Zoho jobs

...need our entire Zoho One environment brought online and tuned for daily use. That means configuring Zoho CRM, Zoho Books, Zoho Projects, the Zoho Website builder and Zoho Creator so data moves cleanly from lead capture to invoicing and project tracking. Workflows, role-based permissions, email templates, and dashboard analytics all have to be wired up, with legacy spreadsheets migrated in the process. Alongside the core setup, I want a web-based configurator that lets customers pick the right equipment model, options and accessories, then writes those choices straight into Zoho CRM and kicks off the next steps in Zoho Projects. The same tool will also register each unit’s IoT credentials so future sensor data can flow into...

My UAE-based company is approaching its first corporate tax season and I want the return filed correctly the first time. All bookkeeping for the period is up to date in Excel and Zoho Books, but I need an experienced practitioner to take those trial balances, confirm the taxable profit calculation, complete the Federal Tax Authority (FTA) corporate tax return on the EmaraTax portal, and submit it on my behalf. Your scope is a one-time engagement focused on “Filing the Return.” If you can spot any VAT inconsistencies while working through the ledgers, that is a bonus, yet the primary deliverable remains the lodged corporate tax return together with: • the signed computation schedule, • the PDF acknowledgement issued by the FTA, and • a concise summ...

We are looking...optimize CRM funnels, retargeting, and marketing automation • Research and identify ideal customer profiles and build outreach strategy • Track, analyze, and report campaign performance metrics • Help convert inbound leads into qualified business meetings Required Skills • B2B Lead Generation & Demand Generation • LinkedIn Sales Navigator & Outreach experience • Marketing Automation Tools (HubSpot / Zoho / Mailchimp / Lemlist etc.) • Google Analytics, SEO & SEM • Social Media Marketing & Brand positioning • Ability to create engaging ad content and marketing creatives Nice to Have • Experience marketing Data Engineering, Cloud, and Analytics services • Experience targeting US/UK/EU regions •...

I’m looking for one skilled developer or a small team to create two separate sites for me. 1) Zoho Sites business website This site’s only job is to capture leads. I need a clean, mobile-friendly layout, persuasive copy sections that point visitors toward a simple contact form, and basic on-page SEO. Because it’s being built inside Zoho Sites, please leverage its native themes, drag-and-drop builder, and any integrations that speed up lead capture (Zoho CRM, Zoho Campaigns, etc.). No e-commerce on this one—just an authoritative home page, a few supporting pages, and the form. 2) WordPress (or comparable CMS) site with checkout The second site will sell a small catalogue of services, so I’ll need a standard storefront, product ...

I need a skilled Zoho One customizer to tailor Zoho CRM, Zoho Projects, and Zoho Books to my business needs. There are also tasks needed for Zoho Sites and Zoho Commerce and Zoho Forms Sites need to finish website and translate to spanish Commers need to setup new site Forms need to setup for data entry by customers and attach to sales orders For Zoho CRM, I need: - Custom fields and modules - Automation and workflows - Integrations with other tools For Zoho Projects, I am seeking customization in task management enhancements, custom reports, and time tracking improvements. Ideal skills and experience: - Proven Zoho One customization expertise - Strong understanding of CRM, project management, and accounting tools ...

...month through Zoho Campaigns and need someone who can own that cycle end-to-end. You’ll build each email inside Zoho, schedule and test it, then create matching creative-and-vibrant posters in Canva so our in-store displays and social channels promote the same offer at the same time. I also want a neat way to house those posters online—a simple “poster/page” category that provides shareable links for Facebook, Instagram, and the newsletter itself, all tracked inside Zoho. Beyond the campaigns, I’d like your help polishing a single landing page and generally tidying my existing Zoho Sites website so branding and messaging stay consistent. Familiarity with Zoho Campaigns, Zoho Sites (or Zoho One), basic H...

CRM Automation & AI Follow-Up Specialist (Real Estate Niche) We are a high-growth automation agency seeking an expert freelancer to implement our standardized $3,500 CRM Automation & AI Follow-Up Package for our successful Real Estate Agent clients. We need extra hands to build and refine the automated follow-up engines that drive client pipelines using a mixed tech stack: Salesforce, HubSpot, Zoho CRM, Follow Up Boss, Wise Agent, LionDesk, kvCORE/Lofty, Top Producer, GoHighLevel, Airtable, and Pipedrive. Job Focus: CRM & AI Follow-Up Implementation The core mandate is to design and implement end-to-end automation. Standard Deliverables (The $3,500 Package): System Integration: CRM + iPaaS + AI Follow-Up tool integration. Functionality: Lead Ingestion, AI Logic inte...

