Zoho, XERO and website integration for membership organisation

終了済み 投稿 6年前 着払い
終了済み 着払い

This is an integration project to manage a membership database and subscriptions:

1. Importation of all existing company Clients, Friends, and Members (6000 records)

2. Create filtering for each office (9 offices) and permissions so that each office can only see their own

clients / friends / members and management can identify at a glance which office a person

belongs to

3. Create an individual record / contact page for every existing company Friend, Member and

Client

4. Implement an API between XERO and company Zoho CRM for individual member payments

reporting via Zapier (see below for charges)

5. Setup XERO to accept credit card, debit card and direct debit payments

6. Create the facility to report on the financial status of members, paid, due to pay and

overdue

7. Create email facility to remind members of upcoming or overdue membership fees

8. Customise Zoho Events functionality to accommodate individual company events and

coordinate attendance and rsvps

9. Create “Web to Lead” forms on the company website which feed all online enquiries directly

into the CRM

10. Create customised automated reply emails to go to clients / friends / members as required

11. Create workflow rules for clients / friends / members as per company current work rules

12. Create multi user approvals for member resumes so that members details / qualifications

can be viewed and approved by authorised managers

13. Create reporting functionality on clients / friends / members

Freelancer API Xero Zoho

プロジェクトID: #14282913

プロジェクトについて

8個の提案 リモートプロジェクト アクティブ 6年前

8人のフリーランサーが、平均$2593 で、この仕事に入札しています。

meet2amitvw

Let's discuss more about project to finalise the proper scope with estimated cost and time so ping me over the freelancer chat.....I will share some demo as well for recent works if you want to check. You can also c もっと

$2938 SGD 30日以内
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rakeshwadhwani

Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and もっと

$2500 SGD 30日以内
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