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Integrate and setup zoho crm
UpworkAENot specifiedexpert
Zoho CRMCustomer Relationship ManagementZoho CreatorAPIAPI DevelopmentAutomationCRM SoftwareAPI IntegrationPHPZapier
HI
We are looking for a Zoho CRM expert to configure and integrate Zoho CRM for Stelvio Home Hub, our home services mobile app and website operating in the UAE.
The objective is to make Zoho CRM the central system to manage customers, vendors, bookings, communications, and marketing activities.
Scope of Work
1. CRM Configuration
Setup Zoho CRM modules for:
Customers
Vendors
Bookings / Orders
Services
Configure fields, workflows, and reporting dashboards.
Setup user roles and permissions (Admin, Operations, Customer Support, Marketing).
2. App & Website Integration
Integrate Zoho CRM with the Stelvio mobile app and website backend hosted on AWS.
Sync data for:
User registration
Service bookings
Booking updates
Booking status changes
Payment status
3. Payment Integration
Connect Zoho CRM with Nomod payment system to track payment status, transaction ID, and payment records linked to bookings.
4. Communication Integration
Integrate CRM with:
SMS notifications
WhatsApp messaging
Email automation
Configure automated notifications for booking confirmation, reminders, and service completion.
5. Social Media Integration
Connect Zoho CRM with our social media channels to capture leads and manage customer inquiries from campaigns.
6. Telephone / Call System Integration
Configure phone system integration so incoming customer calls automatically display the customer record and log call history in Zoho CRM.
7. Vendor Management
Track vendor performance.
Track commission and monthly vendor payouts.
8. Marketing & Campaign Tracking
Enable campaign tracking for customer acquisition and engagement.
Integrate CRM with marketing tools for targeted campaigns and customer segmentation.
9. Push Notification Capability
Allow CRM workflows to trigger push notifications through the Stelvio app backend.
10. Reporting & Dashboard
Create dashboards showing:
Daily bookings
Revenue by service category
Vendor performance
Customer activity and retention
11. Documentation & Handover
Provide full API documentation and data mapping.
Provide system documentation and user training after implementation.
12. Security & Backup
Ensure proper data security, access control, and backup procedures for CRM data.
Objective
The goal is to create a fully integrated CRM system that connects our app, website, payments, communication channels, and customer support operations in one centralized platform.
Please share your experience with similar Zoho CRM integrations and provide an estimated timeline and cost for implementation.
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