Zoho CRM PLUS - Custom Function for moving leads after some time

$15-25 USD / hour

Closed

Posted

3 months ago

$15-25 USD / hour

I need a custom function developed within our Zoho CRM system that will streamline our process for managing and following up on contacts. Our primary goal is to automate follow-ups to ensure no potential lead falls through the cracks due to manual handling. Key Requirements: - Develop a custom function or workflow inside Zoho CRM that automatically moves contacts after 1 week from their initial entry into our system. - Upon moving the contact, the custom function should assign the contact to a different team member who hasn't previously dealt with the contact. This ensures fresh eyes and a new approach to every follow-up, maximizing our conversion potential. - The automation should seamlessly integrate within our current setup, ensuring no disruption to our existing workflows. - The function needs to be adaptable, allowing for future adjustments based on our evolving business needs or changes in follow-up strategy. Ideal Skills and Experience: - Strong expertise in Zoho CRM platform, with specific experience in customization and automation. - Proven track record of creating effective CRM workflows for sales and marketing purposes. - Ability to understand our business process and suggest improvements beyond the scope of this project. - Excellent communication skills to ensure the project meets our specific requirements. This project is perfect for a freelancer who is detail-oriented, has a solid understanding of sales processes, and is experienced in maximizing the capabilities of Zoho CRM to facilitate business growth. Your contribution will directly impact our operational efficiency and help us maintain a high level of engagement with our leads.

PHP

CRM

Software Architecture

MySQL

Zoho CRM

Project ID: 37747417

About the project

36 proposals

Remote project

Active 2 mos ago

Looking to make some money?

Email address

Benefits of bidding on Freelancer

Set your budget and timeframe

Get paid for your work

Outline your proposal

It's free to sign up and bid on jobs

36 freelancers are bidding on average $20 USD/hour for this job

@leadconcept

Good day, I have read initial high level requirements of your project & discussed with my technical team lead too. I was wondering, if you can please spare few minutes to discuss requirements thru' chat? I can then also ask few questions to clear the scope of work and after that it would be easy for me to give you our firm bid. For quick response & one-on-one communication, you may click on the chat button, as I am online most of the time. Look forward to hearing from you. Regards, Yasir LEADconcept

$25 USD in 40 days

5.0

(132 reviews)

9.4

@OutsourceMan

With more than 18 years of experience in Web and APP development, I, Raman from CnELIndia, am an expert in PHP, WordPress, WooCommerce, Data Scrapping and have also worked in Buddypress and React Native. Having this skillset coupled with numerous successful and diverse projects including WooCommerce to Google Merchant Json integration, I can assure you of my ability to create custom functions and workflows that actually make a lasting impact on optimizing business processes. As far as CRM platforms go, none has secrets from me like Zoho CRM platform and this says not only in words but also in numbers by my 712+ satisfied clients' reviews. I am confident that I can develop the exact custom function you need to streamline your contact management process within your Zoho CRM system. Moreover, beyond meeting the key requirements for this project, my broad expertise can contribute significantly to identifying new business strategies that can further enhance lead conversion rates. Lastly, one thing I understand profoundly is that communication is key to successfully executing any project. So you can rest assured about smooth progress updates and real-time clarifications throughout the project. With me on board for this task, you will not only get someone who understands your business process well but also someone who can suggest meaningful improvements outside the scope of the project. Choose me today and let's revolutionize your lead follow-up process using Zoho CRM!

$20 USD in 40 days

4.9

(577 reviews)

8.9

@AwaisChaudhry

Hi Good evening , I have read the brief details on your job listing . I see you have been looking for someone experienced with Zoho CRM Development. Its been 8 years since I have been working on freelancer.com, I have 9 years of experience doing similar jobs. I would request you to check my profile and review projects, feedbacks of projects related to those skills. Questions: 1. These are all the requirements of your job or do you have more? If yes, Please provide detailed requirements in chat and let me review and get back with queries. 2. Do you currently have anything done or this job has to be done from scratch? 3. What is the timeline to get this job done? 4. Are you open to use 3rd party APIS for it even if they are paid? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Please initiate the chat so we could discuss it in detail and we will continue from there. Thanks! Awais

$25 USD in 40 days

4.9

(122 reviews)

8.6

@tangramua

Dear Vlad I., We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in PHP, Software Architecture, CRM, MySQL, Zoho CRM and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details or let's appoint time for Zoom meeting to meet and discuss your project in details. Best regards, Sales department Tangram Canada Inc. P.S. As seen from the details of your profile, you located in Europe. Be informed that our technical offices located in Europe too i.e. you will be able to work with our developers almost in the same time zone.

