Zoho jobs

I need QuickBooks Online feeding Zoho Analytics continuously so that every sale, expense, supplier balance, customer balance and project-level profitability figure appears in my Zoho workspaces the moment it is entered in QBO. Scope • Build or configure an integration that listens to QBO in real time (webhooks/API) and pushes the data into Zoho Analytics through its Data Upload or in-built connector endpoints. • Map fields for the five data sets mentioned above, preserving historical records and incremental updates without duplicates. • Set up error handling and simple logging so I can trace failed uploads, if any. • Provide a short hand-off document (or quick Loom walkthrough) showing how to restart or adjust the sync if I change a field ...

...number so every conversation flows straight into my Zoho CRM. The goal is simple: once you are done, I want to open any contact or lead record and immediately see the full thread of emails and WhatsApp messages exchanged with that person, ready for follow-up or automation. Here is what must happen: • Connect my Outlook mailbox to the Zoho CRM email module, complete authentication, and verify that incoming + outgoing messages are being logged against the correct records without duplication. • Enable WhatsApp inside Zoho CRM (using the officially supported channel, e.g. Facebook Business API/Twilio or the native Zoho partner route), map the number, and make sure messages appear in the timeline exactly the way emails do. • Switch on relevant...

My Zoho CRM instance is live and in daily use, yet several structural gaps are starting to slow the team down. The biggest pain point is forecasting and analytics, reports don’t align with reality and the pipeline totals keep shifting. On top of that, dynamic fields in a handful of email templates refuse to populate, and data is drifting between modules. Data fluidity across entire CRM is crucial and is a big struggle were having. I need a Zoho specialist to review the current configuration and leave me with a clean, scalable system. The core items you will tackle include: • Standardizing data across modules ‑ Customer information ‑ Sales pipeline details ‑ Activity logs • Repairing email templates so every dynamic field pulls the correct valu...

...provide access and marketing collateral), and convert them to one of our recurring subscription plans. • Every successful sign-up is tracked in our partner portal, letting us both monitor performance in real time. • Commissions are paid immediately after the first invoice clears; the structure is generous and scales with volume. Ideal familiarity: SaaS B2B selling, CRM tools like HubSpot or Zoho, and basic knowledge of ERP terminology so you can answer first-level questions without waiting on me. If you already have a network in manufacturing, wholesale, or services, that’s a strong advantage—we’ve seen the quickest uptake there. Deliverables I’ll review: 1. Weekly report of leads approached, demos booked, and deals closed. 2. Feedback on o...

1. The "Magic" Payment Engine (The Core) This is the part that will make shopkeepers say "Wow." * The Android Listener: A background service on an Andro...| Feature | What it does | Why it's "No-Mercy" | |---|---|---| | Verification | Reads SMS to confirm UPI. | Stops fake "Success" screenshots instantly. | | Audit Log | Tracks every name/time change. | Makes it impossible for staff to pocket cash. | | Ad-Receipt | Prints bank offers on bills. | Turns a "Paper Cost" into "Ad Revenue." | | Local Sync | Connects devices via Wi-Fi. | 10x faster than Zoho/Odoo; works offline. | Your Solo Battle Plan: The Next Step Since you are building this alone, don't try to build everything at once. Focus on the "Verificatio...

I’m looking for a freelance billing engineer in Udaipur who can j...responsibilities will be to raise fully compliant GST invoices, keep our compact set of accounts tidy, and follow up with clients until each payment lands in the bank. Work comes in bursts, so I need someone comfortable with an on-call rhythm rather than a fixed daily schedule. As long as the books stay current and every invoice is uploaded on time, you can choose the tools you prefer—Tally ERP, Zoho Books, QuickBooks, or any other software you’re already efficient with. Clear communication is everything else is flexible. If you understand Indian GST rules inside-out, enjoy managing lean accounts, and don’t mind picking up the phone for the occasional payment reminder, let’s conne...

I need an experienced Zoho technician to jump in and steady the ship across our Zoho One environment—specifically Zoho CRM, Bigin, Zoho MAil, Campgain, Zoho Commerce, Zoho Projects and Zoho Books. Right now the suite is live but we keep running into three recurring Some headaches: persistent API errors, unreliable third-party app connections and unpredictable data-sync glitches. On top of that, Need we looking for regular Support on demad better to have in language of English and tamil. Here’s what I’d like to achieve: • Diagnose and clear the API errors that are interrupting communication between the Zoho apps and our external systems. • Restore and document rock-solid connections with the third-party ...

