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Job Title: CRM Developer Needed Description: We are looking for a CRM Developer to build or customize a CRM system for our accounting firm. Scope: Client management system Task & compliance tracking (GST, ITR, etc.) Billing & payment tracking Automated reminders & basic reports Requirements: Experience in CRM development (Zoho, Salesforce or custom) Knowledge of automation & integrations Preference for candidates with accounting domain experience Project Type: One-time project (long-term support possible) Budget: Open for discussion
Projektin tunnus (ID): 40343419
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Aktiivinen 6 päivää sitten
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13 freelancerit tarjoavat keskimäärin ₹16 222 INR tätä projektia

I have extensive hands-on experience implementing enterprise CRMs end-to-end, covering core modules, workflow automation, analytics, and integrations with external tools. I specialize in lean, execution-first MVPs that minimize technical complexity while ensuring fast, reliable delivery I have strong hands-on experience implementing Zoho One end-to-end across my own business, including Zoho Creator, CRM, Books, Analytics, Flow, and integrations with external platforms. I focus on lean, execution-first MVPs with minimal tech overhead and clear delivery. My latest sample ZOHO project done in Freelancer for your reference : https://www.freelancer.com/projects/zoho-crm/Complete-Zoho-One-CRM-Implementation/reviews This are the workflows we worked on zoho one CRM: Workflow 1: Customer → CRM → Deal → Subscription → Books → Payment → AXLE → Support → Analytics → CXO Reports Workflow 2: Customer Created → Synced to Books → Invoice Auto-Created → Invoice Status Auto-Updated → Purchase Bills Auto-Created → AI Extracts Scheme → AI Calculates Claims → Dashboard Shows Results → Alerts Trigger Automatically Sure, I Can develop the CRM from starch or I customize a CRM system for our accounting firm. (Zoho, SalesForces and Hubspot) Kindly please connect in chat to check a demo of my CRM
₹90 000 INR 45 päivässä
6,6
6,6

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
₹7 000 INR 1 päivässä
5,0
5,0

Hello there, I am excited about the opportunity to work as a CRM Developer for your accounting firm. With expertise in CRM development, automation, and integrations, I am confident in my ability to build or customize a CRM system that meets your specific needs, including client management, task tracking, compliance monitoring, billing, and more. I look forward to discussing how I can bring value to your project and potentially provide long-term support for your firm's CRM system. Regards, Yogesh Kumar
₹5 640 INR 7 päivässä
4,2
4,2

With a versatile skill set as an Excel expert, CRM developer, and fluent in various programming languages like VB and VBA, I believe I am the best candidate for your CRM development project. Throughout my career, I have developed an exceptional proficiency using Excel for complex data analysis and reporting while also creating automated scripts to streamline tasks - skills that are perfectly aligned with your requirement of building or customizing a CRM system for your accounting firm. Over time, I have developed a strong understanding of CRMs like Zoho and Salesforce and their ability to integrate with other platforms for automation purposes. I would further leverage those skills to build and deliver a highly intuitive CRM system tailored specifically to your accounting domain needs. My expertise in Power BI ensures that the system I'll provide shall offer stunning visuals, interactive reports along with essential features such as client management, task compliance tracking, billing/payments tracking and automated reminders. Having worked on numerous one-time projects like yours and often continued on long-term support, I know the importance of delivering quality solutions within budget while ensuring timely support post-deployment. Given the opportunity, rest assured, I'd dedicate my skills and unique insights to furnish you with the best possible CRM development solution that would help supercharge your accounting processes. Let's discuss your project further!
₹8 000 INR 1 päivässä
2,9
2,9

Drawing from over 5 years of fruitful experience in CRM development, my team at Paper Perfect has honed their skills in transforming comprehensive data into meaningful insights. We have an intimate knowledge of various CRM platforms, including Zoho and Salesforce, which would be highly valuable in creating or customizing a tailored CRM solution for your accounting firm. Moreover, we are well-versed in automation and integrations that can enhance critical workflows such as task management, billing, and payment tracking. My profound experience coupled with your emphasis on accounting domain knowledge is the perfect combination we can offer you. Our familiarity with financial processes allows us to streamline your accounting operations effectively, ensuring tasks like GST and ITR compliance tracking are handled with utmost care and efficiency. By integrating automated reminders and generating basic but helpful reports, my team will ensure you have a real-time glimpse into your practice's performance. Having us onboard not only ensures a high-quality system in time but also establishes an opportunity for long-term collaboration. We're willing to become your reliable go-to support team as and when you need us. Let's discuss further how we can align your unique needs with our expertise!
₹7 000 INR 7 päivässä
0,5
0,5

