Money Lending Operation - Simple CRM with Action calls
Please check the attached PDF. Please provide a timeframe, proposal and rough sketch on what you can do. You're welcome to remote into our PC to get a look at the current CRM structure and see what needs to be done. Thanks! Budget : TBD | Duration : One week To leave a private message, please click the link for private response in post Action section. Download AttachmentsHow to create telephony phonebridge ?
We want to create a phonebridge application but I don't have the materials to create the application.Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listMultiple Issues with Message Media
Good morning, I want to formalize a complaint about the service we are getting from Message Media, the app that currently integrates with Zoho CRM and Zoho Campaigns to send SMSs. At the end of last year, we were told that Zoho CRM would not integrateAdding resource reservation to Zoho CRM
Hi, I'd like to extend Zoho CRM functionality. Currently I hire 10 reps who call customers but sometimes they meet them in person in Home Office. We have only three rooms for meetings. Sometimes customer needs to wait because there is no room avialable. I'd like to extend Zoho CRM Calendar feature and add room reservation to CRM events. Other suggestions welcomed. Maybe someone will take existing app like i.e. "Resource Booking" from Zoho Marketplace and will add connection to Z CRM. It will workAssistance Needed for Publishing Fullstack React-Node.js App on Zoho Marketplace
Dear Zoho Support Team, I am seeking guidance on how to publish my fullstack React-Node.js application on the Zoho Marketplace. The app is fully developed, deployed, and currently being used by clients. I am interested in marketing and reaching a broaderAssistance Needed for Publishing Fullstack React-Node.js App on Zoho Marketplace
Dear Zoho Support Team, I am seeking guidance on how to publish my fullstack React-Node.js application on the Zoho Marketplace. The app is fully developed, deployed, and currently being used by clients. I am interested in marketing and reaching a broaderUpdate sidebar widget when different ticket is opened
Hi, I'm writing a small Private Zoho Desk integration that shows in the marketplace sidebar on tickets. I'm able to show the ticket details. However, when I open a different ticket, the details don't update. How can I make the widget update itself toHow You Can Use Stripe in Unsupported Country (If You Have Zoho Product)
A lot are sick of being left out by Stripe's country restrictions. Look, I get it. You're an ambitious entrepreneur, influencer, affiliate marketer or freelancer ready to take on the world. But Stripe's country restrictions feel like a kick in the gut,Used Car Inventory Tracker
I need a to create an inventory database that has detailed information about each car we have in our inventory. Specifically, I need to know exactly how much labor and parts we have into each car as well as the cars purchase price, VIN, color, year, source etc. Budget : Negotiable | Duration : 1 week To leave a private message, please click the link for private response in post Action section.Extension pricing models
Hello, I'd like to know if it is somehow possible, as a developer of Zoho CRM extensions via Sigma, to publish extensions with a pricing model other than single-tier monthly/yearly fee or one-time payment. For instance, freemium (e.g. free plan, pro plan).Bigcommerce for Zoho Desk powered by Zoho Flow
Hello, Why is this not available for Australia? Can you please make it available for Australia? Thanks so much. ChristineWhat's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplaceelectronic medical record for clinic
I need an electronic record for inputting patient's data - for as many consultations as I want - ability to attach files, to bill patients for each test/consultation, to send requests to a laboratory and to link with zoho invoices for billing. it would need multiple users - one for each added doctor with different administrator rights. See http://www.vertikalsystems.com/en/products/pm/overview.htm and also Simple EMR http://www.digitalcairo.com/simple_emr.aspx. It does not have to be as complex asConnector working as expected but not when called from an extension
I am playing around with building a Zoho CRM extension and seeing if anyone has some insight on the below issue I am facing. When I execute the Connector API it works as expected returning me the download URL for a merged document that has merged successfully.Navigating through the journey of Creating Email Validation for Zoho CRM
For businesses relying on customer relationship management (CRM) systems like Zoho CRM, inefficient processes can lead to significant time wastage, especially when dealing with fake email addresses. In this blog, we'll delve into the thought process,Hotel reservation system
Application for a small-medium sized hotel to manage reservations, generate free/busy view, calculate and print invoices and store/retrieve guest data for promotional mailings. Budget : to be discussed | Duration : 2-3 weeks To leave a private message, please click the link for private response in post Action section.Seeing Mailchimp activity with Zoho CRM
Hi there, We have recently been working with the Zoho CRM Mailchimp extension to import our Mailchimp data for our leads into the CRM. We are able to see the campaign that each lead was part of and some basic fields like status, date, audience, etc butCelebrating 1 million installs on Zoho Marketplace
We're elated that Zoho users have trusted Marketplace extensions 1 million times to simplify their everyday work. It has taken us six and half years to get here, and, beyond those numbers, we've also built a thriving ecosystem of 500+ partners who'veShopify and Zoho Desk
How can we integrate Shopify with Zoho Desk, so we can see customer sales order history in the ticket view?Add Leads to Mailchimp Audience only works for some users
Hi all, I'm hoping some of the smart people out there can point me in the right direction. We have the Zoho CRM Mailchimp integration installed, and it works for some people in our organisation, but not others. I am able to successfully select Leads andWHMCS Integration
Hello, I was hoping that someone might be able to help me with this one. We use Zoho Desk for support tickets for a couple of companies. One of them uses WHMCS for client billing, payments etc. One area of WHMCS that we do not wish to use is the in-builtPractice Management