...lead generation and digital expansion across the U.S. and Canada. This is not a role for a generalist; we are looking for a results-oriented strategist who takes ownership of the numbers and treats our marketing budget as an investment for growth. The primary objective of this role is to build and optimize a high-velocity lead engine, ensuring a consistent flow of high-quality prospects into our Zoho CRM for the sales team to convert. Key Performance Objectives (KPOs) 1. Scalable Lead Generation & Ad Management ● Target: Manage and optimize multi-channel digital campaigns (Google & Meta) to hit specific Monthly Lead Volume and Cost Per Acquisition (CPA) targets. ● Responsibility: You will be responsible for the full lifecycle of paid media, from creative testing to bud...

I need a Zoho-native chat bot that can sit inside SalesIQ, greet website visitors, answer their sales-related questions in real time, qualify each lead, and push enriched data straight into Zoho CRM. The flow I’m picturing is: • The bot opens with a friendly prompt, asks a few qualifying questions, and scores the lead. • It replies instantly to common product queries (pricing, features, availability, etc.) using an AI knowledge base you’ll train from my existing FAQs, brochures, and web pages. • When the prospect meets my criteria, it should schedule a follow-up task or create a deal record automatically; if not, it tags them for nurture. I’ve already connected SalesIQ and CRM; you’ll focus on configuring the bot rules, training th...

I want to sell a customer-relationship management solution tailored to the needs of a growing medium-sized company. The platform has to give my sales team an intuitive way to store and segment contacts, follow every deal through the pipeline, and pull clear performance insights from built-in analytics dashboards. I am open to either a well-chosen off-the-shelf platform (Salesforce, HubSpot, Zoho, etc.) that you can configure to match our workflow, or a lightweight custom build if you can prove it will scale and remain cost-effective. What matters is that the finished system lets us: • Manage and tag contacts without duplicate headaches • Track opportunities, stages, forecasted revenue, and win-loss reasons in real time • Generate actionable reports and visual a...

I need an experienced Zoho technician to jump in and steady the ship across our Zoho One environment—specifically Zoho CRM, Bigin, Zoho MAil, Campgain, Zoho Commerce, Zoho Projects and Zoho Books. Right now the suite is live but we keep running into three recurring Some headaches: persistent API errors, unreliable third-party app connections and unpredictable data-sync glitches. On top of that, Need we looking for regular Support on demad better to have in language of English and tamil. Here’s what I’d like to achieve: • Diagnose and clear the API errors that are interrupting communication between the Zoho apps and our external systems. • Restore and document rock-solid connections with the third-party ...

I’m ready to leave Yandex and take ten company mailboxes – along with every email, contact, and calendar entry – to a new provider. I haven’t locked in the destination yet, so if you’re comfortable moving data into Google Workspace, Microsoft 365 / Outlook, Zoho Mail or another solid platform, feel free to recommend the best fit. Scope of work • Export all data from each Yandex account and import it into the chosen service, preserving folder structure, labels, contacts and calendars. • Keep mail flow uninterrupted during the cut-over; update MX, SPF, DKIM and DMARC records when we flip the switch so nothing lands in spam or bounces. • Set up the ten fresh accounts on every device we use – macOS and Windows laptops plus a mix ...

... Your day-to-day will involve sourcing and calling fresh importer contacts, introducing our product line, nurturing interest with brief follow-up calls or emails, and finally scheduling a discovery meeting in my calendar. I’ll provide a product brief, a sample call script, and access to our cloud CRM so every interaction is logged and trackable. Experience with cold calling, CRM tools (HubSpot, Zoho, or similar), and clear spoken English is essential. Deliverables • 40–50 qualified importer leads per week, entered in the CRM • Call notes and status for each lead • Confirmed calendar appointments with decision makers in Europe and Australia I measure success by the number of vetted appointments kept and the completeness of CRM data, so accura...

