We are building a custom discovery and intake portal inside Zoho CRM for a residential window replacement business. The interface will be used live during inbound sales calls, so speed, clarity, and reliability are critical.
A visual mockup of the discovery portal workflow and Zoho → Vendo integration is attached to illustrate the intended interface and system architecture.
The portal will be built using Zoho CRM Canvas and Deluge scripting and must integrate with our existing Vendo estimating workflow.
Project Overview
The goal is to build a structured discovery interface inside the Zoho CRM Contacts module that allows our sales team to quickly capture property and product details during a live phone call and trigger the estimate workflow.
Power Catamaran Redesign Plans Category: 3D CAD, 3D Design, 3D Drafting, 3D Modelling, 3D Rendering, Architectural Engineering, AutoCAD, CAD / CAM Budget: $750 - $1500 USD
24-May-2026 09:56 GMT
Social Media Video Edit Category: Adobe Premiere Pro, After Effects, Animation, Color Grading, Final Cut Pro, Motion Graphics, Video Editing, Video Production Budget: $15 - $25 USD
Build Shopify Clothing Store Category: ECommerce, Mobile App Development, Payment Gateway Integration, SEO, Shopify, Shopify Development, Shopify Templates, Web Design, Web Development Budget: ₹1500 - ₹12500 INR
24-May-2026 09:43 GMT
Supply chain connect Category: Graphic Design, HTML, Mobile App Development, PHP, UI / User Interface, UX / User Experience, Web Development, Web Design Budget: ₹600 - ₹1500 INR
24-May-2026 09:40 GMT
YouTube Channel Analytics Manager Category: Analytics, Competitor Analysis, Content Strategy, Data Analysis, Data Visualization, SEO, Social Media Management, Social Media Marketing, YouTube Budget: ₹600 - ₹1500 INR
