Zoho jobs

...invoice set up inside my accounting software. The finished layout must: • Pull in complete customer details (name, address, GSTIN) • Show an item-by-item list of products or services with HSN/SAC codes, quantities, rates and totals • Calculate and display CGST, SGST or IGST values so tax totals flow straight into my returns You’re free to work in the accounting platform you know best—Tally, Zoho, QuickBooks or a similar package—as long as the final invoice sits natively in the software and can be exported to PDF. When the template is ready, record a quick walkthrough or supply brief notes so I can replicate the process for future transactions. I’ll provide my logo, firm details, customer sample data and preferred colour palette once ...

...submissions and push every lead straight into my Zoho CRM without fail. Page content must include a concise product/service description, persuasive testimonials and prominent call-to-action buttons that keep the user focused on filling out the form. I already have brand guidelines and copy points you can build on; what I lack is the technical and design muscle to turn them into a fast, mobile-first page that meets Google’s quality standards. Beyond the page build itself, I also need full conversion tracking: • Google Tag Manager (or a method you recommend) installed just for this URL • GA4 and Google Ads conversion events configured and verified • YouTube view-through conversions captured where applicable • Lead data passed to Zoho CRM in...

...looks like: you’ll work from a targeted contact list and a concise value-focused script. During each call you’ll qualify the prospect, handle basic objections and secure a convenient slot for a 30-minute discovery session with one of our product specialists. I’ll give you access to our cloud CRM (Salesforce) so you can log call notes and meeting details in real time; if you already prefer HubSpot or Zoho, let me know and I can export in your format. Because this is short-term, I care about fast ramp-up: excellent spoken English, a professional headset, and the confidence to speak with deans, IT directors and procurement officers are non-negotiable. You choose your own calling hours as long as they align with the prospect’s business day, and we pay promptl...

...Engineer to join our white-label agency on an ongoing basis. We build AI lead response systems for service businesses that automatically respond to inbound leads, qualify prospects, and book appointments. We're looking for an experienced automation specialist who has built production-ready AI workflows using platforms like , n8n, Zapier, OpenAI, Claude, HubSpot, GoHighLevel, Pipedrive, Zoho, Salesforce, Calendly, Twilio, APIs, and webhooks. Typical projects include: • AI Lead Response Systems • CRM Automation • Lead Qualification Workflows • AI Chatbots • Appointment Booking Automation • Email & SMS Follow-up Automation • API Integrations • & n8n Workflow Development • OpenAI & Claude Integrations • CRM Setup...

I am ready to move our team onto a reliable, hosted email platform that runs on our own domain. A hosted service is a must—we do not want to manage servers in-house—yet I am still weighing which provider (Google Workspace, Microsoft 365, Zoho Mail, or another you can justify) will serve us best. Beyond standard mailbox creation, I need enough flexibility to support our recruitment workflow: shared folders or labels for candidate threads, easy delegation, and simple integration with the ATS and calendar invites we already use. Large storage, robust spam filtering, and built-in collaboration tools (docs, calendars, chats) are desirable if they fit the same package. Here is what I expect from you: • A concise comparison of at least two hosted options outlining co...

My team markets professional consulting services across South India and I need a confident voice to drive our sales conversations. All calls go to businesses, not individual consumers, so you will b...climb quickly. Deliverables I expect each week: • Call log exported from the dialer (showing dialed numbers, duration, outcome) • Minimum target of qualified leads or appointments, reviewed in our Friday sync • Short voice recording sample for quality assurance when requested CRM updates and basic email follow-ups after each promising call are part of the flow; familiarity with tools like Zoho or HubSpot is a plus, but quick learners are welcome. If you enjoy persuasive conversations, can keep detailed notes, and thrive on performance-based pay, let’s start...

I need a clean, professional-looking production form that my team can fill out directly on their computers. We are currently using a form which has been hosted on Zoho, but we are having issues. We would like to create a form that can be saved directly on our computers and not hosted virtually. I imagine something on Word or Excel will probably be better but open to suggestions. We would like it to be very similar to the current version. See attached. The form must include: • Text fields for notes such as item names address, phone etc. • Numeric boxes • Drop-down menus wherever possible to speed up entry and keep terminology consistent (for example, standard product SKUs, machine IDs, or status options). Items highlighted in pink would be manually fillable boxes...

