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1. Business Purpose Build a “Management OS” for a cosmetics trading business. Purpose: Unify all daily business operations into one operational platform so that after login, the owner can instantly understand: What must be done today Financial status Order progress Cash flow risks Sales opportunities This system acts as a decision-making dashboard, not just software. 2. Business Goal Replace fragmented workflows currently handled by: Multiple Excel files Email communication Manual trade documentation Separate inventory tracking Manual financial monitoring Target outcome: One connected workflow from: Lead → Order → Procurement → Shipment → Payment → Accounting 3. Important Architectural Direction The client mentioned Zoho during discussion. Meaning: The expectation is likely NOT building everything from scratch, but: A system that either: integrates with Zoho ecosystem, or extends Zoho as the operational backbone. So the project direction becomes: Custom Business Layer Zoho services Automation rather than full standalone ERP development. 4. Expected Role of Zoho Zoho can serve as base infrastructure for: CRM Database Workflow automation User management Basic reporting Possible mapping: Zoho CRM Customer / Lead management Zoho Creator Custom business app (Order / Inventory / Workflow) Zoho Books Accounting linkage Zoho Flow Automation between services Zoho WorkDrive Document storage 5. System Concept Central idea: Order-based management. Everything connects to an Order: Customer Products Suppliers Inventory Documents Payments Timeline Example: One Order contains: Quotation → Purchase → Invoice → Shipment → Payment → Archive. 6. Core Functional Requirements 6.1 Data Integration & Cleansing Input: 10,000+ product data 9 supplier Excel formats product images Requirement: Developer consolidates all data using JAN code as key. Output: Unified product master usable inside system. Business purpose: Prevent pricing mistakes and duplication. 6.2 Dashboard (Most Important Screen) Login screen must immediately show: Operational alerts Example: invoices not issued unpaid orders supplier replies pending Cash flow overview Incoming vs outgoing payments Management simulator Change expenses → profit recalculated instantly Quick actions Upload order Generate documents Run AI tools Goal: Owner understands business condition in seconds. 6.3 Automatic Sales (Apollo Integration) Functions: Sync leads from Apollo Send follow-up emails automatically Stop sequence when reply detected Log all automated actions Purpose: Create “digital employee” performing sales automatically. 6.4 Order Management System manages work per Order. Includes: Quote Supplier response Order confirmation Shipment Payment tracking Customer history view required. 6.5 Procurement & Inventory When order confirmed: System checks stock. If shortage: Generate purchase order automatically. Supports: Split purchasing across suppliers. 6.6 Trade Compliance Required for EU / US export. System must manage: INCI ingredient names HS codes Logic priority: Internal dictionary → External DB → AI assistance. 6.7 Trade Documents One-click generation: Commercial Invoice Packing List Auto-calculated: Cartons Weight CBM Exchange rate must be manually locked per quotation. 6.8 Payment & Cash Tracking Support installment payments. Example: 30% deposit 70% balance System auto-creates payment tasks. Status visualization: Unissued / Waiting / Completed. 6.9 AI Proposal Creation Button generates: Product proposal PPT automatically. Layout: 4-direction product images INCI table Packaging specs. 6.10 Document Archive All generated documents automatically saved. Search by: Order Customer Date. 6.11 Permission Control Three roles: Admin Office staff Warehouse Financial information must be hidden from non-admin users. 6.12 Traceability (Lot Management) Requirement: Track: Lot number Warehouse entry Shipment destination Purpose: Recall traceability. NOT manufacturing date decoding. 7. Development Approach Two-step development. Step 1: Data foundation + prototype + core workflow. Step 2: Full automation + AI + financial + operational completion. 8. Correct Technical Interpretation Client expectation is closer to: Business System Configuration Custom Logic Development Integration Engineering NOT pure custom infrastructure engineering. So likely stack direction: Zoho platform as base Custom backend logic where necessary Automation scripts AI integrations Dashboard customization 9. What This Project Actually Is Practically: Zoho-centered Trade Management OS with heavy customization and automation.
N° de projet : 40269978
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Hi there, I’m Ghulam, a Zoho Expert with 6+ years of hands-on experience helping businesses streamline operations, automate workflows, and scale faster using the full Zoho ecosystem. You can view my portfolio and client feedback here: https://www.freelancer.com/nabeekabeer. Over the years, I’ve delivered end-to-end Zoho solutions across multiple industries. - Zoho One Setup & Automation: Complete environment design, implementation, and integration for efficiency and growth. - Zoho CRM & Books Integrations: Connecting Zoho with Xero, QuickBooks, Stripe, Shopify, and other third-party platforms. - Data Migrations: Seamless transfers from PipeDrive, Magento, Shopify, QuickBooks, and Xero — ensuring zero data loss and 100% accuracy. - Lead Management & Deal Pipelines: Building automated funnels to turn inquiries into qualified leads. - Zoho People & Recruit Automation: Streamlined HR workflows and recruitment pipelines. - Advanced Zoho Creator Apps: Custom apps like Fleet Management, Inventory Tracking, SIM Management etc. - AI & Automation Tools: Integrations with Zoho Flow, [login to view URL], and Zapier to eliminate manual tasks. - Document & Marketing Automation I focus on clarity, scalability, and measurable results — ensuring your Zoho system truly works for your business, not the other way around. I’d love to understand your specific goals and share how we can build a solution tailored to your operations. Looking forward to connecting, Ghulam Nabi
$250 USD en 7 jours
6,5
6,5
106 freelances proposent en moyenne $307 USD pour ce travail

