Product Catalog & Shopping Cart with CRM Integration

Product Catalog & Shopping Cart with CRM Integration

We have a couple of potential projects of the nature below and need a rough quote for a Zoho Creator app that will do the following: A product catalog style app that can contain images of products, categories, sub categories, size, colour, weight, details etc., plus an image. It should allow the administrator to add more fields as required. Basically this part should follow any product catalog functionality on the market... "BigCommerce" from interspire.com looks great, for example. This should be maintained by the admin, so that they can add all of the product range and Units of Measure, sizes etc that are relevant to their business. Then, once the product catalog is populated it needs to be shown from a shopper perspective on the administrators website (front end). Items of interest should be able to be browsed by category (etc), searched etc, with thumbnails on the website, and chosen products should be selected by viewers and be added to a shopping cart, also part of the website. Totals should be calculated and there should be a check out process. We have no need to re-invent tried and tested product catalogs and shopping carts, so standard functionality is fine. However, the reason we are interested in Zoho Creator is that the check out process will then drop the contact info and the order to Zoho CRM as a lead, including some sort of link showing the sales manager what the lead ordered in their shopping cart. There is no need for online payment at this stage, but this might be something to do later, so maybe should be thought about in the design for phase II. The total costs of the shopping cart order should synch'd to a custom field on the lead 'Estimated Amount'. The idea is that the lead will be qualified manually by the sales person once in the CRM, therefore this is NOT a pure e-commerce app - it will require typical B2B follow up by sales. But the product related information need to be synchd from Zoho Creator to Zoho CRM so the sales person knows what products the lead is interested in. From there it will be converted to an account, contact and potential. The prospect's order from the shopping cart should be editable by the sales agent, either from Zoho CRM or Zoho Creator (I am not sure what can be done? Recommendations welcomes.) We are interested in a module that will export a quote from the Creator app, using the order from the Shopping Cart, that puts a thumbnail of the product on the line item, as well as the standard cost and description. The rest of the Quote can look like as the standard of Zoho CRM quotation. But it would need to pull in the Account details and show the selling company details of course. Admin should be able to edit the quote template - it needs to be generic so that it can be used by any business. This would need to be developed as a custom app, that can be re-used for various verticals, therefore the building of the product catalog must be really generic, and allow admins to add whatever categories, sizes, measurements as required. We would need complete ownership of the app, and it needs to be designed in such a way that we can plug this into various instances of Zoho CRM for various business who have been requesting this functionality. I do hope this is possible. Therefore we will also require step by step instructions on how this is done so that we can do it after the first instance. A detailed list of design requirements can be supplied but for now I am after an approximate ball park figure only, to have this developed and then we will confirm next steps. Please let me know options and whether anyone is interested. Thanks.


Budget : Please advise | Duration : 2-3 months

To leave a private message, please click the link for private response in post Action section.

    • Recent Topics

    • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

      when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.

    • Seamless multilingual messaging and tone control in Zia IM Composer

      Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages

    • Advanced Deluge help needed with custom function and COQL limits

      I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit

    • Tip of the Week - Conditional Formatting Chart

      Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to

    • Zoho Learn - AI Translate

      Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Introducing auto-upgrade in Zoho LandingPage

      Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss

    • Workdrive comment links stopped working.

      I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it

    • In arattai received message can't be deleted

      The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

    • How to Bulk-Update Sales Orders in CRM

      Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to

    • Zoho ToDo in Cliq

      Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?

    • 【Zoho CRM】サンドボックス機能のアップデート：カスタムビューが利用可能になりました。

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。

    • Changing an agents email address

      How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?

    • Zoho CRM - Potentials Tab

      Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see this

    • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

      Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Unable to create embed code for resource of workdrive using API

      Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below

    • Feature Request - Insert URL Links in Folders

      I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

    • not able to convert pdf to jpg and other forms and vice versa.

      i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

    • Zoho CRM custom fields not showing in zoho creator

      Hi Team, I have created a Products form with Zoho CRM integration and connected it to Products module of CRM. But when I see the reports of Products in Zoho creator then I am not able to see custom fields of Products module. Only standard fields of Products

    • Enable / show scroll bar when Mega Menu is opened

      Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page

    • Shared Mailboxes Disappeared

      Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

    • Reports: Custom Search Function Fields

      Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with

    • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

      Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

    • How can I transfer data from Production to Development environment?

      Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

    • Add "Reset MFA" Option for Zoho Creator Client Portal Users

      Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,

    • New portal SAML authentication error: User not found

      Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reporting

    • Devis et facture multi page

      Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité

    • Rotate an Image in Workdrive Image Editor

      I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Help with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator

      Hi Zoho Creator Community, I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices. I want users to

    • How to Send Email from within a custom module (with or without an email template)

      It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't

    • Convert invoice from zoho to xml with all details

      How to convert an Invoice to XML format with all details

    • Shopify Extension no longer working in CRM

      Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

    • Add Comprehensive Accessibility Features to Zoho Writer

      Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

    • Signature issue

      Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks

    • Feature Suggestion for Zoho Websites – Inspired by Squarespace Systems

      Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.

    • Custom View - Sort by Custom Field

      I created a custom field for our Engineering team to know which tickets to work first by numbering them.  I created a custom view to general data which includes the Engineering Priority.  However, I cannot sort the Engineering Priority column ascending

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Next Page