I'm looking for an experienced app developer to create a project management app similar to Zoho Projects. The app should include task tracking, resource management, and workflow automation. Key Requirements: - Task Tracking: Ability to create, assign, and monitor tasks. - Resource Management: Allocate and monitor resources effectively. - Workflow Automation: Automate repetitive processes to enhance efficiency. When applying, please include: - Current project, past project, and future project overviews. - Detailed workflow and work schedule. Ideal Skills and Experience: - Proficiency in app development, particularly in project management tools. - Strong understanding of task tracking, resource management, and workflow automation. - Experience with similar projects and a solid...

I have a short internship-related meeting and I’d like it to look as though I’m joined by an assistant, a female to be precise. Your entire role is to join the call using the account details I provide, give a brief “Hello, happy to be here,” and then stay muted and off-camera until the session ends. The platform will occasionally be Zoho Cliq and at other times Google Meet, so you should be comfortable switching between the two and have a reliable connection. No video is ever required, and after the initial greeting you won’t need to speak again. If you can be punctual, keep a stable presence for the full duration, and maintain complete discretion, that’s all I need.

...should nudge a user toward checkout. Product-page must-haves • High-quality image gallery with zoom/lightbox • Editable, in-depth product descriptions laid out in Gutenberg blocks • Genuine customer reviews that can be filtered and sorted Essential integrations • Payment gateways: Stripe and PayPal fully tested in sandbox and live modes • Inventory management: real-time sync with our Zoho inventory (or an equivalent plugin you recommend) so stock levels stay accurate • Email marketing: Mailchimp hooked into checkout, capturing tags for new buyers, newsletter opt-ins, and abandoned carts Technical expectations The build needs to be mobile-first, SEO-friendly (Yoast or RankMath), fast-loading, and simple for my non-technical team to up...

...अंग्रेजी, तेलुगु और कन्नड़ भाषाओं में धाराप्रवाह होना चाहिए। 2. टेलीमार्केटिंग या कस्टमर सर्विस का अनुभव आवश्यक है। 3. हम डाटा और स्क्रिप्ट प्रदान करेंगे। 4. इंसेंटिव भी दिया जाएगा अगर काम अच्छा होता है। आवश्यकताएँ: • कॉल लॉग भेजें (डायल किये गए नंबर्स, ड्यूरेशन, आउटकम) • न्यूनतम संख्या में क्वालिफाइड लीड्स या अपॉइंटमेंट प्राप्त करें। • यदि आवश्यक हो तो वॉयस रिकॉर्डिंग सैंपल भी जमा करें। सहायकता: Zoho या HubSpot जैसे सीआरएम टूल्स का ज्ञान होना एक प्लस पॉइंट हो सकता है, लेकिन इसे जल्दी सीखने वाले भी आवेदन कर सकते हैं। अगर आप किसी भी भाषा में कुशल बात कर सकते हैं और अपनी परफॉरमेंस पर ध्यान केंद्रित करते हैं, तो हमारे साथ इस अवसर पर जुड़ें!

...the canopy, banners and demo kit, all the way to collecting leads and converting them into signed installation orders. Here’s how I see the engagement: • Campaign planning: shortlist high-potential societies, fix dates with their committees and map out the flow of each event. • Set-up & execution: bring the required standees, flyers, demo panels and a simple lead-capture tool (Google Forms, Zoho, HubSpot CRM or similar) so that every visitor is logged. • Pitch & conversion: explain our savings model, handle objections, schedule rooftop surveys when needed and close the sale onsite or within 48 hours of the event. Success for me is straightforward: a steady pipeline of qualified leads each week and measurable order closures that can be traced ba...

...since May 2023. I've built a solid foundation across both direct and indirect taxation. Core expertise: Direct tax: ITR filing (ITR-1 to ITR-7) for individuals and businesses Indirect tax: GST (GSTR-1 & 3B) and TDS filings across companies, LLPs, and individual clients Corporate compliance: Company/LLP incorporations via the MCA portal, annual filings, ADT-1 submissions Financial tools: Tally and Zoho for bookkeeping and record-keeping; also trained in Computax and Cleartax (specialized tax software) Leadership angle: I don't just execute — I've led teams during peak filing seasons and trained interns on tax preparation procedures, which suggests I'm already stepping into a mentorship/supervisory role early in my career. Education: Strong academic ...

