commision tracker
I am after a zoho developer to finish my commission tracker as I hired someone on oDesk that started but now will respond to my emails.I really need to get It finished as it is holding up my plans Thanks Budget : $500 | Duration : a.s.a.p To leave a private message, please click the link for private response in post Action section.
product registration module / warranty
i need someone who can create a online/product registration module for me. Our website is based in wordpress. We need our consumers to register their product and should they need to make a warranty claim, do so online as well. One way to do this is to create using zoho creator - Registration Page o To have normal information fields o Attach scanned proof of purchase o product purchase details o Point of purchase details o Database back end for all the information. o Access to database (view or download
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 Attachments
Adding 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 work
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.
electronic 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 as
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.
Practice 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.
Commission 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 be
Software 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 by
Rolling 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 task
Zoho 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. Filemaker
Create Org Chart from CRM Contact Records
We have several Accounts (CRM) of sales representatives (contacts) for whom we would like to be able to draw their 'reports to' tree (org chart) The records currently reside in Zoho CRM as Contacts with corresponding Accounts. We currently have a custom field called 'Reports To' that is Joined to their 'reports to' contact. We would like to view on screen and print 'the org chart' to pdf. One other requirement would be to start the print top down from any (contact record) (search selection box) Budget
Customer Portal for Wordpress Site
I need customers to be able to login to portal where they can place basic tickets (requests) and view the status of previous tickets. Must be able to apply to wordpress website (hosted by GoDaddy). Budget : $50 | Duration : 10 days To leave a private message, please click the link for private response in post Action section.
Call Centre
Create an application to be used by a telemarketing sales company. They need to create campaigns, in which companies & contacts are linked. A caller needs to have user rights to only the campaigns calls and compaines that they are linked to. The calls need to have a history and need to progress through stages. During the call there are questions which need to be answered (with some fields being populated from other areas). There needs to be a dashboard view, where you can eaily see what stages you
Membership using Zoho CRM / Wordpress
I need to integrate Zoho with my wordpress website. Here is the outline of what I need. All responses will be gladly received! Membership Club has 6000 members. Membership is annual with a AU$20 per annum fee or a lifetime membership which costs AU$125. Currently we have a Wordpress website, and a Zoho CRM with all the membership. We need to integrate the two together to perform the following functions. Why Zoho CRM? We did purchase and attempt to setup two different Wordpress membership plugins.
8x8 voip api for zoho
Would like to talk with a developer about an API or CTI connector that would allow for click to dial functionality and screen pop for Zoho with the 8x8 Inc. Virtual PBX VOIP phones. Budget : per hour for -Select-/week [-Select-] To leave a private message, please click the link for private response in post Action section.
Migrate Zoho CRM to Salesforce
This goal of this project is to migrate our data from Zoho CRM to Salesforce. We have 5000 Leads and 1000 Contacts, with extensive activity histories, and active future tasks/events. We are open to using migration tools such as Talend or Informatica. I have Informatica installed in SFDC. We will map fields prior to project start for ease of migration. Budget : $500 | Duration : Two weeks To leave a private message, please click the link for private response in post Action section. Download Attachments
Manufacturing Resource Planning
Inventory control and Production planning. 5 types of Stores (Local, national, Imported, Component Store, Maintenance Store) 3 Assembly Department 3 Packaging Departments 2 Manufacturing Workshop departments 30 Products 100 SKU's (ie: Products including their sizes) 150 vendors (unlimited user accounts) Those who have already made a software such as this, kindly contact me on ym email. rohit475@gmail.com Budget : $100 - $200 | Duration : None To leave a private message, please click the link for
Need an app to calculate distance between 2 location
I need a creator application that captures 4 fields from Zoho Crm (Pickup Address and POstal code, Drop-Off Address an postal code) runs it through the google maps API and returns the distance between the two loactions so I can feed it back into CRM. Accepting bids. Budget : dunno | Duration : 1 month To leave a private message, please click the link for private response in post Action section.
LMS
Looking to create a learning management system for coaching individuals and supporting groups, embedding zoho writer, (linked to zoho CRM), zoho show, meeting and chat. Allowing individual learners to keep an online journal (private) shared with their tutor/coach. Invoicing link would be nice too. Budget : Unknown | Duration : 6 months To leave a private message, please click the link for private response in post Action section.
Commissions Payable
Looking to enter sales rep name, contract name, percent of commission (based on several factors) and ability to enter monthly sales numbers. Each sales rep will be commissioned off of the amount generated by their accounts on a monthly basis. This amount changes monthly. We need to have access to enter amounts easily per contract that will tie into the reports generated. We would also like an automated e-mail to be generated back to sales rep with the amount of their commission check based on the
Mange customer bookings and paymets and invoice
Hi. looking for someone to develop an app that takes care of all our bookings, payments (Paypal) and to invoice outstanding invoices by selecting customers and emailing them in one go. here is what happens. We book people in for skydiving. They visit our website and fill in a gravity form. There can be from 1 to 5 people in a party so all their information needs to be collected and collected as a party, and linked to the main customer (lead jumper) There will only be one person paying though (lead
In Zoho Project is there a way to assign equipment to a task or milestone?
I'm using Zoho project to plan, schedule and track service. I need to track what truck is assigned to that service. I cannot double book that truck. I don't see where in project you can track equipment. I'm testing using the 'free' version. Maybe I need to be on enterprise to track equipment?
