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Zoho Review and Set Up

$750-1500 AUD

Closed
Posted almost 4 years ago

$750-1500 AUD

Paid on delivery
We have 10 users with multiple channels and we would like the sales channel to be set up with auto updates, motivator, etc. Also to review and recommend set up for best results.
Project ID: 26435806

About the project

19 proposals
Remote project
Active 4 yrs ago

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19 freelancers are bidding on average $1,259 AUD for this job
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Hi, Greetings from Appadurai of Yaali Bizappln We are Advanced Zoho authorized development partner and Zoho certified professionals having successfully implemented 200+ projects in Zoho Creator, Zoho CRM integrated with other Zoho services/Platforms. We are the winner of Zoho partner of the Year 2019 which is the evidence of our quality of work, timely delivery and trust by our customers. Our business model includes understanding your business with initial discusstion and gather your requirements, share our suggestions based on the implementation. We have a skilled development team to implement the requirements gathered and test in your sandbox before deploying in the production
$1,500 AUD in 7 days
4.9 (12 reviews)
6.4
6.4
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Hey, I am Fateh Singh, 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
$1,500 AUD in 15 days
5.0 (16 reviews)
4.9
4.9
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I have 6+ year experience in the field of Zoho one suite. I have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.) I can do various types of integration between zoho apps and other third party integration like (Google, Office 365, Xero, Insightly, Saasu, Clarizen etc.). I have worked with 200+ client in my career with 100% completed the jobs. below are the list of my work skills 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 5. Google 6. Facebook 7. Office 365 SMS Integration 1. Burst 2. Clickatel
$1,333 AUD in 15 days
4.8 (10 reviews)
5.3
5.3
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Hi, I am Ankita and I have more than 8years experience with Zoho Creator and Zoho CRM as well as Zoho applications like Zoho sites, zoho recruit etc. I have developed more than 38Zoho Creator apps so far. I would like to share some of my latest application i developed with Zoho Creator are as- 1- Resident Management Owner details, Residents details, Flats details, units details. All vehicle in society by there Resident Number. All Pets Details in the building Phone bridge integration for phone calling direct through the Zoho App. Customer Portal for Different Users. 2-Medical Clinic Zoho creator data Import/Export using .csv, .xls, .tsv. Import data from pdf and upload data into zoho creator. Take care of Unique keywords while Import data into zoho. Php code used to took data from pdf document. Total 2500+ PDF file converted into .csv and import into Zoho Creator Pulling price and cost from a price list to populate order forms Auto Populate Subform data when lookup field is selected. Invoices Send through E-MAIL I am available for further discussion. I look forward to hearing from you. thank you regards, Ankita
$1,125 AUD in 25 days
4.6 (2 reviews)
5.0
5.0
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Hello Dear, Good day, I just read your job posting and it sounds like you need a Zoho CRM Consultant! I am skilled in CRM delivery in an iterative approach (Requirments gathering - analyze - develop - demo - go live - support). I am a highly competent CRM Consultant with 4 years of total hands-on experience in the Software development field and 2 years of experience in CRM platforms(Zoho and Salesforce) customizations. As a CRM Consultant, I have built multiple Zoho projects, including Zoho CRM, Zoho Service Desk, Zoho mail and Zoho forms solutions from the concept to the delivery, training and support. I have a wide business experience in CRM processes, sales, traveling processes, contact centers, ticketing, insurance, banking, retail, human resources, customer support, surveys & customer satisfaction processes, quality assurance, risk management, B2C and B2B processes. I am also 3x Salesforce CRM Certified: administrator, sales cloud consultant and developer1. Please do reply to this message and let me know when would be a good time for us to connect this week. Thanks & Regards, Mohamed Osama.
$1,111 AUD in 5 days
5.0 (4 reviews)
2.8
2.8
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Hi I have come across your post and would like to offer my services. A bit about myself, my academic qualification is Chartered Accountant & CPA. For the past Five years I have gained considerable experience using various accounting software including Quickbooks (both Online and Pro), Xero, Zoho, and Tally. I am also proficient in the advance use of Microsoft Excel, Google Drive and Google Sheets. I have given the bookkeeping services to following companies: E-commerce Business Food & Beverages – Real Estate and Construction – Personal (Individual) Books Lot more... sample of previous projects for your review https://www.freelancer.com/projects/accounting/Quickbooks-data-entry-bank/payments https://www.freelancer.com/projects/accounting/Quickbooks-accounting-data-entry/reviews https://www.freelancer.com/projects/accounting/Zoho-Accountant-post-entries-from https://www.freelancer.com/projects/accounting/Complex-Quickbooks-Invoice/reviews https://www.freelancer.pk/projects/accounting/Bookkeeper-wanted-24620891 https://www.freelancer.pk/projects/accounting/Setup-Accounting-Bookkeeping-Systems https://www.freelancer.pk/projects/accounting/Quickbooks-Accountanting-Software-Expert https://www.freelancer.pk/projects/accounting/Quickbooks-data-entry-bank https://www.freelancer.com/projects/accounting/Project-for-Sajid-24873257 Please do not hesitate to contact me. Best wishes Sajid Ur Rahman