1) Good contact management (editable forms/fields) 2) Scheduling of clients (links back to their contact file so when accessing client contact info you can see a list of all sessions) - it would also be ideal if the schedule could be sync'd with google calendar or other calendar that could syc to my iphone. 3) Billing with accounts receivable - linked to calander 4) Electronic Medical Records submission - session notes should be associated with the contact file of the client and should be secure.What's new on Zoho Marketplace in December 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in December 2022. Extensions for Zoho CRM Driving Licence Validation for Zoho CRM Automatically validate the drivingCRM Extension > Custom Action
Hi Team, I'm building the CRM extension, which includes Custom Actions. If we create a Custom Action as "New" and set the custom function as `info "test";` we can able to execute. If we create a Custom Action as "New First"(i.e with space) and set theWhat's new on Zoho Marketplace in November 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in November 2022. Extensions for Zoho CRM zzBots for Zoho CRM Transfer data such as events and contact information fromWhat's new on Zoho Marketplace in October 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in October 2022. Extensions for Zoho CRM Official Bouncify Email Validator for Zoho CRM Easily validate your emailWhat's new on Zoho Marketplace for September 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in September 2022. Extensions for Zoho CRM Probable Duplicate Related List for Zoho CRM Access records associated withWhat's new on Zoho Marketplace in August 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in August 2022. Extensions for Zoho CRM Referral Factory for Zoho CRM Build, launch, and run powerful referral programsWhat's new on Zoho Marketplace in July 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in July 2022. Extensions for Zoho CRM DecisionVault for Zoho CRM (Only available for US DC) Complete paperwork and uploadWhat's new on Zoho Marketplace in June 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in June 2022. Extensions for Zoho CRM Zero Bounce Connect for Zoho CRM Reduce bounce rate and target real leads by validatingCommission Tracker
Sales Team enters Opportunities in CRM. One Field in CRM module opportunities will be populated with a number. Based on this number sales person receives commission. Commission is progressive and due monthly. Example: if revenue is up to 6000 Euro, then commission rate is 35%, from 6000 - 7000 commission rate will be 35%...and so on. There are 4 commission stages. Report shall show, each sales rep per month and their earned commission. Everything must work as custom module in CRM. Report must beWhat's new on Zoho Marketplace in May 2022
Zoho Marketplace offers 1500+ extensions to help connect and enhance your Zoho products. Here's a list of the new extensions released in May 2022: Telephony extensions Last month we released three new telephony extensions. These extensions are supportedSoftware License Management
Our company develops and resells software from a third party developer. We need a solution to track the the resellers of our software, the end users they have sold the software to and the licenses purchased by the end user. The application will also need to manage the calculation of support costs which are based on the total license value of licenses owned by an end user. Additionally it will need to track annual software licensing fees which are also based on the total value of licenses owned byHow To Publish Applications On Zoho Marketplace?
The Zoho Marketplace is pretty much similar to an e-commerce website for the Zoho Marketplace developers and users. It enables the developers to build and publish a remarkable Zoho Creator app and for the users, it is like a store or a gallery to chooseRolling up Check-List
When I first set up our Zoho, I used check-list in tasks, but then it went away. I am glad to see it is back as an extension. It would great however if the completion of checklist items rolled up to the percentage completion of the list's parent taskApp Spotlight: Microsoft OneDrive for Zoho Projects
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all the apps. Microsoft OneDrive for Zoho Projects Access your OneDrive account right from Zoho Projects and link documents in OneDrive to tasksEmail from Zoho Marketplace asking to click on a link to newsletter confirmation
Greetings, I hope find all doing well and safe! On 05 April 2022 I have received an email from the address: news@zohomarketplace.com (see print screen attached), with reply-to defined to help@zohomarketplace.com The subject is "Action required - ConfirmZoho CRM Commission Calculator
I track 5,000 potentials in Zoho CRM that each month we receive revenue on. I get a spreadsheet showing how much money we earn on each account, and I split that out to pay commissions based on the information stored in the potential record. Today, I'm processing this all in a FileMaker Pro database. Here are the steps: 1. Download all potentials from CRM 2. Import into filemaker DB 3. Import payment spreadsheets (7 sources per month right now, all excel spreadsheets in varying layouts) 4. FilemakerAutomate commission computation using the Commission Management extension for Zoho CRM
You can have great sales representatives, but if you can’t keep them motivated, you're placing a limit on the growth of your company. Meet their needs through a comprehensive compensation plan, and you’ll see how they can meet and surpass your revenueNext Page
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Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listWhat's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho MarketplaceCelebrating 1 million installs on Zoho Marketplace
We're elated that Zoho users have trusted Marketplace extensions 1 million times to simplify their everyday work. It has taken us six and half years to get here, and, beyond those numbers, we've also built a thriving ecosystem of 500+ partners who'veWhat's new on Zoho Marketplace in December 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in December 2022. Extensions for Zoho CRM Driving Licence Validation for Zoho CRM Automatically validate the drivingWhat's new on Zoho Marketplace in November 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in November 2022. Extensions for Zoho CRM zzBots for Zoho CRM Transfer data such as events and contact information from
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Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listWhat's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho MarketplaceHere's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see theEasily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and