Openbravo erp crmpráce
Dobrý den Radoslave, jsme digitální agentura z Prahy a hledáme pro dlouhodobou spolupráci remote programátora v PHP + Codeigniteru a zaujalo mě, že už v tomto frameworku máte zkušenosti. Pracujeme na dlouhodobých projektech v rámci digitální transformace firem - tzn. vyvíjíme na míru interní systémy ERP, CRM, webové aplikace apod. Rád se s Vámi pobavím více do detailů a představím Vám možnosti spolupráce. Můžete mě kontaktovat tady, případně na telefonu +420604271039. Budu se těšit, Blažek
Potřebujeme nastavit API mezi Raynet CRM + webový formulář.. Možnost dlouhodobé spolupráce v podobných oblastech.. Zajímá nás také automatizace procesů pomocí scriptů apod.
Hledáme vývojáře na plný úvazek na 3+ roky pro vývoj CRM na míru v jazyce Java, GUI extJS, DB Oracle. Ideálně v lokalitě Praha/Brno/Znojmo (CZE resident preferred, fluent czech language is a must).
Krátkodobá a dlouhodobá půjčovna elektromobilů: - Datábáze vozidel (současná evidence v excelu) - Databáze zákazníků (CRM) - Automatizované vytváření dokumentace: smluv, předávacích protokolů, fakturace, pojistných smluv a jejich následné zálohování. Současně používáme Excel a Word. Cíl je mít centrální přehled a systematičtější postup. Ideálně i jako cloudové řešení.
PHP Backend Vývojář - Praha a okolí Zveme Tě k zajímavé zkušenosti a participaci na projektu, jehož úkolem je vývoj ERP sytému na míru zákazníkovi. Čeká Tě práce v malém cca 6-ti členném pohodovém týmu :) a pro méně zkušené, možnost kontinuálního učení a podpora seniorních kolegů. Po zaučení v Praze, možnost spolupráce remote formou, super příležitost pro sladění s dalšími pracovními – i nepracovními aktivitami. Budeš skvělý parťák pokud : Ovládáš skvěle PHP a máš zkušenost s modern&ia...
Potrebuji pomoci a vyberem a integraci CRM reseni pro obchodni team, celkem cca 50 obchodniku a 100 zamestnancu.
Aplikace na vytvareni automatizovanych dokumentu pro Salesforce - Diky ktere budou uzivatele schopni jednim kliknutim vygenerovat dokument ze Salesforce (faktura, smlouva, marketingova brozura atd…) - Ktera bude native na Salesforce, ale pozdeji bude schopna pridat i ruzne dalsi systemy - software na elektronicke podpisy, ostatni CRM atd.) - uvitam navrhy reseni jak toto provest Jak by to melo fungovat (hlavni funkce): - Vytvorim a nahraji sablony (word, excel, powerpoint nebo text dokument) do te appky na Salesforce. Tento template ma takzvane merge policka. Tj. kod, kterym si zakaznik bude moci vytvorit libovolny template a dat tam vzdy to policko ze Salesforce, ktere potrebuje, aby se mu ukazalo na finalnim -dokumentu - Zde jsem schopen spravovat ruzne sablony, rozhodno...
...do středně velké organizace. Aktuálně připravujeme spuštění druhé velké kampaně a několik dalších projektů, pro které hledáme webdesignery a webové vývojáře. Hledáme hned několik lidí s různými kompetencemi. Konkrétně nám můžete pomoci s některým z následujících projektů: Spolupráce na vývoji CRM řešení na bázi CiviCRM (PHP, SQL – pod dohledem CRM profesionála) Kompletní přestavba hlavního webu organizace (webdesign, nasazení na WordPress s přizpůsobením dle potřeby, napojení na CRM) Dvě kampaňové microsites (we...
...jsme z nuly narostli do středně velké organizace. V roce 2018 spustíme druhou velkou kampaň. Protože tahle bude ještě náročnější než ta první, musíme zainvestovat i do infrastruktury. Zbavit se excelových tabulek a přejít na pořádné CRM. Hledáme člověka, který tuhle výzvu vezme pevně do svých rukou a celý tenhle projekt potáhne. Síla OBRAZu je v mobilizaci desetitisíců lidí – microsites, mailingy, individuální fundraising, remarketing, automatické procesy… tohle všechno si říká o pořádné CRM a s tohle všechno je součástí téhle v&yac...
