Zoho CRM Jobs

We are Wartens, an Industrial Automation Training company, seeking a skilled Zoho CRM expert to configure and integrate Zoho CRM for our business. We need assistance in setting up the CRM to streamline various processes including: Sales and Marketing automation Call follow-ups and tracking Admission procedures management Student management (from enrollment to completion) Alumni management and engagement The goal is to improve our workflow, enhance the student experience, and optimize our internal operations. If you have experience working with educational institutions or training companies, that would be a plus! Requirements: Proven experience with Zoho CRM setup and customization Familiarity with sales, marketing, and student management workflows Ability to automate tasks and create de...

I need a tweaks in the zoho one app. - configure mail parser for 4 different mails They need to come Zoho one as a new lead/customer.

I'm seeking a professional to assist with the setup of my Microsoft Dynamics 365 CRM. This project involves migrating various data, primarily sales data and customer service records, from our existing systems into the CRM. Key Responsibilities: - Migrate historical and current sales data and customer service records into Dynamics 365 - Configure the CRM to suit our business needs - custom project management dashboards - customer request and tracking integration - Provide insights on potential integrations with other systems, such as ERP or marketing tools Ideal Skills: - Prior experience with Microsoft Dynamics 365 CRM - Strong data migration skills - Ability to evaluate and suggest relevant system integrations - Excellent understanding of sales and customer service d...

We are a photography business looking for a skilled Remote Sales Operations Coordinator to manage our sales process from lead generation to deal conversion. You will be responsible for handling client communication, creating and managing leads in Zoho CRM, and ensuring smooth sales operations according to our Standard Operating Procedures (SOP). Responsibilities: Lead Management: Create and manage leads in Zoho CRM. Update client information and ensure timely follow-ups. Convert leads into deals after admin approval. Communication: Respond to client inquiries via WhatsApp and Gmail within 15 minutes. Send out proposals, quotations, and follow up with clients to ensure smooth communication. Handle client outreach through email, phon...

I'm looking for a UI Path RPA expert to help me automate a process in my existing Zoho CRM. The project involves automating the extraction and entry of customer information, specifically contact details. Ideal Skills and Experience: - Proficiency in UI Path - Experience with Zoho CRM - Data entry and extraction automation - Customer information processing - RPA implementation

I am looking for a professional with extensive experience in data migration and ERPNext setup. I currently use Zoho Books for managing my accounts, invoices, inventory and expenses, and I need all this data from April 2018 to date to be transferred to ERPNext. Additionally, I would like to implement a loyalty program using the ERPNext loyalty function. Key Requirements: - Migration of accounts, invoices, inventory management, and zoho expenses from Zoho Books to ERPNext. - Implementation of a loyalty program using ERPNext's loyalty function. - Moderate customization of ERPNext with some specific workflows. Ideal Skills: - Proficiency in both Zoho Books and ERPNext. - Experience in data migration from Zoho Books to ERPNext. - Ability to customize ERPNext to suit specific wo...

We are a fintech company looking for an experienced API Integration Specialist to help us build a middleware solution that integrates various systems, including Safaricom USSD, Zoho CRM, Mpesa Daraja API, IPRS (Integrated Population Registration System), and Mpesa Paybill. The ideal candidate should have experience with fintech systems, API integration, and middleware development, particularly in the Kenyan market or similar environments. Key Responsibilities: USSD Integration: Build a USSD interface to allow customers to access services (loan applications, repayments, vendor selections, etc.) via Safaricom USSD. Zoho CRM Integration: Set up integrations between the USSD platform and Zoho CRM to manage customer data, loan records, vendor management, and other business processes. Mpesa Int...

I'm looking for a talented Zoho Creator Developer to create a bespoke application to streamline our healthcare staff workflows. This application will be instrumental in managing patient records, featuring essential components like patient intake forms, medical history documentation, and appointment tracking. Key Features: - Auto-scheduling appointments on Google Calendar - Automatic notifications to staff - Task assignments and tracking The ideal candidate should have substantial experience in Zoho Creator, particularly with form creation, workflow automation, and integrating with other Zoho apps and Google Calendar. A background or understanding of healthcare processes will be a significant advantage. Please include relevant experience in your proposal.

**Introduction:** We are seeking a skilled freelancer with expertise in Zoho CRM to formalize our project proposal and implement a series of customizations within our Zoho CRM system. This project will be structured as a milestone-based assignment. **Project Overview:** The selected candidate will be responsible for the following: 1. **Initial Drafting**: Based on an initial draft of fields and processes provided, the freelancer will formalize the project proposal to ensure clarity and completeness. 2. **Field Creation**: Develop and integrate custom fields as per the project requirements. 3. **Formula Implementation**: Configure and test calculation formulas within Zoho CRM to automate data processing. 4. **Report Generation**: Create custom reports and dashboards to meet our specific bu...