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Build new CRM/ERP or optimize Zoho to our needs.

$25-80 CAD / hour

Fechado
Publicado há aproximadamente 6 anos

$25-80 CAD / hour

I need someone experienced with Zoho, WordPress OR someone to built a custom CRM from some open source out there to modify our way to proceed Let me explain you the situation: We are a roofing & exterior business that are required to provide multiple type of forms to our prospective, clients & sub-contractors such as; Proposal, Contract, Work Order, Purchase Order, Invoice, Sale Receipt etc. We are using a custom template with a custom stationary for all of those listed. Since most of CRM software doesn't allow us to do such things, we are using WordPress to create those documents and save them into a windows folder files. Here's our current way to work when a prospective contact us to receive a free quote: 1- Open a client file in a windows folder linked to OneDrive. 2- Enter the prospective information (job address & contact) into a spreadsheet. (This also spreadsheet contains formula used to quote different products option for different type of services) 3- Upload xls. (spreadsheet) into Zoho to used CRM functions. 4- Upload spreadsheet into WordPress system which generate all type of forms required. From then, we can change certain field when needed and update it to generate forms. So, this way worked well for a while but we are growing and this is now time demanding and we now need a system where everything will be at the same place. I'm this could be done with Zoho but perhaps we should also create a new custom CRM-EPR. Budget wise this last option wouldn't probably work for us. Looking for someone that can give me recommendation. Let me know if anyone can help. Thanks,
ID do Projeto: 16443241

Sobre o projeto

33 propostas
Projeto remoto
Ativo há 6 anos

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33 freelancers estão ofertando em média $43 CAD/hora for esse trabalho
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I have good experience for website development. I can build new CRM/ERP or optimize Zoho along your requirements. Let's discuss more in PM. Thanks.
$58 CAD em 40 dias
5,0 (248 avaliações)
8,9
8,9
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Hi, Thank you for the explanation. Some vital information are missing. Like: 1) What does Admin, Sales manager, Support manager does in your system ? 2) A lead comes and saved in Spreadsheet, then multiple forms are made using several calculations. Is a single person responsible to do all the tasks alone? Or you have divided several other usertypes? As you aspire to make CRM-ERP then I feel it is better that we make CRM from scratch exclusively for your business operations. Becase ZOHO is too big and confusing with 100 of operations so, I would not recommed it to you. I am ready to show you my works while discussion. Regards, Mit-
$30 CAD em 30 dias
4,9 (37 avaliações)
7,7
7,7
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Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 10 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$58 CAD em 40 dias
5,0 (42 avaliações)
6,0
6,0
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HI there, I can suggest a open Source ERP / CRM system which where you can customize the format for the documents. Based on the customer you can choose template and generate the document and print it. I have implemented this for my customers to customize their invoices. Thanks Regards Vaidy
$61 CAD em 40 dias
5,0 (14 avaliações)
5,4
5,4
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Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integration in all Zoho Products as follows: Zoho Creator, Zoho CRM, Zoho Books, Zoho Invoices, Zoho Projects, Zoho Survey, Zoho Sites, Zoho Reports, Zoho Mail, Zoho Campaigns, Zoho Forms, Zoho Projects, Zoho Support and Zoho People. Customization: I have customized the Zoho Products as per the requirements and deliver the best design quality and enhance the existing system with my knowledge. Integration: 1.     Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites 2.     Zoho Creator with all Zoho Product Apps. 3.     Zoho Reports Integration 4.     Zoho Creator/CRM with Mail chimp. 5.     Zoho Creator with QuickBooks Online. 6.     Zoho Creator with Payment Gateway like PayPal, Stripe and Converge gateways. 7.     Integration as per company requirements using third part application like Zapier and etc, 8.     External API Calls 9.     Integration with RingCentral, Twillio and other phone based integrations. 10.                         Integration with Zoho Mail like Gmail, MS Office 365 and other MS office Setup. Automation: 1.     Workflow rules, Auto responders, Email Templates Creation. 2.     Follow Up Task,Alerts,Custom functions 3.     Automatic Rules, Reminder Setup, Notification via Email and SMS. 4.     Dashboard Creation, Scheduled Reports with multiple formats. 5.     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 on Deluge scripting and Integration. ·        I can ensure quality communication in regards to the project. ·        I'm passionate towards the work. ·        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 24X7 for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support.   Thank you and I look forward to the opportunity to work with you  Thanks  Yamini Zoho Certified Consultant
$55 CAD em 15 dias
4,8 (47 avaliações)
5,8
5,8
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I am a programmer located in Montreal, I am a certified AWS solution architect and I can help you streamline your workflow. I have several customers here in Montreal where I provided a custom solution and now supply continuous support. From the information I have, I understand that you are filling the excel sheet and then uploading it to wordpress to be able to automatically generate different forms needed in your work. I tried to look on your public website and I could not find any link where the customer logins. so I guess the workflow you have is only shared internally and with subcontractors by email or something similar. I would offer to create within a 1 week period, a simple software that runs on your windows pc (increases print speed, easy form creation and setup, automatic form filling, can integrate with email ). Moreover you can add different pricing rules and workflows. This software will be connected to your zoho crm to exchange data automatically if needed so that you can keep your salespeople working using the tools they like. I hope we can chat or talk so that I understand your business flow better and help provide the best solution for you.
$30 CAD em 40 dias
4,9 (12 avaliações)
5,4
5,4
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Hey, we're a team of expert developers with a knack for complex APIs and plugins and an eye for sleek design. We are specially skilled in eCommerce based projects, and offer branding services as well. Leave a message and lets start working
$58 CAD em 40 dias
4,9 (5 avaliações)
4,6
4,6
Avatar do Usuário
Hi, I have experience of developing such customize, configurable and flexible systems for specific customer requirements. I can start immediately and provide you module wise delivery on regular basis. Please let me when we can discuss.
$27 CAD em 40 dias
5,0 (19 avaliações)
4,2
4,2
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A proposal has not yet been provided
$25 CAD em 40 dias
4,4 (187 avaliações)
4,7
4,7
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Good day My proficiency and past work match up to place my bid on your project to built customized CRM using ASP.NET technology. Let me give you my related work: As a developer engaged in USA construction company and handling all technical requirements including development module like vendor listing, Purchase Order, Invoice, Sale Receipt, Payroll system, accounting package, work order etc and deploy number or modules to make all things inline. I have implemented many solutions, using custom workflow assemblies, Dialogs, HTML, JavaScript, Business Process Flows, Plug-in and Web Services to fully utilize the CRM platform to meet business requirements. Skills preferred: 1) ASP.NET 2) SQL Programming 3) Jquery 4) API Handling and Integration AJAX I believe all the above skills makes me perfect and strong candidature to give you my best and beautiful coding to run application smoothly. Hope to connect with you soon. Cheers!
$72 CAD em 40 dias
5,0 (2 avaliações)
3,8
3,8
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Hello! Our team reviewed your task. And I am ready for its execution. Let's discuss with you the conditions and the nuances of cooperation! Waiting for your reply Sincerely, The JSoft Team P.S We have complete product for your needs !
$58 CAD em 40 dias
5,0 (1 avaliação)
1,3
1,3
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if laravel, let me know. I do not know wordpress. i have extensive experience on zoho, specifically zohobooks. thanks.
$58 CAD em 40 dias
0,0 (0 avaliações)
0,0
0,0

Sobre o cliente

Bandeira do(a) CANADA
Airdrie, Canada
5,0
21
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Membro desde jan. 31, 2017

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