Set up Zoho Plus for our small company.

Hey, I am Fateh Singh, 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

I have 6+ year experience in the field of Zoho one suite. I have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.) I can do various types of integration between zoho apps and other third party integration like (Google, Office 365, Xero, Insightly, Saasu, Clarizen etc.). I have worked with 200+ client in my career with 100% completed the jobs. below are the list of my work skills 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 5. Google 6. Facebook 7. Office 365 SMS Integration 1. Burst 2. Clickatel

Hi, I am Ankita and i have more than 8years experience with Zoho Creator ,Zoho Plus and Zoho CRM. I have developed more than 38Zoho Creator apps so far. I have worked with education industry for 3 years. I also work for one online digital university management system. I would like to share some of my latest application i developed with Zoho Creator are as- 1- Resident Management Owner details, Residents details, Flats details, units details. All vehicle in society by there Resident Number. All Pets Details in the building Phone bridge integration for phone calling direct through the Zoho App. Customer Portal for Different Users. 2-Medical Clinic Zoho creator data Import/Export using .csv, .xls, .tsv. Import data from pdf and upload data into zoho creator. Take care of Unique keywords while Import data into zoho. Php code used to took data from pdf document. Total 2500+ PDF file converted into .csv and import into Zoho Creator Pulling price and cost from a price list to populate order forms Auto Populate Subform data when lookup field is selected. Invoices Send through E-MAIL I am available for further discussion. I look forward to hearing from you. thank you regards, Ankita

INTRODUCTION I am skilled in Zoho Deluge Programming, API, CRM and Zoho Creator with experience in collecting, developing and understanding analytics; streamlining, customizing, and enhancing Zoho online systems. MY SIMILAR PAST PROJECTS COMPLETED: • https://www.freelancer.com/projects/crm/Zoho-Quickbooks-Integration/ • https://www.freelancer.com/projects/wordpress/Change-Pardot-forms-Zoho-Forms/ • 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/crm/create-zoho-creator-app/ • 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/crm/zoho-crm-set-17158671/details • https://www.freelancer.com/projects/php/Building-Automatic-weekly-monthly/ • https://www.freelancer.com/projects/php/Caspio-Developer/

I have worked on couple of Zoho CRM, Zoho Creator projects. I would love to help you with your business by integration in Zoho. You can look at my previous reviews on Zoho.

Hello, Upon reading the job details I would say that all the required skills Zoho and CRM fall under my skills. I work on freelancer full time and I believe I can do this job if I get all the detailed requirements. Please check my portfolio as well: https://www.freelancer.com/u/AwaisChaudhry?w=f Looking forward to your response. Awais

Hello Dear, Good day, I just read your job posting and it sounds like you need a Zoho CRM Consultant to configure Zoho modules, fields and automation processes! I am skilled in CRM delivery in an iterative approach (Requirments gathering - analyze - develop - demo - go live - support). I am a highly competent CRM Consultant with 4 years of total hands-on experience in the Software development field and 2 years of experience in CRM platforms(Zoho and Salesforce) customizations. As a CRM Consultant, I have built multiple Zoho projects, including Zoho CRM, Zoho Service Desk, Zoho mail and Zoho forms solutions from the concept to the delivery, training and support. I have a wide business experience in CRM processes, sales, traveling processes, contact centers, ticketing, insurance, banking, retail, human resources, customer support, surveys & customer satisfaction processes, quality assurance, risk management, B2C and B2B processes. I am also 3x Salesforce CRM Certified: administrator, sales cloud consultant and developer1. Please do reply to this message and let me know when would be a good time for us to connect this week. Thanks & Regards, Mohamed Osama.

Hi I have come across your post and would like to offer my services. A bit about myself, my academic qualification is Chartered Accountant & CPA. For the past Five years I have gained considerable experience using various accounting software including Quickbooks (both Online and Pro), Xero, Zoho, and Tally. I am also proficient in the advance use of Microsoft Excel, Google Drive and Google Sheets. I have given the bookkeeping services to following companies: Jende Industries Threat Information LLC Resources In Pvt Ltd Advanced Controll LLC Woodard RV SM Soft Pvt Ltd Lot more... In addition to the above, I have experience in the following: • Creating charts for accounts • Payroll Process • Preparing purchase orders and Bills • Invoice updating • Accounts Payable & Accounts Receivables • Bank and Credit card transactions updating and reconciliation • Monthly journals for necessary transactions • Managing Xero and QuickBooks for bank payments • Budget preparation • Cash flow accounts preparation • Review of Profit & Loss/Balance sheets Please do not hesitate to contact me. Best wishes Sajid Ur Rahman.

Dear Recruiter, I hope you are doing well & Safe. My name is Raj and I am an Indian based Zoho Consultant. I love Zoho and I have 4.5 years of extensive experience in all Zoho Products. Integration : Zoho CRM, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites, and vice versa. Automation: Workflow rules, Autoresponders, 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 of 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. I will implement the Zoho in an efficient and faster way since I have implemented CRM with customization, integration, permission, and profiles for 45+ business Thank you and I look forward to the opportunity to work with you Regards Raj Kumar Jha

Hello, I have gone through your project and I find myself deeply interested to work with you. Please contact me at your convenience and I will be available to work for you. I assure you that my work will meet your expectations. Thank you. Best Regards -ammy

Hi! How are you doing? I have read the project description and really interested in this job, I have 4 years’ experience doing similar jobs regarding to these skills CRM and Zoho. You can check my profile portfolio and reviews, also I have some questions regarding to your project. Please start the chat so we can have detailed discussion about job. Thanks!

Hello Here is a Zoho expert and I can do your project in a short time,. I am using many CRMs like Zoho, PlanPlus. Amo, SAP CRM SO I can help you out with my skills and rich experience . Looking forward to hearing from you. Best Regards

I have more than 5 years of experience designing, developing, maintaining, customizing ZOHO CRM for my clients based in Mumbai. Cleaning up the data (normally in CSV/ excel file) is an inherent part of the requirements for the work. Workflow routines have been automated to trigger a task/ reminder in the lead pipeline, send an email or trigger a message in SLACK or any messaging. This can also be linked to Zoho Campaigns. At present, I am working on ZOHO one set up for my client.

I am a Zoho CRM Developer and Consultant having vast and good hands-on experience in working across multiple projects and organizations. I have worked on projects based on Zoho CRM and Zoho Creator. Creating custom functions using Deluge, API integrations and workflow automation is also one of my specialties. Apart from that, I have the skill set required to implement a sales playbook within CRM and make other customizations within the CRM making it highly productive and an easy to use UI. Having prior experience in creating automation, forms and buttons for different organizations practically helps me understand the scope of the project much faster. One of the recent similar projects I did was for a clinical website in Canada -: - Customized leads and deals module in Zoho CRM and added fields and buttons as per requirement. - Created custom forms to capture leads - Performed a complete audit of the existing CRM system to recommend where leads are not getting properly followed up by the sales team - Set up workflows and automation to create follow up tasks based on the type of lead - Set up dashboards for complete visibility into the sales pipeline - Alerts using custom functions if certain criteria not met e.g. if a lead is not contacted in the first 48 hours after sign up - Synced emails for a sales rep with Zoho - Automated invoice generation from sales

I have used Zoho for the past 3 years in an administrative capacity. I am familiar with almost every module of Zoho one including CRM, desk, projects, analytics, and so on. I have a long track record of onboarding clients when it comes to software on demand. I am happy to help with this project. I am based out of the United States on the East coast. I look forward to hearing back from you. I can also do a video chat to see if I am the right fit for you.