Jedná se o úpravu na míru Open Source produktu Dolibarr ERP and CRM () pro potřeby střední firmy
Potřebuji upravit .dll knihovnu, která byla na onpremise crm. Nyní ji potřebuji na online crm.
Dobrý den, založila jsem si e-shop a nyní ho propaguji a vytvářím databázi leadů. Potřebuji poradit a najít vhodné CRM a rozesílač e-mailů, kde potřebuji nastavit iniciaci a pravidla pro rozesílání mailů.
Jedná se o jednoduchou mobilní CRM aplikaci. Aplikace je určená pro obchodní zástupce a měla by obsahovat základní údaje. Přehled osobních údajů s možností aktualizace, přehled transakcí, možnost objednat dárek. Aplikace musí fungovat na Android i Iphone.
Business development v oblasti CRM, vlastní zavedené řešení mezinárodní společnosti včetně produkčního centra (full servis / mix / self-servis) se zaměřením na emailing. (Další oblasti outsourcingu k diskuzi.) Základní business case (analýza trhu / příležitostí včetně nacenění výše budegetu/příležitosti), oslovení potencionálních zákazníků a vedení projektu do fáze finálního odsouhlasení zakázek.
Před rokem jsme nasadili do společnosti CRM Sugar Comunity. Po dobu plnění databáze obsahem, jsme přicházeli na věci, které bychom potřebovali v CRM upravit. Sháním proto někoho, kdo má za sebou prokazatelnou zkušenost se zaváděním tohoto softwaru v několika společnostech. Umí aplikaci upravit a dokáže poradit, zda některé práce neděláme v CRM zbytečně komplikovaně.
Analytické a implementační práce probíhají v sídle společnosti zákazníka. Předmětem implementace jsou: 1. ReadSoft Invoices - řešení pro automatizované vytěžování dat z přijatých faktur a souvisejících polostrukturovaných dokumentů 2. ELO ECM - systém pro správu dokumentů se schvalovacím workflow 3. Přenos dat mezi podnikovým informačním systémem a Invoices a ELO Potřebné technické znalosti: - Windows server, vč. práce s virtuálním serverem - SQL - Java - XML, XSL Základní instalace ReadSoft Invoices a ELO ECM prostřednictvím instalačního průvodce, nastav...
ACCOUNT MANAGER / IDEA MAKER Jste komunikativní a kreativní osobnost? Toužíte se realizovat v marketingu? Pak hledáme právě Vás! Co by bylo náplní Vaší práce? Akvizice nových ...výhodou Znalost anglického jazyka – aktivně Motivaci vlastního rozvoje v oboru online marketingu (offline výhodou) Co nabízíme? Kreativní práci na zajímavých zákázkách, seberealizaci a rozvoj Školení v produktech a v oboru Kolektiv s týmovým a inovativním duchem Dlouhodobou spolupráci a budoucnost v perspektivní společnosti Fixní + provizní složka ohodnocen&ia...
Dobrý den, hledám šikovného programátora k dlouhodobé spolupráci na větším projektu - kompletní systém pro realitní kancelář. Posílám odkaz ke stažení základního popisu funkcí spolu s náhledy. Prosím o reakci, zda je takový projekt pro Vás zajímavý a případně Vaši předběžnou cenovou nabídku. Jedná se mi o dlouhodobou spolupráci - na tento základ už mám vymyšleno spoustu doplňkových modulů a funkcí, které se budou postupně přidávat. Prosím v případě zájmu o zaslání Vašich referencí. D...
Dobrý den, hledám šikovného programátora k dlouhodobé spolupráci na větším projektu - kompletní systém pro realitní kancelář. Posílám odkaz ke stažení základního popisu funkcí spolu s náhledy. Prosím o reakci, zda je takový projekt pro Vás zajímavý a případně Vaši předběžnou cenovou nabídku. Jedná se mi o dlouhodobou spolupráci - na tento základ už mám vymyšleno spoustu doplňkových modulů a funkcí, které se budou postupně přidávat. Prosím v případě zájmu o zaslání Vašich referencí. D...
