Zoho Automation Expert- Zoho CRM- Zoho Flow- Zoho Voice
UpworkINNot specifiedintermediateScore: 86
SQLDatabaseZoho CRMZoho CreatorZoho DeskZoho BooksWordPressCRM AutomationMake.comZapierAI BotZoho SurveyZoho PlatformZoho ProjectsZoho Analytics
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.
Unlock AI Intelligence, score breakdowns, and real-time alerts
Upgrade to Pro — $29.99/mo