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I need my Zoho One account configured from scratch so I can start working in Italian without touching the back-end again. Sales Order • Import my existing orders and catalogue, automatically creating or updating both Products and Customers as the file lands in the system. • Make sure future CSV / XLS imports keep the same mapping so my staff can repeat the task in one click. Zoho Desk • Activate rotation-based ticket assignment and attach an SLA policy that escalates when a reply is late. • Make sure both rules are visible to agents and reportable. WhatsApp Integration • Link my business WhatsApp number to Zoho so every incoming message opens a ticket or a lead, and replies are stored in the same thread. Forms & Quotes • Embed Zoho Forms on my website, pushing submissions straight into CRM with a basic workflow that notifies sales. • In Quotes I want a margin field that calculates in real time and adds Accept / Refuse buttons for the client portal. Dashboards • One simple, role-based dashboard that shows new tickets, open SOs, quote status and SLA breaches at a glance. Please carry out all work directly in my Zoho tenant, document what you touch, and leave a short Loom video so I can follow the logic.
Project ID: 40568890
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186 freelancers are bidding on average €260 EUR for this job

Hello, As a seasoned PHP developer from one of the largest web service provider companies in Pakistan, I believe I am perfectly suited to complete your Zoho One setup. My team and I specialize in web design & development, Content Management Systems, and SEO services, with a keen focus on integrating the latest technologies to create functional and efficient systems. A significant part of my role is to ensure that whatever we build can be easily managed by our clients in the future. That's why I particularly value your request for a future-ready system that can be maintained and understood easily. This is something I'm confident I can deliver. Being experienced with ZOHO, we understand how vital order management is for online businesses like yours. We assure you a seamless importing of your existing orders and catalogue that will allow for future CSV / XLS imports to keep the same mapping so that your staff can easily repeat the task in one click. Additionally, our proficiency extends to Zoho Desk where we guarantee rotation-based ticket assignment with an attached SLA policy that escalates in case of late replies- both rules will be made visible to agents for better monitoring and reporting. We also provide integration services like linking your business WhatsApp number to Zoho so that every incoming message opens a ticket or lead and their replies are stored in the same thread. Our aim is not just to provide a solution but also Thanks!
€280 EUR in 3 days
8.6
8.6

Hi, I understand you need your Zoho One account configured from scratch to work seamlessly in Italian. I will set up your Sales Order process by importing your existing orders and catalog, ensuring that future CSV/XLS imports maintain the same mapping for easy use by your staff. For Zoho Desk, I will activate rotation-based ticket assignment and implement an SLA policy for timely responses, making sure these rules are visible and reportable for your agents. I will integrate your business WhatsApp number with Zoho, so incoming messages create tickets or leads, keeping replies in the same thread. Additionally, I will embed Zoho Forms on your website to push submissions directly into your CRM, along with a basic workflow for sales notifications. In Quotes, I will add a margin field that calculates in real-time and includes Accept/Refuse buttons for the client portal. Lastly, I will create a role-based dashboard that provides a quick overview of new tickets, open sales orders, quote status, and SLA breaches. I will document all changes made in your Zoho tenant and provide a Loom video to explain the logic behind my setup. Ready to get started!
€300 EUR in 5 days
8.3
8.3

Hey, I will configure your Zoho One tenant in Italian: Sales Order imports with reusable CSV/XLS mappings, Desk with rotation assignment and SLA escalation, WhatsApp linked to auto-create tickets/leads, Forms pushing into CRM, and Quotes with a real-time margin field plus Accept/Refuse buttons. Everything documented with a Loom walkthrough. On a similar Zoho One setup, pre-building the import templates cut staff onboarding time significantly. Questions: 1) Is your WhatsApp number already on the WhatsApp Business API, or does that still need setup? 2) How many agent roles should the dashboard support? Share your Zoho tenant access and I will start with the Sales Order import mapping today. Looking forward to discussing further. Best regards, Kamran
€227 EUR in 10 days
8.5
8.5

