Zoho Jobs

I have roughly 8,000 names sitting in Microsoft Office 365 and I’m moving everything into HubSpot CRM. Before the import happens I want the database properly scrubbed: identify and merge duplicates, flag incomplete records, and send a one-time “permission to stay in touch” email to everyone who has an address. Any record that bounces or does not reply will be set aside so I can decide later whether to archive or delete it. Records that have no email at all need to be reviewed manually; when it makes sense, reach out via LinkedIn or other channels to confirm contact details. Once the list is clean, categorise every approved contact so that I can segment future campaigns. Current buckets are: • Clients • Partners • Contacts from past business init...

We're a digital solutions agency delivering CRM and sales-automation projects for small and mid-sized businesses. We're building a small bench of trusted specialists we can work with on an ongoing basis, project by project. This is white-label work: everything is delivered under our brand. You won't contact our clients directly, and our projects won't appear in your public portfolio. In return, we bring you a steady flow of well-scoped work without you having to find clients yourself. What you'll do (varies by project): Set up and configure CRMs (HubSpot, Zoho, Pipedrive, GoHighLevel, or Salesforce) so every lead is captured and nothing slips through Build automated follow-up sequences (email/SMS) that actually get replies Connect web forms, landing pages, and oth...

SALES CRM REQUIREMENT DOCUMENT Company Profile: We are a PEB (Pre-Engineered Building) manufacturing company. We are planning to implement Zoho CRM primarily for our sales department to manage leads, inquiries, follow-ups, activities, and reporting. Team Structure: • Sales Executive/ CRM Administrator – 1 User • Sales Executive – 2 Users (Hiring in Progress) • Director / Management Dashboard – 1 User Total Expected Users: 4 Current Sales Process: 1. Business Development Activities Our sales team generates business through: • Cold Calling •Field Visits (Architect, Consultant, Engineer, civil contractor) •Site Visits •Google Research •LinkedIn Research •Networking and References 2. Lead Management When a prospect shows interest...

I need an expert to optimize our Zoho CRM setup and automation, focusing on lead management. We are a concierge medical practice that is membership based. We need to be able to track leads through the sales process and track memberships, referral sources, renewal dates, revenue. We are currently using Zoho CRM professional edition with add on of zoho analytics. I do need to also stay HIPAA compliant. Key areas for improvement: - Lead Capture: Web forms, email campaigns, social media, direct mail, phone calls, and walk-ins. - Lead Scoring: Establish a more effective scoring system. - Lead Nurturing: Develop better nurturing workflows. Ideal skills and experience: - Proficiency in Zoho CRM - Experience with lead management - Automation setup expertise - Strong analytical skills Your exp...

Title: Zoho CRM Expert Needed for Team Training (6 People) Description: We're looking for an experienced, fluent English-speaking Zoho CRM consultant to conduct a comprehensive training session for a team of 6 people. Our goal is to move the team from basic usage to full confidence in managing our client pipeline. Key Training Objectives: Lead Management: capturing, managing, and qualifying leads Conversion Workflow: converting a Lead into an Account, Contact, and Deal/Potential Onboarding & Sales Pipelines: tracking the client onboarding journey in the CRM Proposals & Documents: creating, sending, and tracking proposals/estimates linked to clients Activities & Reminders: setting up tasks, logging calls, and configuring reminders Best Practices: walkthrough of standard t...

The role centres on accurately entering and maintaining my customer information so that every record is complete, current, and easy to retrieve. All the data you will touch comes from email enquiries, order confirmations, and support threads. I need it transferred into the appropriate fields of my CRM and occasionally cross-checked against a shared Google Sheet. You will be working with three kinds of customer data: • Contact details • Purchase history • Support tickets Consistency and confidentiality are paramount, so please be comfortable handling personal information, following a naming convention, and double-checking your work before marking a task complete. Familiarity with spreadsheets or any mainstream CRM (Salesforce, HubSpot, Zoho, etc.) will help you get ...

I need a complete business-grade website built inside Zoho Sites, followed by full configuration of my company email on Zoho Mail. The site itself is still a blank canvas—I do not have a theme picked out, so I’ll rely on your design skills to propose a clean, professional look that matches a modern B2B brand. Once we agree on the visual direction, you will build and publish the site inside my Zoho account, keeping navigation, copy blocks and imagery modular so I can add or adjust sections later without touching code. At the same time, I expect my domain’s DNS updated and verified for Zoho Mail, plus creation of the initial business addresses (info@, support@, etc.) and SPF/DKIM records so everything passes deliverability checks. Deliverables • Custom Zoho Sites...