...from my Zoho Mail account into Google Workspace Gmail while keeping every existing folder/label exactly as it is. No contacts or calendar data are involved—just the email and its organization. A smooth, verifiable transfer is essential. IMAP, Google Workspace Migration Tool, Zoho’s export utilities, or another proven method are fine with me as long as the end result meets the following acceptance criteria: • Every message migrates (random spot-checks must show matching counts in Zoho and Gmail). • All folders/labels remain intact and properly mapped in Gmail. • No duplicate or missing items. • A brief hand-over report summarises the steps taken, any scripts or tools used, and where logs/backups are stored for safety. The changeover ...

...Your primary focus will be B2B outreach: identifying and pitching to boutiques, hypermarkets, and regional distributors, then converting them into repeat buyers. You should be comfortable working the local market in person—scheduling showroom visits, meeting clients at their stores, and closing deals face-to-face—while maintaining a clean digital pipeline in whichever CRM you prefer (HubSpot, Zoho, or even Excel if that keeps you organised). Clear weekly updates and achievable monthly targets are essential so we can track volume, margin, and reorder frequency. If you have existing relationships in the UAE retail supply chain and can demonstrate previous success moving fast-fashion or surplus stock, we’ll hit the ground running. Let me know the brands or ca...

...not a redesign. Every contact form currently in place sends leads to Zoho CRM, and that behaviour has to be preserved on all pages through the Zoho API. I expect the new WordPress build to mirror this end-to-end integration without interruption or data loss. Key deliverables • Pixel-perfect WordPress theme that matches the existing CodeIgniter front-end on desktop and mobile • Re-created contact forms, each successfully pushing data to Zoho CRM via API • Full content and URL migration, with redirects only where absolutely necessary • Deployment on my hosting environment and a final parity check before going live Acceptance criteria 1. Visual match within every breakpoint and browser we test 2. Zoho CRM receives leads i...

My customer records live in a collection of CSV files and I need them cleaned, deduplicated, and reshaped so they can flow smoothly into whichever CRM I settle on next (I’m still weighing options like Salesforce, HubSpot, or Zoho, so field mapping will need to stay flexible). The job centres on: • Scrubbing each CSV for typos, blank cells, stray characters, and duplicate rows. • Normalising names, phone numbers, and addresses into a single consistent format. • Creating an import-ready master file plus a simple field-mapping sheet I can adapt to any major CRM. Final deliverables: the cleaned master CSV, the mapping document, and a brief change log that shows what was altered and why. If you have previous experience migrating data into multiple CRMs, p...

I need a skilled Zoho Analytics expert to create a comprehensive dashboard. The dashboard should integrate data from multiple Zoho applications: - Zoho CRM - Zoho Books - Zoho Billings - Zoho Marketing Plus The ideal freelancer should have: - Proficiency in Zoho Analytics and dashboard creation - Experience with data integration from Zoho applications - Strong data visualization skills - Ability to provide insights through well-designed dashboards Please provide examples of previous work with Zoho Analytics dashboards.

...need a reliable specialist to close the gap between our Zoho CRM CPQ and SAP ECC6. The SAP team is already in place; what’s missing is the Zoho side of the handshake. We have chosen a custom API approach rather than Zoho Flow or Zapier so you will be working directly with Zoho’s REST APIs, SAP BAPIs/IDocs supplied by our SAP partner, and any supporting webhooks or middleware you deem necessary. Please design, build, and document an integration that covers: • Synchronizing customer data in real time • Automating the transfer of CPQ-generated quotes and confirmed sales orders • Managing inventory level updates back into Zoho so our sales team always sees accurate stock positions Several custom fields exist in our ...

I’m rolling out Zoho One across my business and need the whole environment configured from the ground up so it truly supports our customer relationship management workflow. That means tailoring Zoho CRM to capture and nurture every lead, deal and support ticket while ensuring the wider Zoho suite (Books, Expense, Analytics, Desk, Flow, etc.) talks to it seamlessly. Key outcomes I expect: • Zoho CRM structured for easy tracking of contact information, purchase history and support interactions, with custom fields, views, automations and assignment rules that fit our sales cycle. • End-to-end invoicing and billing inside Zoho Books, connected to the CRM so quotes convert to invoices in a click. • Expense tracking set up in Zoho...