I'm looking to create a custom CRM platform that leverages NFC card technology, and an accompanying iOS app. Here's a breakdown of the project's key components: - **NFC Card Interface Features:** - Payment Processing: Users should be able to make purchases directly through the interface - Access Control: Secure access to certain information or features based on user roles - Loyalty Program Management: Implement a loyalty program to incentivize user engagement - User Portfolio: Users should be able to customize their interface with links, contact information, and product displays - **iOS App Development:** I need an iOS app to complement the NFC interface and provide a seamless user experience across different platforms. Ideal candidates for this p...
...a custom CRM system in Excel for my business. Key requirements: - Sales Tracking: I need a system that allows me to monitor sales performance and forecast future sales. - Task Management: The CRM should have a task management feature to help me organize and prioritize my daily activities. Additional details: - The system will be used by a small team of 1-10 users, so it needs to be user-friendly and easy to navigate. - No integration with other software or platforms is needed at this time, so the focus will be solely on creating a robust, efficient Excel-based CRM. Ideal skills and experience for this job would include: - Proficiency in Excel, with a clear understanding of how to create complex formulas and visual representations of data. - Previous experience in...
I want to set up an online shop on my website and have it connected to Fresha CRM, the system I currently use. This shop should have a sophisticated design that complements my brand image. Key Requirements: - Development of a product catalog with detailed descriptions and prices - Inclusion of a shopping cart and a seamless checkout experience - Integration of online ordering and payment functionalities - Payment gateway setup to accommodate credit card and bank transfer options - Customization to align with an elegant and sophisticated design style Ideal Skills and Experience: - Proficiency in e-commerce development and CRM integration - Strong portfolio of elegant and sophisticated web design projects - Previous experience with integrating payment gateways - Excellent un...
Hello, We are looking for a talented and experienced design freelancer to create a template and logo for our online ERP system, under the name "SOLTETI". The template will be based on the existing layout of the following website: [Link to website: ] Project description: Goal: Develop a template and logo for our online ERP system, maintaining the visual identity and functionalities of the website layout provided above. Layout Details: The website layout provided will be made available to the selected freelancer for reference and inspiration. Technical requirements: The template must be compatible with our ERP system and easily integrated. It must follow best design and usability practices. Be responsive, ensuring a consistent experience across differ...
I am seeking a talented website developer to construct a formal, corporate-style ecommerce platform for my business. This high-quality site should be designed with the following features: - User registration and login capability - Product search a...the site, there would have to be membership levels, the site would sell merchandice and on-line coureses also charge for consultation on a timed basis. there would have to be upload and download capability for documents and images. it would be good if we could post to the social media account from the site. there would have to be a messaging system throughout the site (google workspace). Also a CRM as many messages to the site will be inbound leads. There can be other suggestions for development. scalablity, desktop, phone and tablet ...
I need a fully bilingual professional (I will interview in English) to do some tasks for my agency such as: PR Outreach Content editing or creating CRM management Email marketing Email scraping Researching Organizing data in spreadsheets Copywriting Wordpress And others You must be a fast learner, attentive, curious, with great writing skills. Looking for someone that pays attention and doesn’t keep making the same mistakes. This job will start part-time as a test period, after that it will be full-time. Payment for part-time during trial period: Fee: 250 USD Performance bonus: 50 USD Results bonus: 50 USD If your work complies with my quality requirements and you give more than asked, you’ll get performance and results bonuses each month. After a two-month...
I'm looking for a skilled developer to create a comprehensive, easy-to-use ERP software tailored to the gold and diamond jewellery industry. This system will be integrated with e-commerce and feature several additional modules. Key features required: - Inventory Management: The system should efficiently track our jewellery stock levels. - Sales Tracking: Real-time data on our sales performance. - Customer Management: To maintain a customer database. - Credit Management: Tracking outstanding credit and sending payment reminders. - Finance Management: Tracking income and generating financial reports. - CRM: To maintain good relationships with our customers. - E-commerce Integration: Development of a functional e-commerce website and application. - POS: A point of sale sys...