Customize additional columns inside zogo books

I need an expert to implement Bitrix24 for CRM, focusing on large employee base management and automated workflows (purchase process, holiday requests, IT tickets, etc...). It must be an expert on whatsapp integration, use and customer experience. Non negotiable skills: - Proficiency in Bitrix24 - Strong CRM implementation background - Experience designing and deploying outstanding customer experiences - Excels at business understanding and modeling the tool for the business Please provide examples of previous work and relevant certifications.

I need an expert who can turn my current service-based email list into a reliable, repeatable sales engine. The goal is simple: more revenue from every send. Here’s what I expect: • A full review of my existing flows and broadcast emails, followed by a clear automation roadmap that shows where each sequence fits in the buyer journey. • Fresh, conversion-focused copy and designs for key emails—welcome, nurture, cross-sell, and re-engagement—built directly in my platform (I’m flexible if you prefer Klaviyo, Mailchimp, ActiveCampaign, or similar). • A/B testing plans for subject lines, offers, and send times so we can learn quickly and scale what works. • Reporting dashboards that surface sales, open rates, click-throughs, and revenue per...

I am preparing an e-invoice extension for the Zoho Books, Xero, and QuickBooks marketplaces and need a developer who can take the project from concept to approved listing. The core purpose is to let our users create invoices automatically and have taxes calculated correctly every time, no matter which of the three ecosystems they work in. Key scope • Platforms: Zoho Books, Xero, QuickBooks • Functions: automated invoice generation and precise tax calculation • User access: Administrators, Accountants, and Sales Team must each see only the controls relevant to their role. Technical expectations The add-on should rely on each platform’s official SDK or REST API, respect rate limits, and follow their branding and security guidelines so that it passes marketplace rev...

We need an independent Salesforce Marketing Cloud Account Engagement / Pardot expert to review a disputed implementation and provide a short written technical opinion. This is not an implementation job. We need an expert review of whether the MCAE/Pardot implementation was properly scoped and suitable for our existing Salesforce architecture and business requirements. The review needs to consider: - Person Accounts - Leads, Contacts and Accounts - Salesforce/MCAE sync setup - website forms and form handlers - prospect/database limits - segmentation - Engagement Studio journeys - reporting and user training - whether the missing work should have been identified and quoted upfront The key question is: Was the MCAE implementation fit for purpose as sold/scoped for our existing architectur...

I have exported the full purchase ledger from Zoho Books and now need a clean, verifiable audit that reconciles those entries with the corresponding figures in GSTR-2B and GSTR-3B. Every vendor bill must show whether it is fully or partially matched, the exact GST variance (if any), and the payment that cleared it—right down to the individual bill level. The finished audit has to sit in a single, well-structured Excel file so I can filter by vendor, invoice date, GST rate, or payment status without extra manipulation. Deliverable – one workbook containing: • A master sheet that lists each Zoho Books purchase bill alongside its matching entry (or mismatch) in GSTR-2B and GSTR-3B. • A payment-mapping sheet that ties every outgoing payment to the exact bill(s) ...

I need a reliable freelancer for two quick fixes on my custom HTML website: 1. Email Fix (Priority): Properly connect my domain to professional email (e.g., Google Workspace, Zoho, or similar). Currently not receiving or sending emails. 2. Translation Widget: Add GTranslate free widget or Google Translate widget with auto-detect of visitor’s browser language. Must work site-wide, especially on /affiliate/. Include clean code placement and optional simple styling. Requirements: • Experience with domain DNS, MX records, and email setup. • Works on plain/custom HTML sites (no WordPress). • Provide exact instructions and verify everything works.

Hola. Estoy buscando un Project Manager con experiencia comprobable en el sector de la construcción para que me ayude a organizar, estructurar y dar seguimiento a un proyecto de obra. El objetivo principal es alinear el proyecto bajo las buenas prácticas del PMI (cronograma, hitos, control de riesgos) y centralizar toda la gestión dentro de la plataforma Zoho Projects (o Zoho One). Responsabilidades del Freelancer: 1. Crear la EDT/WBS y el cronograma del proyecto de construcción. 2. Configurar el entorno en Zoho Projects: Diagrama de Gantt, dependencias de tareas, hitos y asignación de responsables. 3. Establecer el sistema de control de tiempos (Timesheets) y reportes semanales en Zoho. 4. Apoyar en el seguimiento de hitos de construcción y aler...