Zoho CRM set up including Zoho projects, zoho people
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Post a project like this1575
£300(approx. $374)
- Posted:
- Proposals: 15
- Remote
- #2651299
- OPPORTUNITY
- Awarded
Wordpress|Webflow|Shopify|Wix|CRM|PHP|Android|iOS|Bespoke|App|Zoho|Laravel|SEO|PPC|Social|React|Node|Flutter|React Native|Magento|PWA|Plugin|Chrome Extention
Mohali
Digital Marketing | Graphics, 3D, Animation Expert | Shopify, WordPress expert
Chandigarh
Zoho Certified | Zoho CRM | Zoho Creator | Zoho Analytics | Zoho Desk | Zoho Boosk | API Integration | Wordpress
Lahore
249900624065388597793559912905461529722185012720509522507173279641230187943268650
Description
Experience Level: Expert
I am searching for someone who can setup zoho CRM to our family owned architectural and building practice based in London.
We have been half using salesforce for the last 18 months but are searching for something that we can make better use of and use it for project management of the projects as well as sales / crm tools.
I would ideally like a dashboard which can update me to the exact position of the company at that time including sales and lead statistics, project progress and financial positions, health and safety positions. I would also like to be able to contain a link to the onenotes that we use for each individual project on a project "homepage"
Let me know if this is something you can help us with and how you would propose moving forwards, timing, costs etc.
I would also like to use Zoho people to make geo-fenced time sheet signing in for the site teams, with their hourly rate preset thus producing the correct payslip each month. It would be ideal if we could create a user list which includes their skills and abilities, qualifications, language etc so we can allocate resources to get multiple projects moving.
We have been half using salesforce for the last 18 months but are searching for something that we can make better use of and use it for project management of the projects as well as sales / crm tools.
I would ideally like a dashboard which can update me to the exact position of the company at that time including sales and lead statistics, project progress and financial positions, health and safety positions. I would also like to be able to contain a link to the onenotes that we use for each individual project on a project "homepage"
Let me know if this is something you can help us with and how you would propose moving forwards, timing, costs etc.
I would also like to use Zoho people to make geo-fenced time sheet signing in for the site teams, with their hourly rate preset thus producing the correct payslip each month. It would be ideal if we could create a user list which includes their skills and abilities, qualifications, language etc so we can allocate resources to get multiple projects moving.
Ross M.
94% (7)Projects Completed
8
Freelancers worked with
8
Projects awarded
22%
Last project
1 Feb 2020
United Kingdom
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