I'm looking for a skilled developer to create a complete Zoho site tailored for our facility's internal management needs. The site should facilitate: - Project management - Facilities management - Calanders - Bulk bookings Ideal skills and experience: - Extensive Proficiency in Zoho platform - Experience in developing internal management tools - CRM integration expertise - Strong project management skills Must be able to work on site in our Sydney offices. Please provide examples of similar work done. Looking forward to your proposals!

...performance metrics belong in a structured database ready for agent-level analytics. I also need clear hooks so our internal software and third-party CRMs (Zoho is priority one) can read and write data without workarounds. A user system where all lead or customer and be assign to individual user depend on task, languages, skills. Deliverables • Production-ready, containerised codebase for the AI agent, WebSocket hub, and connectors • SSR web portal with multilingual CMS and media pipeline configured • Admin UI covering automation workflows, notifications, and dashboard widgets • REST/GraphQL docs plus sample scripts for in-house and Zoho integration • Test suite and deployment guide Acceptance criteria 1. A live demo where I can comp...

Job Title: Part-Time Accountant – Zoho, Real Estate & E-Commerce Experience We are looking for an experienced part-time accountant to manage and organize the accounting activities of privately owned businesses operating in the real estate development and e-commerce sectors in Saudi Arabia. The ideal candidate must have strong hands-on experience using Zoho accounting applications, particularly Zoho Books, along with practical knowledge of Saudi accounting, taxation, and financial reporting requirements. The accountant will be responsible for maintaining accurate financial records, configuring and managing accounting processes through Zoho, reviewing transactions, preparing reconciliations, and providing management with clear and reliable financial r...

...Manual Testing, ensuring high-quality web and mobile applications. I have worked on Shopify, WordPress, BigCommerce, custom web applications, and CRM systems. My expertise includes: * Test Planning and Test Case Design * Functional, Regression, Smoke, Sanity, and UI/UX Testing * Cross-browser and Cross-device Testing * API Testing using Postman * Bug Reporting and Tracking using Jira, ClickUp, Zoho Projects, and Basecamp * Agile/Scrum methodology I pay close attention to detail and focus on identifying critical issues before they reach production. I provide clear bug reports with screenshots, videos, and detailed reproduction steps, helping development teams resolve issues efficiently. I am reliable, proactive, and committed to delivering high-quality work within deadlines. I...

...* Provide weekly reports and recommendations. ## Ideal Candidate You should have experience with: * GMass * Google Workspace * Gmail deliverability * Google Sheets * Cold email outreach * B2B lead generation * Email personalization * Email verification tools * SPF, DKIM & DMARC * Sales funnels Bonus if you have experience with: * Apollo * Clay * Instantly * Smartlead * HubSpot * Pipedrive * Zoho CRM * LinkedIn outreach ## What We Are Looking For We want someone who can build a complete outreach engine—not just send emails. The ideal person should help us continuously improve our campaigns and maximize meetings booked. ## To Apply Please include: * Examples of GMass campaigns you have managed * Average open rates achieved * Average reply rates achieved * Indus...

...submissions and push every lead straight into my Zoho CRM without fail. Page content must include a concise product/service description, persuasive testimonials and prominent call-to-action buttons that keep the user focused on filling out the form. I already have brand guidelines and copy points you can build on; what I lack is the technical and design muscle to turn them into a fast, mobile-first page that meets Google’s quality standards. Beyond the page build itself, I also need full conversion tracking: • Google Tag Manager (or a method you recommend) installed just for this URL • GA4 and Google Ads conversion events configured and verified • YouTube view-through conversions captured where applicable • Lead data passed to Zoho CRM in...

I need a fluent English-speaking telecaller who can dive straight into outbound calls aimed at technology companies across Indi...what resonates, keep detailed notes of every conversation, and flag hot prospects in real time so no momentum is lost. Deliverables I expect: • A daily spreadsheet of dialed numbers, call outcomes, and next steps • At least 15 verified, purchase-ready tech company leads per week • Brief end-of-week voice or written summary of objections heard and script tweaks that worked CRM experience (Zoho, HubSpot, or similar) is a plus because it streamlines reporting, but a clear, persuasive phone presence matters most. If you have a proven track record reaching technology decision-makers in India and can start right away, let’s talk and...

