Zoho CRM Report – Open Deals Without Associated Tasks

@a4logic

Hello, As a dedicated web service provider with extensive experience in Zoho CRM and API development, I am confident in my ability to create a comprehensive and effective report for you. In your project description, you outlined a vital need to isolate open deals without associated tasks at multiple levels with exportability to Excel. With my experience stretching across frontend development and PHP, I possess the necessary skills and hand-on expertise to accomplish this task brilliantly. At our software company, we've consistently delivered top-notch solutions while focusing on going the extra mile for complete client satisfaction – just like your project demands. Drawing on our technical proficiency, we will present you with two options: a native Zoho CRM report or an external solution using Zoho CRM APIs. Both will guarantee accurate and valuable information, downloadable in the desired Excel format. Allow me to transform this project into a reality for your business, just like the sanskrit saying "teyutpāditaṁ satyasya vipāko'yamādiḥ" (Translation: "Miracles happen as soon as they have started"). Let's turn your dreams into actionable data that propels your business to new heights with effective yet straightforward reports that depict precisely what you need. Thanks!

@extreamcode

Hi, I've carefully reviewed your project to create a Zoho CRM report that identifies open deals without associated tasks at the deal, contact, and account levels. Having worked extensively with Zoho CRM's reporting tools and APIs, I understand the nuances of linking and filtering data to produce precise, actionable reports. I’ll ensure the report meets your criteria, excludes deals marked Won or Lost, and can be exported easily to Excel either via a native report or a custom API-driven solution. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. What is your preferred method: a native Zoho report or an external API-based solution for exporting the Excel file? Best regards, Asad

@Aliraza2727

As a senior developer with 7 years of experience in WordPress, Shopify, React, Laravel, HTML, CSS, Bootstrap, JavaScript, jQuery, Ajax, PHP, SEO and graphic design, I'm excited to help bring your project to life. Let's begin with a conversation. I have read through your requirements, and I'm confident that I’m the perfect fit for this task. My goal is to deliver work that exceeds your expectations. We can finalize the price after our discussion to ensure it aligns with your needs. Let's get started!

@shivam31

Hello, I will quickly Make custom report in zoho crm as per your requirement. I will start it right now. Waiting for your message. Looking forward to working with You! Thanks, Shivam

@durgesh8527

As an experienced full-stack software engineer, I am well-versed in utilizing the functionalities of Zoho CRM as well as working with Zoho CRM APIs. Being in the industry for over 12 years gave me ample time to build and manage a wide array of applications, including those related to reporting and data checking. As a result, I have gained expertise in tools such as Excel, which will be necessary for exporting the results of your project. In terms of relevance to your task requirements, my database knowledge (MongoDB, MySQL, to name a few) will come handy when filtering and checking deals that have or do not have associated tasks within various levels linked to them. I like to approach my projects creatively while ensuring quality output within strict deadlines. Given this valuable toolset that includes Zoho CRM reporting and APIs for complexity management and Python/Django platform for creating SAAS and PAAS applications, I am confident I can provide an efficient solution that meets your specific needs for this project. My goal is to simplify complexity, producing intuitive solutions while maintaining top-notch quality outputs - exactly what you need for your project!

@Adilali5310

Using Zoho CRM reports and APIs to generate meaningful insights and streamline processes is at the heart of my expertise. Not only have I spent over 4 years working extensively with Zoho One but I have amassed immense experience with tasks from multiple levels within the CRM ecosystem. Be it tasks related to the deal, contacts or account, I'll ensure that your report accurately identifies open deals without any associated tasks, saving you valuable time and effort. Additionally, I can design the report to be exportable to Excel, providing convenient data management options for your team. Beyond just native Zoho CRM capabilities, I'm also well-versed in leveraging APIs from various platforms to enhance the functionalities of Zoho products. For your project, this means that in case a native solution isn't sufficient, I can create a customized external solution making use of Zoho CRM APIs. Whether it's generating downloadable Excel files through a link or developing specific scripts to meet your exact needs, my skill set allows me flexibility in approach. Apart from my technical abilities, what sets me apart is my commitment to staying up-to-date with the latest trends and innovations in Zoho Suite. This ensures that not only do I deliver bespoke solutions but also best-in-class solutions for your business. Trust me to optimize your business processes and drive enhanced productivity through tailor-made solutions using Zoho, Zapier or any other necessary API integration tools!