I'm in need of a versatile and comprehensive ERP system specifically tailored for a jewellery store. This system will need to be compatible with both Windows and Mac operating systems. Key Features: - Inventory Management: A robust tool to manage my stock of jewellery items, including tracking and updating inventory levels in real-time. - Sales and Order Management: A seamless system to handle the processing of orders and managing sales records effortlessly. - Customer Relationship Management (CRM): A centralized platform to store and manage customer information, with a focus on providing personalized and exceptional customer service. - POS & Credit Management: An integrated point of sale system that also incorporates credit management functionalities. - Finance Man...
I am looking for a skilled freelancer to effectively integrate Zoho CRM and Zoho Campaigns to enhance the functionality of our sales team. **Key Responsibilities** - Successfully integrate Zoho CRM with Zoho Marketing Campaigns - Ensure all features are functional and optimized for our sales team - Troubleshoot any issues during the integration process **Application Requirements** - In your application, provide a detailed proposal outlining your method for this project. This should include your process and estimated timeline for completion. **Ideal Candidate** - Extensive experience with Zoho CRM and Zoho Marketing Campaigns (eblast, google ads, etc) required - Previous successful integrations of these software would be advantageous
...innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to improve our sales p...
We are looking for a partner for most of the skills you list in your profile. Our website for Granite South needs to be remade and our Affinity Stoneworks needs to be updated. We will also need SEO and brand development for the two sites. We are also looking for a programmer that can take our Pipe Drive account and use the API Key to link it to our ERP system. Thanks much Brad Rush I look forward to hearing from you.
We need a dedicated customer support telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires:...telecaller to act as a devoted link to both our existing and potential customers. You will be responsible for offering support for our services, responding to inquiries, resolving issues, and ensuring overall satisfaction. This role requires: - A proven track record in customer support roles, ideally over the phone - Confidence and skill in handling all types of customer queries - Knowledge of CRM tools - Exceptional communication and problem-solving abilities - Experience with service-centric businesses...
WhatsApp CRM with Scheduling & Workflows I'm looking to create a WhatsApp CRM that incorporates a variety of features to improve our customer relations and team management. Key Features: - Scheduling Surveys: The system should support date availability checks, scheduling and booking confirmation via WhatsApp to our staff. Their responses should organise them into yes and no groups. This will help us automate repetitive tasks and sharing of information to groups of people. - CRM Management: I am an agent to film ans supply extras for background. This requires searching for certain character features of our staff. For example brown hair, 5"4 female. of male 6'2 blonde. I then send a availability check to work on certain dates and if they agree i send...
We are looking to build a new website using WordPress which will link to our .net bespoke erp software which is currently being developed. As all our business is B2B, it’s very important for our customers to access as much information as they can online without the need to call our office. Features include: - Ordering products should be in grids for our customers to order - Customers to order embroidered/printed goods with product selection controls in place - Modern and attractive up-to-date designs - Customers should be able to view all their account information - Customers should be able to download copy invoices and credit notes - Customer should be able to pay online - Customers should see what’s on backorder for them including editing and cancel them - Livestoc...
Productbrochure / Productcatalog Hello, we have technical Products here in Europe and search a solution for Productbrochure and Productcatalog as PDF output. I have worke...part number, price for automatic publishing via a Excel File and the second Version is a Catalog which i must make with a software manuell/self, because very strong products, which are not possible to create via excel, only a catalog as information and .... have you a easy and good solution for us, that we can change weekly the products because we add every week 10-50 new products in our excel / erp / website and in the brochure than. But we need a easy software which we can edit self very easy, but with high quality design and for printing as PDF and for Printing with Printer in high quality. All with Germa...
I am in immediate need of a proficient UI/UX designer to help out our current fresher designer. We are looking for someone with experience in CRM designs. To meet my demands: 1. **Deep experience and skills in UI/UX Designing** is needed - compound with a creative eye for design, and an understanding of user engagement preferences. 2. **Superb with Figma** - having solid knowledge in Figma will be an added requiredto create visually appealing interfaces. 3. **Problem-solving skills** - a knack for understanding bottlenecks and creating suitable design solutions for UI/UX problems. 4. At least 3 years of design experience required. 5. Fluency in English is required. We need someone that can work about 20 hours per week available at least bewteen 13-18 IST. We need someone that ca...
