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Hourly Rate: Not Sure   |  Duration: 1-2 weeks  |  Posted: 21h, 34m ago  |  Ends: 6d, 2h  |   4 Proposals
We are looking to develop a CRM sort of application that will support order management and tracking to an end-to-end state. This will involve receiving raw information in the form of CSV files, integrating with 3rd party APIs such as courier partners and bank partners, sending emails to partners and generation of invoices and specific formats basis pre-defined logic. There is a fair amount of complexity involved as the project is for a marketplace and the order tracking starts from interacting with sellers and buyers at different points of time.
Category: Software Application       
Skills: Zoho Creator Programming, Zoho CRM       
Preferred Location: India

s****chu
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| s****chu
|    India
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: 23h, 27m ago  |  Ends: 14d, 0h  |   7 Proposals
Seeking a very energetic and well-spoken individual that has marketing experience in the healthcare field. You will be calling assisted living, independent living and 55 plus communities and setting in-person appointments for our marketing team. You will utilize RingCentral VOIP to make outbound calls and will update Zoho CRM on a daily basis. You will be tasked with meeting daily/weekly/monthly goals. Only candidates with experience in Zoho CRM will be considered. Must be driven and a real team player. Job Description: I'm looking for a Virtual Assistant to help me manage outbound calls and emails, schedule events, and the marketing team reach daily/weekly/monthly goals. Your responsibilities: - Update Zoho CRM - data entry - Research using the Internet or other information databases - Outbound calling to potential buildings, patients and possible affiliates - Email management - Other miscellaneous tasks that can be performed online - Must be accessible, online and on...
Category: Virtual Assistant       

c****lth
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| c****lth
|    United States
Fixed Price: Not Sure   |  Posted: Jul 28, 2015  |  Ends: 28d, 17h  |   59 Proposals
We need the application to be able to - invoicing - payment tracking - meaningful data analytics - store client's details and what products they have purchase before - handle product changes - basic accounting - payroll e.g calculating sales agents commission you can either suggest using an existing open source erp or crm like sugarcrm, vtiger, odoo , zoho, zurma , etc... and modify it or code from scratch using framework like codeignitor, etc... the choice is yours please let me know how big is your team and what will you be using when you apply for this job thank you
Category: Project Management       

s****lee
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| s****lee
|    Hong Kong SAR, PRC
Fixed Price: Less than $500   |  Posted: Jul 28, 2015  |  Ends: 5d, 15h  |   8 Proposals
We have a range of different customization required over 6 modules that have been setup in our CRM. There are automation's requiring deluge scripting, setting up some templates, creating reports. All the details are contained in the attached scope of works. PLEASE read them thoroughly before giving a price. We require :- 1. A fixed price 2. A fixed time frame 3. An honest quote - if you do not know how to complete a task in our scope or believe it is not possible, make it know UPFRONT.
Category: Software Application       

N****rth
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| N****rth
|    Australia
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Jul 27, 2015  |  Ends: 13d, 10h  |   74 Proposals
Looking for someone with great attention to detail to update student profiles in our Client Relationship Database with data from reports received daily. Reports are received in Excel format from our partners on the status of our students. Reports to enter data into Zoho CRM will be uploaded to workroom. Fields that are updated are date and text fields. Clear and specific instructions and login will be provided to ideal candidate. Ideal candidate: - In timezone: GMT +2 to GMT 5.3 - Student or stay at home individual - Strong attention to detail - Has worked with Zoho CRM - trustworthy and reliable - Must sign separate private and confidentiality agreement Scope to receive more data entry jobs in future and positive feedback and rating.
Category: Data Entry       
Preferred Location: Eastern Europe, India/Southern Asia, Eastern Asia, Middle East & Central Asia

D****Ltd
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| D****Ltd
|    Australia
Fixed Price: Less than $500   |  Posted: Jul 27, 2015  |  Ends: 28d, 10h  |   7 Proposals
We are seeking an experienced PHP developer to help us write some various small scripts which will connect to a ZoHo CRM api. We have today examples which you could learn from assuming you have the provided API experience. - The developer will be responsible to collect the requirements with the Project Manager. - We will provide a test (access) to ZoHo and provide data mapping details Please apply only if you have worked with ZoHo and have been able to solve Batching issues with there limited API calls. Experience means = You have worked with the ZoHo api in the past and can show us examples in your interview of working access via API. Either data collection and batching etc. // We will start with a small set of tasks for a fixed priced based on an agreed scope of work. We will extend the project further once you have shown the ability to work reliably with good communication.
Category: Web Programming       
Skills: PHP, Zoho CRM, API       

