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.
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