Project Description
We sell merchant processing services and equipment. We need to recreate a custom CRM system in Zoho One for Leads, Equipment, Invoicing, Residual Payments to Agents, Underwriting and Risk. We will be using Zoho One so that we can have quick access to and direct integration with mail, drive, social, finance, etc, but I want to utilize the Zoho MCP so that the agentic AI is creating our modules quickly , especially for the custom Residual Module for paying our sales agent teams. We need a Zoho Certified Expert that also has extensive experience creating Agentic Code to speed up the development process. I do not want the old fashioned method of Flows only, this will be with Creator and Cursor, Claude Code, etc. You must prove that you have access to and a portfolio of using these models, if you're doing it the time consuming prior way to build Zoho this is not a match. similar custom software on the market includes Pulsecrm.com, NMI Merchant Central and theisohub.com. I want a clean UI that fully utilizes AI integrations, Zoho one is simply the repository and platform. We will utilize SalesIq, Cliq, Social, Leadchain, Zohosign, Mail, Drive, Inventory, Finance. Preference is Cursor and xai as the foundational model, but Claude Code will also work since it has a native Zoho MCP. Prior experience building a banking platform on Zoho is a massive value add. We have most of the fields already created, so the main building part is done, what we need is the connectors, application creation, monthly residual reporting, reports, etc created. Again, the data is in Zoho but the AI setup can handle these items if that is more efficient. I will pay for the BYOK tokens for the project, in either xai or Claude.