@NadiaCrea8weB

Hi there, I’ve reviewed your Zoho CRM Open Deals without Tasks requirement and I’m confident I can deliver a precise, Excel-exportable solution on Zoho Standard, via a native report or a lightweight API/PHP workflow that flags any open deal lacking tasks across the deal, related contact, or account. I’ll implement robust checks across all levels and provide an export-ready Excel file; two quick alignment prompts: native report vs API export and the exact fields/filters to include Best regards,

@shamimhossan

I’ve already completed a similar Zoho CRM project and can deliver this report quickly with top quality. I understand you need a report that identifies open deals without associated tasks, ensuring that tasks linked to deals, contacts, or accounts are excluded. With over 6 years of experience in Zoho CRM reporting and APIs, I can create a solution that meets your requirements effectively. ✅ What’s your preferred method for the report — native Zoho CRM or API-based? ✅ Do you have specific fields or filters you want included in the Excel export? ✅ Would you like me to automate the report generation for future use? I can ensure the results are exportable to Excel as per your needs. Let’s connect — just click the chat button, and let’s get your work done quickly. I’m ready and waiting for your message.

@yaminisurender

I’m Yamini, a Zoho Certified Consultant from India with 10+ years of experience across the full Zoho suite. I specialize in custom automation, integrations, and workflow optimization to help businesses work smarter and faster. Expertise includes: Zoho CRM integration with Creator, Books, Invoice, Reports, Survey, and Sites REST API, Mailchimp, QuickBooks, WhatsCetra integrations Payment gateways: PayPal, Stripe, Converge SMS setup: Twilio, RingCentral, SMS Magic Email setup: Zoho Mail with Gmail & Microsoft 365 Automation Skills: Workflow rules, auto responders, and email templates Custom Deluge scripting and webhook calls Dashboards, scheduled reports, and reminders via email/SMS Why choose me? ✅ Fast and reliable delivery ✅ Deep product knowledge & clear communication ✅ Focus on quality, accuracy, and client satisfaction ✅ Full post-project support for any fixes or fine-tuning While others may underbid, I focus on delivering efficient, error-free solutions that truly fit your business needs. Let’s make your Zoho system work perfectly for you! ? Yamini Zoho Certified Consultant

@nutankumarftp

With 10+ highly successful years in web and mobile app development, you can rest assured that I am more than up to the task of creating an efficient and reliable report using Zoho CRM. Having worked on numerous projects involving APIs, I am no stranger to utilizing Zoho CRM's APIs to create customized solutions that cater to specific needs, such as generating downloadable Excel files via a link or script as requested by you. What sets me apart from the competition is my ability to understand your vision and transform it into a tangible solution. I have deep expertise in working with complex databases, such as MySQL and MongoDB, which means that pulling data from various levels of associations within Zoho CRM to identify open deals without any associated tasks is well within my capabilities. Furthermore, my commitment to delivering optimal client satisfaction is paramount. Rest assured that not only will I deliver a comprehensive report that matches your exact requirements but also within the specified timeframe. Let's collaborate and create the perfect Zoho CRM report to streamline your processes!

@thomasb726

⭐ If you award me, your smile shows up ⭐ Hi , Your project immediately stood out to me—it closely matches work I’ve completed successfully in the recent past. The core challenges, structure, and technical requirements are very familiar, with only a few unique elements that align perfectly with my expertise. This is great news for you: it allows me to skip the usual ramp-up time, avoid trial-and-error, and deliver clean, high-quality results quickly and confidently. I bring hands-on experience with Report Development, Frontend Development, API, Zoho CRM, RESTful, Web Design, Web Development and PHP, along with proven workflows and best practices refined through multiple similar projects. You can view a directly relevant example in my portfolio here: https://www.freelancer.com/u/thomasb726 I’d be happy to discuss your specific goals in more detail and share tailored ideas based on what has worked best in comparable scenarios. Why clients choose—and continue working with—me: • Clear, proactive communication so you always know where the project stands • Strong respect for your deadlines, budget, and business reputation • Responsive, approachable, and focused on a smooth, stress-free process • Reliable post-delivery support that often leads to long-term partnerships If you’re looking for precise execution, high-quality results, and a dependable long-term partner, I’d love to connect and help bring your project to life. Best regards, Tom

@Ashnasajid

Hi, I can do this. As a Zoho CRM specialist with extensive experience in reporting and API integration, I can create a report that identifies all open deals without associated tasks at the deal, contact, or account levels. I will ensure the report is exportable to Excel, either through a native Zoho CRM report or by utilizing Zoho CRM APIs for a more customized solution. My approach will focus on accuracy and efficiency, ensuring that the report meets your specific requirements. I have a strong background in PHP, RESTful APIs, and report development, which will enable me to deliver a robust solution tailored to your needs. Looking forward to the opportunity to assist you with this project. Best regards, Ashnasajid

@huzaifa306

Hi, I can create a Zoho CRM report that finds all open deals with no tasks linked to the deal, contact, or account. I have experience with Zoho reporting and API based data extraction. I will ensure the result is clean and exportable to Excel. I can deliver this using a native report or an external script as needed.