Hello, You need Zoho One set up so your team can work in Italian without redoing the backend later , that’s the real bottleneck here. I’ve handled Zoho CRM, Desk, Forms, workflows, and custom field logic, and I can configure your tenant so imports, ticket routing, WhatsApp handoff, quote logic, and dashboards all work together cleanly. I’ll document every change and keep the setup easy for your staff to repeat. 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. I can start by mapping the Sales Order import flow, then move into Desk SLAs, WhatsApp threading, Forms-to-CRM automation, and the quote margin/portal actions. What does your current Zoho module structure look like, especially the exact fields and ownership rules you want mirrored across CRM, Desk, and Quotes? What does your current Zoho module structure look like, especially the exact fields and ownership rules you want mirrored across CRM, Desk, and Quotes? Are your WhatsApp messages expected to create leads first, tickets first, or route by message type? Do you already have the Italian labels and dashboard roles defined, or should I structure those too? Looking forward to your reply so we can finalize the exact plan. Thanks, Asad
€280 EUR in 3 days
8.2
8.2

I'll build the data-center project site on WordPress — polished enterprise design with crisp typography and restrained colour palette, interactive campus maps, a secure gated document area for controlled partner access, and a contact form routed directly to your project inbox. CMS integrated so your team can update content and upload new collateral without touching code. Let's talk over chat or hop on a call to discuss further.
€300 EUR in 3 days
7.7
7.7

Salve, Ho analizzato la sua richiesta. Vuole un sistema Zoho One operativo dove l'importazione di un file CSV aggiorna automaticamente catalogo, clienti e ordini. I canali esterni come WhatsApp e i form web devono creare ticket o lead in modo strutturato. I ticket di supporto vengono assegnati a rotazione con SLA precisi, mentre il team vendite può generare preventivi con calcolo del margine e pulsanti di approvazione per il cliente. Un cruscotto centralizzato monitora le performance di tutto il flusso. Technical approach: Useremo i template di importazione di Zoho Books/Inventory per la mappatura dei dati. In Zoho Desk, configureremo le Regole di Assegnazione e i criteri SLA. L'integrazione WhatsApp avverrà tramite il connettore nativo. Per la logica personalizzata sui preventivi (margine) e le notifiche dai form, utilizzeremo Zoho Flow o funzioni Deluge. Il cruscotto sarà costruito con Zoho Analytics. Core modules: Gestione Ordini con importazione CSV one-click. Help Desk con assegnazione ticket round-robin e policy SLA. Acquisizione Lead da WhatsApp e Zoho Forms con notifiche automatiche. Generazione Preventivi con campo margine dinamico e workflow di approvazione cliente. Relevant systems: Abbiamo implementato sistemi ERP e CRM personalizzati che, come Zoho, centralizzano vendite, inventario e interazioni con i clienti, gestendo complesse pipeline di dati e integrazioni con sistemi di terze parti (es. Salesforce, POS). Implementeremo prima la struttura dati (importazione CSV), poi configureremo i canali di comunicazione (Desk, WhatsApp, Forms) e infine svilupperemo il cruscotto. Concluderemo con il video Loom per garantire l'autonomia del suo staff. Regards, Rohit
€200 EUR in 7 days
8.0
8.0

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€300 EUR in 7 days
7.8
7.8

Yes I am 100% confident to setup your existing Zoho with Italian language. Please accept my bid and provide me login. No delay.
€421 EUR in 4 days
7.3
7.3

Hi, I can configure your Zoho One environment from scratch and set it up as a complete Italian-ready business workflow so your team can operate without repeatedly touching backend settings. Your requirements involve CRM, Sales Orders, Zoho Desk, WhatsApp, Forms, Quotes, automation, and reporting—all areas where proper configuration and data mapping are critical. I will configure: Sales Orders: Import products/customers/orders, create reusable CSV/XLS mappings, and ensure future imports work smoothly Zoho Desk: Round-robin ticket assignment, SLA policies, escalation rules, agent visibility, and reporting WhatsApp Integration: Connect business WhatsApp, automate ticket/lead creation, and maintain conversation history Forms & CRM: Website form integration, workflow notifications, and sales automation Quotes: Real-time margin calculation, client approval/rejection buttons, and portal workflow Dashboards: Role-based dashboards showing tickets, sales orders, quote progress, and SLA performance I’ll provide: ✅ Configuration summary ✅ Documentation of all changes ✅ Loom training video ✅ Testing of complete workflows before handover My goal is to leave you with a clean, maintainable Zoho system your staff can use confidently
€250 EUR in 7 days
7.6
7.6

Hi there, Verified Zoho expert here , I have read the project description and this will be done in a day with the documentation , Lets chat,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
€330 EUR in 1 day
6.7
6.7

