Expert Zoho Suite Customization

Scope of Work:

1. CRM Customization

Lead Capture (Website/WhatsApp Integration)

Auto Workflows (Welcome Msg, GST Validation, Document Collection)

Quotation Templates



2. Zoho Books / Inventory

Multi-Warehouse Setup (Ambala, Bihar Godown, Site)

GST (5%, 12%) Configuration

Serial/Lot Tracking for Panels & Inverters

3. Projects & Field Service

Solar Installation Project Stages (Survey → DC → AC → Commissioning)

Task Assignment to Installer Teams

AMC Contract Setup


4. Zoho Desk (AMC & Complaint Handling)

WhatsApp to Ticket Automation

SLA-based Escalations

Feedback & Rating Capture


5. Integrations

WhatsApp Business API (Gupshup / Twilio / Picky Assist)

Payment Gateway / UPI Integration

Document Upload Automation (Aadhaar, Bill, Bank Proof)


Candidate Profile:

2+ Years Zoho Development/Customization Experience

Expertise in Zoho CRM, Books, Inventory, Desk, Projects, FSM

Knowledge of Deluge Scripting (Zoho’s Custom Script Language)

Prior Work in Solar / EPC / Manufacturing / Distribution preferred

Strong Communication (Hindi/English)


Mode of Work:

Remote (Online Meetings – Zoom/Google Meet)

Database Access via Admin/Developer Role

Duration: 2–3 months (extendable)


Budget:

Hourly Rate: ₹700–₹1500/hour (Negotiable based on experience)

OR Fixed Project Basis: ₹25,000 – ₹60,000 (depending on Scope)


How to Apply:

Send CV/Portfolio of Zoho Projects

Share Live Demo (Sample Customization/Workflow)

Provide Client References / Ratings