D****sky
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| D****sky
|    United States
Hourly Rate: $20 - $30 / hr   |  Duration: Not Sure  |  Posted: Jul 26, 2015  |  Ends: 12d, 11h  |   5 Proposals
I would like a Microsoft Word quotation template that my company uses inserted into Zoho CRM for use as an automated quote tool. The quote template in Zoho CRM should match as closely as possible to the Word template. I want the sales team to easily populate the Zoho quote tool and include a letter to the customer, and our relevant terms and agreements. HTML experience and Zoho CRM skills required. If this first job is well priced and executed a lot more Zoho CRM work will follow.
Category: Web Programming       
Skills: CRM, HTML, Microsoft Word, Zoho Creator, Zoho CRM       

S****ogy
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| S****ogy
|    New Zealand
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Jul 26, 2015  |  Ends: 12d, 9h  |   24 Proposals
I am looking for an individual (not a company) to do sales related tasks on a regular bases during business hours in Pacific Time. It will probably be 5-10 hours per week to start.
Category: Virtual Assistant       
Skills: Administrative Support, Data Entry, Research       

S****123
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| S****123
|    United States
Fixed Price: Less than $500   |  Posted: Jul 26, 2015  |  Ends: 12d, 8h  |   5 Proposals
I'm working on a small project in Zoho and need some developer assistance. Here's what I'm looking to do: 1. The main form has two child forms (one-to-many, sometimes there's no child record). I need the data entry between those forms to be linked and intuitive. 2. The main form also has a few lookups that are derived from other form data. I need those lookups to be cleaned up a bit so that the proper filtered information is displayed per record. 3. I want to create a report which combines the parent data with the data from the two child forms in a sorted manner. 4. The data from the report created in step #3 needs to be exported on-the-fly to a PDF with custom merge fields. I have a blank version of the PDF that should be used to format the output. The merge fields still need to mapped onto that blank PDF. 5. The newly created custom PDF then needs to be combined with another static PDF in an external Dropbox folder. 6. The final product is the combination of two PDFs - one cre...
Category: Database Development       

H****wer
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| H****wer
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 26, 2015  |  Ends: 11d, 17h  |   4 Proposals
Previous Zoho CRM Experience Required I am looking for a qualified person to customize / create quote templates , sales order template and html email templates in Zoho CRM. Quote Template: This is should be a mail merge using information from Zoho tables to create quotes easily. See the attached current quote layout. It is difficult in Zoho to arrange tables and formatting in a way that can convert to PDF well. The quote template does NOT accept standard HTML and is closer to setting up a template with tables in MS Word. We would need full HTML templates with tables and images. A total of 4 different templates are needed now, once a theme is created we will need more templates in future. Hence, looking for someone that will be available after the initial work to continue creating and customizing templates. Please provide an estimated hourly rate and total hours -or- a total price for this project. If you have other Zoho CRM experience that is preferred. Person should have acces...
Category: Website Design       
Skills: Graphic Design, CSS, HTML, WordPress, Zoho CRM       

m****swc
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| m****swc
|    United Arab Emirates
Hourly Rate: $15 - $20 / hr   |  Duration: 1-2 weeks  |  Posted: Jul 23, 2015  |  Ends: 9d, 9h  |   8 Proposals
We currently use Zoho to track leads, accounts and sales pipeline. We would like to add the following capabilities so that we can recruit and communicate with accounts who will take part in our regional events: - send out group emails to select contacts/accounts inviting them to join one of our regional events - create a form that the email recipients complete in order to join our program - form captures information so that they complete their profile - form displays the Terms & Conditions or as link out to the Ts&Cs which live in another place. - form has an electronic signature function to capture their electronic signature - form has a payment button that connects them to PayPal - form lets them upload photos - could send into Google docs or store in Zoho. They may need to return to the form later to upload the photos - this is an example of a form we previously used in Google Docs but it does not have the upload images feature or payment button -   [obscured]  /...
Category: Web Programming       

r****sta
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| r****sta
|    United States
Fixed Price: $500 - $1,000   |  Posted: Jul 23, 2015  |  Ends: 8d, 21h  |   20 Proposals
PHP5, Yii Framework, jQuery, Bootstrap Job Description: We're looking for a Web Developer that able to develop CRM like zoho.com or salesforce.com. Your responsibilities: - Review business requirements - Perform a technical analysis of requirements - Produce a solid, detailed technical design - Write clean, modular, robust code to implement the desired requirements - Contribute ideas for making the application better and easier to use Your qualifications: - Must have experience developing CRM or Applicant Tracking System(ATS). Would be perfect if you have been develop those two. - A work style that is extremely detail oriented - A complete Elance profile - Examples of some projects you have been completing - Familiar with Yii Framework, jQuery and Bootstrap
Category: Web Programming       
Skills: PHP, jQuery, HTML5, Yii, Bootstrap       

