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Zoho CRM Customization

₹1500-12500 INR

Closed
Posted 12 months ago

₹1500-12500 INR

Paid on delivery
I am looking for a freelancer to customize my Zoho CRM for Sales, Reporting, and the process I follow for my business. I need someone who is experienced in Zoho CRM customization and can work quickly, as I need the customization completed within a week. Here is a summary of my requirement, I have personally worked with Zoho and customized our CRM, what we need here is someone with expertise. Sales module with Leads, deals, and accounts Reporting and dashboard with the various parameters discussed Individual performance parameters have parameters trackable on a daily basis. Permissions for Different users for view/Edit rights. Integration with Whatsapp Integration with Quickbooks - Ideal skills and experience: - Expertise in Zoho CRM customization, specifically in sales automation - Familiarity with third-party integrations, as I am unsure if I will need any - Ability to work quickly and efficiently to meet my deadline.
Project ID: 36644168

About the project

12 proposals
Remote project
Active 10 mos ago

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12 freelancers are bidding on average ₹9,308 INR for this job
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Thank you for giving us this opportunity to execute in an efficient manner. 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 Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites. Mailchimp Quickbooks Whatcetra PayPal, Stripe, and Converge payment gateways. SMS: RingCentral, Twillio, SMS Magic integrations. Setup of Zoho Mail with Gmail, MS Office 365 Automation: Workflow rules, Auto responders, Email Templates Creation. Tasks for follow-up, alerts, and custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. Webhooks calls. While I am certain that others will underbid me on this project, I can assure you that I will do several things to prove myself. I work extremely fast. I have a great knowledge of all Zoho products and Deluge scripting behind all business logic. I can ensure great quality communication. I will complete the work as soon as possible and will provide my best efforts. I will complete the work on time and with complete satisfaction. Support: Assure that I will deliver high-quality work in a timely manner, and that I will provide support for any bugs or fixes. This states that I will be more attentive during the project and during post production support. Yamini Zoho Certified Consultant
₹12,000 INR in 5 days
4.8 (45 reviews)
5.8
5.8
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i am expert in zoho crm ........i can help you with this........................Connect to me n chats......................................................
₹12,000 INR in 7 days
5.0 (29 reviews)
5.2
5.2
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Hi there! I’m thrilled to submit my proposal for the job listed on freelancer.com by you. As a certified Zoho developer, I’ve extensive experience in developing, customizing and integrating Zoho applications that meet predefined or custom requirements of clients. My experience on working on various projects include: website design, website development, web applications development, mobile application development, third-party API integration and more… I’m proficient in: - HTML & CSS - Zoho One - Zoho CRM - Zoho Creator - Deluge Script - Zoho Books - Zoho Mail - Zoho Commerce and more… Why me? - 5+ years of proven experience - Certified Zoho Developer - 100+ Zoho Creator Projects - 50+ Custom Projects - 100% Success Rate (Outside the market, I just started working on Freelancer) To deliver the quality work timely, I ensure to follow a well-defined development methodology including progress update, and status report time by time. Interested? I would be happy to discuss the project further or answer if you’ve any query/issue. Thanks and regards, Aman Gupta.
₹7,000 INR in 7 days
5.0 (1 review)
3.4
3.4
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Hello there, I read through the post, and I feel I have an ample amount of relevant knowledge and experience of customize Zoho CRM for Sales, Reporting, and the process you follow for your business specifically in sales automation, to consider myself fit for this position. My background is in accounting and finance with experience of bookkeeping in QuickBooks online/desktop, ZohoBooks/CRM/Inventories, Xero and Wave. I have a strong knowledge of Strong knowledge of accounting principles so I can guide you that how to Integration with WhatsApp and Integration with QuickBooks. I am a chartered accountant (CPA equivalent) with over three years of experience is the field. Currently as a freelancer I am providing bookkeeping, accounting, financial reporting, budgeting and reconciliation, attention to detail and accuracy payroll services, annual accounts and tax preparation, Companies House and HMRC filing services to my clients. - I am looking forward to having a further discussion to see how we can work together. Best regards, Sehrish Ibrahim
₹5,000 INR in 3 days
0.0 (0 reviews)
0.0
0.0
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I can help you with this______________________________Connect to me in chats______________________________________
₹2,700 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi there, I have read your project. I am a Certified Chartered Accountant and a duly certified Fellow of ACCA (FCCA) I am an experienced and competent finance professional with 8 years of experience (4 years’ experience of US based companies), Knowledge and application of US GAAPS, International Financial Reporting Standards (IFRS) and International Standards on Auditing, Knowledge of Corporate laws and Procurement Rules, Sound analytical and problem-solving skills, internal controls, Budgeting, Financial Reporting, Financial Modelling, Accounting Software, ERP, MS Excel, MS Word. My specialities are: -QuickBooks -Xero -SAP -Microsoft Dynamics -Payable & Receivables -Financial Data Entry -Finance, Management Accounting, Auditing & Bookkeeping, Accounting, -Financial Statements. -MIS, Budgeting, Forecasting & Variance Analysis. -Payroll -Audit of books of accounts. -Taxes -Reconciliations including banks, vendor, suppliers, financials. -Fixed Assets accounting & preparation of the register, calculation of depreciation Thanks. Fellow of ACCA (FCCA)ACA (UK) finalist BSc (Hons) Accounting and Finance, Oxford Brooks university, UK
₹15,000 INR in 5 days
0.0 (0 reviews)
0.0
0.0
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I offer assistance in customizing your Zoho CRM for Sales, Reporting, and process optimization. With experience in Zoho CRM customization and similar projects, I guarantee desired results within your specified timeframe. Customization proposal includes Sales module, Reporting and Dashboard, Individual Performance Tracking, User Permissions and Security, Whatsapp and QuickBooks integration. Skills include Zoho CRM customization, third-party integrations, commitment to quality and deadlines.
₹8,000 INR in 8 days
0.0 (0 reviews)
0.0
0.0
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Hi there, I'm Chirag, an experienced software engineer with expertise in Zoho and Gsuite products development and implementation. I understand exactly what you need for your Zoho CRM customization - a freelancer with experience in Zoho CRM customization specifically in sales automation and third-party integrations is needed to meet your deadline. I have the necessary expertise to help you customize your Zoho CRM: I have worked with Zoho before and successfully customized our CRM. With my experience in business process planning and Zoho, I am confident that I can deliver a successful project within the week required.. Please let me know if you would like me to discuss further or answer any questions you may have.
₹12,000 INR in 7 days
0.0 (0 reviews)
0.0
0.0
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Hey team I have certified Zoho CRM Administrator & expertise in implementation and Customizations i have read your document and i think i will be perfect fit for your role. Kindly ping me for more details Objective: Tailor your Zoho CRM system to suit your specific business needs through customized enhancements and optimizations. Scope of Work: Analyze requirements, create custom fields, automate workflows, develop modules, integrate third-party apps, customize reports and dashboards, enhance user interface, and optimize mobile accessibility.
₹10,000 INR in 4 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of QATAR
Mumbai, Qatar
5.0
2
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Member since Jul 4, 2022

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