We have some intensive Access databases that we are looking to convert to Zoho applications. We are currently thinking about using Zoho CRM and Creator. We will need to break this out in phases. We'd like to work with a developer to understand our current structure and then help us move that into to a more robust web solution. We are a service-based company so the billing functions in Zoho CRM do not work for our line of work. Our "item list" for billing will need to be developed in creator and then linked to CRM...or create a CRM in creator. We'd like feedback on what the optimal structure would be. Developer would need extensive experience in Microsoft Access. We would likes solutions on exporting orders into a mapping/routing program (we have a transportation business segment.) Integration with Quickbooks or GreatPlains or other accounting software. Customer portal creation that limits access of information not just to a form but to information related to only their account. Site inventory integration with our item list in creator that allows us to run an inventory with age of inventory and cost. Inventory needs to be able to perform lot tracking where one item gets bulked into a larger lot. *Must be able to get data in Zoho creator to populate a blank form that is printed on preprinted shipping papers. Creation of forms is very important. We may have to have Access push into Zoho and also the reverse, please provide work experience where you have had these systems sync. We want to develop a long-term arrangement where we continue to receive support when needed and funnel new projects to the developer. At this time we're just looking to receive your company information / project experience and then we can work out the details.
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