With over a decade of experience serving clients globally, my team and I at CodeNomad have acquired a comprehensive skill set that perfectly aligns with the requirements of your project. Our top-rated expertise in Node, Python, Shopify, PHP, and JavaScript will prove integral in building your "Management OS" for your cosmetics trading business. Drawing on our experience with CRM systems, Inventory management, Workflow automation, Database control, and Data visualization, we can create a completely unified solution for all your business operations. My team has the necessary know-how in Zoho services (CRM, Creator, Books, Flow) to effectively extend these applications as operational pillars. Rather than starting from scratch to build a full standalone ERP system, we can focus on developing the specific business layer that will seamlessly integrate into the Zoho ecosystem. The result? An all-encompassing system from lead generation to order processing to shipment tracking and payment processing. Our expertise doesn't stop there. Being well-versed in AI, ML, NLP and Computer Vision technologies also makes us apt to integrate automated sales tools like Apollo. Trade compliance requirements will be met through our logical priority framework of leveraging internal dictionaries and external databases before utilizing AI assistance when needed. Thanks.....
$250 USD en 7 jours
6,6
6,6

Hi client, I'm Denis Redzepovic, an experienced developer with expertise in Zoho CRM, Zoho Creator, OCR, Zoho, Data Analysis and Python. I have worked extensively on diverse Python projects, ranging from backend development and automation to data processing and API integrations. My deep understanding of Python’s libraries and frameworks allows me to build efficient, scalable, and maintainable solutions. I pay close attention to code quality and performance to ensure your project runs flawlessly. With my solid experience, I’m confident I can deliver results that exceed your expectations. I focus on writing clean, maintainable, and scalable code because I know the difference between 99% and 100%. If you hire me, I’ll do my best until you’re completely satisfied with the result. Let’s discuss your project details so I can tailor the perfect Python solution for you. Thanks, Denis
$150 USD en 2 jours
5,7
5,7

Hi, This is not just a system build — it’s a business operating model transformation. I understand the goal: a Zoho-centered Trade Management OS that becomes the daily decision dashboard for the owner. My approach: Step 1 – Foundation & Core Workflow Data consolidation (10k+ SKUs, 9 supplier formats unified via JAN code) Zoho Creator-based Order-centric architecture CRM + Books + Inventory integration Operational dashboard (alerts, cash flow view, simulator) Role-based permissions Core Lead → Order → Procurement → Shipment → Payment flow Step 2 – Automation & Intelligence Apollo integration (auto-sequences with reply detection) Purchase automation + split supplier logic Trade compliance layer (INCI / HS with AI fallback) Document automation (Invoice, Packing List, CBM auto-calc) AI proposal PPT generation Lot traceability module I specialize in Zoho ecosystem customization, automation scripting (Deluge), system architecture, and business workflow engineering. This will be built as a scalable operational backbone — not just software, but a management cockpit. — Pallvi Gupta
$250 USD en 6 jours
5,5
5,5

