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Create a Condition and Document Tracking Module in ZOHO

$250-750 CAD

Fermé
Publié il y a plus de 3 ans

$250-750 CAD

Payé lors de la livraison
**VIDEO explaining my needs below** I own a Financial company where we offer loans, mortgages, life insurance, investments etc. We use ZOHO to track the process of the various parts of our business but on the mortgage side of things we have a big struggle that I am looking to solve. When we get a new application we need to collect documents which will vary depending on if the transaction is a purchase, refinance, second mortgage etc. Depending on the type of the transaction we select I would like the conditions and documents section to update with the general standard documents we need for that type of transaction. If the client is self employed or owns additional properties it would be good to hit a check box or drop down to select zoho to load another set of template requested documents. We need to update the status of the documents from waiting, received, sent to lender, approved etc. I would also like an email to go out daily to the clients to notify them of what documents are still outstanding. We would like to add a due date which I think would also help with work flow. I would like it to time stamp so we know the last updated time (I believe this will automatically happen) We would like to make sure there there is a description box for us to include template notes for documents etc. Possibly add the clients private [login to view URL] folder for them to upload documents directly to. WHEN the file is approved we will likely have some custom conditions so we would like to be able to add one off items we need from the client. I have created a video to explain in a little more detail. [login to view URL] I have a few other projects/ improvements I would like to make to my ZOHO so providing pricing, time to completion and work is good more projects will be available.
N° de projet : 26554946

Concernant le projet

6 propositions
Projet à distance
Actif à il y a 4 ans

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6 freelances proposent en moyenne $591 CAD pour ce travail
Avatar de l'utilisateur
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 Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites and vice versa. Mailchimp INtegration Quickbooks Payment Gateway like PayPal, Stripe and Converge gateways RingCentral, Twillio and other phone based integrations. Zoho Mail with Gmail, MS Office 365 and other MS office Setup. Automation: Workflow rules, Auto responders, Email Templates Creation. Follow Up Task,Alerts,Custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things. · I work extremely fast. · I have a great knowledge on Zoho Products and Scripting behind business logic. · I can ensure quality communication. · I will complete the work as much as earlier and will do my best effort. · I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. I can able to implement the Zoho Creator/CRM Customisation and integration within 2 days since I have implemented 50+ business reporting with Zoho Thank you and I look forward to the opportunity to work with you Yamini Zoho Certified Consultant
$667 CAD en 5 jours
4,7 (29 commentaires)
5,4
5,4
Avatar de l'utilisateur
I am skilled in Zoho Deluge Programming, API and Zoho Creator with experience in collecting, developing and understanding analytics; streamlining, customizing, and enhancing Zoho online systems. I am also skilled in Zoho administration, building reports and customized dashboards and the ability to turn ideas into functional solutions. MY SIMILAR PAST PROJECTS DONE: • https://www.freelancer.com/projects/zoho/Zoho-Creator-database-for-orders/ • https://www.freelancer.com/projects/zoho/Zoho-Developer-17036744/ • https://www.freelancer.com/projects/crm/create-zoho-creator-app/ • https://www.freelancer.com/projects/zoho/ZOHO-People-Recruit-Set/ • https://www.freelancer.com/projects/database-programming/project-for-oluwatoyin/ • https://www.freelancer.com/projects/zoho/ZOHO-CREATOR-expert-developer-needed-18631216/ • https://www.freelancer.com/projects/php/reporting-app-from-zoho-one/ • https://www.freelancer.com/projects/crm/zoho-crm-set-17158671/details • https://www.freelancer.com/projects/php/Building-Automatic-weekly-monthly/ • https://www.freelancer.com/projects/crm/Zoho-Quickbooks-Integration/ • https://www.freelancer.com/projects/wordpress/Change-Pardot-forms-Zoho-Forms/ • https://www.freelancer.com/projects/php/Caspio-Developer/
$420 CAD en 10 jours
4,6 (6 commentaires)
4,9
4,9
Avatar de l'utilisateur
Hi, i have work with Zoho API wrapper to integrate with Zoho for external customize application , I watched your video carefully what you need their actually ... I understand all ... But do you think it can customize direct into Zoho --- i can do your job but you it may need separate client application which connect through API to get services of ZOHO CRM
$750 CAD en 7 jours
5,0 (1 commentaire)
2,4
2,4

À propos du client

Drapeau de CANADA
Carleton Place, Canada
4,8
1
Méthode de paiement vérifiée
Membre depuis févr. 22, 2019

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