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Customize and Automate Zoho CRM

$30-250 USD

Lukket
Slået op cirka 1 måned siden

$30-250 USD

Betales ved levering
Seeking a skilled professional who can help finish up the set-up of Zoho CRM for my organization. We are using Zoho CRM to manage the patients who want to seek second medical opinion from expert doctors in India . This is the ideal workflow that we want to implement 1. Patient submits basic information like name, email, and location via Zoho Forms 2. The information is saved to Zoho CRM 3. The Patient is sent an invite to the portal 4. The patient sets up their account. The patient can view their treatment progress and edit their details. For the treatment progress, it needs to look like a timeline or steps that display this user journey. Something like this: [login to view URL] 5. The patient is given an option to book a call. They must submit their medical records and a brief description of their illness. They are given the option to book either meet online physical or phone call 6. Medical report from the customer is sent to a selected list of partner hospitals in India as an email but the Zoho CRM portal [There should be an email template for this) 7. Customer is notified that their details have been sent to a partner hospital 8. Admin post medical analysis to the client portal, then notifies the patient that their results are out and tell them to log in to their portal to view them, and should they need to discuss the results they should book a meeting from their portal 9. Patient is requested to provide next of kin details and visa details 10. Patient is notified of the travel arrangements and given an option to book a call to discuss if they want to 11. Patient is sent an invoice for the consultation (Zoho books) 12. Patient is requested to set up a post-treatment feedback 13. End Some of this process has already been done. The templates, some automation and even the logic behind the treatment progress have been done. I don't know if the previous developer did a good thing but I am open to any suggestions. Kindly reach out if you can implement this flow as soon as possible
Projekt-ID: 38006701

