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Need Zoho Report Expert

$30-250 USD

Closed
Posted over 5 years ago

$30-250 USD

Paid on delivery
I need to setup zoho reports to automatically generate the below report and email it each day and then a recap each week. We are using zoho crm and zoho reports. # of Leads # Spoken To # of Quotes via Email # of Sales # of Leads Not Taken Care of 243 9 3 1 187 # of leads = # of leads that were created on a specific day # spoken to = # of leads that have a specific status (attempted to contact #1 and attempted to contact #2 status) # of quote via email = # of leads that have a specific status (negotiation / review status) # of sales = # of deals closed for a specific day # of leads not taken care of = # of leads whose status is blank
Project ID: 17833170

About the project

12 proposals
Remote project
Active 5 yrs ago

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12 freelancers are bidding on average $188 USD for this job
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Hello! This is Vibrant Webtech and I was glad to see that you're looking for help for project CRM, Excel, PHP, Zoho. I've delivered more than 400 + projects in the last 5 years and this makes me very confident with your task.I'd like to have more details before proceeding. This way I'll have the chance to elaborate m bid accordingly. I never ask for payments in front. I will only ask you to release the agreed milestones once the task for each one of them is met and you're happy with it. Feel free to visit my personal page on this platform and get an idea of how satisfied my clients are from my work. Don't hesitate to contact me. I'm looking forward to hearing from you soon.
$150 USD in 2 days
4.9 (280 reviews)
7.6
7.6
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Hi: I have been contracted through Freelancer for the last four years on a part time basis by a leading e-commerce U.S. I.T security solutions provider based in Indianapolis that subscribes to Zoho One. I have assisted in achieving 10% YOY growth through providing financial, sales, services and CRM consultancy and business intelligence insights using Zoho Reports to the General Manager/President, the sales and professional services’ teams. Take advantage of my excellent sales, support, marketing and business knowledge & experience so that you can meet your business intelligence objectives and reporting objectives. Drop me a note of you have any questions, Allan,
$250 USD in 3 days
5.0 (1 review)
5.8
5.8
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Hi, I am a ZOHO Developer.I read your requirements of creating chart/report on ZOHO Reports based on CRM data. I would like to help you on this project. Thanks Arfater
$77 USD in 3 days
5.0 (10 reviews)
5.1
5.1
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Hello We are group of freelancers working independently on several technologies. I have one of my developer friend who is Software Architect with 9 years of experience. He is very good in client handling and possess dexterous skillset in completing projects with effective communication skills. He is currently working on Zoho,Node.js and React.JS, crm for support of application (mainly bug fixing). I am sure he will be right fit for your job and fulfill your requirement. Please let me know your thoughts so that I can connect him with you. I won't charge anything for resource allocation. Just returning favor to my developer friend. Looking forward to your revert. Thank You.
$277 USD in 3 days
5.0 (14 reviews)
3.8
3.8
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I am 5+ year experience In the field of zoho componant like (CRM, Project, Desk, Inventory, Recruit, Creator). I have done various type of projects and customisation in zoho for our clients. 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
$166 USD in 3 days
5.0 (1 review)
3.8
3.8
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Hello, I have briefly read the description on zoho-report-expert , and I can deliver as per the requirements however I need us to discuss for more clarity on the details, deadline and budget as well.
$250 USD in 3 days
4.9 (5 reviews)
2.6
2.6
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Dear Client, I understood your requirements and will setup zoho report in the same manner so that it will send you an email on daily basis for the total leads and actions on them. I can work on this immediately. Waiting for your response. Thanks, Satish kaushik
$222 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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I'm Ex employee of Zoho Reports. So i'm able to do it in the better way and my strength is report genaration and make Query tables. Surely i'm able to support you very quick. Regards Maris
$144 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
CHICAGO, United States
4.9
303
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Member since Jul 19, 2011

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