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Development & Management of our Zoho CRM

$250-750 USD

Geschlossen
Veröffentlicht vor mehr als 7 Jahren

$250-750 USD

Bezahlt bei Lieferung
We have an intricate sale process. We are a venue and event production company. I had 17 hats but as we grow so did our needs which zoho seems to be able to handle all. I need a lead management system with different/various workflows, reminder, tasks -It starts from an online inquiry, which once filled out should go directly into our new leads -once there, it should automatically send out a price sheet and assign a follow up immediately. -There is a couple of different sales processes I'd like to kick in based on the criteria. I can go in details. I also need client management where my lead turn into paying clients. -Once a lead becomes a client, there is also a timeline to follow -The most important thing I need is to be able to [login to view URL] a job for the client, where I can assign vendors I refer to (as our vendors pay us for promotion, and if booked, need to remit payment to us based on their sale-so I need something that keeps track on how much I make in commissions for referrals. Sort of QB in essence, where I can connect vendors to jobs, who are not really vendors who pay me. But I also want the ability to add vendors as sometimes I hire for my client. The biggest issue is getting done, and having someone reliable to meet deadlines. You'll also be our connection for maintenance, upgrades, module implementation, ect. THIS PROJECT IS SUPER DUE, AS I HIRED SOMEONE WHO DRAGGED ME FOR A WHOLE MONTH AND GOT NOTHING DONE WHEN PAID UPFRONT.
Projekt-ID: 11246176

Über das Projekt

4 Vorschläge
Remote Projekt
Aktiv vor 7 Jahren

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4 Freelancer bieten im Durchschnitt $569 USD für diesen Auftrag
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I have 15 years of experience building Microsoft Access databases. I have built over 25 in this time.I have samples at access database by Donna on Facebook.
$555 USD in 5 Tagen
4,8 (43 Bewertungen)
6,6
6,6
Avatar des Nutzers
Hello! First, I need to understand how your process works and which workflow rules you need. My work includes a workflow draw on Bizagi, 1 webform made by zoho (not include put this webform in your website), 10 workflow rules and 50 customized fields. I'll need access as admin on your zoho crm environment and I'll also need your time and dedication to remove the doubts about the process that I eventually will have, without your compromise the deadline can delay. Other thing I need to know is if you already use Zoho CRM or it will be a new project, because sometimes it's harder change an environment, than built a new one, and according to this information I can give you a real deadline to the project delivery. On our first meeting, I'll recommend which edition you will need to buy, it depends on your needs. I'm not fluent in english, so maybe I'll need your comprehension and patience in our meeting, but in general I can communicate and understand well.
$555 USD in 15 Tagen
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United States
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Mitglied seit Aug. 10, 2016

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