I’m rolling out a customer-first upgrade for my field-service business and need an experienced Zoho specialist who can tie everything together and give the front-end a modern, Uber-style feel. Project Scope 1. Zoho Stack Integration • Connect Zoho Facility Management to Zoho CRM and Zoho Books so customer data, job schedules, and full service history stay perfectly in sync. • Map the data flow with Zoho Flow or equivalent to keep invoices and inventory in Zoho Books up to date the moment a job is completed. 2. Live-Map Customer Portal • Build a web portal where customers can log in and see real-time technician tracking, current service-request status, and an accurate ETA on a live map. • Us...

I need my ZOHO CRM instance to trigger rich, native messages the moment a contact enters or moves through specific stages of our pipeline. The goal is full-fledged automated messaging—welcome, follow-up, and occasional promotional blasts—delivered through RCS/SMS and the phone’s built-in notification layer rather than a third-party app. Here’s how I picture the flow: a lead is created or updated in ZOHO; a webhook or function hands the event to the RCS gateway; the contact receives a branded, media-rich message with dynamic fields pulled straight from the CRM. Replies, read receipts, and opt-outs should sync back so that every interaction is visible on the contact’s timeline. Key deliverables • Seamless link between ZOHO CRM Funct...

I already have a Zoho mail account but haven’t finished the technical setup. I need an expert to step in, make the addresses send and receive flawlessly, then connect those same addresses inside my workspace so every funnel-generated email routes through Zoho without a hitch. Please handle the DNS records, authentication (SPF, DKIM, DMARC), and any POP3/IMAP/SMTP details you feel are best for reliable delivery—just let me know what you’ve chosen and why. Once the mailbox is working, add it to my account, test a broadcast and an automation email, and confirm both land in the inbox. Acceptance will be based on: • Zoho inbox successfully sending to and receiving from external addresses. • showing the Zoho sender, with test mes...

...Wix, Squarespace or any other tool you favour, provided I receive full admin access once the page is launched. Prefer not to pay any additional subscriptions. Core functionality • Embed my Outlook calendar directly on the page so visitors can lock in a call without leaving. • Send every form submission into MailerLite to trigger my existing email automation. • Push the same lead data into Zoho CRM • Host and autoplay the video sales letter above the fold with muted start, custom controls and clean fallback for mobile. Quality requirements – Mobile-first, responsive design that keeps load time under three seconds. – Basic on-page SEO and GDPR-friendly cookie/banner handling. – Clean, documented code or plugin stack so I can ...

I need help setting up ZOHO CRM specifically for pipeline tracking. This will primarily be used for managing our business brokerage sales. Key Tasks: - Set up sales pipeline stages: Lead qualification, Proposal/Price quote - Determine if custom fields are necessary and implement them if needed Ideal skills and experience: - Proficiency in ZOHO CRM - Experience with sales pipeline setup - Ability to customize fields based on business needs Please provide examples of similar work done.

I run a stone-...clean the existing lead / customer data • design stages that mirror our real-world process—from first inquiry and sample dispatch to confirmed order and post-sale support • configure automated reminders so no follow-up or service visit slips through the cracks • surface quick-glance dashboards that show active opportunities, won business, and any stalled conversations If you prefer working in Zoho, Salesforce, HubSpot or a comparable platform, let me know; I’m flexible as long as the end result is intuitive for my team and scalable as we grow. Acceptance criteria: the team logs in and, within two clicks, can see who to call next, what was last discussed, and the value of every open deal. A brief hand-off video or screen-share walkt...

...repeatable sales procedures • Coordinate with operations before making commitments involving pricing, scope, scheduling, or project delivery SALES, AI & AUTOMATION We want someone comfortable using AI and automation to make sales more efficient. You should help us maximize existing systems before recommending additional software. Experience with tools such as ChatGPT, HubSpot, GoHighLevel, Pipedrive, Zoho CRM, Zapier, Make, Canva, Metricool, or similar platforms is valuable. Potential uses include: • AI-assisted lead follow-up • Email and SMS sequences • Appointment reminders • CRM automation • Proposal follow-up • Sales-call preparation • Meeting summaries • Pipeline reporting • Content repurposing The goal is to creat...

