Hybrid ERP System Implementation Expert Needed-zoho expert

implementation expert to set up a complete Hybrid ERP system for our company:

Company: Go Seva Agro Industries LLP
Brand: Godhan – Future of Dairy Industry
Industry: Dairy & Agricultural Equipment

We already use:
• Wetroo (14 sales executives managing leads)
• Zoho CRM (Admin control)
• Zoho Inventory
• Zoho Books

We need an expert to integrate and automate everything professionally.

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Project Objective

Build a structured Hybrid ERP system:

Wetroo → Zoho CRM → Zoho Inventory → Zoho Books

With full automation, role-based permissions, and reporting dashboards.

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Scope of Work

Wetroo → Zoho CRM Integration
• API-based integration (NOT manual)
• When “Advance Received” is marked in Wetroo:
• Create/Update Deal in Zoho CRM
• Update Deal Stage to “Advance Confirmed”
• Avoid duplicate records
• Unique ID mapping
• Error handling system

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Zoho CRM Setup
• Deal pipeline configuration
• Sales order automation
• Role-based access
• Dashboard reporting
• Executive performance tracking

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Zoho Inventory Setup
• Warehouse setup
• SKU structure
• Production workflow
• Dispatch automation
• Task creation for demo team
• Notification system

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Zoho Books Setup
• GST configuration (India)
• Invoice automation
• Advance adjustment
• Dealer outstanding tracking
• Monthly P&L dashboard

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Automation Required
• CRM → Inventory sync
• Inventory → Books sync
• Auto task creation after dispatch
• Payment validation alerts
• Role restriction system

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Team Structure
• 14 B2C Sales (Wetroo users)
• 1 CRM Admin
• 6 Inventory users (Production + Logistics)
• 2 Accounts (Books)
• 3 Demo/Support team

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Deliverables
• Complete system implementation
• API integration
• Automation workflows
• Permission matrix
• SOP documentation
• 2 live training sessions
• 30 days post-project support

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Timeline

25–30 days maximum.

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Required Experience

Must Have:
• Strong Zoho CRM implementation experience
• Zoho Inventory & Books integration experience
• API integration knowledge
• Experience with Indian GST configuration
• Automation using Zoho Flow or Deluge scripting

Please share:
• Previous Zoho projects
• Screenshots / case studies
• Your implementation plan