I specialize in Zoho One setups and can help you achieve a seamless Italian workflow without the hassle of backend modifications. For your Sales Order requirements, I'll ensure smooth imports and consistent mapping for easy repetition. Regarding Zoho Desk, I'll implement rotation-based ticket assignment and SLA policies visible to agents with detailed reporting. For WhatsApp integration, I'll link your business number to Zoho for efficient message handling. With expertise in Forms, Quotes, and Dashboards, I'll embed forms on your website, create dynamic quotes, and set up role-based dashboards. We have 20+ 5-star reviews on similar projects! THE WORST THAT CAN HAPPEN IS YOU WALK AWAY WITH A FREE CONSULTATION! Regards, InterconnectBPO
€200 EUR in 7 days
6.8
6.8

Hello, I have strong hands-on experience setting up Zoho One tenants across CRM, Desk, Sales Orders, Forms, Quotes, dashboards, automations, imports, and WhatsApp workflows, with clean Italian-language usability for teams. I understand you need Zoho configured from scratch so orders/catalogues import reliably, tickets rotate with SLA escalation, WhatsApp conversations become trackable records, forms feed CRM, quotes calculate margin, and managers see everything in one role-based dashboard. I will configure these pieces directly in your tenant, keep mappings reusable for staff, document each touched area, and leave a short Loom walkthrough showing the logic. Please connect in chat so we can align access and move through the setup smoothly. Best regards, Teo
€200 EUR in 2 days
6.5
6.5

As an experienced Python developer for over 13 years, I have an extensive background specializing in customized web automation, data extraction, and AI solutions – all of which are key to your Zoho One setup. Importing and mapping existing orders and catalogues will be a breeze for me, ensuring seamless future imports for your staff. My skills in configuring SLA policies and automating WhatsApp integration will streamline your customer service operations. Zoho forms embedded with a basic sales workflow to notify your team is right up my alley. Additionally, I can create in Quotes a real-time margin field accompanied by Accept/Refuse buttons, thus enhancing the interactivity between you and your clients. Moreover, with proficiency in multiple languages including Python (of course!), JavaScript, Solidity etc , and databases like MySQL, PostgreSQL etc., I’m fully equipped to handle all aspects of this project including the inevitable documentation of changes made along the way - including loom videos so you can easily understand the logic behind every change made - allowing you to work comfortably on just the front-end. Let's digitize & optimize your operations together!
€200 EUR in 1 day
6.9
6.9

Hi there, I reviewed your Zoho One setup requirements and can help configure your tenant from scratch so your team can work smoothly in Italian without touching the backend again. My approach * Configure Sales Orders imports so Products and Customers are created or updated from CSV/XLS with reusable mapping. * Set up Zoho Desk ticket rotation, SLA escalation rules, agent visibility, and reporting. * Connect WhatsApp, Zoho Forms, CRM workflows, Quotes margin calculation, and Accept/Refuse client actions. * Build a role-based dashboard for tickets, open SOs, quote status, SLA breaches, and provide documentation plus a Loom walkthrough. I have experience with Zoho One, CRM, Desk, Forms, Sales Orders, Quotes, dashboards, workflows, WhatsApp integrations, imports, automation, and tenant configuration. One question, do you already have the WhatsApp Business number approved for Zoho integration? Cheers, Alexander
€250 EUR in 7 days
6.7
6.7

With over 5 years of experience and a solid background in CRM, PHP, and Zoho CRM, I confidently assure you that I am the ideal candidate to undertake your Zoho One setup project. As a Zoho Certified Developer, I've expertly handled similar projects, and understand the intricacies involved. My aim is always to provide seamless solutions while integrating these applications with third-party tools to boost productivity. One of my precise specialties is in Zoho Desk, which would be essential for configuring ticket assignment based on rotation along with implementing the SLA policy that you require. Besides ensuring that these rules are visible to agents and reportable, I also supply concise documentation for future reference. Moreover, as per your requirements regarding WhatsApp Integration for tickets and leads, quoting section customization with real-time calculations and client portal buttons, I've got you covered there too. To sum it up, my focus will be solely on maximizing your efficiency by providing a comprehensive and easy-to-follow setup while working directly in your Zoho tenant. Systematic documentation and explanatory Loom videos will be provided so you can easily follow along with anything that has been done. Let's streamline your processes together!
€250 EUR in 7 days
6.7
6.7