...notary service and move them all the way through application completion. The focus is squarely on lead generation, with email or cold call marketing as the primary channel. Here’s what I need: • An email or call outreach strategy designed specifically for the notary space, including persuasive copy, subject-line testing, and cadence recommendations. • A lightweight workflow—whether in HubSpot, Zoho, Mailchimp, or a comparable CRM—that tracks each prospect from first touch to signed application, flagging stalled leads for follow-up. • Automated or semi-automated prompts, reminders, and checklists that guide prospects through every required form so we minimise drop-off during the client application stage. • Clear reporting dashboards tha...

We have a client that wants to move their email from MS365 to Zoho (or something similar). They are willing to move to any platform that can handle 30-40 accounts and that they can eventually manage themselves.

Every six months I close out my company’s accounts in Zoho Books. For the May- Nov 2025 period I need the entire workflow completed: bank reconciliation, precise expense categorization, and final financial reports. Volume & scope Around 300–400 transactions span 2 bank accounts, 1 Stripe Account and two credit cards. All activity is in two currencies converted to one, yet each cost must be tagged to the correct project and department, so an eye for detail is critical. Access & resources You’ll receive accountant-level access to Zoho Books alongside PDF bank statements. All files are ready in a secure folder, so you can dive straight into the work. Deliverables • Reconciled bank and card feeds that match statement balances as of 30 Nov. ...

I run a light-hearted “background check” that quizzes visitors on plant and flower care and instantly spins their answers into a humorous short story about their green-thumb personality. Right now I build the survey in Zoho Survey, copy the responses, paste them into ChatGPT, and then send the resulting tale back to the user—far too many steps. What I need is a single, mobile-friendly survey page (fewer than ten multiple-choice questions) that, on submission, calls the OpenAI API with my prompt template, receives the response, and displays the story at once on the user’s phone. No page reloads or waiting screens—just an immediate reveal underneath the “Submit” button. A simple admin area or editable JSON file where I can tweak questions and...

I run a small financi...until each policy is issued. Accuracy and deadline discipline are critical here. • Keeping my Zoho CRM spotless—entering every prospect and policy detail, updating stages, tagging campaign responses, and generating quick reports for follow-ups and compliance reviews. Experience with life, disability, long-term care and annuity products is certainly you also enjoy coordinating webinars or in-person seminars, let me know; I often have overflow tasks there and would welcome the extra support. We’ll collaborate closely by email, Zoom, and shared cloud folders, so clear communication and a knack for staying organized are essential. If you’ve handled annuity paperwork and lived inside Zoho before, I’d love to hear how you c...

...account-related questions, note each interaction in our CRM, and pass anything complex over to the relevant team. Hours are Monday–Friday, 9 AM–5 PM EST; I’m flexible on splitting the shift if you already juggle other projects. Clear, confident spoken English, a quiet workspace, a USB headset, and stable high-speed internet are must-haves. Familiarity with tools such as Zendesk, Freshdesk, or Zoho is helpful but not a deal-breaker—I’m prepared to walk you through our system during onboarding. Deliverables • Prompt, courteous phone support during agreed hours • Accurate call notes entered in the CRM immediately after each interaction • Daily summary of recurring issues or customer feedback After a one-week paid trial, I&rsq...

✅ PROJECT TITLE Zoho Creator App Optimization & Report Dashboard Setup for Fishing Tournament ✅ PROJECT DESCRIPTION (Copy–Paste) I have already built a working Zoho Creator application for managing a fishing tournament. All core features (form fields, workflows, points calculations, and data entry) are working properly. Now I need an experienced Zoho Creator developer to help me organize, refine, and finalize the application. What I Already Have Catch Record Form with: Participant details Spot number Species selection Fish size input Auto-calculated points Multiple photo uploads (fish on mat, angler+marshal) Workflow to calculate points based on species and size Dashboard with charts & summary cards Basic reports created ✅ WHAT WORK I NEED ...