k****sys
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| k****sys
|    Indonesia
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 23, 2015  |  Ends: 8d, 17h  |   1 Proposal
Our company uses   [obscured]  -office.ru/ for telephone communications with our clients. Now we want integrate Zoho CRM and phone channel. I asked technical support of Mango and they say that the best solution for integration is using SIP method (VOIP). Could you integrate Zoho CRM phone bridge and Mango via SIP?
Category: Technical Support       

m****ess
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| m****ess
|    Russia
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 23, 2015  |  Ends: 23d, 15h  |   6 Proposals
Our objective is to create a custom Google Gadget so that when handling day to day email activities through Googles interface we will be able to quickly relate data to Sugar CRM 6.x and 7.x (7.x is Primary Focus). SugarCRM utilizes the RESTapi. Here is a Salesforce Example   [obscured]  /jennys-weekly-tip-11-salesforce-task-integration/ Existing SugarCRM Google Gadget but needs More in terms of viewing data like Salesforce   [obscured]  /DO7QfNjP16o Freshdesk also has a Gadget where you can view tickets   [obscured]  /integrations/gmail-gadgets-helpdesk Example of Zoho Projects   [obscured]  /wfaTkcK8A6Y Example of Zoho Invoices   [obscured]  /ezjwT0-Yrow Example of Zoho CRM (OLDER)   [obscured]  /O9Vng8nfzBc I myself know SugarCRM 7, as well as how to develop custom API's call's within SugarCRM I am seeking a team to work with on the Google Side. Additional features to be added like Google Calendar, Contacts and Task Sync.
Category: Software Application       

v****crm
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| v****crm
|    Canada
Hourly Rate: $15 - $20 / hr   |  Duration: 3-4 weeks  |  Posted: Jul 22, 2015  |  Ends: 8d, 5h  |   17 Proposals
I own a digital marketing and design agency in Santa Monica. We specialize in building Shopify websites. (breitercreative-shopify.com) I need someone to do data entry of my leads from tradeshows into my ZOHO CRM system. I will also have you send the "warm leads" follow up emails (I have the template) then call them to try to schedule appointments for our demos or marketing audits. I have a CRM system to enter information into and a follow up procedure. Open to ideas for how to do this better as well. I will pay hourly as well as extra compensation for each qualified appointment that results in a sale. Desired Skills Sales, CRM, Web and e-commerce knowledge preferred. Involvement of research: yes
Category: Lead Generation       

a****ter
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| a****ter
|    United States
Fixed Price: $1,000 - $5,000   |  Posted: Jul 21, 2015  |  Ends: 7d, 8h  |   35 Proposals
We need a developer to create a customer relationship database management program (CRM) that will allow multiple users to access, collaborate and manipulate customer jobs. The program must be networked and accessible from devices such as PC or mobile. Internet or cloud based CRM such as ZOHO is OK. Basic parameters are- 1. Capture inspection appointments a. Contact info (client and agent) b. Job information 2. Built in data merge email notices, confirmations and communications for clients and employees 3. Generate reports ie; jobs completed, jobs pending, etc.
Category: Database Development       

d****ers
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| d****ers
|    United States
Fixed Price: Not Sure   |  Posted: Jul 21, 2015  |  Ends: 7d, 5h  |   0 Proposals
Seeking experienced, tenacious, dedicated, self-motivated Sales/Marketing Superstar to support our digital marketing solutions/services. Individuals needed are comfortable in marketing and business discussions with all levels of marketing, from account managers to C-level executives. The individual will strive to become a trusted adviser in an organization, for all marketing related solutions/services. Our ideal candidate is entrepreneurial and ambitious, with excellent written and oral communication skills, client relationship-building skills, and a strong sales skill set. Our commission program has no ceiling , so the earning potential for these positions is unlimited. If you are a motivated professional with strong business acumen and thrive in a fast-paced and self-directed work environment, we want to hear from you. We have an extremely aggressive commission structure for the right individual(s)! Business Development Manager Job Responsibilities: Builds market position by loca...
Category: Other - Sales & Marketing       
Preferred Location: United States

d****c2g
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| d****c2g
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 21, 2015  |  Ends: 7d, 1h  |   5 Proposals
Looking to download leads from CMD Insight database into ZOHO CRM to avoid manual input and have the ability to link with projects to salesforce.
Category: Database Administration       
Skills: Database design       

