Zoho CRM & Subscription for SAAS solution
Budget: ₹12,000 – ₹15,000 INR
The immediate goal is to configure the CRM for seamless lead management, sales automation and post-sale customer support while, in parallel, implementing subscription billing that renews itself without manual touch-points.
Here’s what I need done:
• Tailor Zoho CRM modules so new enquiries flow automatically from lead to deal, triggering right tasks and follow-ups at each stage.
• Build custom workflows-preferably with Zoho Flow or native automation—to route support tickets, send notifications and keep my team in sync.
• Integrate Zoho Subscriptions with our zoho's payment gateway, map products/plans and make sure invoices and receipts go out instantly.
• Configure automated renewals, dunning emails and failed-payment handling so revenue doesn’t slip through the cracks.
• Test everything end-to-end and document the setup so my staff can manage small changes later.
Success is a live system where a prospect fills out a web form, moves through the pipeline under clear, automated rules, converts to a paid subscription, and renews on schedule—no spreadsheet juggling required. Let me know your experience with similar Zoho deployments and an estimated timeline to get this fully launched.
Here’s what I need done:
• Tailor Zoho CRM modules so new enquiries flow automatically from lead to deal, triggering right tasks and follow-ups at each stage.
• Build custom workflows-preferably with Zoho Flow or native automation—to route support tickets, send notifications and keep my team in sync.
• Integrate Zoho Subscriptions with our zoho's payment gateway, map products/plans and make sure invoices and receipts go out instantly.
• Configure automated renewals, dunning emails and failed-payment handling so revenue doesn’t slip through the cracks.
• Test everything end-to-end and document the setup so my staff can manage small changes later.
Success is a live system where a prospect fills out a web form, moves through the pipeline under clear, automated rules, converts to a paid subscription, and renews on schedule—no spreadsheet juggling required. Let me know your experience with similar Zoho deployments and an estimated timeline to get this fully launched.
Related categories:
PHP
Software Architecture
Product Management
Payment Gateway Integration
Documentation
Zoho CRM