Build out in Zoho One

I, with a team of 3, run an insurance and investment firm. We are in chaos without workflows or automation and I believe zoho can do that for us.

We have used Zoho CRM for years, but I will admit it's currently not much more than a calendar and index of clients' contact information. We have recently discovered that our office needs to work like a conveyer belt when it comes to our sales/services processes.

I would also appreciate introducing us to solutions we may not be aware of that can assist with Zoho One & Zoho CRM.

We would ultimately like the CRM to keep us on track with day to day tasks such as servicing our existing clients with automation on renewals, prospecting for new clients, running campaigns, and putting out fires when customers call with a problem.

This project will require a lot of hand holding, we have used zoho for a while but we are not familar enough to know how to make it work most effectively. I need someone to understand our business and have solutions to simplify our issues.

Compétences : CRM, Zoho, Workflow Consulting

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Concernant l'employeur :
( 1 commentaire ) Huntsville, United States

Nº du projet : #23355923

9 freelance font une offre moyenne de $53/heure pour ce travail


Dear Sir, Hi I am preferred freelancer on this site which is an evident of great quality work we offer for our respectable clients. I am also Top Zoho One Freelancer. Thank you for providing us this opportunity to se Plus

$50 USD / heure
(68 Commentaires)

Hello, I am Appa from Yaali Bizappln Solution. We can set up Zoho customization, ( including Zoho Books, Invoices, Work Orders, Projects, and Emails. Create project templates, invoices,etc.) as per your request and sh Plus

$50 USD / heure
(11 Commentaires)

Project List: [login to view URL] Skype: fbs_2009 Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customizati Plus

$50 USD / heure
(10 Commentaires)

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Zoho Plus

$50 USD / heure
(25 Commentaires)

Hi there, Hope you are doing well. Thank you for sharing requirements here. I am a Certified Zoho Developer. I have done many projects on Zoho. Let me know your feasible time to discuss further. Thanks & Regards, Waq Plus

$50 USD / heure
(6 Commentaires)

Hi, I'm a naval engineer, I speak perfect English and I have excellent communication. I have extensive virtual assistant experience (expert in excel, email management, research, data processing, data analysis, calls, t Plus

$50 USD / heure
(0 Commentaires)

I understand what you are saying and in this case, why don't you develop your own custom CRM system? Kindly ignore the bid amount & once requirements are finalized, I will then give you firm bid. Look forward to hear Plus

$50 USD / heure
(0 Commentaires)

Dear Employer, My name is Soheeb and I am business consultant with 15 years of experience in creating business plans and processes, developing financial models and helping clients with market acquisitions. I with my Plus

$75 USD / heure
(0 Commentaires)

I mainly work with API Integration project.I have passion about API. I have been in this field for more than 7 years. i have experience in C#,php,Perl,wordpress,Html,postgress ,Ubuntu,Crontab,Web Services, Rest Api, Ze Plus

$50 USD / heure
(0 Commentaires)