Zoho CRM Configuration for Charity
$250-750 AUD
Paid on delivery
I am in need of an expert who can configure Zoho CRM for my not-for-profit charity. This involves multiple tasks, and each one has specific requirements.
1. Individuals Contact CRM
Setup and configure Zoho CRM to manage individual contacts.
Admin capabilities to add, update, and manage individual profiles, tracking interactions and engagement.
2. Organisation Contacts CRM
Configure Zoho CRM to manage organizational contacts.
Admin capabilities to add and manage details for support organizations, partners, and other entities.
3. Membership
Integrate Zoho CRM with Paid Memberships Pro via Zapier for new membership signups.
Establish a member portal in Zoho CRM for users to log in and update their personal and membership information.
Set up automated workflows for membership status updates and renewal notifications.
4. Public Forms
Develop and integrate four publicly accessible forms for individual registration, organization registration, event registration, and volunteer sign-up.
Ensure seamless integration with Zoho CRM for automatic data capture and update.
Set up initial triggers and tasks in Zoho CRM for each form submission to ensure timely follow-up and engagement.
5. Initial Campaigns
Setup two initial email campaigns within Zoho CRM targeting new members and potential donors or volunteers.
6. Donation Management System
Configure Zoho CRM to track and manage donations, including integration with payment platforms and reporting capabilities. Includes recurring payments.
Ideal candidates have vast experience with Zoho CRM, have a strong understanding of the needs of a non-profit organization, and possess excellent communication skills. Our timeline is flexible, but we aspire to have the project complete in a timely manner. Please bid only if you can meet all these requirements.
Project ID: #37890062
About the project
Awarded to:
My name is Yamini, and I am an Indian-based Zoho Certified Consultant. I love Zoho, and I have ten plus years of extensive experience with all Zoho products. Integration : REST API Zoho CRM with Zoho Creator, Zoho Bo More
52 freelancers are bidding on average $526 for this job
Hi sir, . I am available here to discuss more with this project I helped 107 clients from Australia then i think you will be next one. Your satisfaction is more important than money then you only need to pay when yo More
With over 18 years of experience in web and app development, I have acquired a comprehensive understanding of PHP, WordPress, WooCommerce, and Data Scrapping. As such, I strongly believe I am well-equipped to handle th More
Hello, Hope you are doing great, As someone who has been using Zoho CRM for a variety of clients for the past several years, I'm confident in my ability to configure it to meet your charity's specific needs. I understa More
" Zoho CRM Configuration for Charity" sir i read your project brief and I will do your project Please review my similar portfolio https://www.freelancer.com/u/nabeelawais83 My Experience in this field for last 10 More
Dear Client, I'd be a great fit for your Zoho CRM project because not only do I have a deep understanding of Zoho CRM and its configuration, but I also have a track record of understanding and delivering on the uniqu More
Hello, Hope you are doing well, I reviewed your project thoroughly. I posses over 8+ years of extensive experience and intimate knowledge of PHP, deep understanding of Zoho CRM. I will setup and configure Zoho CRM to More
Hi' With a solid background in not only PHP but also CRM development, I can seamlessly configure Zoho CRM for your charity. I am an expert in Zoho customization and have an understanding of the distinct requirements of More
As a seasoned full-stack developer specializing in CRM solutions for non-profit organizations, I'm excited to propose my expertise in configuring Zoho CRM for your charity. With a deep understanding of your unique requ More
Dear Sir, I am excited to apply for the Zoho Developer job you have advertised on Freelancer. As an experienced Zoho Developer with over 6 years of experience in the industry, I believe that my skills and knowledge ma More
Hello, As a seasoned PHP developer with a strong Laravel background, I am more than qualified to tackle your Zoho CRM configuration project for your non-profit charity. Throughout my 8+ years of experience, I've had a More
Hi, Neil H.! I have worked with similar projects so that I can provide you with a satisfied result. So I will share you my previous work similar with your project via chatting. Having confirmed the job posting "Zoh More
Dear Neil H., I have extensive experience in PHP and CRM, particularly with Zoho CRM. I am confident in my ability to configure Zoho CRM for your charity, including setting up individual and organizational contacts, m More
As a Full Stack developer with ample experience in PHP and Zoho, I'm your go-to choice for your Zoho CRM configuration needs. I've worked with numerous organizations, including non-profits like yours, so I understand n More
