Help with setting up CRM for lead management + workflow automation

Hi, Greetings from Hari of Yaali Bizappln solutions We are Zoho authorized development partner and ex-employees of Zoho. We are having Zoho certified professionals who have successfully implemented 900+ projects in Zoho Creator, Zoho CRM, Zoho one, Zoho Campaigns, Zoho Books, Zoho Expense..etc integrated with other Zoho services/Platforms. Implemented 100+ Zoho one apps to our customers all around the world, According to your job requirements, I have been working on projects like yours for the past so many years like roof repairing company, home repairing company .....etc so we have great experience in working on this kind of projects. By using the ZOHO ONE or maybe ZOHO CRM PLUS we can automate each and everything as you want. We have integrated the payment system stripe or may if you have any we can do it for you. Let me know what type of workflows which you want, we can do it for you. Looking forward to your response. Cheers,

I have done similar projects like this before: • https://www.freelancer.com/projects/php/Building-Automatic-weekly-monthly/ • https://www.freelancer.com/projects/crm/create-zoho-creator-app/ • https://www.freelancer.com/projects/zoho/Zoho-Creator-database-for-orders/ • https://www.freelancer.com/projects/zoho/Zoho-Developer-17036744/ • https://www.freelancer.com/projects/zoho/ZOHO-People-Recruit-Set/ • https://www.freelancer.com/projects/database-programming/project-for-oluwatoyin/ • https://www.freelancer.com/projects/zoho/ZOHO-CREATOR-expert-developer-needed-18631216/ • https://www.freelancer.com/projects/php/reporting-app-from-zoho-one/ • https://www.freelancer.com/projects/php/Caspio-Developer/

I have 5+ year experience In the field of zoho technology. i have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.)  I have done various types of integration with zoho for my clients. Zoho Creator: 1. Creator Form Management 2. Application Development 3. Report and Robust Database 4. Various Automatons 5. Delegue Script Development 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  

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites and vice versa. Mailchimp Integration  Quickbooks Payment Gateway like PayPal, Stripe and Converge gateways RingCentral, Twillio and other phone based integrations. Zoho Mail with Gmail, MS Office 365 and other MS office Setup. Automation: Workflow rules, Auto responders, Email Templates Creation. Follow Up Task,Alerts,Custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. 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 Zoho Products and Scripting behind business logic. ·        I can ensure quality communication. ·        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 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   Yamini Zoho Certified Consultant

Hey, I am Fateh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Workflows • Validations • Advanced Formula • Reports and Dashboards

Hello Hope you are doing well!! We are full stack developers team having 4+ years of experience in development. Expertise over Zoho, CRM , Odoo, ERP ecosystem and Website and Mobile App development. Providing CRM solution for cleaning management(cm office, willing tone) and maintenance management ( techwizz, Ahmadabad) We are able to start work as soon as possible. we are also looking for the long-term relationship with you. Thank you for your consideration and look forward to speaking with you. Thanks and Regards Vijay D

Hi There I am having more than 5 years of experience with Zoho CRM, Zoho Reports, Zoho Creator and API integration, Web design. Customization of Zoho CRM as per user requirement. CRM set up for tracking different types of contacts to follow up: Potential Investors, Active investors, property analysis and offers follow up Design web page portal for investors to track their investments Program Zoho campaigns Program Zoho campaigns with Zoho sign My Relevant experience: Zoho CRM : ....................... I have worked on projects involving Implementation of Customer Relationship Management (CRM) enterprise application using Zoho, CRM System Integration, Migration in ZOHO from another system. I have a good knowledge of API and a sound understanding of the Software Development Life Cycle (SDLC) and Software Development. I also have strong knowledge of Wordpress Themes and Plugins, Magento Template, Core and Extension Development, Joomla Template, Module, and Component Zoho Creator : ............................ Twilio, MailerLite integration.

