customizing zoho crm for our business

customizing zoho crm for our business

are using zoho crm for our business. we sell larger variety of technical products and services. 8 different product / service families we currently have web forms that we designed with zoho crm to collect data from online viewers about their needs. we would like to have each data form as a seperate tab within zoho crm. each client can have filled out only one form (as they are interested in only one product/service), 2 forms or all eight forms. if they have fillled out all eight forms for example, we wish to have all eight tabs added to zoho crm. the same tabs/forms to be used by our customer service reps collecting data from client phone inquiries. some products are more technical than others and require more fields than others. some product forms have only 10 to 15 fields. and some have over 35+ custom fields. we have found out that we have ran out of custom fields as zoho crm only offers 150 custom fields. this issue needs to be resolved configure sales orders, vendor purchase orders, vendor info, invoices, quotes to our needs http://www.ukam.com/requestquote_waferblade.htm http://www.ukam.com/precision_blade_quote.htm http://www.ukam.com/lappingequipment_quote_request.htm http://www.ukam.com/saw_quote_request.htm http://www.ukam.com/dicing_blade_applicationdatasheet.htm http://www.ukam.com/diamond_grinding_discs.htm http://www.ukam.com/drilling_consulting.htm


Budget : to be determined | Duration : 4 weeks

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