Zoho CRM Work Flow Automation

  • Posted:
  • Proposals: 1
  • Remote
  • #684756
  • Awarded
Sam K. has already sent a proposal.
  • 1


Experience Level: Intermediate
General information for the business: Foster Care Agency (Non profit)
Industry: Healthcare
Kind of support: Software
Description of support work: We are a very small nonprofit foster care agency located in the United States. We place children with caring Foster Parents who have been abused or left by their biological parents in hopes of building a better life.
In order for our agency to manage the hard deadlines that must be met for each child, we have built our ZOHO CRM. We are currently planning to pilot the new CRM program with a select number of employees. However, we need help with the finer details of making it user friendly for my employees. This will include work flow automation, aesthetics, and reporting.

Firstly, I need someone to access my ZOHO CRM and customize the system to generate a simple set of workflow automation tasks for my employees (users). This entails a scheduled list of tasks to be generated for the Case Worker (user) assigned to each child once that child is placed in a foster home and placed in the CRM system. The tasks are time sensitive and require constant management. These tasks are to be completed by the Case Worker and checked off in the system.
The tasks should generate reminders to Case Worker /user and I would like to be able to track the completion of tasks for each Case Worker in our system. This will allow me to ensure we stay in compliance with the Governmental requirements and ensure that the children are getting the care that they need from our agency and staff. This will also allow me to run reports to see which of our staff have been meeting their performance measures and deadlines.
Extra notes: I have attached the very simple list of tasks to this job posting. This is the first of many jobs we will need for this project.
After we see your work, there will be other opportunities to continue working with our organization as we continue to roll the system out to all of our staff over the next 12 months.

Please let me know if you are interested. We need this done immediately!

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