... Your day-to-day will involve sourcing and calling fresh importer contacts, introducing our product line, nurturing interest with brief follow-up calls or emails, and finally scheduling a discovery meeting in my calendar. I’ll provide a product brief, a sample call script, and access to our cloud CRM so every interaction is logged and trackable. Experience with cold calling, CRM tools (HubSpot, Zoho, or similar), and clear spoken English is essential. Deliverables • 40–50 qualified importer leads per week, entered in the CRM • Call notes and status for each lead • Confirmed calendar appointments with decision makers in Europe and Australia I measure success by the number of vetted appointments kept and the completeness of CRM data, so accura...

...Zendesk, historical tickets migrated over from Zoho Desk, and all support addresses redirected so nothing slips through the cracks. Finally, internal email and support rules have to be locked down to keep the flow tidy and secure. Deliverables • Google Workspace (Business) fully deployed for WL, added as secondary domain • 11-50 staff users created with brand-appropriate aliases • Department role addresses implemented via Google Groups • Zendesk configured with two brands (WL + GS) • Zoho Desk tickets migrated into Zendesk with intact metadata • Support mail routing switched to Zendesk and verified • Internal routing and security rules documented and enforced I’ll provide domain registrar access, existing Zoho...

...rely on Zoho to keep everything moving. Right now I have several workflows live in Zoho CRM, Zoho Flow and a few related apps, but they grew piece-by-piece and now feel disjointed. Before a new staff member joins next month I want the entire system cleaned up, streamlined and expanded so it can scale with the business. The focus areas are clear: • Leads management – capturing, qualifying and nurturing sales and rental enquiries. • Tenant management – onboarding, communication, maintenance tracking and renewals. • Integration with our booking platforms and website – data must sync both ways without manual exports. • Overall organisation and data structure – consistent fields, pipelines and permissions so reports are ...

...developer/designer to help us customise a new SuiteCRM 8.9 installation for our sales team. The goal is to create a modern, user-friendly CRM interface that matches our visual designs and delivers a smooth, efficient experience similar to and Zoho CRM. Key Objectives: • Install SuiteCRM 8.9 on our web server (latest version). • Build a custom SuiteCRM theme (no prebuilt themes) to match our provided designs. • Streamline the sales process: intuitive in-line edits, pop-up windows, quick lead management that matches the visual styling of and Zoho CRM. • Develop and refine multiple modules • Integrate with Google Calendar (2-way), email sync, and lead enrichment APIs (, Apollo, , etc.). • Implement duplicate lead checking, user-level access co...

I am looking for an experienced Zoho CRM professional based in Bangalore to configure Zoho CRM end to end for my real estate and services focused business. The scope includes setting up modules, fields, layouts, lead and deal pipelines aligned to the actual sales process, workflow automation for lead assignment, follow ups, reminders and alerts, custom views, reports and dashboards, user roles and access permissions, email and WhatsApp integration using Zoho supported tools, data import and basic cleanup if required, mobile app setup for the sales team, and a short walkthrough with documentation after completion. The CRM will be used primarily for lead management, site visits, follow ups and closures, and I am looking for a practical, easy to use, and scalable setup. T...

I need a straightforward, browser-based tool that lets me feed incoming insurance enquiries into one dashbo...CSV/Excel import • Manual assignment and easy re-assignment of leads to any active agent • Timeline for each lead: call notes, comments, next action date • Visual dashboard with filters (agent / status / date range) • One-click exports to Excel or PDF for weekly reports • Role-based access: admin (full view) and agent (own leads only) I’m flexible on the stack—Laravel, Django, Node.js, or Zoho Creator all work for me—so long as the interface stays clean, loads fast on desktop and mobile, and can be deployed on my current hosting. Final deliverable is a fully working system with a short hand-off guide that lets me add ag...

I'm seeking a seasoned accountant to oversee my monthly payments and transaction reconciliations via Zoho. Key Responsibilities: - Managing and tracking payments - Reconciling transactions Requirements: - Proficiency in Zoho Invoice - Solid understanding of accounting principles - Experience in monthly payment management and transaction reconciliation Please provide details about your experience and availability in your proposal.

...developer/designer to help us customise a new SuiteCRM 8.9 installation for our sales team. The goal is to create a modern, user-friendly CRM interface that matches our visual designs and delivers a smooth, efficient experience similar to and Zoho CRM. Key Objectives: • Install SuiteCRM 8.9 on our web server (latest version). • Build a custom SuiteCRM theme (no prebuilt themes) to match our provided designs. • Streamline the sales process: intuitive in-line edits, pop-up windows, quick lead management that matches the visual styling of and Zoho CRM. • Develop and refine multiple modules • Integrate with Google Calendar (2-way), email sync, and lead enrichment APIs (, Apollo, , etc.). • Implement duplicate lead checking, user-level access co...