$1,300 AUD in 10 days
5.0 (1 review)
2.4
2.4
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Dear Recruiter, I hope you are doing well & Safe. My name is Raj and I am an Indian based Zoho Consultant. I love Zoho and I have 4.5 years of extensive experience in all Zoho Products. Integration : Zoho CRM, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites, and vice versa. Automation: Workflow rules, Autoresponders, Email Templates Creation. Follow Up Task, Alerts, Custom functions, Automatic Rules, Reminder Setup, Notification via Email, and SMS, Dashboard Creation, Scheduled Reports with multiple formats, Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. - I work extremely fast. - I have a great knowledge of Zoho Products and Scripting behind business logic. - I can ensure quality communication. - I will complete the work as much as earlier and will do my best effort. - I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. I will implement the Zoho in an efficient and faster way since I have implemented CRM with customization, integration, permission, and profiles for 45+ business Thank you and I look forward to the opportunity to work with you Regards Raj Kumar Jha
$1,125 AUD in 7 days
4.3 (2 reviews)
2.0
2.0
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Hi, How are you? Upon reading brief details I believe its a doable job I have great experience doing projects with Zoho and CRM. I am confident about getting this done. While I believe we need to have detailed discussion about it. I work as per Eastern time daily so that would be good for us to catch up on this job, Lets discuss this further and get started for you as soon as possible. Thanks! Shamshad
$1,500 AUD in 18 days
0.0 (0 reviews)
0.0
0.0
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With over 10 years managing and developing Salesforce, migration to Zoho and more years building in Zoho CRM, Zoho Creator and Zoho Books among other Zoho apps, I'm confident I can finish your request in a few days. I'm more than prepared to get this done, message me and we can discuss the details over chat.
$2,000 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, My name is Kewal Agrawal and I worked in Zoho Corporation PVT LTD for 3 years as a developer. Post that I implemented Zoho for quite a few organizations. I understand all of Zoho's apps like the back of my hand which includes but is not limited to Zoho CRM, Campaigns, Marketing Hub, Desk, Books, Recruit, Creator, Analytics, etc. I know how to integrate all of Zoho's app with each other and also how to integrate any third-party app. I can create all types of automation using Deluge(Zoho's Native language). I am an expert in Deluge as well. I recently implemented Zoho for another organization's sales process as well, So I know what is important for sales and what metrics must be tracked. Keeping that in mind, I can create dashboards and reports for you. Also, Since I have an MBA from India's top business school, IIM. I understand business really well. So, I can always give you my feedback on industry best practices and which process would be better for your organization. I can also teach your people on how to use these apps effectively and get the best out of your buck. Let's connect and you can tell me your requirements and I can tell you how we can solve them. Awaiting your response Regards Kewal Agrawal
$1,000 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello, Read your job details carefully, I am a Senior Zoho Admin, Consultant, and Developer with 7+ years of experience in Zoho.
$1,125 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Dear Hiring Manager/Hello I’ve carefully gone through your job posting . I ’m an expert and zoho Developer with 3+ years experiences of zoho Development and customization/automation. I am very much interested in your project with all of your requirements that you need set up of app in zoho creator and i have done many apps for small business and i have done many integration please see my projects. I am Zoho CRM/Cretor Consultant and Integration & setup Specialist. I work on cloud like Zoho CRM, Zoho Cretor, Zoho Books, Zoho Recruit, Zoho Project, Zoho People, Zoho Support, Zoho Mail etc. Specializes in the following Zoho aspects: Zoho CRM Customization - Custom layouts, custom fields, formula fields, custom functions, webhooks and custom PDF generation. Zoho Creator - Custom forms, multiple forms and functionality, Creator to CRM integration, Creator to reports integration, external api calls, embedding Creator forms within website, Deluge programming .
$1,125 AUD in 15 days
0.0 (0 reviews)
0.0
0.0
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I have more than 5 years of experience designing, developing, maintaining, customizing ZOHO CRM for my clients based in Mumbai. Cleaning up the data (normally in CSV/ excel file) is an inherent part of the requirements for the work. Workflow routines have been automated to trigger a task/ reminder in the lead pipeline, send an email, or trigger a message in SLACK or any messaging. This can also be linked to Zoho Campaigns. At present, I am working on the ZOHO one set up for my client.
$1,500 AUD in 30 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Adelaide, Australia
0.0
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Member since Jul 6, 2020

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