Zoho CRM / Zoho Creator Applications for an Asset Management Database and Client Portal -

2016-03-29: more detailed document to follow

1. Field map existing contacts database (google contact) in to Zoho CRM. Maps existing fields, with included fields in CRM.
2. Migrate two internal databases in to one solution (creator or other) database for assets/products by vendor. Build out a visually appeal template with up to 100 fields.

• Need functionality to have clients log in an view certain fields.
• Need to assign certain products with various customers - retailers and vendors
• Need to track expenses by Product

1. Create system (and train) how to create accounts for vendors to log in and access information about their products. 4.Create rules to send emails to staff members based on certain events. 5. create email templates (like mail chimp) or integrate with mail chimp. Posted On: March 30, 2016 03:19 UTCCategory: Sales & Marketing > Other

• Sales & MarketingSkills: Zoho Creator, Zoho CRM Country: Canadaclick to apply