As a strategic technology partner for businesses like yours, I, Rekha, and my team at WellSpring Infotech bring more than a decade of experience and a proven track record of building platforms for companies around the globe. Our expertise lies in customizing web and mobile applications using frameworks including React, Vue.js, Node.js, Python, React Native, PHP, Flutter, Ionic and more – all that can be indispensable in creating your "Management OS" which is no small undertaking. In addition to our technical mastery, we also specialize in developing solutions for various industries such as healthcare, eCommerce, Fintech and more significantly beauty - your niche! Our ability to understand the needs of different sectors will enable us to conceptualize and build the best-suited system for your cosmetics trading business. Moreover, we understand the immense value of easily accessible data that can be intelligently analyzed to drive sound decision-making. Thanks.....
$250 USD en 7 jours
5,6
5,6

3x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards
$300 USD en 18 jours
5,7
5,7

Hello, I’m excited about the opportunity to contribute to your project. With my expertise in Zoho CRM and Zoho Creator customization, Zoho Books and Zoho Flow automation, Python-based data cleansing and ETL (10,000+ SKUs, multi-supplier Excel normalization using JAN codes), and role-based permission design, I can deliver a Zoho-centered “Trade Management OS” that unifies lead-to-cash operations into a single order-driven workflow and decision dashboard. I’ll tailor the build to your exact requirements by implementing the core Order entity linking customers, products, suppliers, inventory, documents, shipments, and installment payments, then layering real-time operational alerts, cash flow visibility, trade document generation (commercial invoice/packing list with locked FX rates), compliance support (INCI/HS codes with internal dictionary + external lookup + AI assist), and an automated archive/search system with full traceability (lot tracking). You can expect clear communication, fast turnaround, and a high-quality result that fits seamlessly into your Zoho ecosystem while leaving your team with a clean, extensible foundation for Step 2 automation and AI features like Apollo lead syncing and proposal PPT generation. Best regards, Juan
$140 USD en 1 jour
5,6
5,6

Hi there, To build the Management OS for your cosmetics trading business, I will start by integrating Zoho services to create a unified platform. This will involve consolidating your existing data from various sources into a single product master using JAN codes. I have previously worked on a similar project where I integrated Zoho CRM and Zoho Books for a retail client, which streamlined their order management and financial tracking. **Deliverables:** - Data integration and cleansing of 10,000+ product data - Dashboard displaying operational alerts and cash flow overview - Automated sales functions with Apollo integration - Order management system with procurement and inventory checks - One-click trade document generation - Payment and cash tracking features - Permission control for different user roles One question I have is about the specific metrics or KPIs you want to track on the dashboard to ensure it meets your decision-making needs. Regards, Burhan Ahmad
$825 USD en 15 jours
5,9
5,9

Hi... Nice to meet you.(OCR EXPERT) I am have full experiences in extraction numeric and txt data from pdf or scanned image and convert this to csv file or txt file format using python automatically. In this project, we have to perform these stages preprocesing, Segmentation, Feature extraction, Recognition, Postprocessing. And another method is to use OCR engine or ML engine. In this method, firstly we have to preprocessing to make image clear. After that we can use pretrained model or we can train custom data to get trained model. Finally we can save result with various type of data. I am sure your project and i can deliver good result with high quality. I will wait your message to discuss project in more details. Thanks.
$140 USD en 7 jours
5,3
5,3

Hello!! I can build a fully automated Management OS for your cosmetics trading business using Zoho, unifying leads, orders, procurement, shipments, payments, and financial tracking into one intuitive dashboard with AI-driven proposals and automated alerts. Leveraging Zoho CRM, Creator, Flow, Books, and WorkDrive, I’ll automate sales sequences, consolidate multi-source product data, and create seamless, traceable workflows for every order and operation. With extensive experience in Zoho customization, automation, and integration, I deliver efficient systems that act like a “digital employee,” improving accuracy and productivity. Let’s hop on a call to discuss your timeline, project scope, and budget to start building your tailored Management OS. Best Kamran.
$300 USD en 7 jours
5,7
5,7

Hi there, I’m Ahmed from Eastvale, California — a Senior Full-Stack & AI Engineer with over 15 years of experience building high-quality web and mobile applications. After reviewing your job posting, I’m confident that my background and skill set make me an excellent fit for your project — zoho expert . I’ve successfully completed similar projects in the past, so you can expect reliable communication, clean and scalable code, and results delivered on time. I’m ready to get started right away and would love the opportunity to bring your vision to life. Looking forward to working with you. Best regards, Ahmed Hassan
$120 USD en 2 jours
5,0
5,0

Hi there, I will build your Zoho-centered Management OS that unifies your cosmetics trading operations into one connected workflow. The system will cover lead-to-payment tracking, dashboard alerts, automated procurement, trade document generation, and role-based access using Zoho CRM, Creator, Books, and Flow as the backbone. For the data consolidation phase, I will structure the 10,000+ products using JAN code as the primary key and build validation rules to prevent duplicate entries and pricing errors across your nine supplier formats. One architectural note: I will design the dashboard with cached summaries rather than live queries so your login screen loads instantly even as order volume grows. Questions: 1) Are you currently using any Zoho services, or will this be a fresh setup? 2) For Apollo integration, do you have API access or will we need to work with their export/webhook options? 3) Should the AI proposal PPT generation use a specific template layout you already have? Looking forward to discussing further. Thanks and best regards, Kamran
$90 USD en 5 jours
5,2
5,2

Hi, This is essentially a Zoho-based Trade Management OS — and I’m well-aligned with that direction. The correct solution is configuration + custom logic + integration engineering, not building an ERP from scratch. My execution plan: Architecture Zoho CRM (Leads / Customer lifecycle) Zoho Creator (Order-centric core system) Zoho Books (Accounting + payments) Zoho Flow + Webhooks (automation layer) Custom scripts (Deluge + external APIs where needed) Phase 1 Data cleansing + master product consolidation Order-based workflow engine Management dashboard (alerts + financial visibility) Procurement automation Role-based permission control Phase 2 Apollo sync automation AI-assisted trade compliance + proposal generation Advanced cash tracking + installment logic Lot traceability Document archive automation I focus on designing decision-making systems, not just forms and screens. If you’re looking for a structured, scalable Management OS built correctly inside Zoho, I’m ready to architect it with you. — Munish Gupta
$250 USD en 8 jours
4,6
4,6

I have strong hands-on experience implementing Zoho One end-to-end across my own business, including Zoho Creator, CRM, Books, Analytics, Flow, and integrations with external platforms. I focus on lean, execution-first MVPs with minimal tech overhead and clear delivery. Sure, I can handle your project on Setup the zoho CRM as per requirement, Kindly please connect in chat to discuss about Create a unified platform connecting Lead → Order → Procurement → Shipment → Payment → Accounting Use Zoho CRM, Creator, Books, Flow, and WorkDrive as the core infrastructure Develop an order-centric system with dashboard, inventory, procurement, and finance tracking Build automation (Apollo sync, follow-ups, workflows) and AI features Enable trade documentation, compliance, and lot traceability Implement role-based access and centralized document archive With two Phases Phase 1 – Data & core workflow & Phase 2 – Automation, AI & advanced reporting We can handle configuration, customization, integrations, and deployment end-to-end. And also I am an expertise lies in designing end-to-end automation workflows that combine n8n orchestration with advanced AI models such as OpenAI GPT-4, Claude,Vapi, LLaMA, and other state-of-the-art LLMs, enabling intelligent, context-aware, and scalable business solutions. My latest sample ZOHO project done in Freelancer for your reference : https://www.freelancer.com/projects/zoho-crm/Complete-Zoho-One-CRM-Implementation/reviews
$500 USD en 20 jours
4,9
4,9

Hi, This is a strong vision, and I can help you build a Zoho-centered Management OS that turns fragmented trading operations into a single decision-making platform, not just another system. I specialize in Zoho ecosystem architecture + automation-heavy business systems, where CRM, operations, inventory, finance, and AI workflows are unified around an order-driven model. What I’ll deliver (Phase-wise): - Zoho-based operational backbone (CRM + Creator + Books + Flow + WorkDrive) - Unified Order-centric workflow: Lead → Order → Procurement → Shipment → Payment → Archive - Product master consolidation (10k+ records) using JAN code normalization - Executive dashboard showing alerts, cash flow, risks & operational status at login - Automated procurement & inventory logic - Apollo lead sync + automated outreach tracking - Trade document generation (Invoice, Packing List, CBM, etc.) - Role-based permissions + lot traceability - AI modules for proposal generation & operational assistance The focus will be on scalability, automation, and management visibility rather than rebuilding ERP from scratch. A few questions: 1. Is Zoho Creator confirmed as the main custom app layer? 2. Should financial data sync live with Zoho Books or remain approval-based? 3. Do you already have standardized supplier/product datasets for migration? Happy to jump on a call to map Phase-1 architecture and execution timeline.
$140 USD en 7 jours
4,4
4,4