My business has grown to the point where daily numbers can no longer live in spreadsheets, so I’m moving everything into Zoho Books/Tally and need a dependable professional to keep it running smoothly. Here’s what I’ll count on you for each week and month: • Record every sales, expense, and journal entry promptly in Zoho Books/Tally. • Reconcile all bank and credit-card accounts so balances match statements to the cent. • Stay on top of accounts payable and receivable: enter bills, schedule payments, apply customer receipts, and flag anything overdue. I already have Zoho Books set up with a chart of accounts and bank feeds connected. You can expect secure, read-only access to statements and receipts through a shared drive, pl...

...coordinating internal communications, and supporting administrative functions across the gallery. This role requires someone who understands client lifecycle management, is comfortable working with high-end clientele, and can maintain confidentiality and professionalism at all times. ⸻ Key Responsibilities CRM Management & Optimization • Manage and maintain CRM systems (e.g., HubSpot, Salesforce, Zoho, , Airtable, or similar platforms) • Update client records, collector profiles, and transaction history • Segment contacts (collectors, artists, partners, prospects, VIP clients) • Create automated workflows for email follow-ups and lead nurturing • Track sales pipelines and generate performance reports • Monitor inquiries from website, so...

Our Zoho Bigin account needs a clean, reliable bridge to Meta Ads. The immediate priority is the WhatsApp lead flow: conversations arrive, but the data does not always map back to the correct contact or deal, so I am fighting constant data-sync issues. Once that pipeline is solid, I also want the existing Meta Ads Forms connection reviewed and adjusted so every new form submission lands in Bigin with the right fields populated. Here is what I expect from you: • Fix the WhatsApp integration so every message, name, phone number, and ad set identifier syncs to the right place in Zoho Bigin without manual intervention. • Audit and tune the Meta Ads Forms integration to the same standard of reliability. • Document the configuration and any custom functions (De...

Zoho ERP Integration Specialist Project Overview A leading service contractor company in Kenya, seeks an experienced Zoho ERP Integration Specialist to implement a comprehensive Zoho One ecosystem. The project involves configuring and integrating 11 Zoho modules with external systems including KRA eTIMS and M-Pesa APIs, tailored for Kenya's regulatory environment. Project Details Duration: 2-4 weeks (0-1 months) Work Model: Remote with occasional on-site visits to Nairobi Modules: 11 Zoho modules + 3 custom Zoho Creator applications Key Integrations: KRA eTIMS Type C, M-Pesa B2C API, Inter-module automation Budget: Competitive - Based on experience and proposal Note: Detailed Scope of Work document will be shared with shortlisted candidates. R...

Scope Overview (High Level): We are a startup and we are looking for an experienced Zoho FSM resource to implement and support: • Zoho FSM core setup and configuration • FSM Technician App for PSOs • FSM Customer App for service booking, tracking, payment, notifications • WhatsApp Business API integration for booking, Payment link and notifications • Custom company website – with the ability to intake service requests into Zoho FSM as requests Automated workflows for: o Request intake from FSM Customer App and WhatsApp o Work order creation > Service o Technician assignment based on availability and location o Job acknowledgment and execution • Payment gateway integration (UPI, cards, net banking) • Auto invoicing (Defin...

...**Systems to be used** * **Sirvoy PMS** – for room bookings and front desk * **Loyverse POS** – for restaurant and bar sales with inventory control * **Zoho Books** – for accounting, expenses, payables, and financial reports * **Zapier** – to automate data flow between the systems **Scope of Work** 1. Configure **Sirvoy PMS** * Room types, rates, taxes * Basic reservation and checkout workflow * Ensure checkout/folio totals can be sent to Zapier 2. Configure **Loyverse POS** * Menu items (food & drinks) * Categories and modifiers * Inventory and basic recipes/ingredients for bar control * Daily sales reporting 3. Configure **Zoho Books** * Chart of accounts (Rooms Revenue, Bar Revenue, Restaurant Revenue, Expenses...