This project asks you to reach out by phone to decision-makers inside regional and national retail chains and secure their agreement to join our new e-commerce marketplace. Each conversation should revolve around three pillars: first, explaining the platform’s standout features and the day-one benefits sellers receive; second, stressing that our onboarding process is quick, guid... • Updated call script tailored to retail-chain language • Call log (spreadsheet or CRM export) showing date, contact, status and notes • Minimum agreed number of signed-up retail chains, or clear next-step commitments, by project close A background in telesales or seller acquisition for marketplaces will help you hit the ground running, and familiarity with CRM tools such as HubSpot ...

I need a clean, verifiably working integration between my Zoho Commerce store and Google’s Customer Reviews program. Your first task is to create a fresh Google Tag Manager container—there isn’t one in place now—and load it only with Google Analytics and Google Ads conversion tracking tags. Please avoid any redundant or legacy snippets so the container stays lean. Once GTM is live, add the Google Customer Reviews opt-in module to the site. I’m flexible on styling; feel free to keep the default look or adjust logos, colours and copy if that speeds up approval. What matters is that Google Merchant Center recognises the integration without warnings and begins collecting survey data. When everything is functioning, hand over a short document (Google Doc o...

...Wix, Squarespace or any other tool you favour, provided I receive full admin access once the page is launched. Prefer not to pay any additional subscriptions. Core functionality • Embed my Outlook calendar directly on the page so visitors can lock in a call without leaving. • Send every form submission into MailerLite to trigger my existing email automation. • Push the same lead data into Zoho CRM • Host and autoplay the video sales letter above the fold with muted start, custom controls and clean fallback for mobile. Quality requirements – Mobile-first, responsive design that keeps load time under three seconds. – Basic on-page SEO and GDPR-friendly cookie/banner handling. – Clean, documented code or plugin stack so I can ...

I have a growing list of prospects interested in stainless-steel raw materials and a short, plain-text template ready to go. Each week I need that email sent on behalf of Steel Impex India through Zoho (or ImportSend if you prefer working there). I will supply: • the contact list (CSV) • the approved template • the reply-to address so responses land in my inbox Your role is to load the contacts, schedule or trigger one send per week, and make sure the message reaches inboxes without triggering spam filters. Personalisation is minimal—first name and company, nothing fancy—but accuracy and deliverability are crucial. Please keep basic statistics on sends, bounces and opens so I can see how the outreach performs; a brief weekly report is all I need. Al...

...agency’s value proposition, target persona, and common objections, then leave the wording and call structure in your hands. We’ll refine it together after a quick dry run, but the first draft is yours. Day-to-day, you’ll log calls and outcomes in the shared Google Sheet/CRM, note follow-ups, and give me a concise end-of-day summary so I can track pipeline progress. If you have experience with HubSpot, Zoho, or a similar CRM, tell me—that will make onboarding quicker. Deliverables: • First-draft Hindi call script (intro, discovery questions, pitch, objection handling, closing + meeting-booking flow) within 48 hours of kickoff • Daily call activity recorded in the shared sheet/CRM • End-of-day recap highlighting meetings booked and deals...

I need help setting up ZOHO CRM specifically for sales pipeline tracking. This will primarily be used for managing our business brokerage sales. Key Tasks: - Set up sales pipeline stages: Lead qualification, Proposal/Price quote - Determine if custom fields are necessary and implement them if needed Ideal skills and experience: - Proficiency in ZOHO CRM - Experience with sales pipeline setup - Ability to customize fields based on business needs Please provide examples of similar work done.

...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 other lead sources into the CRM Migrate messy, years-old contact data from spreadsheets and old systems into a clean pipeline — without losing anything...

...Scheduling Google Calendar Outlook Calendar Appointment Booking Availability Management Meeting Scheduling Reminders Automation Workflow Builder API Connections Webhooks Third-party Integrations Custom Automation Background Jobs Storage & Cloud Google Cloud Platform Google Cloud Storage File Uploads Media Library Secure Storage Third-Party Integrations Examples include: GoHighLevel Twilio Zoho CRM Stripe PayPal Google Workspace Google Cloud Google Document AI OpenAI Claude ElevenLabs Additional integrations should be supported through a modular API architecture. Technology Stack (Preferred) Frontend React TypeScript Backend Node.js Python (AI Services) Mobile React Native Android iOS Architecture REST APIs GraphQL (optional) WebSockets Microservices ...

