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Zoho CRM assitance/setup/educate/workflow automation

$25-50 USD / hour

Closed
Posted about 5 years ago

$25-50 USD / hour

I am looking for someone to clean up our Zoho CRM. We are an insurance and investment firm who focus on B2B and B2C and I need to explain what I'd like zoho to do and how to auotmate certain functions - we have started this path and need to make sure we're doing it the most efficiently. I would like to automate a lot of what we do to prompt users to follow certain flows.
Project ID: 19229963

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20 proposals
Remote project
Active 5 yrs ago

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20 freelancers are bidding on average $33 USD/hour for this job
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Hi, Greetings from Appadurai of Yaali Bizappln We are Zoho CRM authorized development partner and a ex-employee of Zoho. We have successfully implemented 100+ projects for clients across the globe on Zoho CRM for various industries real-estate, healthcare, insurance, legal, banking, tax. We follow the approach where our business consultant discuss and gather as much information about the client business , that would help us to assess and to provide guidance to reform the existing operations. We have a technical team that closely works with the consultant to develop a detailed business plan and get the implementation done. We can provide client references to talk to and looking forward to discuss more details on the private chat window.
$27 USD in 40 days
4.9 (12 reviews)
6.4
6.4
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I have 5+ year experience In the field of zoho technology. i have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.)  I have done various types of integration with zoho for my clients. Zoho Creator: 1. Creator Form Management 2. Application Development 3. Report and Robust Database 4. Various Automatons 5. Delegue Script Development Zoho CRM: 1. Module Customisation and Creations 2. Layout management and layout setup. 3. Workflow Automation. 4. Custom function Implementation 5. Call, Event and Task Management. 6. User Management 7. Webhook Implementations 8. Report Creating Zoho Project: 1. Project Creations 2. API implementation Zoho Inventory: 1. Invoices Management 2. Purchase Order, Sales Order 3. Stocks and warehouse 4. Customer management Zoho to 3rd Party 1. Xero Integration 2. Mailchimp Integration 3. Champaign Monitor Integration 4. Active Campaign Integration Other Integration SMS Burst, Clickatel  
$25 USD in 25 days
4.9 (9 reviews)
5.2
5.2
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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
$40 USD in 40 days
5.0 (13 reviews)
4.8
4.8
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INTRODUCTION I can see you are interested in zoho CRM automation and integration of apps workflow. 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, 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/ • https://www.freelancer.com/projects/crm/create-zoho-creator-app/ • 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/zoho/ZOHO-CREATOR-expert-developer-needed-18631216/ • https://www.freelancer.com/projects/php/reporting-app-from-zoho-one/ • 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.
$26 USD in 40 days
4.6 (6 reviews)
4.9
4.9
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Hi, I am a specialist in the design, development and customization of zoho systems and apps and I can integrate your entire system to work as one fully automated into one entity
$38 USD in 40 days
5.0 (4 reviews)
3.9
3.9
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Hi Seth, Greetings. Hope you remember us. Can we help?
$25 USD in 40 days
5.0 (1 review)
3.0
3.0
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Hi, I am certified integration and deployment architect came up with 9+ years of rich experience, For more details please visit my profile and message me so that we can connect and talk.
$50 USD in 40 days
5.0 (1 review)
2.8
2.8
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Hi I am an ex-employee of Zoho with 6 years of experience on both Product Consultation and Implementation. I have embarked a new journey, as an Entrepreneur, by partnering with Zoho. Would love to understand more about your business and requirements to implement the solution best suitable for you. I did the consulting and implementation of Zoho CRM for a leading online fin-tech startup that provides insurance comparisons online. Their travel insurance provides a complete online journey for users to check for prices and buy the policy online. As the user travels through the online journey, the data gets updated in the CRM through API. Based on which we were able to take the complete business analytics like the number of users visiting the website, conversion funnel, where do people drop off, how many bought the product, which product was sold more etc., Based on this they could make their online journey better. My recent review on Freelancer: “Working with Radha has been by far the best experience with any Freelancer I have ever had. She is extremely professional and even went as far to have a screen share meeting to train in the use of my CRM. She exceeded every expectation and her knowledge of the CRM made the project even that much easier and showed me the functions and abilities of the CRM that made the final project excellent. Thanks & Regards Radha "So I think instead of focusing on the competition, focus on the customer." - Scott Cook
$27 USD in 40 days
5.0 (1 review)
1.5
1.5
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Greetings, you need a Zoho developer/educator, I am available to help you with this, let's have a chat. thanks.
$27 USD in 40 days
5.0 (1 review)
0.6
0.6
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Hi I have worked on many APIs, especially email marketing like Zoho, Salesforce etc. I have properly read the project requirement. I can immediately start to work on your project. My Skills are WordPress, Laravel, Codeigniter(PHP), jQuery, Ajax, JSON, Mysql, Bootstrap, Material CSS, RESTful APIs, Angular Please come in the chat box for more discussion.
$33 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Dear client Nice to meet you. I'm very familiar with Zoho and its automation using zoho creator for many works such as apis integration(payment, email or sms) and the DMS(document management system) development and many other works. I work really fast on zoho and its customizations on forms works and its management Please ping me so we can start from now Looking forward to get response from you Thanks Best wishes
$41 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hello How are you? I'm very interested in your job I have full experience in zoho Please tell me more details about your Zoho I'm ready to work Kind Regards
$25 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hi, I've experience on Zoho crm. I've used it for many years. Do let me know what functions you need on automation. Be sure you will get quality work and reliable communication. Kindly come over chat so I can know your all requirements in details. I need to discuss complete details with you so we could proceed further accordingly. I am willing to know how we can proceed further with the discussion. If you have any questions then feel free to have a quick chat with me. I am waiting for hearing back from you soon. Best Regards, Nawaz
$41 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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I have over 2 years commercial experience with Zoho CRM for a financial company and 2 vehicle tracker companies. Without looking at your Zoho dashboard it will be difficult to assess the job. First we need to know which package you have as you are limited to how many workflows you can apply. After establishing this we can prioritize what is required according to your business plan
$38 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hi, We are more than 100% confident that we will satisfy your need. Our experience and skill set is on ERP where your workflow is our strength. Can you discuss once in details? Lets discuss. Regards, Mit, Eclipse Technoconsulting Global Pvt. Ltd , An ISO 9001:2015 Certified company
$41 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hello, My name is María, I'm a very detail oriented Virtual Assistant that would be very happy to help you with your task. I've worked with Zoho CRM in the past, entering new leads, new contacts, updating contacts information, etc, so I'm pretty familiar with the system. I'm good to follow instructions and Job Aids since I used to be a Trainer and I used to create Training manuals, I'm used to work under no supervision and I'm really good at time management. I have immediate availability to start working as part time (20 hours a week). If you have any questions, please let me know, it would be a pleasure to work with you. Best, Maria.
$25 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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Hello, Greetings for the day!! As your description, You want to clean up your Zoho CRM. Tasks like: - Assistance - setup - educate - workflow automation We are a team of PHP Developers, working since last 8 years, confident & capable enough to cater any of these development needs. We do developed CRM from Scratch and integrated also various other CRM like SuiteCRM, Zoho CRM, SugarCRM and vTiger and get the job done. We can also give you a demo of our work during the time of the interview. Kindly let me know when can we connect for a further meeting. Thanks and Regards, ST Virasat Solutions
$38 USD in 40 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Huntsville, United States
5.0
1
Member since Feb 13, 2017

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