Zoho CRM Integration for Prayer Line

via Freelancer ·

Budget / SalaryC$250–750
TypeFreelance project
LocationRemote
Posted1 hour ago
I need a Canadian freelancer to setup a CRM and integrate my current softphone and payment client to route to it.

This is for a non-profit organization that provides spiritual and practical support to those in need and operates a toll-free Christian prayer line.

Costs must be kept minimal/reasonable, yet utilize a system that is scalable.

At present, there are just a couple of volunteers who have calls automatically routed to their cell phones.

The hope is that we can keep this a mobile-based system for volunteers to answer calls at their leisure.

I currently utilize Ringotel & Zeffy and would like to integrate these to route to a CRM.

I am open to suggestions for which CRM to use, or suggestions for affordable softphone, payment client, or all-in one solutions for a non-profit organization.

Requirements:
- All software and data must be protected, encrypted, and stored on Canadian data centres for compliance with privacy laws.

- Inbound calls should trigger mobile pop-ups displaying:
- Caller ID and past call history
- Previous prayer notes

- Automatically log time, number, and duration of calls

- Simple space for manual prayer notes

- Categorize prayer notes by date

Ideal Skills:
- Experience with Zoho One CRM and Ringotel (or other solutions)
- Familiarity with integrating softphones with CRMs
- Strong attention to detail and organization
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