Zoho CRM automation and customization

Job Description:

I am looking for someone to customize and automate my Zoho CRM system. I have the existing process flows and procedures in place, so I won't need to develop any from scratch. I need someone to create a template setup for the system. Furthermore, I will require workflow automation and data migration for my CRM. User access to the system will be through web-based and mobile. These are my requirements. I want this project finished by Monday.

Automatic auto-response email and text on zoho CRM for each lead that comes from the website ( not entered manually)

Seeing all text communication on CRM lead section

An agent receives the notification for any leads that are not entered manually ( coming from a website or another place).

Make the chatbot better, certainly at the end of the chat.

Can we make the chat through text message, or can we have the text notification when the chat is started?

People that registered on website don't need to put their information in chat another time to chat with us

Make the CRM look friendly (In design and tabs) and remove all data we don't want.

Check all my drips emails to see if they work well.

I can send any blog post on my website as an email to all or a certain amount of my leads.

Færdigheder: CRM, Zoho, Zoho Creator, Zoho CRM

Om klienten:
( 81 bedømmelser ) Ashburn, United States

Projekt ID: #36305750

Tildelt til:

(24 bedømmelser)

11 freelancere byder i gennemsnit $188 timen for dette job


Dear Sir, Hi Thank you for giving us this opportunity to serve you professionally and productively. Here is the link to my profile reviews: https://www.freelancer.com/u/fairchance.html My profile reviews showing tha Flere

$300 USD in 15 dage
(157 bedømmelser)

** I am a Full Stack developer and available for quick discussion ** Hello Greetings of the Day!! Yes, I will surely customize and automate Zoho CRM system I will perform the following tasks perfectly . I am r Flere

$250 USD in 7 dage
(1 bedømmelse)

I can surely help you with this..being zoho expert and in deluge coding that is zoho own coding language. Lets get connected to discuss and kickoff the work. Looking forward!!

$140 USD in 7 dage
(4 bedømmelser)

Hi, I am progressive experience designing, planning, and implementing Complete End to End ERP/CRM Solutions using Zoho One Suite for Small, Medium, and Large Organizations. I always assure the best possible solutio Flere

$220 USD in 7 dage
(1 bedømmelse)

I can help you customize and automate your Zoho CRM system according to your requirements. I will create a template setup for the system and develop workflow automation and data migration. I will also configure user ac Flere

$140 USD in 7 dage
(1 bedømmelse)

Hi There! I read your project carefully "Senior Backend Developer Full time - Remote preferred Germany/Spain". I can help you with this and would adore working with you. Kindly share details so I can go through them a Flere

$80 USD in 2 dage
(0 bedømmelser)

Hello Greetings! I specialize in implementing and customizing Zoho CRM, Zoho Finance, Zoho Marketing, Zoho SalesIQ, and other Zoho suite of products. About me: 1-Zoho CRM customization and implementation. 2-Zoho F Flere

$180 USD in 4 dage
(0 bedømmelser)

Hello, Hope You doing well. I am a New Freelancer, Kindly give me a chance To Show Case My skills. I have reviewed the project description and understood the project as your requirement. I have More than 10 years of Flere

$140 USD in 7 dage
(0 bedømmelser)