
Zoho One Setup and Configuration
- or -
Post a project like this827
£350(approx. $471)
- Posted:
- Proposals: 17
- Remote
- #3887800
- OPPORTUNITY
- Awarded
Quick Graphic Designer + Animator + Video Editor + Photo Editor + Logo Designer + Autocad Designer

Trusted CRM Consultant and Data Automation Expert. Automating your business, designing your future!

♛ Most Trusted #1 Team |19+ years of expertise in Website, Mobile Apps, Desktop & Console Games. Wordpress, ReactJS, Shopify, Laravel, Python, React Native, Flutter, Unity, Unreal Engine and AR/VR




4x Salesforce Certified Professional & Zoho CRM Specialist, Business Analyst

♛ TOP Rank Website Developer |Graphic Designer |Digital Marketer |Zoho| Salesforce

Zoho Advance Partner | Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho Extension

PPH #1 "Top Rated" Service Provider in Development & IT : Wordpress, Shopify, Magento, Squarespace, ZOHO, WHMCS, Salesforce, Vtiger, Learndash, Moodle

#1Wordpress|Webflow|Shopify|Wix|CRM|PHP|Android|iOS|Bespoke|App|Zoho|Laravel|SEO|PPC|Social|React|Node|Flutter|React Native|Magento|PWA|Plugin|Chrome Extention


9083442647690626424061283422540885906656124392261154294253732350415918479549885977




Description
Experience Level: Expert
We are new to Zoho. Just signed up to Zoho One and slowly working our way around it. Two users only. The intention is to streamline the workflow process from initial contact from customer to billing and reporting.
We have a Wordpress website so we would want to embed a Zoho Form to enable the new lead to be captured in CRM. We use Booqable as our Asset Rental software to enable us to provide quotes, send contracts (we would want to use Zoho Sign) and invoices and generate reports on rental activity by customer and asset. Thus we need to integrate Booqable with Zoho (or do we - is there a better way?).
We have used an external CRM system for 10 years + but want to transfer over to Zoho (all contacts / suppliers / accounts / emails / etc). We also currently use Quickbooks Online for accounting software but would also look at migrating to Zoho Books if advantages can be derived from so doing.
Looking for a Zoho expert to take control of this project by maximising on their experience and knowledge of the Zoho One suite. This will be an on-going project so please feel free to break this down in to realistic manageable mini-projects with pricing for each.
We have a Wordpress website so we would want to embed a Zoho Form to enable the new lead to be captured in CRM. We use Booqable as our Asset Rental software to enable us to provide quotes, send contracts (we would want to use Zoho Sign) and invoices and generate reports on rental activity by customer and asset. Thus we need to integrate Booqable with Zoho (or do we - is there a better way?).
We have used an external CRM system for 10 years + but want to transfer over to Zoho (all contacts / suppliers / accounts / emails / etc). We also currently use Quickbooks Online for accounting software but would also look at migrating to Zoho Books if advantages can be derived from so doing.
Looking for a Zoho expert to take control of this project by maximising on their experience and knowledge of the Zoho One suite. This will be an on-going project so please feel free to break this down in to realistic manageable mini-projects with pricing for each.

Steve C.
100% (12)Projects Completed
6
Freelancers worked with
4
Projects awarded
33%
Last project
6 Nov 2023
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies