Zoho CRM Developer for Financial Business

Заказчик: AI | Опубликовано: 14.04.2026
Бюджет: 1500 $

We are an Australian finance business looking for an experienced Zoho CRM developer to execute a structured rebuild of our partially-developed CRM. This is an execution-focused role. The architecture, modules, and workflows are already fully specified. We need a skilled operator who can follow detailed written instructions precisely and deliver clean, production-ready work. We are NOT looking for a consultant or strategic partner. Scope of Work • Rebuild the Standard Lead module • Build a custom Calculator module • Build a custom Commercial Applications module • Build a custom Residential Applications module • Build a Partnership module • Configure and refine the existing Commercial Deals pipeline • Build a new Partnership pipeline • Map website form inputs into the CRM structure (webhook / API) • Build and configure a Client Access Portal • Build and configure a Partner Access Portal, with deal tracking visibility • Implement secure document upload functionality in both portals • Implement a small number of practical, production-ready workflows What You'll Receive from Us • A complete written specification (modules, fields, relationships, pipelines, workflow logic) • Access to the existing partial Zoho build • Sample data and example application records • A nominated single point of contact for questions • Prompt feedback on delivered milestones Required Experience • Strong, demonstrable Zoho CRM experience (show us previous builds) • Custom module development with complex field relationships • Zoho Deluge scripting for workflows • Portal / Client Portal configuration • Experience picking up existing / partially-built Zoho environments • Clear written English and responsive communication Engagement Model • Fixed-price contract with milestone-based payments • Indicative budget: USD $1,500 total across all milestones (see milestone breakdown in our reply once you pass the screening questions) • Flexible deadline — milestone-based rather than calendar-based, but we expect the full build to be completed within 4–6 working weeks once started • Paid via platform escrow only. No off-platform payments. Priority We value precise execution over creativity. If you follow instructions accurately, communicate clearly, and deliver clean work, we will be an easy client and there is likely follow-on work. To Apply Please answer all 5 screening questions below in order. Generic copy-paste proposals will be ignored. 1. Please share links to 2–3 previous Zoho CRM builds you've delivered, ideally with custom modules and portals. Briefly describe your role on each project. 2. Are you comfortable working from a fully-written specification and executing it precisely without negotiating scope? (Yes / No — and one sentence on why.) 3. Quote your fixed price in USD for the full scope as described (modules, pipelines, website integration, two portals, workflows, testing, handover). Include what is NOT included. 4. When could you start, and what is your realistic timeline to complete milestones 1 through 5? (Milestone list provided after you pass screening.) 5. Please write 2–3 sentences (your own words, not copy-paste) explaining how you would approach handing over the build to us so we can maintain it ourselves afterward.