this is phase 1 in a larger project the company wants to implement. Setting up and customizing Zoho is step 1. If you successfully build this project to our satisfaction, we will be looking at more work in the future to build extra customization such as sales pipeline, customer support and so on. We are looking to find not only a Zoho expect but someone who we can build a strong relationship to continue to service our company in the future.

If you are selected as the winning bid for this project, we will need to have an initial meeting on Skype to make sure you understand the full brief and of-course can ask any questions.

NOTE***** :

1) Please let me know your level of expertise working in ZohoCRM platform.

2) Do you have experience working with ZohoCRM before, if Yes please provide an example.

Skills required:

CRM, Zoho, php, mySQL, database import

Skills: CRM, Data Entry, MySQL, PHP, Zoho

See more: customising zohocrm, zoho project api, zoho crm skype, zoho crm expert, using docusign, signature database, sending invoice, sending an invoice, right signature, rightsignature, right now crm, out of scope requirements, microsoft project import, microsoft excel 2013 expert, i need a crm excel system, get external data, full service crm, find an expert in microsoft excel, find an excel expert, expert in microsoft excel, excel expert course, example of data capturing,, data capturing company, custom list in excel

Project ID: #4200035

11 freelancers are bidding on average $1094 for this job


Hi, I am ready to help you on this. Will mold Zoho CRM to meet your need. Best quality assured. Thanks

$1100 AUD in 25 days
(731 Reviews)

We have done similar type of work. see pmb for more info

$1000 AUD in 20 days
(17 Reviews)

Hi! Our PHP Experts can do this project for you professionally. Please check PMB for details.

$1500 AUD in 20 days
(150 Reviews)

If my bid is interesting please contact me first to discuss.

$930 AUD in 40 days
(82 Reviews)

Thanks for inviting us to bid on this project. We have a team of highly qualified and creative professionals. Give us a chance to show our talents and we assure you quality.

$1200 AUD in 30 days
(71 Reviews)

Hi We have read your requirements.We have completed 80+ big PHP projects in last 5 years. Please check private message board for details.

$1500 AUD in 20 days
(17 Reviews)

Hello, Thanks for posting the project on Freelancer. We have gone through the requirements and have some queries over it which we have sent on to your PMB. Kindly review the same and answer the queries so t More

$750 AUD in 1 day
(5 Reviews)

Hello Sir, Please check your PMB Details. Thanks & Regards, SevenStar Infotech.

$950 AUD in 25 days
(27 Reviews)

Hello Dear Employer, I have not worked with ZohoCRM, but being PHP developer, I can work with it. I am a Custom PHP/MySQL developer. I have designed and developed, many websites on PHP amd MySQL. I have 4 years o More

$950 AUD in 40 days
(23 Reviews)

ready to work for zohocrm!! as per ur requirements!!

$1152 AUD in 20 days
(5 Reviews)

I'm passionate about CRMs and their correct initial set up. I'm new to freelancer but have set up Zoho before with great results and my clients can testify.

$1000 AUD in 5 days
(0 Reviews)