Zoho, XERO and website integration for membership organisation
$1500-3000 SGD
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
プロジェクトID: #14282913
プロジェクトについて
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。
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