Zoho Fleet & CRM Setup
Budget: $250 – $750 CAD
My first objective is to build a Zoho-based fleet module that keeps every vehicle’s service history, part replacements, and upcoming maintenance schedules in one place and then nudges me automatically when regular maintenance check-ups, license and registration renewals, or insurance renewals are due.
Once that foundation is solid, I also want a light CRM layer that will let me log errors and calls for current and future customers, together with a small HR corner to manage staff records and basic workflows—ideally all under the same Zoho umbrella (Creator, CRM, People, or the tools you feel are best).
Key deliverables
• Vehicle database with fields for service history, part replacements, and next-due maintenance
• Automated reminders covering maintenance check-ups, license/registration renewals, and insurance renewals
• Error & call logging screen tied to client records
• Simple HR module for employee files and routine HR actions
• Clean, role-based dashboards and email/notification flows
Everything should be native to Zoho so it can scale as we grow and stay easy for my team to maintain without outside code.
Once that foundation is solid, I also want a light CRM layer that will let me log errors and calls for current and future customers, together with a small HR corner to manage staff records and basic workflows—ideally all under the same Zoho umbrella (Creator, CRM, People, or the tools you feel are best).
Key deliverables
• Vehicle database with fields for service history, part replacements, and next-due maintenance
• Automated reminders covering maintenance check-ups, license/registration renewals, and insurance renewals
• Error & call logging screen tied to client records
• Simple HR module for employee files and routine HR actions
• Clean, role-based dashboards and email/notification flows
Everything should be native to Zoho so it can scale as we grow and stay easy for my team to maintain without outside code.
Related categories:
PHP
Project Management
CRM
vTiger
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Zoho Creator
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Database Management
Zoho CRM