Zoho Automation Expert- Zoho CRM- Zoho Flow- Zoho Voice

UpworkINNot specifiedintermediateScore: 86
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Scope of Work Your mission is to integrate our communication and procurement cycles into a seamless workflow using the following stack: Zoho CRM: Architecting custom modules for RFQ tracking, vendor mapping, and multi-stage pipeline automation. Zoho Flow: Creating sophisticated "If-This-Then-That" logic between CRM, Inventory, and external apps to eliminate manual status updates. Zoho Voice: Integrating telephony into the CRM to ensure all client and vendor calls are logged, recorded, and tied to specific deal records for 100% traceability. Deluge Scripting: Writing custom functions to handle complex pricing markups and automated PDF quote generation. Essentials: Automated RFQ Engine: An RFQ enters the system and is automatically assigned, tracked, and followed up. Voice Integration: Full setup of Zoho Voice with click-to-dial and automated call activity logging. The "Single Source of Truth": A unified dashboard where the GM can see real-time margins, vendor lead times, and fulfillment statuses.
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