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Fixed Price: Less than $500   |  Posted: 10h, 25m ago  |  Ends: 14d, 13h  |   4 Proposals
we need a new CRM solution for our newly forming company. The company will have 3 main objects 1) Investors Leads from: website / phone conversation / manual entery / email sign ups Name, Phone, Email, Bank account, deals invested in, signup date, singed up throught, list of events (phone calls histyory, emails, meetings...), files, Copy of ID, Signed agreements / files 2) Deals Locations (google maps), discreption, size ($), return (%), files, folders, presentation, financial model, deal summary, term, terms, securities, company cut, fees structure 3) Entrepreneurs Name, address, email, current open deals, historical deals, contact person 4) The company itself
Category: Database Development       

d****ury
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| d****ury
Fixed Price: $50 - $150   |  Posted: 11h, 32m ago  |  Ends: 14d, 12h  |   3 Proposals
Hi Would you be interested in helping me with a zoho project? If you are too busy with other projects I am happy to look for someone else to help. Each day I upload 200 pdf files to the webapp. These pdfs are then attached to customer shipments. I have some pdfs that do not have have customer emails so I would like to delete the pdfs that havent been attached to a customer shipment and delete the shipment records too. I have attached the report that contains the shipments with no email:   [obscured]  /davidacriswell/hds-2#View:AdminView_Customer_Shipments_Uploaded_Report Im not sure exactly how to delete the pdf uploads from:   [obscured]  /davidacriswell/hds-2#View:COA_BATCH_UPLOADS_Report ??Maybe we could make a copy of this batch uploads report and add a new file that would ref the missing customer email and then do a bulk edit? I look forward to hearing from you soon, David
Category: Web Programming       
Skills: Zoho Creator Programming       

D****ell
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| D****ell
|    United States
Fixed Price: Less than $500   |  Posted: 15h, 1m ago  |  Ends: 14d, 8h  |   3 Proposals
Hi, We run a small swimming pool, and just sing up for Zoho. We need to get started from scratch and set up all workflows and integrate the different applications to make it work to our needs. We require customer automation processes and payments and also back office workflow and data collection from different sources. We will share all the information regarding the processes that are required with the selected freelancers prior signature of a NDA. Thank you for your interest in our project!
Category: Other IT & Programming       

V****Com
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| V****Com
|    Spain
Fixed Price: $1,000 - $5,000   |  Posted: Jun 30, 2015  |  Ends: 13d, 0h  |   42 Proposals
For our organization we need to develop a Leads scheduler and allocation software. The requirements for the job are: a. A database that allows our staff to create Leads, monitor the status of the leads and receive feedback on the leads. This aspect of the database should also include a web interface that allows users to create and store leads in the database. b. A drag and drop interface that allows the generated leads to be allocated to different sales agents. This interface should have the following functionalities: 1. Auto allocate function, that allows the allocation of leads to different sales agents based on specified criteria 2. ability to show the time and distance between the leads(both allocated and unallocated leads) 3. Send emails to sales agents notifying them of the leads allocation 4. Post the allocated lead to the sales agents calendar 5. Include a dashboard to see the sales agents availability based on their calendar entries The selected candidate must show experience...
Category: Database Development       

V****ser
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| V****ser
|    Switzerland
Fixed Price: Less than $500   |  Posted: Jun 29, 2015  |  Ends: 13h, 22m  |   6 Proposals
We currently have a process where a new excel file being dropped into our dropbox everyday as shown   [obscured]  /s/w1tm0cnvghq0lg5/Screenshot%202015-06-29%2018.05.39.png?dl=0 Right now the format of the leads in the file look like this   [obscured]  /s/w3ng8esp7fiz5ge/Screenshot%202015-06-29%2018.06.36.png?dl=0 So they don't quite line up with a standard format where all the columns are labelled with their respective crm fields. Currently we have to run an excel macro with this file (which I can give to the selected provider). This excel macros formats this excel sheet to an Excel format that can be imported into Zoho CRM using the Zoho CRM import excel tool. Right now this is tedious. Process: 1. We want a script that will run once a day and check for the new excel file(s) 2. Script will take the file and import directly into the CRM for the desired fields (via the ZohoCRM API/Feed:   [obscured]  /crm/help/api/insertrecords.html ) 3. Output a daily l...
Category: Other IT & Programming       

B****ign
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| B****ign
|    Canada
Fixed Price: Not Sure   |  Posted: Jun 24, 2015  |  Ends: 7d, 8h  |   14 Proposals
I have a client in need of automating import of representative and client contact data from zoho to their salesforce system. While the client maintains the salesforce system, third party contractor reps maintain the zoho system. The data to automate import from zoho to salesforce includes: 1. representative identity, location, and contact information. 2. the representative's client's contact and business/sales related information. For now, the goal is concentrated on sales cycle management with the potential of later development related to the accounting cycle. The client also mentioned a desire for help with leveraging salesforce more fully for their business. In addition to your fixed project bid or any questions you have via PM, please alert me to your hourly rate just in case.
Category: Business Intelligence       
Preferred Location: North America

w****pen
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| w****pen
|    United States
Fixed Price: $1,000 - $5,000   |  Posted: Jun 24, 2015  |  Ends: 7d, 3h  |   29 Proposals
Create a mapping application that integrates with ZoHo. Integration can be built using ZoHo's API or it can be built using ZoHo Creator. (we are open to other suggestions as well) Our goal is to create a mapping tool that allows an address to be entered and then the 5 closest contacts illustrated as well as the 5 closest leads. (The closest should be measured using driving directions rather than straight line directions) The new application we would like to build could be in Ruby on Rails or PHP. It could also be built in ZoHo Creator if that is an option. We had an application built in Ruby on Rails that worked for a couple years but it recently broke. Images from our previously built app. are attached. The layout can be emulated as we really liked the look and functionality until it broke. We are heavy ZoHo users and succesfull completion of this task will result in future work.
Category: Web Programming       

m****son
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| m****son
|    United States
Fixed Price: $1,000 - $5,000   |  Posted: Jun 08, 2015  |  Ends: 6d, 9h  |   31 Proposals
We are non-profit Caregiver Registry based in Olympia, WA (Care Connection, a division of Senior Services for South Sound   [obscured]  ). We are currently using a very out of date database custom designed for us in 2001 and stored on a network attached storage unit so 4 employees can access and add data to it at the same time. What we need is to get this database out of the building! We want to migrate this to a cloud service and we are open to which would be the best. We do not know if the database should be redesigned from scratch on a new cloud database or if there is a simpler way to just upgrade the Access 2003 MDB and then have it hosted online. We really don't want a custom designed system as much as we want migration to a modern web based database (we have looked closely at Zoho Creator for example). We want to be able to access this database from any computer, PC/Mac/Chromebook and it would be really nice to have access from an iPad, Android, or iPhone. We ha...
Category: Database Development       
Preferred Location: United States

s****sst
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| s****sst
|    United States
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