Corporate training calendar
I am the owner of a corporate English language provider in Costa Rica. We are looking for a scheduling platform for our classes. Our biggest problem is that we bill our classes month in advance and students have some flexibility in cancelling and rescheduling classes. This is very difficult to manage. Below you will find some general notes on what we would like to do. Notes: We are a company that provides English language classes to professionals and companies in their place of business here in Costa
Product Bundles / Inventory Assemblies
Need an app with following functions: - Create Inventory Assemblies / Product Bundles with sub-products, for example I want to create the product/assembly "Computer Base System” that is composed of several components/sub-products: A “Case”, a “Motherboard” and 10 screws. - The price for the assembly (e.g. the "Computer Base System") is automatically calculated as the sum of the price of all sub-products. - Synchronize product data with QuickBooks product data. - Create quotes, sales orders, and invoices
Real Estate CRM
Looking for some help on Tailoring Zoho to work for a Real Estate office. Entering in leads from calls, etc., assigning leads, lead tasks (acceptance of lead, follow up, covert, etc), input properties, property under contract (timelines), email marketing, access levels, etc. You can contact me at info@pricelessrealty.com Budget : unknown | Duration : ASAP To leave a private message, please click the link for private response in post Action section.
RESERVATIONS APP
I am building an app for Vacation Rentals and I need help to build specific modules: 1) Rates - (e.g. 10/1/2012- 15/03/2012 $100 16/04/2012- 15/10/2012 $90 etc) - these have to be entered against each property/apartment on the system (equivalent to a product) 2) Booking form - when a client selects x property for x dates the price should show up automatically (depending on the date selected) and the system should automatically calculate number of nights and total price payable (based on the rates
Volusion Integration
We currently have a Volusion ecommerce website with an API. We need to have customer information (name, email, phone, etc.) synced with our existing Zoho Creator application. Budget : $500 | Duration : Two Weeks To leave a private message, please click the link for private response in post Action section.
Prestashop and Zoho CRM integration
Prestashop and Zoho CRM integration Budget : 150EUR | Duration : 1 week To leave a private message, please click the link for private response in post Action section.
Create a database of products
I need to build an app to keep track of our products. Currently, all data is kept on many excel sheets. This app will centralize all of our products. 1. Build a friedly user interface to enter the data 2. Build the structure of th spec. 3. Some field will have Excel formulas which i will provide to you. Budget : not sure | Duration : 1 week or less To leave a private message, please click the link for private response in post Action section.
Creator or CRM customization
Am looking for someone to assist in tweaking either a Creator or the CRM solution for our unique project/team management needs. Budget : Let's discuss! | Duration : few days or more To leave a private message, please click the link for private response in post Action section.
Inquiry Distribution
We have a sales inquiry application in zoho creator and I need assistance with editing the workflow to be able to send specific inquiries (as they are added or edited) to the email box of the sales rep who is identified in the inquiry. Budget : $100 | Duration : 2 -3 days To leave a private message, please click the link for private response in post Action section.
Wanted reasonably priced developer based in U.K.
Hi I'm looking for an experienced developer based in the U.K. Who would be interested in building a platform including databases, contracting and invoice system, for a small music agency. I am a start up sole trader so price will be an important factor Thanks Dave
Web Design Company Project Management Tool
Hi, I am a web designer and i am in need of a project management tool that serves two purpose 1. to collaborate with designers. Need to create new projects and assign designer and project manageer to a project. When the designer pst and update project manager should receive immediate notification. Also need to set automatically follow up reminder if no activity was entered into a project in 2 days. 2. to communicate with clients the client portion, i want the clients to login and submit their requirements
Prestashop and Zoho CRM integration
Prestashop and Zoho CRM integration Budget : 150EUR | Duration : 1 week To leave a private message, please click the link for private response in post Action section.
Zoho CRM integration
i need zoho crm integration. for customer insert i need 3 realted fields. 1.> city......100 records 2.> town.....1200 records. 3.> district.....60.000 records Budget : 500 | Duration : 6 To leave a private message, please click the link for private response in post Action section.
Zoho CRM CTI Connector to RingCentral
Need a CTI connector between Zoho and Ring Central. Need two functions - 1) Screen pop of record if Caller ID matches a phone number to a Lead, or Contact - 2) Need a click to call function by clicking on the phone number in a record, and then also clicking on number sequentially using a list view/ report. Budget : TBD | Duration : immed To leave a private message, please click the link for private response in post Action section.
Commissions & Sales Tracker
Looking for app that can interface into zoho crm. When opportunties are converted to sales this app will track the sales and commission payable. Then we can get the total monthy per user and pay via paypal or our company check ... Also the zoho crm user can see all their pending commissions and\or get reports for prior periods. Budget : 250.00 | Duration : 1-2 month To leave a private message, please click the link for private response in post Action section.
Referral Program
I am looking to develop a referral program on Zoho creator which will integrate with Zoho CRM and Zoho campaign. The program will perform the following functions: Identify and engage a brand’s customer advocates Foster sharing of referrals from advocates ( offers will be made using zoho campaigns) Convert friends and connections into new customers Monitor performance and optimize results Advocate can track his performance by a dashboard Customer can post their reviews on Google local or other
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