...inside Zoho CRM and need someone to keep the lead-status field perfectly up to date. Each month you will log in, review the leads I flag, and adjust their status so the pipeline reflects reality. The job is strictly about lead status updates—no contact-info edits or product data work required. Here’s how I see it working: I’ll share an export or a view link at the start of every month that shows which records changed stage. You confirm any questions with me, then update the corresponding status values directly in Zoho. When you finish, send back a brief summary (number of records touched, any issues encountered) so I can close the reporting loop on my end. Accuracy matters more than speed; the key acceptance criteria are that every designated lead recor...

...work with us month after month. ⸻ Scope of Work 1. Email Marketing (Primary Focus) • Plan and execute 2–4 email campaigns per month • Product promotions, new arrivals, offers, seasonal campaigns • Target audiences: • Businesses • Councils • Schools • Sports clubs • Healthcare & trade customers • Write clear, professional B2B-focused email content • Use tools like Mailchimp / Klaviyo / Zoho Campaigns (experience with any is fine) • Basic reporting: open rates, click rates, recommendations ⸻ 2. Social Media Management • Manage Facebook & Instagram • 3–4 posts per week • Content types: • Product highlights • Custom branding work (embroidery/printing) • Offer...

BaseTend is seeking an experienced Zoho Specialist to help design, integrate, and extend our Zoho ecosystem across multiple brands. This role is both strategic and hands-on, covering Zoho architecture, automation, and advanced integrations. A strong portion of this role involves AI and automation tooling, including ChatGPT-style workflows and external orchestration platforms. This is not a one-off task. We are intentionally looking for a long-term working relationship. Core Responsibilities Architect, configure, and optimize our Zoho infrastructure (Zoho One environment) Integrate ChatGPT / OpenAI (MCP-style workflows, APIs, or assistants) into Zoho applications Manage and connect multi-brand operations within Zoho (CRM, Creator, Desk, ...

I run a private limited company and need a qualified Chartered Accountant to prepare and submit our Income-Tax Return. All income this year is classified as bu...before the deadline. Please handle: • Collation and reconciliation of transactions • Preparation of financial statements compliant with Indian Companies Act and Income-tax Act • Computation of tax liability, including any advance-tax adjustments or carry-forward losses • Online filing of the ITR and delivery of the acknowledgment I prefer someone who is comfortable working with Tally or Zoho Books (whichever you find easier) and can walk me through any queries the CPC might raise later. Accuracy and timely completion are crucial; once the return is accepted by the Income Tax Department, the job...

Fix TimeTracker application for zoho.

I’m refreshing my Zoho Books file as of 1 April 2025. Historical activity will stay archived in the same organisation, but from that date forward I want a clean ledger driven by accurate opening balances. Here’s what I need from you, ideally in a live one-hour session we schedule immediately after you accept the job: • Post opening balances for every customer, vendor, and the remaining balance-sheet accounts so the 31 Mar 2025 closing trial balance rolls forward perfectly. • Use the existing control accounts—I’ve already created them—so no redesign is necessary; just make sure the journal entries hit the right ledgers. • Maintain data integrity: no alteration or deletion of pre-01-Apr-2025 transactions. • Finish with a reco...

I need an experienced Microsoft 365 specialist to move our logistics company, NUVECA, completely off Zoho Mail (1–10 accounts) and onto a new Microsoft 365 tenant. Every message and folder must arrive intact. Our domain is registered on Porkbun and server access is handled by an internal IT teammate. You will supply him with the exact DNS records—MX plus the correct SPF, DKIM and DMARC entries—and stay on top of propagation until all checks pass. Once mail is flowing through Microsoft 365, I also want our website contact form to relay through the new SMTP service so that enquiries hit the right mailbox without fail. We currently open mail in Thunderbird, Outlook and Webmail, so those clients have to connect smoothly after the cut-over, with clear instructions we ...

I need an expert to set up Zoho CRM with a focus on: - Lead Management: Organizing and tracking potential leads effectively. - Workflow Automation: Streamlining processes to enhance productivity. - Custom Reports: Generating tailored reports to meet specific business needs. Data migration is not required. Ideal candidates should have extensive experience with Zoho CRM, especially in the specified areas, and a proven track record of successful implementations. Please provide examples of previous work and relevant certifications if available.

