We are looking for someone to help us customise ZohoCRM for our small business.
ESI Electrical are a small electrical safety consultancy based outside London. We provide compliance services, electrical maintenance and installation works.
We are going to be using ZohoCRM as
- Develop a workflow for our sales process.
- Develop custom fields and custom reporting for service areas we provide
Date based service fields, with reporting for inspections due within 90 days.
Tick Boxes for if a client has a certain type of system present
- Organise integration with Quickbooks
- Organise integration with Microsoft Outlook and Microsoft Office.
- Set up template emails.
- Set up webform and webhook to notify new contact/enquiry.
Advise on other areas that Zoho customisation may benefit our business.