Zoho 1 Custom CRM Implementation
Budget: $2,000 – $5,000 USD
I am seeking to automate my entire workflow via custom CRM, Books, and more via Zoho 1. I am seeking a developer/company to take on this project, so we can organize and automate our process from Start to finish.
The start is from acquiring the lead, all the way through until the job is complete and closed out. Currently, we use Zoho Books and use Customers, Items, Invoices and estimates thru Books. The CRM and project management have not been implemented. I have my entire workflow written on on documents, diagrams, spreadsheets and more. I have every portion ready to hand over to a developer to implement the project. I spoke with Zoho Jumpstart team and they suggested I find a partner/developer so I am looking via Freelancer to see if there is anyone that knows how to do this on here. I have spoke with several companies which are Zoho partners and I am waiting on quotes/estimates.
Currently I want to use the departments as users, so we will have 4 users
- Management
- Sales
- Art
- Production
(shipping / pickup will be a department/user but for now we can just make it a task in the production department to save a user.)
A quick idea of our current (manual) process that we must automate.
Lead comes in via several methods. Walk in, email, phone, web form etc.
- Sales Department gathers customer's request and sends an estimate. Once estimate approved an invoice is created for payment, The lead turns into an order and a task is assigned to the Art Department to create an Artwork Proof. Also a task is created to the Production Department to gather the necessary materials for the order, and prepare for engraving.
Art Department. The Art Department receives the task to make an artwork proof. They have all of the supporting documents in the CRM and everything they need to create the Proof. The artist draws the text/design which the customer requested and overlays onto a picture of the item. (we use corel draw) The Art Department then sends the proof as a PDF via email to the customer for customer approval. Once the Proof is APPROVED, another task is generated back to the Art Department to create a Production File. Once Production File is complete, the Art Department has completed their portion of the order and the order moves on to the Production Department
Production Department - Receives the order, gathers materials/items needed, prepares the items to get engraved such as unwrapping, taping/masking (Pre-Production). Once ready, the Production employee has the Production File accessible from the Art Department and can send the art to the engraver/printer etc. Once engraved, the item may need Finishing such as clean up, painting, etc (Post-Production) Once all of production is complete, the order moves into Completed status and is either Ready to ship or Ready for pickup.
Currently, my company is just me and 1-2 helpers, however I must create this workflow to be able to expand and take on more employees, and take on more sales. I cannot expand my business until this entire workflow is automated.
I offer products and services. Regardless of the type of order, all orders go through the same workflow, sales>art>production. Management must approve a couple of things along the way. This is not a complicated workflow, although I do have many specifics needed. I have them all documented on spreadsheets, docs, and diagrams on google drive which should save a lot of time.
If this is something you are interested in and can do, please let me know.
The start is from acquiring the lead, all the way through until the job is complete and closed out. Currently, we use Zoho Books and use Customers, Items, Invoices and estimates thru Books. The CRM and project management have not been implemented. I have my entire workflow written on on documents, diagrams, spreadsheets and more. I have every portion ready to hand over to a developer to implement the project. I spoke with Zoho Jumpstart team and they suggested I find a partner/developer so I am looking via Freelancer to see if there is anyone that knows how to do this on here. I have spoke with several companies which are Zoho partners and I am waiting on quotes/estimates.
Currently I want to use the departments as users, so we will have 4 users
- Management
- Sales
- Art
- Production
(shipping / pickup will be a department/user but for now we can just make it a task in the production department to save a user.)
A quick idea of our current (manual) process that we must automate.
Lead comes in via several methods. Walk in, email, phone, web form etc.
- Sales Department gathers customer's request and sends an estimate. Once estimate approved an invoice is created for payment, The lead turns into an order and a task is assigned to the Art Department to create an Artwork Proof. Also a task is created to the Production Department to gather the necessary materials for the order, and prepare for engraving.
Art Department. The Art Department receives the task to make an artwork proof. They have all of the supporting documents in the CRM and everything they need to create the Proof. The artist draws the text/design which the customer requested and overlays onto a picture of the item. (we use corel draw) The Art Department then sends the proof as a PDF via email to the customer for customer approval. Once the Proof is APPROVED, another task is generated back to the Art Department to create a Production File. Once Production File is complete, the Art Department has completed their portion of the order and the order moves on to the Production Department
Production Department - Receives the order, gathers materials/items needed, prepares the items to get engraved such as unwrapping, taping/masking (Pre-Production). Once ready, the Production employee has the Production File accessible from the Art Department and can send the art to the engraver/printer etc. Once engraved, the item may need Finishing such as clean up, painting, etc (Post-Production) Once all of production is complete, the order moves into Completed status and is either Ready to ship or Ready for pickup.
Currently, my company is just me and 1-2 helpers, however I must create this workflow to be able to expand and take on more employees, and take on more sales. I cannot expand my business until this entire workflow is automated.
I offer products and services. Regardless of the type of order, all orders go through the same workflow, sales>art>production. Management must approve a couple of things along the way. This is not a complicated workflow, although I do have many specifics needed. I have them all documented on spreadsheets, docs, and diagrams on google drive which should save a lot of time.
If this is something you are interested in and can do, please let me know.