Zoho CRM Customization Expert Needed
UpworkINNot specifiedintermediateScore: 31
Zoho CRMCustomer Relationship ManagementZoho CreatorCRM SoftwarePHP
We are looking for an experienced Zoho expert to build a ready-to-use Municipal Complaint & Ward Management CRM system for a Corporator’s office under a Municipal Corporation in Maharashtra, India.
The system must be professional, automated, scalable, and designed for public service governance — not sales.
Scope of Work:
Custom Modules
Citizens / Residents
Complaints / Service Requests
Municipal Departments
Contractors / Vendors
Events / Public Meetings
Follow-ups & Escalations
Complaint Workflow (Blueprint Required)
New → Assigned → In Progress → Field Inspection → Action Taken → Resolved → Closed
Automation Requirements
Auto-assignment based on complaint category
SMS / Email acknowledgement to citizens
Escalation if complaint is pending beyond SLA
Reminder notifications to departments
Auto-feedback request after resolution
Dashboard & Reporting
Ward-wise complaint statistics
Category analysis
Resolution time tracking
Pending vs Resolved ratio
Monthly performance dashboard
Integration (Optional but Preferred)
SMS Gateway (India)
WhatsApp API (if possible)
Webform for citizen submission
Mobile-friendly access
Role-Based Access
Corporator (Admin)
Ward Assistant
Department Officer
Viewer access
Technical Expectations
Strong experience in Zoho CRM or Zoho Creator
Blueprint configuration expertise
Workflow automation experience
Dashboard building skills
Previous government / public service projects preferred
Deliverables
Fully configured system
Documentation
2 training sessions via Zoom
Post-delivery support (minimum 15 days)
Timeline
2–4 weeks maximum
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