DESCRIPTION:
I am an industry veteran with 40 years of service and marketing experience launching a specialized local vendor routing network. I am a solo operator looking for a certified, independent Zoho CRM specialist to execute a simple, highly targeted CRM setup.
THIS IS A STRICTLY "DONE-WITH-YOU" (DWY) PROJECT.
I do not want you to build this in isolation and hand me a finished product. We will collaborate live via Zoom screen-shares so you can execute the build while teaching me how the backend works, allowing me to take full operational control upon completion.
PROJECT SCOPE & CORE REQUIREMENTS:
1. Module & Field Customization: Setup a single page layout using native Layout Rules to toggle among 15-20 Service Provider scopes based on a dropdown selection.
2. Account Subforms: Map out provider service areas and criteria matrices using standard Subform logic.
3. Telephony Integration: Configure Zoho Voice to match an existing, 40-year-old business line for outbound click-to-call recording mirroring our trusted Caller ID.
4. SMS Extension Setup: Connect a plug-and-play marketplace app (e.g., Smooth Messenger or Salesmsg) to text-enable our line for multi-channel customer photo logs.
5. Dual-Action Workflows: Program code-free Workflow Rules that simultaneously text the provider and customer the millisecond a lead is toggled to "Dispatched."
6. Invoicing & Automated Payment Setup (Native Zoho ACH Integration):
• Native Processor Link: Connect Zoho Payments directly to the CRM environment to securely link and authorize providers' ACH bank accounts via the native Zoho Payments widget.
• Pre-Paid Ledger Architecture: Build a custom numerical field on the Provider Account profile called "Available Lead Balance Credit."
• The Conditional Payment Guardrail (Instant Balance Check Loop): Create a code-free Workflow Rule that checks the provider's credit ledger balance the exact millisecond a Lead Status is manually toggled to "Dispatched."
- If Balance is Sufficient: Automatically subtract the flat lead fee from the "Available Lead Balance Credit" ledger, generate a timestamped invoice marked as "Paid," and allow the simultaneous text messages to fire.
- If Balance is Insufficient: Instantly block the outbound text dispatches, halt the automation loop, and flip the Lead Status to a custom alert flag titled "On Hold - Account Replenish Required."
• Low-Balance Auto-Replenishment: Integrate Zoho CRM with Zoho Billing/Books to automatically generate a recurring ACH pull to reload the contractor's escrow ledger whenever their balance drops below a specific monetary threshold.7. Zoho Contracts/Sign: Map checked CRM parameters into a Master Service Agreement template for seamless smartphone finger-signatures.
PROJECT FRAMEWORK & CONSTRAINTS:
• This project is estimated to take roughly 16 hours across 4 live sessions.
• Every single screen-share session will be recorded so I have a custom training library.
• STRICTLY NO CUSTOM DELUGE CODING. This system must rely 100% on out-of-the-box checkboxes, layout rules, and standard workflow rules so I can easily manage it moving forward.
ANTI-BOT & ANTI-AGENCY MANDATORY RULES:
1. I am hiring an independent solo freelancer. If your past profile reviews contain the words “they” "them," "their team," "their developer," or "agency," do not apply. I will verify your identity on Zoom.
2. To prove you are a human who read this entire file, you must start your cover letter proposal with this exact sentence: "I am a solo freelancer and I have forty years experience with systems." Any application missing this exact sentence or using a standalone keyword line will be instantly declined and reported for automated bot application.