Hello, Configuring your Zoho One suite from scratch for an Italian operations team is straightforward if we map out the data automation correctly from day one. I will set up the initial CSV/XLS data mapping for your Sales Orders to ensure automatic, single-click customer and product upserts for your staff moving forward. For Zoho Desk and CRM, I'll build out the rotation-based ticket queues, SLA escalation rules, website form workflows, and multi-channel WhatsApp threading directly in your tenant. Everything will be visual for agents and fully reportable. To wrap it up, I will design your role-based dashboard and record a clean Loom video walking through the backend logic and documentation. How are your current customer and product records uniquely identified in your spreadsheets to prevent duplicates during the automatic imports? Let’s connect to finalize the setup. Regards Team Solutionzhere
€500 EUR in 7 days
6.3
6.3

Hello! We can set up your Zoho One workspace and connect the key workflows you need. 1. Do you already have access to the Zoho tenant and connected channels? 2. Which part should we configure first: imports, Desk, WhatsApp, forms, or quotes? — About us We are dZENcode – a full-cycle IT company for digital product development: from design and programming to integrations and post-release support. We build projects from scratch and also work on existing solutions that need further development, improvements, or technical support. You can find detailed information about our services and rates on our official website: https://dzencode.com. Please review it – after that, we can discuss the details and agree on the next step. ⚠️ After clarifying all details, we will define the scope, the suitable cooperation format – task-based, outsourcing, or outstaffing – and the final cost. Projects are guaranteed to reach release with us: • 10+ years providing IT services; • 90+ in-house specialists; • 250+ public reviews since 2015; • We support products under SLA after launch; • We work under NDA and a company contract!
€250 EUR in 7 days
6.7
6.7

Hello There!!! ★★★★ (Project GOAL: Configure your Zoho One environment end-to-end with automated workflows, Italian-ready setup, and complete documentation.) ★★★★ I carefully read your project and understand you need a complete Zoho One configuration from scratch in Italian. This includes automated Sales Order imports, Zoho Desk SLA and ticket routing, WhatsApp integration, Zoho Forms to CRM workflows, custom Quotes, role-based dashboards, and clear documentation with a Loom walkthrough. ⚜ Complete Zoho One setup in Italian ⚜ Sales Order import automation ⚜ Zoho Desk SLA & ticket assignment ⚜ WhatsApp integration with CRM/Desk ⚜ Zoho Forms & Quotes customization ⚜ Role-based dashboards & reporting ⚜ Documentation and Loom training I have experience configuring Zoho CRM, Zoho Desk, workflow automation, and third-party integrations for businesses that need efficient day-to-day operations. I'll configure everything directly in your Zoho tenant, document every customization, create reusable import mappings, and ensure the setup is easy for your team to maintain. I'll also provide a clear Loom video explaining the complete workflow. I'd be happy to discuss your requirements and get started. Warm Regards, Farhin B.
€250 EUR in 7 days
6.6
6.6

Greeting! I specialise in Zoho One configuration, CRM automation, integrations, and business workflow optimization. We are a team of 62 professionals with over 9 years of experience across SaaS, automation, CRM systems, and business process solutions. Here’s how we can help: • Configure Zoho One from scratch with Italian-ready workflows and settings. • Import and map Sales Orders, Products, and Customers with reusable CSV/XLS import templates. • Set up Zoho Desk ticket routing, SLA escalation rules, and reporting. • Integrate WhatsApp so conversations are tracked through CRM/Desk workflows. • Configure Zoho Forms, CRM workflows, quote margin calculations, and approval actions. • Build role-based dashboards and provide documentation with a Loom walkthrough. Could you confirm which Zoho apps are already enabled in your tenant and whether your WhatsApp number is using WhatsApp Business API? Ready to configure a clean Zoho environment that your team can manage without backend complexity.
€250 EUR in 7 days
6.1
6.1

Hi, Zoho One configurations like this are well within our scope — we've set up CRM workflows, Desk automation, WhatsApp integrations, and custom dashboards for B2B clients before. Here's how we'd approach your setup: Sales Orders — import mapping configured once, reusable for your staff going forward Zoho Desk — rotation assignment + SLA escalation rules, agent-visible and reportable WhatsApp — linked to your number, every message creates a ticket/lead with full thread history Forms & Quotes — website form → CRM workflow → sales notification, plus real-time margin field with client Accept/Refuse on the portal Dashboard — one clean, role-based view covering tickets, SOs, quotes, and SLA breaches All work done directly in your Zoho tenant, fully documented, with a Loom walkthrough at the end. For this full scope, a fair price is €500–€650 EUR — below market for what's included, but workable if we agree on a clear spec upfront. One question: do you have your WhatsApp Business API already active, or does that need to be set up too? Best regards, Farhan Quasimi BDM/TPM
€550 EUR in 10 days
6.0
6.0

Rome, Italy
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