PLEASE STOP SUBMITTING PLACEHOLDERS AND CONTACT US FORM, READ THE INSTRUCTIONS. IF YOU ARE NOT ABLE TO UNDERSTAND THE REQUIREMENTS, JUST DON'T SUBMIT ANYTHING. Screenshots; Company info, services and playground are few sections of the form - this is the form we need Sample and Sample Form just sample of current contact us for as a reference to the colors and design, should be blue and white...same of the bot configuration form. The form is a single HTML file and should remain like that. You must keep it clean and modern, you can look at our website and the contact us form (see screenshots attached). If you will provide design we like and have the right skills, you will be awarded the project, access will be provided to finalize the design. This form will be used as an iFrame in ...
I'm in search of a proficient Sales development professional with a proven track record in Cold emailing and outbound campaigns. We are a remote bookkeeping firm targeting small business owners and CPA firms in the US We're looking for a superstar for Business Development and Linkedin outreach. You must be based in US. The job will consist of: - Reachin...generation. - Proficient in creating and managing outbound campaigns. - Proven track record in generating leads. - Deep understanding of B2B targeting. The ideal candidate should possess: - Strong communication and interpersonal skills. - A good understanding of Small Business landscape. - Ability to work autonomously to deadlines. - Strong analytical and problem-solving skills. - Familiarity with CRM software and le...
Data Part Create Database and Pages for Below Create Pages to Add these Date and Update Details, Hotel - Name, Star Category, Country, City, Address, Contact, Email Tour - Tour Name , Country, City, Address Country - Pre Defined Countries City - Select 'Country', Add City Name Client - Client Name, Address, Contact, Email, Country, City Vendors - VendorName, Address, Contact, Email, Country, City Bookings - Booking ID (Auto Assign), Traveller Name, No. of Pax, Start Date, End Date, Select 'Client', Currency, Amount, Due Date Bookings part For Each Booking we want to add component (Hotel, Tours and Misc Service is known as component), We want to select services to be added. Add Hotel - Select 'Hotel', Check-in Date, Check-out Date, No. of Rooms Add Tour - ...
Odoo expert needed Key responsibilities: - Establishing an effective CRM system that is tailored to my retail business needs. - Implementing a robust POS system that can efficiently manage sales, track performance, and generate reports. - Designing an inventory management system that optimizes stock levels and tracks movement. - Creating a customer management system that facilitates targeted marketing and customer relationship building. The platform for all these systems should be on-premises. Hence, the ideal candidate should be proficient with setting up on-premises solutions. If you have experience in a similar retail setup and can provide references, it would be a plus. Please bid only if you have prior experience in setting up these systems in a retail environment.
More details: What level of customization would you like to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Busine...to have for the websites built through the saas software? Limited customization What categories of templates should the software include? Business Which of the following authentication systems do you want to be implemented in your saas software? Email/password-based Modules that needs to be developed: Website Builder - Websites can be created in 1 click based on the type of the businesses 2. CRM - Where the users can keep a track of all the customers at 1 place. 3. Ai Assistant 4. AI Blog Builder Note: For more details go through the attached doc for full feature and functionality...
**Overview:** We are seeking a dynamic and motivated Business Development Executive/Manager to join our team on a commission or freelance basis. The ideal candidate will have 2-3 years of experience in the software and marketing industry with a focus on, Social Media Handling, Ad Campaigns, ERP software, and website development. This role requires a strong ability to close deals and drive revenue growth. **Responsibilities:** - Identify and prospect potential clients in the target market segments. - Develop and maintain relationships with clients to understand their needs and objectives. - Present our software solutions and services to potential clients effectively. - Negotiate and close deals to meet sales targets and revenue goals. - Collaborate with the marketing team to...
**Job Title: Business Development Executive/Manager (Commission-Based/Freelancer)** **Overview:** We are seeking a dynamic and motivated Business Development Executive/Manager to join our team on a commission or freelance basis. The ideal candidate will have 2-3 years of experience in the software industry, with a focus on ERP software, app development, and website development. This role requires a strong ability to close deals and drive revenue growth. **Responsibilities:** - Identify and prospect potential clients in the target market segments. - Develop and maintain relationships with clients to understand their needs and objectives. - Present our software solutions and services to potential clients effectively. - Negotiate and close deals to meet sales targets and revenue goal...
