(Last Updated On: January 22, 2020)

Zoho CRM implementation for legal services

We were asked to implement Zoho CRM and built a client portal inside WordPress for a legal company.

Both systems had to be integrated and synchronized.

We build a client portal inside WordPress CMS and integrated web forms, customer data flow with Zoho CRM.

Driscoll & Omens Attorneys in Law

Task

  • Zoho CRM implementation and configuration
  • Zoho Forms implementation and integration with WordPress
  • Zoho Sales IQ configuration
  • Client portal creation

Skills

  • PHP
  • WordPress
  • Zoho CRM
  • Zoho Forms
  • HTML
  • CSS
  • Ajax
  • Javascript
  • extensions