$25 USD in 5 days

4.7

(228 reviews)

8.7

@point2solutions

Good day, We propose developing a custom function in Zoho CRM PLUS to automate lead follow-ups and enhance operational efficiency. This function will reassign contacts to different team members after one week, ensuring continuous engagement and improved conversion rates. Key requirements include automated lead movement, dynamic assignment, seamless integration, and adaptability. Our expertise in Zoho CRM customization and automation, coupled with a proven track record in developing effective workflows, makes us the ideal partner for this project. Proposal Summary: Objective: Develop a custom function in Zoho CRM PLUS to automate lead follow-ups. Key Requirements: Automated lead movement, dynamic assignment, seamless integration, and adaptability. Skills and Experience: Expertise in Zoho CRM customization, proven track record in CRM workflows, understanding of business processes, and excellent communication skills. Project Details: Estimated timeline for development, testing, and implementation, along with ongoing support and maintenance. I am ready to discuss further details. Please feel free to reach out at your earliest convenience to schedule a discussion. I look forward to the possibility of working together. Thanks & Regards, Man

$20 USD in 40 days

4.8

(52 reviews)

8.2

@managersingh

Hi Vlad Hope you are doing well, READY TO START NOW I have 8+ years of experience in Web design and development. I can create custom CRM, Laravel, ERP, Custom Plugin, Wix, WordPress, Shopify, MySQL, JavaScript, HTML, Woo-commerce Integration, jQuery, Third Party API integration, Bug Fixing, Troubleshooting, Malware Cleaning, Site Migration. I would appreciate if you could initiate the conversation by sending me a text in the chat box, as I have a few queries regarding the project. Thanks

$15 USD in 40 days

4.7

(232 reviews)

8.0

@MashoodurRehman1

I am Zoho CRM expert and have specific experience in customization and automation and I can develop a custom function to streamline your follow-up process in Zoho CRM. I have a proven track record of creating effective CRM workflows for sales and marketing purposes. My solution will seamlessly integrate with your existing setup and ensure no disruption to your workflows. I look forward to positively impacting your operational efficiency and lead management.

$25 USD in 40 days

5.0

(113 reviews)

7.4

@Aman2030

I am expert in zoho apps..............i can help you with this...........................Connect to me in chats

$20 USD in 40 days

5.0

(32 reviews)

5.3

@devbaloni1983

I have more than 15 years of experience in the development As I am an expert, I can build it according to your requirements. Because I have a lot of experience in these fields, I can build your project as soon as possible. I offer excellent software quality work and provide the best support for your project. If you give me this job, I will do my best to finish your job by your timeline. If you want to see my past works, I can show you my past works right now. Ready to discuss this with you about the task now. Thank you for the reading.

$20 USD in 40 days

4.7

(36 reviews)

5.3

@forgeahead

Hello, I'm ready to create a custom function in Zoho CRM to automate follow-ups and maximize lead engagement. Here's my approach: Scope: Develop a custom function to move contacts after 1 week and assign them to a new team member. Ensure seamless integration with existing workflows. Provide adaptability for future adjustments. Questions: Are there specific criteria for assigning contacts to team members? Do you have any preferences for how the automated follow-up is initiated (e.g., email, phone call)? How frequently would you like the system to review and move contacts? Excited to streamline your contact management process! Best regards, Asrar Q.

$15 USD in 40 days

4.6

(11 reviews)

4.5

@Adilali5310

As a freelancer with extensive experience in Zoho CRM and a firm understanding of sales processes, I am positive that I can provide the Zoho automation function that you need. I have been solving various problems for businesses using Zoho including automatizations similar to what you require. Drawing from my thorough knowledge of Zoho CRM platforms, I specialize in identifying unique business needs and tailoring custom configurations to your specific requirements. My technical expertise includes extensive work with Zoho CRM's various automation features, making me adept at designing adaptable workflows. This skill will come in handy when it is necessary for us to tweak this automation based on your evolving business needs or changes in follow-up strategy. My familiarity with relevant programming languages (such as JavaScript, CSS) and proven ability to develop custom functionalities and extensions mean that together, we can create an automation function that is efficient, adaptive, and minimizes disruptions to your existing workflow. What differentiates me as a professional is consistent commitment to my clients' success through clear communication, detailed documentation, and effective problem-solving skills. If hired for this project, I assure you not only the successful completion of the task at hand but also a lasting professional relationship where I will always be available for further assistance or recommendations on maximizing your CRM's potential.

