The goal of the project is to integrate Zoho CRM and Zoho Books to manage party packages bookings, sales operations, invoicing, and accounting for the organization.
Client's business specialises in providing medically-approved restorative sleep products, including medical grade memory beds for everyday comfort, disability relief beds and electric beds and recliner lift chairs.
The client requested a system where all their leads could be managed and organized into the sales pipeline, and use CRM to get the right people with proper information. Also, Payo integration was necessary for Zoho CRM in order to ship items.
Zoho books, Zoho Inventory, and Zoho CRM can all be integrated to manage data. Additionally, the CRM can be integrated with Inventory to handle shipments.
The aim of this project is to implement Zoho One Products for Big Purple Phone's operations and sales process. We should also integrate outside solutions like Shopify and 3CX with Zoho CRM and other tools.
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Conceptualisation We listen and analyze your requirements. We’ll ask any queries and create the scope of work.
Proposal We’ll then supply an estimate and project timeline for you to review and confirm.
Visualisation Designs are created based on any supplied design guidelines and the current market standards, as well as input from our skilled designers.
Better user experience Designs incorporate both ease of use and attractive UI for an exceptional user experience.
Development Development starts when the designs are finalized and we deploy our best developers to make sure you get the desirable results.
Agile management During development the project is used and tested by you, all feedback is built into the project.
Compliances We perform UAT Testing and ensure compliance with the various standards to ensure a quality product.
Launch We launch the product, setup the live services and retest to ensure all is working.