...when required. I’ll provide templates and talking points; you bring clarity, accuracy, and a friendly tone. • Scheduling & coordination – set up discovery calls and progress meetings, issue calendar invites, handle reschedules, and make sure everyone has the dial-in links or video room details. I work exclusively in a modern CRM platform, so proven experience with any leading CRM (HubSpot, Zoho, Salesforce, etc.) is essential. Speed matters, but accuracy matters more: data must be clean and correspondence error-free. Deliverables/expectations – All new records entered within the same business day – Pipeline and activity report exported each Friday before close of business – Emails and phone confirmations sent no later than 24 h...

...detail-oriented virtual assistant who already feels at home inside both Zoho CRM and Zoho Books. Day to day you will be keeping our contact and deal data clean, building or tweaking workflow rules so nothing slips through the cracks, and pulling clear, actionable reports for the team. On the finance side you’ll raise and send invoices, record payments, tag and reconcile expenses, and generate the monthly statements we rely on. To fit well you should know the native automation tools in Zoho CRM, be comfortable creating custom views and dashboards, and understand how Zoho Books handles tax, currency and bank-feed matching. I will provide existing templates, brand assets and account access; you bring the speed, accuracy and Zoho tricks that keep ev...

...posts that support active ad campaigns an • Maintain consistent posting schedules. 3. Analytics & Metrics Tracking • Track video performance: views, engagement, click-throughs, conversions. • Provide weekly/monthly reports with insights and recommendations. • Suggest improvements based on analytics. 4. CRM Integration & Lead Flow Management • Connect our social media accounts to our CRM (HubSpot, Zoho, GoHighLevel, or similar). • Ensure leads from social media (DMs, forms, ads, comments) flow directly into the CRM. • Set up booking links, funnels, and appointment automation. • Monitor new lead activity and ensure proper follow-up sequences. 5. Appointment Scheduling • Ensure leads from social platforms convert into scheduled ca...

I’ve recently opened a Zoho Books account and need expense data inputted. My main priority is importing all historical financial transactions from Home Depot into Zoho Books and making sure every figure reconciles perfectly. Here’s what I need from you: • Prepare Zoho Books for the import (chart-of-accounts mapping, tax codes, opening balances). • Clean and convert the raw export from my existing platform into Zoho-friendly CSV files. • Import every financial transaction—sales, expenses, journal entries, payments—and verify they post to the correct accounts and periods. • Spot-check totals against the legacy system so we can confirm the migration is 100 % accurate. I have the data exports ready and can prov...

Looking for a skilled Email Marketing Specialist who can manage and execute 1 email campaign per week. This will be an ongoing role. - Plan and design weekly email campaigns - Create compelling copy and layouts (basic graphics if needed) - Segment and manage subscriber lists - Schedule and send emails via our preferred platform, Zoho One - Track performance metrics (open rate, click rate, conversions) and provide a simple report - Suggest improvements to increase engagement and retention

Project: Build a custom Payment Approval and Disbursement System in Zoho Creator I am looking for an experienced Zoho Creator developer (freelancer only) to build a custom payment approval and disbursement system for my construction and waste-management business. The system must include: • Multi-level approval workflow with 3 bosses • WhatsApp notifications at every stage • Auto Payment Order generation • Excel or Google Sheets integration • ICICI bulk payment file import with auto-matching • PDF generation • Role-based permissions • Future support for RazorpayX instant payouts I will share a detailed specification PDF with shortlisted freelancers. ⸻ WORK MODULES 1. Payment Request Module • Vendor and staff payments ...

...to build an internal Zoho Creator application that will serve as our central hub for both data management and process automation, then grow it into a polished customer-facing platform. Here’s what the engagement looks like: Phase 1 – Internal Core • Design intuitive forms, workflows and dashboards that keep data clean, searchable and secure. • Implement role-based vendor/seller interfaces so our team can collaborate without bottlenecks. • Script smart automations in Deluge to cut down on repetitive tasks and ensure information flows where it should. Phase 2 – External Expansion Once the core is stable, we’ll layer on three client-visible modules: • Customer service interface • Customer feedback forms • Product ...

...detail-oriented virtual assistant who already feels at home inside both Zoho CRM and Zoho Books. Day to day you will be keeping our contact and deal data clean, building or tweaking workflow rules so nothing slips through the cracks, and pulling clear, actionable reports for the team. On the finance side you’ll raise and send invoices, record payments, tag and reconcile expenses, and generate the monthly statements we rely on. To fit well you should know the native automation tools in Zoho CRM, be comfortable creating custom views and dashboards, and understand how Zoho Books handles tax, currency and bank-feed matching. I will provide existing templates, brand assets and account access; you bring the speed, accuracy and Zoho tricks that keep ev...