@rishi9343

As the project requires extensive Zoho CRM knowledge, my experience working on 80+ successful projects and 8+ years of real-world experience, makes me a perfect fit for this job. I am well-versed in PHP and Laravel, which is needed for this particular task, and I have a proven track record of resolving complex issues promptly. My strong understanding of Zoho CRM report creation would enable me to design a native report or develop an external solution using Zoho CRM APIs, whichever suits you best. In addition, my skills with React.js and Node.js could be leveraged to create any custom features or scripts if necessary. Moreover, I possess expertise in integrating different APIs that can further enhance functionality. And just to be clear, although mobile app development is not directly related to this project, my proficiency in debugging any kind of software could prove highly valuable in ensuring the output given by the solution generated by your tasks in Zoho CRM is accurate and reliable. I assure you that I will devote my full attention and skill set to exceeding your expectations with utmost professionalism and punctuality. Thank you!

@Appworldz

Hello, I can help you build this Zoho CRM report so your team always sees open deals with no follow‑up tasks at any level. I’ll configure a custom report (Zoho Standard) or an API-based script that cross-checks tasks linked to the deal, its related contacts, and the account; only deals with zero tasks across all three will appear and the output will be directly exportable to Excel via a one-click view or download link. For an API solution, I’ll use Zoho CRM REST APIs with filters for deal stages (excluding Won/Lost), task associations, and an automated Excel generator. This can be delivered in 2–3 days for around 150–200 USD, including brief walkthrough and minor tweaks. Would you like this as a purely native report first, or should we go straight for an automated API-based Excel export? As an expert Zoho developer, I’m confident I can streamline your pipeline visibility and ensure no open deal is left without an action plan—looking forward to collaborating on this. Regards Sahanaj

@seofutureprofile

Hi, We’ve been working with CRMs and internal reporting for years, and this is a known limitation in Zoho’s standard deal reports. Out of the box, Zoho will only reliably check tasks linked directly to the deal. Tasks attached at the contact or account level often get missed, which is why these “no-task” reports usually give false results. We’ll handle this by pulling all open deals (excluding Won/Lost), then validating task existence across: - the deal itself - the related contact - the related account Only deals with zero tasks at all three levels will appear in the final output. The result will be exportable to Excel. We can do this cleanly via Zoho CRM APIs / Deluge, or confirm if a native report is sufficient after checking your data model. Clarifications: 1. Do you want this as a one-time export or a reusable report? 2. Should completed/closed tasks count, or only open tasks? 3. Any task types to exclude? Looking forward to collaborating with you.

@GraphicsHub2k24

Dedicated Freelancer Ready to Elevate Your Project for Zoho CRM Report – Open Deals Without Associated Tasks. I have a solid background in Frontend Development, PHP, Report Development, Web Development, RESTful, Zoho CRM, API and Web Design, I bring valuable expertise to your project. I have successfully completed many projects with 100% client satisfaction. Clear and timely communication is my priority. I believe in keeping you informed throughout the project lifecycle. I am available for a discussion at your earliest convenience. Please feel free to contact me to further discuss your project details. Thank you for considering my bid. I am excited about the opportunity to contribute to the success of your project. Please visit my portfolio to check my previous work samples, here - https://www.freelancer.com/u/GraphicsHub2k24?page=portfolio&w=f&ngsw-bypass= Best regards, Muhammad Asim Khan

@chandibraheem58

Hi, the tricky part here isn’t listing open deals, it’s accurately excluding any deal that has tasks hiding at the contact or account level, which Zoho reports often miss if not configured carefully. A wrong setup gives false positives and breaks trust in the report. I can build this either as a native Zoho CRM report (if feasible on the Standard plan) or via the Zoho CRM API to reliably check tasks at the deal, contact, and account levels before exporting a clean Excel file. I’ve worked with Zoho CRM reporting and API-based audits where precision matters, and I’ll make sure the logic is transparent and reusable. One question: do you prefer an in-CRM report or an external Excel export generated on demand? Best Regard Chand

@pixelwaves2

Hi, I am a Professional with 5+ years experience in Zoho CRM specialist with hands on experience building advanced reports and API driven exports on Zoho CRM Standard. I will identify all open deals without tasks, checking deal level, contact level, and account level tasks so only true gaps appear. The solution will be delivered as a native Zoho CRM report or a secure Zoho API based Excel export, depending on your preference. You’ll receive a fully validated, export ready report with clear logic documentation, ready to use immediately. Warm Regards, Asad