I am an insurance broker. I need to fully personalize a ZOHO CRM to manage my clients and the products they subscribe to.
The CRM must be exclusively in FRENCH, and each user must have his access to add his new customers, as well as the product which they will have subscribed.
For my part, I must have ADMIN access to supervise and control all of the firm's clients.
I have to integrate each product that I offer, to then apply it to a new customer in the CRM, and that the crm automatically calculates the commissions for the commercial.
Other details may be added in the future.
Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development.
Core Competencies :
• ZOHO Consultancy
• API Integration
• Configurations & Customisation
• App Development
• Data Migration
• ZOHO Training
• Support
I have good exposure to different areas of ZOHO like
• Custom Modules
• Custom Fields
• Workflows
• Validations
• Advanced Formula
• Reports and Dashboards
~~~~~Hi, How are you?~~~~~
I am a senior Web developer with strong CRM skills.
And I am very familiar with ZOHO CRM.
I am very interested in this project.
Let's discuss details via chat friendly.
Look forward to your positive reply.
Thank you.
Hey Hello,
I hope you are doing well. I am sure i will design ZOHO CRM as per your Requirements and you can use your Zoho Crm tool in the optimum way.
I have an experience in ZOHO CRM about 2 years and i set Business process within ZOHO for 3 different Industries.
I hope my Knowledge will surly help you.
If you giving me opportunity We will start Working soon and I'll assure that you will have best CRM in Your Hands soon.
Lets the Technology work for Us!