...need help with a few tasks related to my WordPress site. - Customizing the Jetpack CRM plugin: I need assistance in making the plugin more tailored to my specific requirements. - Transactions duplication: I am looking for an expert who can duplicate the 'Transactions' section of the CRM. This new section should be identical to the original in terms of functionality, but with a different name - "serial numbers". - Client portal enhancement: I want to add an extra tab to the client portal. This tab should contain the newly created "serial numbers" section. Ideal Skills and Experience: - Proficiency in WordPress and experience working with the Jetpack CRM plugin - Strong understanding of WooCommerce and CRM systems - Custom deve...
I'm looking for a versatile web developer to craft a robust, user-friendly website for my business. The primary objective is to enhance the customer experience through a streamlined product life cycle management and CRM system. Key Features: - Seamless Customer Registration and Login: A simple, secure, and efficient method for customers to sign up and log in. - Intuitive Product Catalog and Description: A well-organized and informative product catalog that displays detailed descriptions to help customers make informed purchase decisions. - Comprehensive Order Tracking and History: A user-friendly interface that allows customers to easily track their orders and view their order history. Design Preferences: - Minimalistic and Clean: I aim for a design that is clean, clutter-fre...
...interactions and progress in our CRM system. -Provide regular updates on outreach activities and progress to the management team. -Continuously learn about our industry, products, and competitors to enhance sales pitches and approaches. Requirements:- -We prioritize hiring Indian candidates for this job position. -Proven experience in sales, business development, or a related field. -Strong communication and interpersonal skills, with the ability to build rapport quickly. -Excellent negotiation and persuasion abilities. -Self-motivated and results-oriented, with a proactive approach to achieving targets. -Ability to work independently and manage time effectively in a remote setting. -Proficiency in both written and spoken German and English. -Familiarity with CRM softwa...
I'm seeking a skilled developer to help me deploy ChatGpt model for Customer Support Automation. Key specifics include: - Application Audience: The target audience for this app is primarily businesses. It's crucial that the developer understands this specific user base and can ensure the app is tailored to their needs. - Primary Fun...even sentiment analysis. The ideal candidate should have experience in developing and implementing such functionalities. - Deployment: The ultimate goal is to get this app up and running, so deployment knowledge is essential. Experience in deploying ChatGpt-based Model In summary, I'm looking for a developer who is not only proficient in ChatGpt but also understands the business landscape and CRM systems, and has a proven track recor...
As a part of our website's live chat feature, I'm s...Salesiq widget specifically for the chat interface - Implementing the capability to receive and update data in the chat interface using form controller - Integration with Zoho CRM and Zoho Creator Ideal Skills and Experience: - Proficiency in Zoho Salesiq and Zoho Creator - Strong experience in widget development for chat interfaces - Familiarity with Zoho CRM and its integration methodologies - Ability to handle data transfer and update processes within the chat interface Your role will be crucial in ensuring that our live chat function is not only seamlessly integrated into our website but also synchronized with our Zoho CRM and Creator systems. If you have the experience and skills required for this p...
I'm in need of a lead generation expert, specifically someone with a background in the digital agency industry. Your main objective will be to increase our customer's website traffic, generate more qualified leads, and ultimately boost our sales conversions. Leads will go to our Ai-MS. Ai-Marketing System - we heavily rely on GHL's CRM for workflow & funnels. Knowledge of GHL is not required, but very beneficial to the candidate. Key Responsibilities: - Utilize your expertise in PPC and META to deliver high-quality leads for our clients - Implement strategies that are in compliance with HIPAA standards for our Tele-Health & Clinic Wellness centers. Ideal Skills and Experience: - Proven track record in lead generation, preferably within the digital agenc...
Seeking a skilled professional who can help finish up the set-up of Zoho CRM for my organization. We are using Zoho CRM to manage the patients who want to seek second medical opinion from expert doctors in India . This is the ideal workflow that we want to implement 1. Patient submits basic information like name, email, and location via Zoho Forms 2. The information is saved to Zoho CRM 3. The Patient is sent an invite to the portal 4. The patient sets up their account. The patient can view their treatment progress and edit their details. For the treatment progress, it needs to look like a timeline or steps that display this user journey. Something like this: 5. The patient is given an option to book a call. They must submit