Om projektet

21 forslag
Projekt på afstand
Aktiv 1 måned siden

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21 freelancere byder i gennemsnit $206 USD på dette job
Brug Avatar.
With profound expertise in Zoho CRM platforms, I can offer you a comprehensive solution to streamline your patient management system. My strong background in customizations, automation, and integration will ensure a smooth workflow aligned with your specific business requirements. I've already developed an understanding of your project flow - addressing the needs from initial data collection through to post-treatment feedback. Building upon what's been initiated, I can bring value to the remaining stages by implementing tailored modules and automations using Zoho's APIs and relevant programming languages. Besides my technical proficiencies, my commitment to effective communication, collaborative approach, and continuous learning distinguishes me as an ideal fit for this role. You can entrust me with the job knowing I will keep you updated throughout and provide thorough documentation of all my activities. Let's work together to enhance your CRM system's capabilities and drive your organization forward!
$340 USD på 7 dage
5,0 (12 anmeldelser)
4,2
4,2
Brug Avatar.
Hi there I am Manish a full stack developer and Zoho Master with certified by Zoho Corporation itself. I am ready to customize Zoho CRM And all required applications within Zoho Ecosystem as per your business requirements. Let's have a meeting to understand your requirements. Thank you Manish Bajpai
$140 USD på 7 dage
4,9 (6 anmeldelser)
4,4
4,4
Brug Avatar.
After reviewing your job description, I am confident that my experience and expertise align perfectly to help finish up the set-up of Zoho CRM for your organization. I am an expert in ZohoCRM module development, Customization modules, Creation of Logic hooks, and template customization for home page, pdf and I have customized major modules of ZohoCRM (leads, opportunity, and customer according to client requirement). Already developed many applications in ZohoCRM and also have integrated ZohoCRM with other eCommerce. Even I have developed many Custom modules in ZohoCRM and integrated various other APIs and various aspects of ZohoCRM development. *** Please send me a message So we can have a quick discussion about your project and proceed further. Assured to deliver high-quality work with a fast turnaround. Looking forward to hearing from you. Regards.
$250 USD på 7 dage
5,0 (5 anmeldelser)
4,1
4,1
Brug Avatar.
Hello, I'm writing to show that I'm interested in the Zoho CRM Developer role. I am excited about the chance to support your business and assist in completing the configuration of Zoho CRM to handle patients seeking medical opinions. I have five years of expertise in software development, with a focus on CRM systems and workflow automation. Skills: . Customization of Zoho CRM Integration with Workflow Automation (Zoho Forms, email, and third-party apps) . Technical expertise in JavaScript, HTML, CSS, and REST APIs . Troubleshooting and problem-solving . Project management, meticulousness, requirement analysis, and solution design The chance to work on this project and help make it successful excites me. I would be happy to go into additional detail about how my qualifications and experiences meet your requirements and to share more about how I plan to use the Zoho CRM setup to manage patients who are seeking medical advice. Best, Akhilesh
$250 USD på 7 dage
4,0 (10 anmeldelser)
4,4
4,4
Brug Avatar.
Hello, I see that you need Customize and Automate Zoho CRM, and trust me, my expertise makes me the best candidate for this task. I offer the best quality work within an affordable budget! Check out my 5-star Reviews & Portfolio from my profile: ✅ https://www.freelancer.pk/u/izhanali77, Let's connect in chat so that we can discuss further in detail.
$250 USD på 1 dag
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
✔️Hello, Lennox O. I'm an experienced senior full-stack developer with a strong track record of creating over 500 professional projects. I'm well-versed in a wide range of technologies such as Zoho and CRM and can develop high-performing, responsive websites & application with a focus on user experience and branding. I would be excited to work on your project and discuss the details further. Thank you.
$100 USD på 4 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Thanks for having a look at my profile! Are you looking for a social media assistant and manage your accounts? I m here to help you to get specific traffic, organic followers, engagements, posting, and all social media accounts promotion I am Professional Social Media Marketer, already helped many businesses to grow by using social media platforms, especially Instagram, Facebook, Linkedin, Pinterest, and Twitter. I am an expert in creating, building, and managing social media pages to increase the audience, and engagement and grow the business of my clients. My key services : -Instagram Marketing -Facebook Marketing -Twitter Marketing -LinkedIn Marketing & Outreach -Pinterest Marketing & Management -Twitter Marketing -Youtube Marketing -Quora Marketing -NFT Marketing -Social Media Content Creation -Canva I am 100% dedicated to satisfying my clients and giving them positive results, and I always value quality. I am open to working anytime, individually or with a team, and I m always willing to learn new skills and strategies to make a project successful. Let us discuss your business or project to know if I m the perfect person to help you. Thank you so much. Best regards, Vipan
$100 USD på 7 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Hello, As a Certified Zoho One Developer, I will assist you in completing the set-up of Zoho CRM for managing patients seeking second medical opinions from expert doctors in India. With my expertise in Zoho CRM customization and workflow automation, I am confident in my ability to implement the desired workflow efficiently and effectively. Here is my approach to work on your project: Assessment of Existing Setup: I will begin by reviewing the current setup to understand the implemented templates, automation, and logic behind the treatment progress. Optimization and Enhancement: I will optimize existing processes and enhance functionalities to align with your requirements and improve overall workflow efficiency. Testing and Training: I will perform a comprehensive testing to ensure that the implemented workflow functions smoothly and accurately. I will also provide training to your team members on using the system effectively. I am a seasoned Zoho Developer with more than 6 years of working experience and my expertise lies: ✅Certified Zoho One developer ✅Hands-on expertise in Zoho CRM customization and workflow automation ✅Provide high-quality, well-tested deliverables and adhere to realistic deadlines You can check my portfolio: https://www.freelancer.com/u/hameeztariq Let's schedule a brief meeting to discuss your project in details. Looking forward to collaborating with you. Regards: Hameez Tariq
$200 USD på 7 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Hi there, I can help you do the finishing and also automate the necessary information. I'm open for immediate hiring. Best regards Peace.
$140 USD på 7 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Hello Sir/Ma'am, We've come across your project brief and are eager to collaborate with you to achieve your project objectives. RoundWeb Infotech is a dynamic and agile tech firm based in India. Our team is highly skilled and dedicated to delivering top-notch services. We are confident that our comprehensive range of services will effectively address your business needs and exceed your expectations. With over 10 years of successful experience, our pro-experts specialize in design, development, and various IT solutions. We ensure 100% client satisfaction through multiple iterations and unlimited revisions. Our team comprises industry experts proficient in: • Over 20 popular programming technologies and 30 frameworks • Website/CMS/Mobile app development • Graphic design, brand identity, and custom user interface design Are there any details you would like to discuss with us? Please feel free to connect with us via chat to discuss your goals for this project in detail so we can immediately start working on your project! We look forward to potentially contributing to your project and enhancing your business assets. Best Regards, Team at RoundWeb Infotech https://www.freelancer.com/u/akhilkanaujiya98
$300 USD på 15 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Hello Sir/Ma'am, We've come across your project brief and are eager to collaborate with you to achieve your project objectives. GlobalGeek Infotech is a dynamic and agile tech firm based in India. Our team is highly skilled and dedicated to delivering top-notch services. We are confident that our comprehensive range of services will effectively address your business needs and exceed your expectations. With over 10 years of successful experience, our pro-experts specialize in design, development, and various IT solutions. We ensure 100% client satisfaction through multiple iterations and unlimited revisions. Our team comprises industry experts proficient in: • Over 20 popular programming technologies and 30 frameworks • Website/CMS/Mobile app development • Graphic design, brand identity, and custom user interface design Are there any details you would like to discuss with us? Please feel free to connect with us via chat to discuss your goals for this project in detail so we can immediately start working on your project! We look forward to potentially contributing to your project and enhancing your business assets. Best Regards, Team at GlobalGeek Infotech
$40 USD på 7 dage
0,0 (0 anmeldelser)
0,0
0,0
Brug Avatar.
Hello, I am confident that I can help you set up your Zoho CRM to perform the above listed function. With my extensive experience navigating through Zoho products and helping potential business owners getting the most out of your Zoho. Providing high quality service to my client is my utmost priority.
$200 USD på 6 dage
0,0 (0 anmeldelser)
0,0
0,0

Om klienten

Flag for KENYA
Nairobi, Kenya
5,0
1
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Medlem siden maj 23, 2016

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