J****all
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| J****all
|    United States
Fixed Price: Not Sure   |  Posted: Jul 20, 2015  |  Ends: 6d, 3h  |   17 Proposals
We want to integrate zoho crm with our drupal 7 platform. We need to add zoho crm webforms in our platform so that we can track leads and also we want to be able to track in zoho our customers and potential customers (free trial). We use drupal commerce for subscriptions in our drupal 7 site.
Category: Other IT & Programming       
Skills: Drupal, PHP, API Development, Zoho CRM       

v****kgr
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| v****kgr
|    Greece
Hourly Rate: Not Sure   |  Duration: 1-3 months  |  Posted: Jul 19, 2015  |  Ends: 5d, 10h  |   16 Proposals
We are an Australian based solar retail business with a team of ten people. Currently using SalesForce we are considering switching to Zoho. We are seeking support in: design and specification of the right Zoho package and modules detailed support for staff to name, define and implement the correct fields and modules to suit our business support and testing of the integration between the modules and fields, confirming correct information flow prepare the system to go live provide detailed training manuals and process flow maps An exceptional level of English language and writing skills is essential.
Category: Software Application       
Skills: Zoho CRM       

N****ris
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| N****ris
|    Australia
Fixed Price: $500 - $1,000   |  Posted: Jul 18, 2015  |  Ends: 4d, 11h  |   7 Proposals
We use a day to day CRM called i-man.com.au which has an open API the data i want to pull out from iman to either import into Zoho that can have graphs and charts like sales for the month ... day ... week... for each technician what is the avg dollar sold per technician revenue divided by the amount of jobs closed off under the salesman how many memberships were sold to customers what type of memberships were sold 1 year or 3 years avg $$ spend on marketing Cost per call .. cost per lead. conversion rate on sales jobs conversion rate on customer service reps who handle the phone using another software other than iman we also use our phone tracking software. i want to be able to pull data from there to find out how many phone calls were received on the day. how many jobs were lost and not converted. this other site is called   [obscured]   and there is more PROJECT PRICE IS AUSTRALIAN DOLLAR!!!!!!!!!!!!!!!!!!!!!!!!(ID: 7...
Category: Software Application       
Skills: CRM, API Development, Zoho Creator, Zoho CRM, zoho api       

s****100
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| s****100
|    Australia
Fixed Price: About $100   |  Posted: Jul 17, 2015  |  Ends: 3d, 10h  |   5 Proposals
Zoho CRM is already modified. I would like to further modify it by integrating 3 Custom Modules that will require program integration with other modules. I will give a more detailed description on what we are looking for.
Category: Software Application       
Skills: CRM, .NET Framework, PHP, Zoho CRM       

I****ons
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| I****ons
|    United States
Fixed Price: Less than $500   |  Posted: Jul 16, 2015  |  Ends: 2d, 4h  |   4 Proposals
Looking for a qualified and experienced ZOHO CRM consultant. We are looking for individual/s who have demonstrated the skill and knowledge necessary to manage and implement professionally and cost effectively for ZOHO CRM. Need for intial set-up, training, and Database (.cvs) integration. Things we need: ~Ease of Use Simplify customer relationship and business processes Provide a user-friendly interface Allow ease of CRM navigation ~Simplified Workflow Perform the various tasks easily Present simplified workflow logics Encourage easy adoption by users ~Customization Flexibility to change the default CRM setup Provision to mould the CRM to our business process Provision to rollback to the default CRM setup ~Integration Provide well-defined integration architecture Enable cross-application business process Reduce implementation time for custom integration
Category: Data Engineering       

d****bie
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| d****bie
|    United States
Fixed Price: Not Sure   |  Posted: Jul 15, 2015  |  Ends: 16h, 36m  |   13 Proposals
We are looking for someone to implement following specs: Phase 1 Existing architecture and generic aspects 1. We have four different business units ? although the basic data items are similar ? each of them has certain typical requirements; 2. The current MS Access Database with 15 years of records ? circa 10,000 ?needs to be migrated to Zoho; 3. Prospect and lead management ? leads generated by our staff will have to be captured into the database through a simple web based form; 4. The leads may lead to clients ? and therefore the database needs to also capture the client related info again through a web based form; and the client record should be able to accommodate a variety of data additions and comments / updates from our staff; 5. We also want to able to get the forms on the website to feed the data directly into the CRM without any intervention; Web integration 6. Our front end architecture with many websites and functionalities (creating forms, receiving queries and dat...
Category: Software Application       

b****gcc
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| b****gcc
|    Australia
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