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Customize Zoho CRM Quote, Invoice, Sales Order Template Samples
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We can create any type of the Zoho CRM Quote, Invoice, and Sales Order Template as customers need. Usually customers give us the template in an Excel sheet, then we make it as their default Quote, Invoice, or Sales Order template in Zoho CRM
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Fetch Zoho CRM data using PHP API and generates MS Word documents
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An independent provider of student accommodation and English language tuition based in London, they need fetch necessary data from Zoho CRM modules and created all different types of Word documents in their WordPress website admin section, so can save the documents in local pc..., php, zoho crm api are used. The main reason to use this way is: Zoho CRM mail merge can't get data across modules, by using PHP API, you can get all the necessary data from different modules if they are logically related.
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Consulting and Implementing Zoho CRM for a Fast Growing Company in USA
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Consulting and implementing Zoho CRM for a fast growing company in USA, the company orders come from Costco, Home Depot, Online Shopping, Phone Calls, Emails, Walk-in... Zoho CRM becomes the best tool for managing all sorts of data for the business; all the CRM modules have been used: Leads, Contacts, Accounts, Potentials, Campaigns, Sales Orders, Purchase Orders, Reports, Events, Tasks, Emails, User Roles and Permissions, Data Sharing, Workflow rules…
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Consulting and Implementing Zoho CRM for a Leading USA Education Systems Provider
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Consulting and implementing Zoho CRM for a leading USA education systems provider, most important parts in this projects are: setup complex workflow rules for assigning Leads to 10 Sales Reps based on locations and product types; build tight relationships between Campaigns and Leads/Accounts/Contacts modules; generate various reports and dashboards for tracking the business and sales reps’ performance…
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Integrating Zoho CRM with a Data Driven Website.
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Integrating Zoho CRM with a data-driven website which helps people to get in touch with the world's most experienced and professional experts in any industry, the website membership functions allow Experts and Buyers to register as members, all the data will be saved in Zoho CRM from the website by using PHP and Zoho CRM API functions, all the Zoho CRM modules have been used: Leads, Accounts, Contacts, Opportunities, Campaigns, Sales Orders, Purchase Orders, Reports, Events, Tasks, Workflow Rules…, and also synchronize Zoho CRM leads with Constant Contacts for email marketing purpose.
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Use ZOHO CRM API to get, edit, add, and delete ZOHO CRM Lead records
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 Video Demo:
Click Here
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Wordpress Paypal Zoho CRM Integration
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Integrate Wordpress online PayPal payment, customer information, order information to Zoho CRM by using PHP, and Zoho CRM API
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Video Demo:
Click Here
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Upload Contacts from Database to ConstantContact
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Fetch contacts from database and send to ConstantContact List by using asp.net C#, MS SQL, ConstantContact API.
1. Remove contacts from a ConstantContact List.
2. Update a ConstantContact List from SQL Database.
3. View all the contacts from ConstantContact account.
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Video Demo:
Click Here
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Zoho CRM 25 users, Google App, 5 websites web-to-leads forms, 125 email addresses
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Help business owner (confidential) to create Zoho CRM account from ground zero, total 25 users, enterprise plan, Zoho mail, Google App integration, 5 websites' web-to-leads forms, 125 email addresses, website programming, about 120 new leads per day. Programming including PHP, My SQL, Javascript. Created a global lead-to-agent function so can assign new leads to agents in sequential order (the leads can come from different websites).
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Import Leads from Email to Zoho CRM Leads Module
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Import Leads from Email Account and Save to Zoho CRM Leads Module by using C#, Zoho CRM API. That can avoid manually copy and paste email leads to Zoho CRM leads form.
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Video Demo:
Click Here
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Asp.net 2.0 C# Web design and programming
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Using asp.net 2.0, C#, Ajax, MS SQL2005.
Main features: Online chat, paypal, full-text search, cache, database design, email, membership, roles, image processing, forum, blog...
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http://www.ezmatchup.com
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QuoteWerks and Zoho CRM Synchronization
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Synchronize QuoteWerks Contacts and Quote to Zoho CRM Contacts and Potentials. Use C#, Zoho CRM API. Desktop application.
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Video Demo:
Click Here
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