Zoho CRM, Zoho Books API, REST API Integration, Claude AI / Anthropic API, Zapier Project Description: We are Coretrst Technical Services L.L.C, a Dubai-based company with a real estate and property management portfolio (residential units, labour camp management, and facilities/AMC contracts). We use Zoho CRM and Zoho Books to run our operations, and we have 12 employees and AMC (Annual Maintenance Contract) vendors whose data flows through these systems. We need an experienced freelancer to guide us through and set up the integration of our Zoho CRM and Zoho Books with Claude AI (Anthropic), so we can automate and better organize our operations. This is not just a build-and-leave job — we need someone who can explain the setup as they go, ...

...Wix, Squarespace or any other tool you favour, provided I receive full admin access once the page is launched. Prefer not to pay any additional subscriptions. Core functionality • Embed my Outlook calendar directly on the page so visitors can lock in a call without leaving. • Send every form submission into MailerLite to trigger my existing email automation. • Push the same lead data into Zoho CRM • Host and autoplay the video sales letter above the fold with muted start, custom controls and clean fallback for mobile. Quality requirements – Mobile-first, responsive design that keeps load time under three seconds. – Basic on-page SEO and GDPR-friendly cookie/banner handling. – Clean, documented code or plugin stack so I can ...

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 i...

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...

...TDS Return Filing • MCA/ROC Filing & Company Compliance • Import Export Code (IEC) Registration • E-Way Bill Generation 4. Accounting & Bookkeeping • Bookkeeping using Zoho Books • Financial Record Management • Bank Reconciliation • Ledger Maintenance • Financial Reports 5. Why Choose Me? • 2+ years of professional experience in taxation, accounting, and compliance. • Successfully completed 500+ Income Tax Return (ITR) filings. • Expertise in Salary, Business, Professional, and Capital Gains tax returns. • Experienced in GST, TDS, MCA Compliance, IEC Registration, and Notice Handling. • Proficient in Computax and Zoho Books. • Accurate work, timely delivery, and complete confidentiality. &bul...

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...

...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 up to speed quickly, but I’m happy to walk you through my exact workflow on day one. Daily progress updates over Slack or email keep us aligned, and I clear time for quick questions so nothing stalls. Finished uploads that match the source documents without missing fields or typos will be the acceptance criteria for each batch. If ...

Customize additional columns inside zogo books

...Architect - LinkedIn & Zoho Integration am looking for a Senior AI Solutions Architect / Full-Stack AI Developer to build a long-term AI platform, starting with a LinkedIn Marketing & Content Agent integrated with Zoho. This is Phase 1 of a much larger AI transformation. Required Skills OpenAI API Prompt Engineering AI Agents Zoho Creator Zoho CRM Zoho Flow Zoho WorkDrive Zoho Social Python or Node.js REST APIs OAuth Authentication PostgreSQL or similar database Canva API (preferred) LinkedIn official API experience GitHub Docker (preferred) Phase 1 Deliverables 1. Project Upload Portal Develop a portal where our engineers upload: Photos Videos Voice notes Project information Scope Challenges Equipment Safety achievements Client t...

...AI Developer to build a long-term AI platform, starting with a LinkedIn Marketing & Content Agent integrated with Zoho. This is Phase 1 of a much larger AI transformation. Required Skills OpenAI API Prompt Engineering AI Agents Zoho Creator Zoho CRM Zoho Flow Zoho WorkDrive Zoho Social Python or Node.js REST APIs OAuth Authentication PostgreSQL or similar database Canva API (preferred) LinkedIn official API experience GitHub Docker (preferred) Phase 1 Deliverables 1. Project Upload Portal Develop a portal where our engineers upload: Photos Videos Voice notes Project information Scope Challenges Equipment Safety achievements Client type Approval status Store everything inside Zoho WorkDrive. 2. AI Content Generator Automatically genera...

...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...

I need my Zoho One account configured from scratch so I can start working in Italian without touching the back-end again. Sales Order • Import my existing orders and catalogue, automatically creating or updating both Products and Customers as the file lands in the system. • Make sure future CSV / XLS imports keep the same mapping so my staff can repeat the task in one click. