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Create a zoho custom crm

Project will come in stages so I can pay for as it develops.

The organization: It’s a Christian relief organization named Vision Nicaragua. ([login to view URL]) We provide remote Nicaraguans with food, education and medical help as we can. It’s largely centered around the small town of Bethel which was devastated by Hurricane Mitch several years ago. The organization is well managed with a volunteer staff in the states and a small staff of Nicaraguans in country. The Zoho donor module is nice, but it’s build around specific campaigns. We don’t do a lot of that. Most of our support is in the form of small, regular gifts toward specific parts of the ministry and to the general fund. Much of our revenue comes from “trippers”—groups of people (mainly from stateside churches) who come down during the year for missions activities. They pay us to come and we cover their airfare (usually) and food. They stay in our mission center. (Really primitive, had a roof, open air in the common room, actual toilets.)

Project phases (I don’t know what I don’t know, so I’d like to be told when I’m making something too difficult or neglecting something important.)

Phase One

1. I’d like to use the Zoho CRM for four kinds of contacts, although some contacts might qualify for more than one group

a. Donors

b. Trippers (plus a special tripper designation for one or more group leaders for each trip)

c. Board

d. Staff

2. I’d like to be able to import donation info and tripper payment along with code (corresponding to our accounting GL codes that indicate the particular ministry the donation is for OR the particular trip the tripper will be on.

a. Donations would need a means of acknowledging the donations

i. we want the option of acknowledgment by email or regular mail

ii. And we want to be able to customize the acknowledgment to include news of the ministry

iii. I’d like to interface with our PayPal account to capture all that info in our contacts for acknowledgments and end of your tax letter.

b. At the end of the year we want to be able to send all donors donation letters for their taxes—by email or regular mail, depending on whether we have the email address. (For many donors we don’t have an email. For some, they have no email addresses.)

c. We’d like to be able to keep up with what each tripper has paid or owes

Phase Two

3. I would like to allow trippers/groups to register for trips on our website via forms that feed Zoho

a. That way we can update them regularly and prepare them for the trip

b. We’d like the option of them paying on the website and being able to see what they have paid and what they owe.

4. We like to send regular news to all contacts for whom we have email addresses

Phase Three

5. I’d like to move all our accounting from QuickBooks to Zoho (this may not happen—our accountant doesn’t trust cloud-based accounting systems).

Kĩ năng: CRM, MySQL, PHP, vTiger, Zoho

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( 0 nhận xét ) United States

ID dự án: #16937102

14 freelancer đang chào giá trung bình $19/giờ cho công việc này

$22 USD / giờ
(149 Nhận xét)
7.2
fairchance

Dear Sir, Hi I am Top Zoho Freelancer. Thank you for providing us this opportunity to serve you in a professional and efficient manner. Here are my different profile glimpses: [login to view URL] htt Thêm

$22 USD / giờ
(47 Nhận xét)
6.1
webmantratech

Dear Sir/ Ma'am, We are interested in this project as it is exactly within our scope of expertise. As per your given details we would like to discuss more about your requirements. DO add us in chat to discuss. . We Thêm

$22 USD / giờ
(35 Nhận xét)
6.3
rightbigboss

Hello I have seen your description seriously. I was waiting for the client like you. Website is the face and life of all the company and bussiness You are a only client whom I am going to wait for a long time. Beca Thêm

$15 USD / giờ
(31 Nhận xét)
5.7
bizdigitalbrain

Hello! I have checked the description. Our team is able to complete these tasks. I am personally a certified PHP developer with more than 8 years expertise in web development. In area of web development and apps Thêm

$22 USD / giờ
(21 Nhận xét)
5.5
fanninson45

INTRODUCTION I have 2+ years’ experience with Zoho CRM architecture and strategy exhibiting excellent technical skills, and a keen sense of innovation. I am skilled in Zoho CRM and Creator with experience in colle Thêm

$15 USD / giờ
(10 Nhận xét)
5.3
systemsdynamics

We have already executed similar projects using open source platform (vTiger, PHP, MySQL) with data imports, alerts through emails or SMS triggered by predefined conditions or manual actions. Apart from programming, we Thêm

$27 USD / giờ
(2 Nhận xét)
3.2
grahamdavies66

Hello, I read your outline and would like to put myself forward for the role. I have much experience with Zoho and connecting all the modules to work together. I have been working with Zoho for close to 4 years and Thêm

$16 USD / giờ
(2 Nhận xét)
2.2
manojtacty

I am expert developer with experience of ZOHO CRM customization. I can handle your work as per your requirements. As you said it is Christian relief organization. I will only charge you $10/hour. Please share your best Thêm

$15 USD / giờ
(2 Nhận xét)
1.4
AryvartSoftware

We have 15+years of experience in web development,Mobile Application and CRM. We work on all major CRM. We have done several complex CRM projects for both large account&SMB. I would like to check whether we have any mu Thêm

$15 USD / giờ
(1 Nhận xét)
0.0
rakeshwadhwani

Hi I have been working as Finance and Tax Consultant since 10 years and possess professional working experience. Please share your task details as I could start and finish it soon. Regards, Rakesh

$22 USD / giờ
(0 Nhận xét)
0.0
MandMWebsolution

Hi, After going through the requirement your business aim is clear to me. But I have to know the detail features of each and every module to submit the Technical and commercial proposal with time and cost breakdown Thêm

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(0 Nhận xét)
0.0
digitalmoby

Good morning, I have extensive experience implementing and customizing Zoho CRM. In addition, I have a company in which I work to exploit the services of Zoho CRM as a Consulting Partner, this means that I also offer t Thêm

$16 USD / giờ
(0 Nhận xét)
0.0
wisethink333

Hi, We as a WiseThink are an associate partner of ZOHO and we have an expert team with more than 5+ Years of Zoho. We have expertise in all Zoho Products like Zoho Creator, Zoho One, Zoho CRM, Zoho CRM Pus, Zoho Rec Thêm

$16 USD / giờ
(1 Nhận xét)
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