$15 USD in 40 days

5.0

(10 reviews)

4.1

@Mubi110

I will develop a custom function within your Zoho CRM system to automate follow-ups and streamline your contact management process. With strong expertise in Zoho CRM customization and automation, I am well-equipped to create a seamless solution that moves contacts after one week and assigns them to a different team member, maximizing conversion potential. My track record of creating effective CRM workflows and understanding of sales processes will ensure that the automation seamlessly integrates with your current setup and adapts to future business needs. I am committed to delivering a solution that directly impacts your operational efficiency and helps maintain high engagement with your leads. Best regards,

$20 USD in 40 days

5.0

(4 reviews)

3.2

@stoyanovchristi2

Hello, I'm a passionate HTML, JavaScript, CSS, PHP developer with 5+ years of experience. During this time, I have created beautiful applications for various projects using framework such as React.js, Laravel and Node.js. I always focus on client's requirement. Looking forward to hearing from you soon. Best Regards.

$18 USD in 40 days

5.0

(1 review)

2.9

@siedovyehorrr32

Hello I’ve carefully checked your requirements and really interested in Zoho CRM PLUS - Custom Function for moving leads after some time. I am confident for your project because I have skills of Software Architecture, MySQL, CRM, Zoho CRM and PHP. I’m ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details. Sincerely, Yehor.

$20 USD in 32 days

5.0

(1 review)

2.6

@betaitsolution

Hey there, I'm Deepak Panchal, a freelance developer, and I've got a fantastic team ready to make your ideas come to life! I've checked out your requirement for Zoho CRM system and I promise to deliver awesome work right on time. Plus, we're here to support you for a solid 12 months. I'm not just your typical coder – I specialize in Web and App Development. From cool websites to slick applications and e-commerce platforms, I've got the skills. Flutter, PHP, WordPress – you name it, I've mastered it in my 5+ years of experience. And it's not just about coding for me. I also rock at graphic design and crafting unique logos. I'm your one-stop shop for all things project-related. With a track record of over 500 completed projects, my main aim is to make you super happy. Check out some of my work here: https://www.freelancer.com/u/betaitsolution Thanks a bunch for thinking about me for your project. I'm all set to turn your vision into something awesome that stands out in today's busy world. Cheers,

$20 USD in 40 days

5.0

(1 review)

0.8

@patrick1129

Good day, How are you? I went through your description and would like to grab this opportunity to make sure you are 100% satisfied with my work. With 6 years of professional experience in software development and a passion for creating innovative solutions, I can provide you rapid, high-quality development to help drive the success of your business. What makes me special is not only my highly skilled professionalism, but also my strong sense of responsibility, effective communication skills and keen eyes into details. Overall, I'm excited about potential opportunities ahead and our long-term collaboration with you. Feel free to shoot me a quick message and discuss more about the project on chat. Thank You.

$20 USD in 7 days

0.0

(0 reviews)

0.0

@sevenppromotions

Having carefully reviewed your project, I'm a seasoned full-stack developer adept in a wide array of technologies. I'd like to discuss any potential clarifications to ensure a precise understanding of your requirements. Please feel free to initiate a conversation atac your earliest convenience for a thorough discussion.

$20 USD in 40 days

0.0

(0 reviews)

0.0

@deniskirilov0212

Dear my client! Thank you for considering our proposal to develop a custom function within your Zoho CRM system to streamline your contact management and follow-up processes. I am excited about the opportunity to help you automate follow-ups and ensure no potential lead falls through the cracks. I have rich experience in Zoho CRM, Proven Track Record and Business Process Understanding. By choosing me for this project, you will benefit from our detail-oriented approach solid understanding of sales processes and extensive experience in maximizing the capabilities of Zoho CRM. Please feel free to reach out with any questions or to schedule a consultation I look forward to the opportunity to work with you

$25 USD in 40 days

5.0

(1 review)

0.0

@StevenZelinskyi

Hey! Let's have a video call and discuss ur project, then I can give You any estimate cost and deadline. Thanks Steven

$20 USD in 20 days

0.0

(0 reviews)

0.0

@ms7620281

Hello, Greetings! I hope you are doing great. I am writing to express my enthusiasm for the opportunity to collaborate on this project. With over 12 years of dedicated experience in the field, I bring a wealth of expertise to ensure the success of your endeavor. Here's why I am the perfect fit for your project: 1. With a robust portfolio spanning diverse projects, I have consistently delivered high-quality results, earning the trust of clients over the years. 2. My proficiency extends across various aspects of this field. This enables me to provide a holistic approach to your project needs. 3. I pride myself on staying ahead of industry trends and leveraging cutting-edge technologies to bring innovative solutions to the table, ensuring your project remains ahead of the curve. Now, to better understand your vision and requirements, could you please provide insights into the following: 1. What is your preferred timeline for project completion, and are there any critical milestones? Understanding your objectives will help me tailor my approach to meet your expectations effectively. 2. Could you share the primary goals you aim to achieve with this project? 3. Are there specific collaboration or communication preferences you have for seamless project coordination? I am eager to discuss how my skills align with your project requirements in more detail. Looking forward to the possibility of working together and achieving remarkable results. Warm regards, Manish Sharma

$20 USD in 40 days