Zoho Automation Specialist for Trading Business

Zoho One Automation Developer Required – Subscription & Trading Strategy Business

We are looking for an experienced Zoho One / Zoho CRM / Zoho Flow / Deluge developer to build an end-to-end automation system for our algorithmic trading strategy business.

Business Model

Customers purchase our trading strategies annually for ₹3,540 per strategy (including GST). Customers separately subscribe to the required TradeTron plan.

We will have:

Multiple strategies, with more added over time
Customer referrals
Sub-brokers with tier-based commissions
Employee incentives
Monthly lucky draw
Customer handholding service
Webinars/education sessions
TradeTron onboarding and API setup
Customer support
Zoho Ecosystem

We primarily want to use our existing Zoho One subscription, including where appropriate:

Zoho CRM, Forms/Sites, Payments, Billing/Books, Flow, Sign/Contracts, Campaigns/Mail, Meeting, Assist, Desk and Analytics.

We currently have only ONE Zoho user/license (Admin).

We want to avoid additional paid software such as Zoho Creator, Zapier, Make, paid portals, etc. unless genuinely required.

Main Automation Required

The system should cover:

Lead → Landing Page → Strategy Selection → Agreement → Payment → Customer Onboarding → Broker/TradeTron Setup → API Setup → Strategy Activation → Renewal → Referral/Sub-broker Commission → Lucky Draw → Support

CRM should maintain complete customer, strategy, payment, onboarding, referral, sub-broker and commission data.

We also need:

Configurable strategies
Referral tracking and ongoing commissions
Tier-based sub-broker commissions
Commission approval/maturity/payout workflow
Employee incentives
₹250 optional handholding service with ₹150 payout to assigned employee/freelancer
Monthly lucky draw with automated eligibility/entries
Payment reconciliation
Email automation
Zoho Desk support
Management reports/dashboard

Telegram will initially be used mainly for communication/announcements, not as the core automation engine.

Developer Requirements

Looking for someone experienced in:

Zoho One
Zoho CRM
Zoho Flow
Deluge
Zoho Payments
API/Webhook integrations
Subscription/commission automation

TradeTron or similar trading-platform integration experience is a plus.

Important

We want a cost-efficient, scalable and maintainable solution for approximately 100 → 1,000 → 5,000+ customers.

Please provide:

Relevant Zoho projects completed
Experience with API/webhook automation
Whether this can be built using ONE Zoho One user
Any additional software/licenses required
Estimated timeline
Phase-wise fixed-price quotation
Post-launch support/warranty period

A detailed technical specification will be shared with shortlisted developers.