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Client Portal with Zoho

Hi there,

Skills required: Zoho, Zoho Invoice & Wordpress. Please only apply people with previous experience that can prove and show their previous similar work.

This porject is for a website made with Wordpress and Divi theme.

I do have Zoho One, so the client portal can be made and developed using Zoho Invoice.

Front-end:

I want my customer to have their own account so the can check, track and find information of each order they have placed. Each order will go through 3 status: PENDING, IN PROCESS & COMPLETED.

I want to share information of each order, such as: delivery date, arrival date, share some pdf files, pictures, and payment status as well. It would be nice if they can also have a calendar with the relevant dates of the orders.

Depending on the pdf file that I upload, the status of the order will change. For example, when I upload the [login to view URL] the order automatically will be in status "IN PROCESS" and when another pdf is uploaded the process will change to "Completed".

There must be a bottom where customer can place a new order. This bottom will show up as an invoice sheet and the can just add the product the customer needs and it will be send automatically to me as an "Order Request". So I can accepted, or add comments in needed ( I think Zoho has already something quite similar).

It should be a place call "Goals" where the customer can add the goal of the year and it should be show up if they meet their goal.

Back-end:

It should be divided in 3 tasks, Customers, Task & Payment.

Customers: I can check a own customer individually (please check page 1 or 2 of the pdf for a better understanding).

Task: each order, regarding the status will have a several information (such arrival date) when that information is not filled out, it will appear automatically in my "Tasks".

Payment: Same as Task but only in the payment section.

________

- The client area should be available in Spanish & English.

- The client area should be conected with CRM.

Each customer and each supplier have their own unique price. When I get new order request I should write down the price of the customer in advance, so customer can see his own price.

Same thing with suppliers, so when I get a order request, I would like to choose wich suppliers to choose. For example: Customer C1places new order and then I get the notification. The notification will show with a list of suppliers: S1,S2, S3.

If I choose supplier S1, an email will be automatically send to Suplier S1 with his current prices.

This will be an ongoing project, so oftentimes it will be adding new features and I will required you to developing making a long term customer with me. And additional, I will need different project for you as well.

If you have any question, please ask. Only professional, capable and experience people please.

Attached you can see an idea of what I am looking for.

Thanks a lot in advance!

Skills: WordPress, Zoho Creator, CMS, Software Architecture, Zoho

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About the Employer:
( 0 reviews ) Moraleja de Enmedio, Japan

Project ID: #26413684

18 freelancers are bidding on average $1293 for this job

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EricMtpixels

Hello, We read your description and are willing to work on your Client Portal with Zoho. We will create the design from the Div theme. Anesthetic spaced, clean design. Unlike many, we will provide unlimited revisions, More

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techplusintl

Hi there, ★★★★★ WordPress / Zoho Expert ★★★★★ I've read requirements and ready to develop Client Portal with Zoho . 17+ years experience and expertise in : CMS (Wordpress, Magento, Shopify, OpenCart, Joomla, Drupal, More

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mmadi

Greetings from UAE. I am quite interested in your project - 'Client Portal with Zoho'. :) I've already done this kind of project before. I am an experienced in your required skills including CMS, Software Archit More

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nickriley

Hi there I am web developer and Zoho One expert and I would be happy to help you build your website with features packed Client management features and completely integrated with Zoho Applications to automate the oper More

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AddWebSolution7

Hello there, Read the shared details, and this project seems to be really interesting based on our skill-sets and qualifications. -- As an organization, we have all the capabilities to deliver the project per expecta More

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fanninson45

I am skilled in Zoho Deluge Programming, API and Zoho Creator with experience in collecting, developing and understanding analytics; streamlining, customizing, and enhancing Zoho online systems. I am also skilled in Z More

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meen911891189118

Hello We need to understand your business workflow as per your requirement so please let me know when we can connect over the call. Allow me to introduce ClupeaIt Technology Pvt Ltd - a leading offshore software devel More

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xcailloux

Hi, I am an experienced web developer and designer, with a lot of experience in WordPress. I am extremely time efficient, and really good, so I am sure to be able to complete your project in the least amount of time. A More

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netalidesai888

Hello, I have checked The requirement and understand that as well. I have created SIMILAR in past. Do you want to see the DEMO ??? Can will send you ?? Thanks.

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CloudTechno

***ZOHO PARTNER*** ***ERP/CRM SOLUTIONS PROVIDERS*** Hi, hope you are well! How about we jump on a 5 min quick chat to make sure we know the basics of project and me well to make a better understanding. We are a fast g More

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ITSFRANCHESCA

Hi, I have gone through your project description and can give you a complete assurance that I can do the job. Have proven skills & experience in Web Designing & Development using a large variety of programming languag More

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cristianrosero47

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SwotBusiness

Dear Clint Greeting from Swot Business We found your requirement about Client Portal with Zoho, we having good knowledge in WordPress, Zoho, CMS, Zoho Creator and Software Architecture Our in-house team of web design More

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