Project Overvie...folder on the server or is emailed to a designated mailbox. From our in-house server schedule a script to send an API call to - we can supply key (API guide - List of records to call against will be maintained in a dynamic list in a Zoho Analytics report - report location to be provided. Include method for logging failed/successful runs. In addition to the specified fields, include a column recording the date the download occurred on. Fields, sample data and output format to be supplied. Notes Preferably developer can demonstrate the system working successfully before transferring to and testing on our server.

...inside both the GST portal and Zoho Books. Every day you will log in with full administrative access to my Zoho Books account to keep the ledger current, prepare and file GST returns, and compile clear financial statements that I can review at any time. For clarity, your day-to-day work will revolve around: • Posting and reconciling all transactions in Zoho Books • Checking tax liability, preparing the necessary returns, and filing them on the GST portal without delay • Generating concise financial reports (P&L, balance sheet, cash-flow) and flagging anything unusual Accuracy matters more than speed, but I do expect the books and tax position to be fully up-to-date by close of business each day. If you already automate portions of this pro...

I need our Zoho environment linked with Twilio so that any incoming call to our existing toll-free number shows our current caller ID and is immediately forwarded to a single destination number. Outbound calls placed from Zoho should present that same toll-free ID as well. Scope of work • Configure Twilio voice trunk to recognize and present our verified toll-free caller ID. • Build the Zoho integration (either via Zoho PhoneBridge, Functions, or REST hooks—whichever you think is cleaner) that triggers call events, logs them to the contact record, and lets users click-to-dial. • Set the voice routing rule so every incoming call is forwarded without condition to the number I will supply. No IVR or conditional logic needed. Accepta...

To create the RFQ- Product base to create in Zoho Creator 1. Database Schema (Forms) Form A: RFQ Header (Master Form) Purpose: Created by the Originator to define the requirement. Fields: RFQ_ID (Auto-number: format "RFQ-2025-001"). Project_Name (Single Line). Product_Category (Dropdown: Electrical, Mechanical, Mechatronics). Exercise_Type (Dropdown: RFQ, Design, Proto, Production). Originator (User Field - Auto-fills current user). It has to show originator whom created. Overall_Status (Dropdown: once created it should be in Draft, Distributed, Feasibility Failed, Closed it should be conditionnal based on other department standard remarks). Subform: Attachments (File upload for CAD/Drawings). Form B: Department Task (Child Form) Purpose: Separate tasks for R&D, ME, an...

Zoho Payroll Roll Out IMPORTANT PRE-REUISITE a) Experts who have done at least 20 Zoho Payroll module Implementation need to apply b) Attendance & Leave Integration c) Setup the entire payroll module with Bank Integration, automated salary slip generation, form 16, payment of statutory dues, Monthly reports, Statutory Reports d) We need at least 20 hours to train 4 resources to use this module as much as possible. e) We need the associate documentation and training guides. Scope of work • Configure Statutory settings for India, map earning & deduction heads, and link the bank account so salaries can be pushed directly from Zoho. • Integrate Zoho People attendance and leave data so that working days, absences and LOPs flow automatically int...

...Implementation need to apply b) We have basic Zoho CRM implemented already but we need to customize it to our requirements. c) We need at least 20 hours to train 6 resources to use this module as much as possible. d) We need the associate documentation and training guides for future employees. I’m ready to roll out Zoho CRM across my organisation with one clear objective: tighten up how we track and manage every sale from the first touch to fulfilled order. To make that happen, I need an experienced Zoho specialist who can configure the platform so it mirrors our real-world flow, then connect it to the rest of our tech stack. Scope of work • Map and build three core processes—lead management, sales pipeline and order fulfilment—inside Z...

My horticulture and meat farm in Kerala is ready to move online, and I want the entire storefront built in Zoho Commerce within the next 2–3 weeks. The catalogue will cover three core categories—meat products, fresh vegetables, and farm-raised eggs—presented in a clean, modern, farm-style design that feels trustworthy to local shoppers. Core requirements • Shoppers must be able to browse products, see high-resolution images, add items to cart, and choose either doorstep delivery or farm-gate pickup inside a defined delivery radius. • Integrated payments should include Debit/Credit cards as well as UPI and GPay for a seamless checkout. • Order notifications, inventory sync, tax settings, and regional shipping rules should all be configured to m...