Hi, I have experience building Zoho based operational systems with custom workflows, automation, and AI integration. This project fits well as a Zoho centered Trade Management OS using CRM, Creator, Books, and Flow as the backbone with custom logic layered on top. My approach would start with data consolidation using JAN code as the master key, then build an order based workflow connecting lead to order to procurement to shipment to payment, followed by a management dashboard with alerts, cash visibility, and automation including Apollo sync and document generation. The goal is a clean, decision focused system that gives the owner instant clarity and replaces fragmented spreadsheets with one connected platform.
$250 USD en 8 jours
4,2
4,2

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have previously built integrated management systems leveraging Zoho platforms for trading businesses, consolidating fragmented workflows into unified operational dashboards that empower decision-making. From my experience, the key to success here is seamless Zoho ecosystem integration combined with custom automation to unify all business workflows into a single operational platform. Approach: ⭕Integrate Zoho CRM, Creator, Books, Flow, and WorkDrive as core infrastructure ⭕Consolidate and cleanse product and supplier data using JAN codes ⭕Develop a custom dashboard providing real-time alerts and cash flow insights ⭕Automate sales follow-ups via Apollo integration ⭕Build order-based workflow manageability covering procurement, inventory, compliance, payments, and traceability ⭕Implement AI-powered proposal creation and document automation ⭕Set user role permissions ensuring data security ❓Could you please clarify current Zoho usage or licenses available? ❓Are there preferred APIs or data sources for compliance and AI features? I am confident I can deliver a robust Zoho-centered Trade Management OS customized for your cosmetics business, progressing quickly through your two-step development plan. Thanks, Nam
$200 USD en 3 jours
3,8
3,8

Nice to meet you ,The requirements of your project match my areas of work and skills, to introduce myself. My name is Anthony Muñoz and i am the lead engineer for DS Pro IT agency. I have worked for over 10 years as a Full-Stack and software development engineer and have successfully done multiple jobs. It will be a pleasure to work together to make your project. Feel free to discuss about the project with me, greetings.
$438 USD en 7 jours
3,8
3,8

Hi, I can build your Zoho-centered Trade Management OS by integrating CRM, Creator, Books, and automation into one unified order-based workflow. The system will centralize data, streamline operations, and provide a real-time decision dashboard. Best regards, Shakila Naz
$250 USD en 7 jours
4,5
4,5

Budget: $1600 – Timeline: 4 weeks I build every product with heart and integrity — your goals become mine, and I take full accountability for delivering a smart, unified business OS that truly runs your operations. I previously developed and deployed a **Zoho-based Trade Management OS** integrating **Zoho CRM, Creator, Flow, and Books**, using **Python and Deluge** scripts to unify sales, procurement, and accounting into one platform. The system automated document creation, supplier sync, and dashboard analytics similar to what your cosmetics business needs. For your “Management OS,” I’ll create a **Zoho-centered solution**: Zoho Creator for order workflows, Zoho Flow automation between CRM–Books–Drive, and Python scripts for large-scale data cleansing (10,000+ products). The dashboard will show live profit, alerts, cash flow, and trigger one-click actions like quotation, shipment, and AI proposal generation. Few quick questions: 1. Should Apollo sales automation run inside Zoho or a separate integration? 2. How advanced should the AI-generated proposals be — by product or by client? 3. Do you already have Zoho licenses or need setup included? Let’s chat directly to define flow and automation depth — I move fast once we have alignment.
$1 600 USD en 25 jours
3,6
3,6

Hello, After reviewing your project on domestic charter flight analysis, I clearly understand that this requires not just data processing, but strategic insight that supports financial and operational decision-making. As a Data Scientist with strong expertise in Python, R, and advanced Excel analytics, I specialize in transforming complex datasets and transcripts into structured, decision-ready insights. For your project, I will: ✔ Conduct structured qualitative and quantitative analysis aligned with your objectives ✔ Clean, validate, and structure raw datasets for analytical accuracy ✔ Apply statistical modeling and exploratory data analysis (EDA) using Python/R ✔ Identify key patterns, cost drivers, and performance indicators ✔ Deliver a clear analytical report with visualizations and actionable recommendations My focus is not just on analysis — but on delivering insights that directly support smarter, data-driven decisions. You can expect: • Well-documented methodology • Transparent working files (Python/R scripts or Excel models) • Clear visual dashboards (if required) • On-time delivery with professional communication I am ready to begin immediately and would welcome the opportunity to review your dataset to ensure the analysis fully aligns with your strategic goals. Looking forward to delivering measurable value to your project. Best regards,
$30 USD en 1 jour
3,8
3,8

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