Hi there, Your job post stood out to me because it is extremely similar to the work I’ve provided for many of my other client’s. I have more than 6 years of experiences in Zoho Creator and Zoho CRM. - I will setup your leads. - I will setup your deals. - I will setup email campaign. - I will Automate workflow rules, configure remainder, etc. - I will integrate payment gateway with Zoho CRM. - I will setup analytics, I can also integrate Zoho CRM with advanced CRM analytics (if needed). Thanks Farzana

Dear, I have gone through your requirement. I believe we possess the necessary skills and experience you are seeking and would make a valuable addition to your company. As our company profile indicates, We possess more than ten years of progressive experience in the Vtiger Development and Other opensource CRM domains. Currently, we are also a Certified Business Partners for Asia & Africa region for one of the CRM. We assisted in the successful completion of various projects for long duration and small tasks successfully. I look forward to speaking with you further regarding your valuable project requirements with our queries. The allocated budget is the ballpark figure cost estimation which can be revised after all the requirement analysis. Regards, Neelesh Kumar G.

Hi Thank you for this opportunity. I am an ex-employee of Zoho with 6 years of experience on both Product Consultation and Implementation. I have embarked a new journey, as an Entrepreneur, by partnering with Zoho. I understand your requirement. I have a few questions. 1. Are you using any tool at the moment? If yes, what is the main reason to look for another solution? 2. How big is your sales team? 3. Do you get leads only from Facebook or also through Google, Instagram, LinkedIn etc.,? 4. Could you please help me with your company name or website link to understand your business better? Would love to understand more your business and requirements to implement the solution best suitable for you. We are a startup company and at this stage, customer acquisition is more important than profit. Will be happy to negotiate on the price quoted. We also offer free training and post-implementation support for 4 weeks. My recent review on Freelancer: “Working with Radha has been by far the best experience with any Freelancer I have ever had. She is extremely professional and even went as far to have a screen share meeting to train in the use of my CRM. She exceeded every expectation and her knowledge of the CRM made the project even that much easier and showed me the functions and abilities of the CRM that made the final project excellent. Thanks & Regards Radha "So I think instead of focusing on the competition, focus on the customer." - Scott Cook

I have 1 year of experience in customization of Zoho Products. Specially in CRM. I have completed 7 projects in CRM alone.

I have done my personal projects and improved my email campaigns for my consulting business. I can help you for almost free because i want to increase my portfolio of projects completed successfully.

Hello, We have reviewed your requirement and we are pretty confident to complete your task as per your expectations. We are a US based company (located in Cheshire, Connecticut) and we have recently started our business operations in India and Bahrain. We will soon expand our operations in UK and Australia as well. We have 14+ years of overall industry in building ERP and CRM apps from scratch. We have our clientele presence in more than 20+ countries and till now we have successfully executed 1000+ projects. We have a team of Web developers who have 10+ years of experience on PHP, .NET, Java, Python and Wordpress platform. We can consider following modules in the CRM application: - Lead Management - Contacts Management - Task Management - Document Management - Make a Call - Google Calendar Integrations - Google Maps Integrations - Reports - Inventory Management - Marketing Campaign Management - Ticket Support Management - Invoicing - Sales - Mass Mailing - Messages - Settings - Dashboard etc. Hence, please suggest us your availability for further discussion. Looking forward to hearing from you. Thanks

Hi, We are a consulting company and have a team of who works on ZOHO and Salesforce both the CRM, Lets connect so that we can suggest you the best.

I have 10+ years of experience in the CRM industry and I have implemented numerous cloud based CRM projects such as Oracle, Salesforce and Zoho globally. Sales automation with lead and opportunity management is one of my core areas. Lets discuss your requirements in detail and I ensure you would be glad to understand the experience I bring.

Hello! My services include: Lead Generation Reputation Management SEO (Organic, Local, Services) Website Development Google Adwords Facebook and Google Analytics Social Media (Facebook, Twitter, LinkedIn, Instagram) Content Marketing Infographics But what you first need is a comprehensive marketing plan, not just the usual tools. For example, the key to effective marketing begins with understanding the three-strategy campaign process. "Customers Now" (Lead Generation) is reinforced by Reputation Management, and "Customers Later" (SEO). All three work together to create more customers, sales, and revenue. This is the same approach that Amazon uses to destroy its competition. The success of any business starts with building a value ladder. This is offering an affordable product to get people in the door, and then upselling to more expensive products. Lifetime customer value is increased at each step. It’s the detailed value ladder that determines the construction of the sales funnels (punchy short websites that far outperform the usual). So, until we build your company’s value ladder, with all its upsells and downsells, you are not getting full value from your advertising dollars, and all the potential income from each customer. You may not know that the best online lead generation campaigns are custom Facebook and Google ads pointing to funnels that feature your products. All this can be automated including payment and followup with non-converting leads. George