Database with customer portal creationZoho
- Статус: Pending
- Награды: $1000
- Полученные заявки: 4
- Победитель: fairchance
Краткое описание конкурса
We are needing the creation of a Zoho Database (or third party database that can be integrated with Zoho CRM). If using Zoho platform we would expect to have Zoho Creator used unless another Zoho module can support this natively. This database will be used by existing clients and new clients to upload regulatory certificates which must be able to be sorted and viewed at later times. These documents have 5-7 key data points that must be able to be sorted/queried. The scope will include the following:
1. Branded portal and database to mimic our website.
2. Login function from website.
3. New users can request a registration for the portal. The user must be authorized by our company prior to accessing the portal.
4. Documents can be uploaded and held within Zoho CRM
5. New users profiles will be created in Zoho CRM
6. All key data points must be searchable and run reports for the client
7. Notifications must be sent to clients upon certain criteria being met. An example is a certificate will expire on May 30. The client must receive an email notification of the expiration 90 days before this date.
8. Same notification must be sent to our internal team.
9. Certificates that are uploaded into the database must have hyperlinks from the database where the client can view and download the certificate if they need.
10. Security protocol for users
11. New users (leads) must be added as leads within CRM with notification sent to sales.
The well qualified candidate will have an extensive knowledge of Zoho CRM modules and database creation. As previously mentioned, if there is another database application that can be integrated using an API that can provide better functionality then we are not opposed to looking at this. However it MUST be able to seamlessly integrate with Zoho CRM.
Please message me for specific questions you have about the database only.