CRM development is one of our core competencies — the real challenge is always mapping business workflows accurately before a single line of code is written, and that discovery phase is where most CRM projects succeed or fail. At Webneco, we have built custom CRMs using Laravel, Node.js, and React, as well as customized platforms like Zoho CRM, HubSpot, and Microsoft Dynamics 365 depending on the client's stack. Our typical CRM delivery covers contact and deal management, pipeline visualization, task automation, role-based access, and reporting dashboards. We scope requirements carefully to avoid feature creep and deliver what actually gets used. 4.9 stars from 118 clients, 97% on-budget delivery. Our team of 15+ includes dedicated backend and frontend developers who have shipped CRMs across sales, real estate, healthcare, and service industries. What industry is this CRM for, and are you looking for a custom build or a configuration of an existing platform like Zoho or Dynamics?
₹7 750 INR 25 päivässä
0,0
0,0

Hi there! I’m Vaishali Wankhede, Zoho Advanced Partner with 10+ years of experience in building and customizing CRM solutions tailored to business workflows. Your requirement for a CRM system for an accounting firm is exactly the kind of solution we specialize in. We’ve helped similar businesses streamline operations with **Zoho CRM & Zoho Books integrations**, ensuring compliance tracking and automation. ? **How I can help** • Custom **client management system** with complete data visibility • **Task & compliance tracking** for GST, ITR, deadlines with automated reminders • **Billing & payment tracking** integrated with Zoho Books or custom modules • Smart **automation workflows & reports** for real-time insights ? **Relevant Experience** We have hands-on experience in **Zoho CRM, Creator, and API integrations**, and have worked with finance & accounting workflows including invoicing, compliance tracking, and reporting. ? **Approach** I focus on building a **scalable and easy-to-use CRM**, ensuring your team can manage clients, deadlines, and finances efficiently without manual follow-ups. I can start immediately and also provide **long-term support & enhancements** as your business grows. Looking forward to working together! Regards, Vaishali Wankhede Zoho Advanced Partner | Infobyd Software Solutions
₹10 000 INR 7 päivässä
0,0
0,0

Proposal Description: I can build a clean and efficient CRM system tailored specifically for your accounting firm, covering client management, compliance tracking (GST, ITR), billing, and automated reminders. I have recently developed a complete CRM system with advanced workflow automation and structured processes, which included task management, status tracking, and operational dashboards. Based on that experience, I can design a system that ensures deadlines are never missed and all client data is organized and easy to manage. What I will deliver: • Client management system with structured data • Task & compliance tracking (GST, ITR deadlines) • Automated reminders for due dates and follow-ups • Billing & payment tracking system • Basic reports and dashboards for visibility The system will be simple, scalable, and easy to use for your team. I can complete this within 5–7 days. Proposed cost: ₹13,000, including full setup and basic support.
₹15 000 INR 5 päivässä
0,0
0,0

Hi I will be able to help you. Please message me so that we will have detail technical overview discussion. I have 9+ years of combined experience in Website development, CRM & ERP, POS, Blockchain, 3rd party Artificial Intelligence api, AR/ VR, Game Development, Chatbot, Mobile App, Desktop App, and any other software development. Please come to chat for further discussion. Regards, Anju Logical Soft Tech Pvt Ltd, Indore(M.P)
₹30 000 INR 7 päivässä
0,0
0,0

New Delhi, India
Liittynyt lokak. 10, 2025
₹600-1500 INR
$2-8 AUD/ tunnissa
₹1500-12500 INR
$250-750 SGD
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₹600-1500 INR
₹12500-37500 INR
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$8-15 CAD/ tunnissa
$30-250 USD
$250-750 USD
$250-750 USD
$250-750 USD
₹600-1500 INR
$30-250 USD
$2-8 AUD/ tunnissa
$15-25 USD/ tunnissa
$10-30 USD
$10-30 USD
$30-250 USD