ZOHO - WooCommerce - Outlook - e-racuni.com integration
Budget: €6 – €12 EUR
I am looking for an experienced Freelancer to integrate my ZOHO, WooCommerce and Outlook platforms together with my e-racuni.com portal. My goal is to automate the data synchronization between these systems, so that I can improve communication and streamline business processes. Specifically, I need:
Updated software/CRM requirements summary:
1. Email Management/Preparing Offers manually - add leads to ZOHO CRM and track progress:
25 inboxes to receive inquiries
Integration with Outlook for email management
Ability to respond to emails from CRM or Outlook
Automatic creation of customer records in CRM when sending an offer
Storage of email conversations in CRM with attached offers
Prepare offers either in e-računi or in ZOHO and send them to the customers
- https://eurofaktura.com/eninvoicing/
- http://help.e-racuni.com/WikiDoc/WikiPage?action=reload&page=WS+API+AdvanceInvoice&lang=Slovene
2. Reminder Automation:
Automatic reminder emails are sent in 7-10 days if the customer doesn't pay or confirm the offer
Customizable reminder message (e.g., "Are you still interested?")
3. Claim Management:
The form on the website for customers to open claims
Ability to upload videos demonstrating the problem
Access to uploaded videos by technicians
Communication options between technicians and customers (chat, video chat, text)
Ability to book an appointment onsite
4. Multilingual Support:
Ability to send offers in all EU languages
Localization features for customer-facing content
5. Loyalty Program:
Track customer spending
When a customer spends 1000€, store 3% of the amount on the customer's account
Allow customers to use the stored amount on future purchases once they spend over 1000€ again
6. Truck Management:
Integration with logistic companies for transport inquiries
Ability to send inquiries to multiple logistic companies for transport offers
Store and manage transport offers in the system
Select and assign a logistic company for transporting pallets
Share delivery notes and pickup/delivery addresses with the selected logistic company
7. Shipment Tracking and Notifications:
Integration with DPD tracking or similar service
Automatic email notifications to customers when the ordered product is shipped
Real-time tracking information is available for customers to monitor the shipment status
8. Get Offer:
Implement the Get Offer functionality
Develop the flow as shown in the diagram: Get Offer Flow Diagram: https://app.diagrams.net/#G1AKg66SylOMsBusMFvuDrzFXy3g4Hc7-E
The website is: https://batterystrapping.com/
Experience with all of these systems is essential. If you have a proven track record in executing similar projects, then I am excited to hear from you and discuss the details.
We will work on an hourly basis, mostly we will be on the call the whole time of the project where you will share the screen and we will help clarify what we want.
Updated software/CRM requirements summary:
1. Email Management/Preparing Offers manually - add leads to ZOHO CRM and track progress:
25 inboxes to receive inquiries
Integration with Outlook for email management
Ability to respond to emails from CRM or Outlook
Automatic creation of customer records in CRM when sending an offer
Storage of email conversations in CRM with attached offers
Prepare offers either in e-računi or in ZOHO and send them to the customers
- https://eurofaktura.com/eninvoicing/
- http://help.e-racuni.com/WikiDoc/WikiPage?action=reload&page=WS+API+AdvanceInvoice&lang=Slovene
2. Reminder Automation:
Automatic reminder emails are sent in 7-10 days if the customer doesn't pay or confirm the offer
Customizable reminder message (e.g., "Are you still interested?")
3. Claim Management:
The form on the website for customers to open claims
Ability to upload videos demonstrating the problem
Access to uploaded videos by technicians
Communication options between technicians and customers (chat, video chat, text)
Ability to book an appointment onsite
4. Multilingual Support:
Ability to send offers in all EU languages
Localization features for customer-facing content
5. Loyalty Program:
Track customer spending
When a customer spends 1000€, store 3% of the amount on the customer's account
Allow customers to use the stored amount on future purchases once they spend over 1000€ again
6. Truck Management:
Integration with logistic companies for transport inquiries
Ability to send inquiries to multiple logistic companies for transport offers
Store and manage transport offers in the system
Select and assign a logistic company for transporting pallets
Share delivery notes and pickup/delivery addresses with the selected logistic company
7. Shipment Tracking and Notifications:
Integration with DPD tracking or similar service
Automatic email notifications to customers when the ordered product is shipped
Real-time tracking information is available for customers to monitor the shipment status
8. Get Offer:
Implement the Get Offer functionality
Develop the flow as shown in the diagram: Get Offer Flow Diagram: https://app.diagrams.net/#G1AKg66SylOMsBusMFvuDrzFXy3g4Hc7-E
The website is: https://batterystrapping.com/
Experience with all of these systems is essential. If you have a proven track record in executing similar projects, then I am excited to hear from you and discuss the details.
We will work on an hourly basis, mostly we will be on the call the whole time of the project where you will share the screen and we will help clarify what we want.