...sales funnel, complete with CRM setup or optimisation, so our team can follow every enquiry through to a signed contract. • Performance dashboards or simple reports that let me see, at a glance, how many prospects are in each stage and where to double down. Your background in renovation—or at least home improvement—sales will help you hit the ground running. Familiarity with CRMs (HubSpot, Zoho, or similar tools), digital marketing channels and partnership development is important. If you can reference previous wins in residential renovation growth, even better. Deliverables can be staged: first a concise market-entry strategy; next a 90-day action plan; then ongoing pipeline management and optimisation. Let me know how you like to structure milestones and ...

...support, and social media management. Each day you’ll keep calendars, inboxes, and simple reports organised; respond to Spanish-speaking customers via email, chat, or phone while logging every interaction in our cloud-based CRM; and draft, queue, and lightly monitor posts through popular social media scheduling tools such as Buffer or Hootsuite. Fluency with any mainstream CRM platform (HubSpot, Zoho, Salesforce, etc.) is essential because you’ll live inside it—updating contact records, tagging conversations, and generating quick activity summaries for me. This is a long-term, remote role, so reliability and solid internet connectivity are non-negotiable. If you communicate clearly in Spanish, feel confident juggling varied tasks without constant supervision, ...

I need a custom project management application built on Zoho Creator. The app should include the following essential features: - Task Tracking: Ability to create, assign, and monitor tasks. - Time Management: Tools for tracking time spent on tasks and projects. - Collaboration Tools: Features that facilitate team communication and collaboration. Ideal Skills and Experience: - Proficiency in Zoho Creator - Experience developing custom applications, specifically for project management - Strong understanding of task tracking, time management, and collaboration tools - Ability to design user-friendly interfaces Please provide examples of similar work done.

...Pages: Home (Single Page Website) About Us Privacy Policy Contact Section + Hire Me / Service Checkout Budget: Open to proposals Industry: Zoho Development & Automation Consultancy Project Overview I need a WordPress developer to build a clean, modern, conversion-focused website for my automation consultancy Auto-Ops SMC Pvt Ltd. I am a Certified Zoho Developer specializing in CRM customization, Deluge scripting, API integrations, automation workflows, and cross-app integrations. The site needs to clearly communicate my skills, services, and client testimonials while making it extremely easy for visitors to contact me or hire me for my $30/hr Zoho Bug Resolution & Consulting Service. This project is for an initial minimal version (MVP) of the website...

I need a Zoho Creator specialist to design a dedicated custom application focused on workflow automation. The goal is to move several manual processes into a single Zoho Creator app that reliably runs Task Automation, pulls and pushes data between systems, and delivers clear Reporting & Analytics. This is not a repackaged CRM module; the build must be purpose-built for our operation, so we’ll map every form, workflow, and script from scratch. You’ll work with me to: • set up the underlying data structure and forms • script Deluge workflows that trigger tasks automatically and notify stakeholders in real time • connect Creator to our existing data sources and other Zoho apps or external APIs for seamless Data Integration •...

...to build a custom “procurement runner” app in ZOHO CREATOR fully synced with Zoho Books, which reads confirmed quotes/orders and converts them into guided procurement tasks for riders. The app will automatically tell the rider what to buy, from which store, at what price, and show Google Maps navigation for each pickup and final delivery.​ Core objective Sync with Zoho Books so that once a quote/order is ready, line items are fetched into the app (e.g. Action Tesa BSL board, Greenply Ecotec ply, Laticrete 315, nails, lights).​ Convert these items into a route plan for the rider, choosing the best combination of preferred vendors based on distance to each other and distance to delivery location.​ Key features Zoho Books integration: Use Zoho...

...account-related questions, note each interaction in our CRM, and pass anything complex over to the relevant team. Hours are Monday–Friday, 9 AM–5 PM EST; I’m flexible on splitting the shift if you already juggle other projects. Clear, confident spoken English, a quiet workspace, a USB headset, and stable high-speed internet are must-haves. Familiarity with tools such as Zendesk, Freshdesk, or Zoho is helpful but not a deal-breaker—I’m prepared to walk you through our system during onboarding. Deliverables • Prompt, courteous phone support during agreed hours • Accurate call notes entered in the CRM immediately after each interaction • Daily summary of recurring issues or customer feedback After a one-week paid trial, I&rsq...