...external APIs, then logs the full interaction—audio plus structured summary—into Zoho CRM under the correct contact or ticket. • At hang-up, the caller receives a follow-up email (template supplied) triggered from Zoho. Must-haves • End-to-end voice model only—no separate speech-to-text or text-to-speech layers. • Latency comparable to human conversation. • Natural turn-taking, interruption handling, and sentiment detection to decide whether to escalate. • Dockerised deployment with environment variables for RingCentral SIP creds, Zoho OAuth, and knowledge-base endpoints. • Clear documentation and a short demo video showing a live call routed through RingCentral into the agent and the resulting Zoho l...

...Provide periodic financial summaries and insights Identify discrepancies, inefficiencies, or accounting improvements Requirements: Strong experience with Zoho Books (required) Prior experience in real estate bookkeeping (investments, SPVs, holding companies, management entities preferred) Ability to work independently and part-time on an ongoing basis Detail-oriented with a strong understanding of bookkeeping best practices Comfortable providing insight and recommendations, not just data entry Engagement: Remote Part-time, ongoing Opportunity to grow with the company Please include a brief overview of your experience, Zoho Books proficiency, and any real estate-related bookkeeping background....

I am MBA (Finance) qualified & specialized in Finance & word processing programs and have 15 years of experience in different kinds o...position in the worldwide market. During my practice and work, I was handling different tasks concerning Auditing & budgets, but I mastered skills like Financial Analysis, Financial Reports Preparation, Budgeting & Forecasting, Financial Decision Making, Staff Management, Development of Computerized Solutions & their administration, payroll management, invoicing & Proficient in QuickBooks, Sage, Xero, Zoho, MYOB, Freshbooks, Tally, Wave, Quicken and other, etc. Those experiences made me feel comfortable learning new methods and techniques and finding my place in a team working environment, which I believe will be usable at n...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows...

I have just chosen Zoho Books for my small consulting practice and need someone to walk me through a clean, one-user setup. The goal is to start issuing invoices and tracking expenses without any messy trial-and-error work on my side. Here’s what I expect from you: • Configure the organisation profile, fiscal year, GST/VAT or relevant tax settings, and an appropriate chart of accounts for a service-based business. • Activate online banking feeds, import my opening balances, and create sample transactions so I can see the flow end-to-end. • Set up branded invoice and payment receipt templates and make sure my Stripe payment gateway connects smoothly. • Give me a concise Zoom hand-over session (recorded) explaining daily workflows—creating invoices, re...

Hello, We are using Zoho Books (UAE VAT module enabled) for both B2C and B2B invoicing. Currently, each invoice contains multiple services (often 10–15+), and each service consists of: Government fees (VAT exempt) Service/processing charges (VAT @ 5%) Typing or administrative charges (VAT @ 5%) Our challenge is invoice presentation. If each component is shown as a separate line item, the invoice becomes too long and difficult for customers to read. Desired outcome: We want the invoice to display a summarized table with limited rows, while still maintaining correct VAT treatment and accounting accuracy in Zoho Books. Specifically, we would like to explore whether customization (Deluge + template customization) can achieve the following: A summarized invoice tabl...

I’m rolling out Zoho CRM and Zoho Projects across Sales, Customer Support, and Marketing with one clear objective—streamlining daily operations. I already have the licences; what I need now is an expert who knows the platform inside-out, from profile and role permissions to module customisation, workflow automation, and cross-app integrations. Here’s how I picture the engagement: • We jump on focused screen-share sessions (a few hours at a time) where you configure, demonstrate, and fine-tune settings live. • You advise on best-practice data architecture, user roles, and security settings, then build the agreed changes directly in my account. • Light documentation after each session keeps track of what was done, why, and how to adjust it ...

...are From Finedots Visual Technology Pvt Ltd … We have created an online store in Zoho commerce and we have completed some of setups … And some of the setups are not completed ... We want to complete those steps and also want to complete Backend works ....which are Mentioned Below Integration of shipment partners shipRocket and Delivery details available within the system for reference Zoho Configuration Setup of SalesIQ chat widget on the website tracking and real-time chat configuration capture from chat conversations Zoho Marketing Automation email campaigns based on user actions Lead segmentation and scoring setup Zoho PageSense 8 Website behaviour tracking and analytics setup visitor activity

...Action plan for continuous improvement Freelancer Requirements Must share previous lead generation case studies Experience with India + US campaigns Ability to communicate clearly and meet deadlines Available for regular updates and performance discussions Nice to Have (Optional) Experience in our industry/niche Copywriting skills for ads & landing pages CRM integration experience (HubSpot, Zoho, etc.)...

