Zoho CRM Setup for Job Tracking
Budget: $250 – $750 USD
I'm looking for a Zoho CRM setup to manage my job opportunities efficiently. The system should include:
1. Contacts: Primarily clients, but needs to be flexible for suppliers and contractors.
2. Projects: Specifically for construction-related tasks.
3. To-Do List: With functionalities for task priorities, due dates, and recurring tasks.
4. Integrated Calendar: To schedule follow-ups and project timelines.
Requirements:
- Many-to-many relationships between contacts and projects.
- Ability to link multiple contacts to a single project (e.g., Mike and several construction jobs).
- Customizable views and dashboards for easy tracking.
Ideal Skills & Experience:
- Proven experience with Zoho CRM setup and customization.
- Strong understanding of construction project workflows.
- Excellent organizational skills and attention to detail.
Please provide examples of similar work done.
1. Contacts: Primarily clients, but needs to be flexible for suppliers and contractors.
2. Projects: Specifically for construction-related tasks.
3. To-Do List: With functionalities for task priorities, due dates, and recurring tasks.
4. Integrated Calendar: To schedule follow-ups and project timelines.
Requirements:
- Many-to-many relationships between contacts and projects.
- Ability to link multiple contacts to a single project (e.g., Mike and several construction jobs).
- Customizable views and dashboards for easy tracking.
Ideal Skills & Experience:
- Proven experience with Zoho CRM setup and customization.
- Strong understanding of construction project workflows.
- Excellent organizational skills and attention to detail.
Please provide examples of similar work done.