We are building a marketplace focused on B2C, B2B, Dropshipping custom eyewear and lenses. The stack includes MercurJS ( + React + Node.js), backend in Node.js (NestJS or Express), PostgreSQL or Mongodb database, and infrastructure on aws or gcp. The platform requires integration with Bling ERP, Zoho one CRM, Local payment methods (Mercado Pago, Pix, boleto, ), Stripe and advanced customization features for lenses and frames. What We Expect from the Professional Ability to design the system architecture and make strategic technical decisions. Full-stack web development experience with focus on performance, security, and scalability. Hands-on experience with ERP and payment gateway integrations. Ability to collaborate with the front-end team and AI modules. Commitment to proper

I have just subscribed to Zoho Books and want the entire system ready for day-to-day use without the usual trial-and-error. Your mission is to handle the full initial setup and configuration so I can start invoicing, tracking expenses, and managing inventory right away. What I need configured • Invoicing & Billing – branded templates, recurring schedules, late-fee rules, tax settings, and online payment options • Expense Tracking – bank feeds or statement imports, expense categories, tax mapping, and receipt capture workflows • Inventory Management – item lists with opening stock, price tiers, reorder points, and valuation method Acceptance criteria • The company profile, fiscal year, chart of accounts, and all statutory tax rates are ...

...ready to publish my personal portfolio on a Zoho-hosted domain and need a web designer who already knows their way around the Zoho ecosystem. The goal is straightforward: a clean, fully responsive portfolio site that highlights my work and makes it effortless for visitors to get in touch. Core structure I want live at launch: • About Me • Project Showcase • Contact Information (form routed to my Zoho Mail) Beyond those pages, I’m open to layout and style suggestions as long as the final result feels polished, loads quickly, and looks great on mobile and desktop. If you can weave in subtle animations or interactive project galleries without compromising performance, even better. Please handle: • Full build inside Zoho Sites...

...across systems. Provide structured recommendations for system migration readiness. Prepare functional requirement documents (FRDs), comparison matrices, and technical notes. Support the project team during discussions, research, and planning. Required Skills & Experience Proven experience as a System Analyst, ERP Consultant, or Business Analyst. Hands-on experience with ERP tools (SAP, Oracle, Zoho, Odoo, NetSuite, or similar). Strong understanding of system migration planning and process documentation. Ability to benchmark multiple systems across functional and technical parameters. Excellent analytical, research, and structured documentation skills. Strong communication and timely delivery are essential. Deliverables ERP benchmarking comparison report Functional & t...

I'm looking for an expert to set up and extensively customize Zoho ERP for my garment manufacturing business. The software should manage: - Inventory Management - Production Planning - Sales and Order Management Additionally, it needs to integrate with: - Accounting software - CRM systems - E-commerce platforms Ideal skills and experience: - Proven experience with Zoho ERP customization - Strong background in garment manufacturing processes - Expertise in integrating Zoho with various accounting, CRM, and e-commerce platforms - Ability to understand complex business requirements and translate them into effective ERP solutions Please provide examples of similar projects completed and your approach to customization and integration.

...account-related questions, note each interaction in our CRM, and pass anything complex over to the relevant team. Hours are Monday–Friday, 9 AM–5 PM EST; I’m flexible on splitting the shift if you already juggle other projects. Clear, confident spoken English, a quiet workspace, a USB headset, and stable high-speed internet are must-haves. Familiarity with tools such as Zendesk, Freshdesk, or Zoho is helpful but not a deal-breaker—I’m prepared to walk you through our system during onboarding. Deliverables • Prompt, courteous phone support during agreed hours • Accurate call notes entered in the CRM immediately after each interaction • Daily summary of recurring issues or customer feedback After a one-week paid trial, I&rsq...

...for engagement, reach, and conversions. • Maintain consistent posting schedules. 3. Analytics & Metrics Tracking • Track video performance: views, engagement, click-throughs, conversions. • Provide weekly/monthly reports with insights and recommendations. • Suggest improvements based on analytics. 4. CRM Integration & Lead Flow Management • Connect our social media accounts to our CRM (HubSpot, Zoho, GoHighLevel, or similar). • Ensure leads from social media (DMs, forms, ads, comments) flow directly into the CRM. • Set up booking links, funnels, and appointment automation. • Monitor new lead activity and ensure proper follow-up sequences. 5. Appointment Scheduling • Ensure leads from social platforms convert into scheduled call...