Hybrid ERP System Implementation Expert Needed-zoho expert

Customer: AI | Published: 28.02.2026

implementation expert to set up a complete Hybrid ERP system for our company: Company: Go Seva Agro Industries LLP Brand: Godhan – Future of Dairy Industry Industry: Dairy & Agricultural Equipment We already use: • Wetroo (14 sales executives managing leads) • Zoho CRM (Admin control) • Zoho Inventory • Zoho Books We need an expert to integrate and automate everything professionally. ⸻ Project Objective Build a structured Hybrid ERP system: Wetroo → Zoho CRM → Zoho Inventory → Zoho Books With full automation, role-based permissions, and reporting dashboards. ⸻ Scope of Work Wetroo → Zoho CRM Integration • API-based integration (NOT manual) • When “Advance Received” is marked in Wetroo: • Create/Update Deal in Zoho CRM • Update Deal Stage to “Advance Confirmed” • Avoid duplicate records • Unique ID mapping • Error handling system ⸻ Zoho CRM Setup • Deal pipeline configuration • Sales order automation • Role-based access • Dashboard reporting • Executive performance tracking ⸻ Zoho Inventory Setup • Warehouse setup • SKU structure • Production workflow • Dispatch automation • Task creation for demo team • Notification system ⸻ Zoho Books Setup • GST configuration (India) • Invoice automation • Advance adjustment • Dealer outstanding tracking • Monthly P&L dashboard ⸻ Automation Required • CRM → Inventory sync • Inventory → Books sync • Auto task creation after dispatch • Payment validation alerts • Role restriction system ⸻ Team Structure • 14 B2C Sales (Wetroo users) • 1 CRM Admin • 6 Inventory users (Production + Logistics) • 2 Accounts (Books) • 3 Demo/Support team ⸻ Deliverables • Complete system implementation • API integration • Automation workflows • Permission matrix • SOP documentation • 2 live training sessions • 30 days post-project support ⸻ Timeline 25–30 days maximum. ⸻ Required Experience Must Have: • Strong Zoho CRM implementation experience • Zoho Inventory & Books integration experience • API integration knowledge • Experience with Indian GST configuration • Automation using Zoho Flow or Deluge scripting Please share: • Previous Zoho projects • Screenshots / case studies • Your implementation plan