I'm seeking an experienced Zoho automation specialist to integrate Zoho CRM with Outlook, Facebook, and LinkedIn, and to create bespoke automations. Key Requirements: - Integrate Zoho CRM with Outlook to: - Sync emails - Create tasks from emails - Calendar integration - Manage leads - Automate the following processes in Zoho CRM: - Lead management - Email marketing campaigns - Customer follow-ups Ideal Skills and Experience: - Proven experience with Zoho CRM and its automation capabilities - Familiarity with Outlook, Facebook, and LinkedIn integrations - Strong organizational skills and attention to detail - Ability to create custom automation workflows Looking forward to your proposals!

I’ve already built a quotation template inside Zoho CRM; it just needs our JPEG logo placed in the top-right corner without disturbing the current layout or merge fields. Alongside that, I want a fresh invoice template created in the same system so both documents share a consistent look and feel. For the invoice, please structure it to show our company details and logo, the client’s information with line-itemised products or services, plus clear payment terms and due dates. I’ll send the existing quote file, the logo, and any branding colours as soon as we start. Deliverables: • Updated quotation template with logo correctly positioned and tested inside my Zoho CRM account • New invoice template matching the quote’s style, containing all ...

I am looking for an experienced Zoho developer / automation expert to build a fully automated omnichannel chatbot-based seat booking system using the Zoho ecosystem. This will be a 100% online system (no cash handling) and must automate everything from customer booking to payment, cancellation, refund, vendor payout, notifications, and feedback. PLATFORMS & TOOLS (MANDATORY) The system must be built using: Zoho SalesIQ (Chatbot + Omnichannel) Zoho Sheets or Zoho Creator (seat inventory management) Zoho Checkout Zoho Payments Zoho Books Razorpay WhatsApp Business API (Zoho BSP or approved provider) Email & SMS notifications BOOKING CHATBOT FLOW (REQUIRED) Customer sends a message to our business number Cha...

I’m moving my commercial real-estate workflow—focused mainly on retail space—to Zoho CRM and need the entire environment configured from scratch. My biggest priority is airtight call recording: every incoming or outgoing call must be logged automatically and the audio file stored inside the relevant lead or contact record for easy playback. I work on Android, so mobile call logging has to be seamless too. Here’s what I need you to put in place: • Full Zoho CRM deployment, including custom lead fields (property type, source, status, follow-up) tailored to retail space deals. • Lead capture set up to flow straight from the property portals I use, with the flexibility to add website forms and manual entries later. • Cloud telephony...

...looking for an experienced Zoho CRM expert who can set up our CRM end-to-end including lead capture, automation, and WhatsApp integration. Scope of Work: 1. Meta Lead Ads Integration • Connect Facebook & Instagram Lead Forms to Zoho CRM • Auto-create leads in CRM instantly • Map all fields correctly (Name, Phone, Email, Location, Campaign, etc.) 2. Lead Pipeline Setup Create sales pipeline stages: • New Lead • Contacted • Trial Booked • Trial Completed • Membership Closed • Follow-up / Lost 3. Task & Automation Workflows • Auto-assign leads to sales team • Auto-create call tasks • Lead status tracking • Follow-up reminders 4. WhatsApp Integration • Integrate WhatsApp Business API (via WATI ...

...independently. Scope of Work Bank Reconciliation Statements (BRS) Trial Balance & Ledger Maintenance Profit & Loss Statements Balance Sheet Preparation Accounts Payable & Receivable Data Entry & Financial Records Requirements Proven accounting or bookkeeping experience Strong knowledge of BRS, P&L, Balance Sheet Proficiency in Excel / Google Sheets Experience with QuickBooks, Xero, or Zoho (preferred) Accurate, reliable, and deadline-focused Project Type Freelance / Remote Long-term work possible for the right candidate Skills Required Accounting, Bookkeeping, Finance, Bank Reconciliation, QuickBooks, Excel, Financial Reporting Tip for Freelancer: Add this line at the end to filter serious proposals: Please mention your accounting software ...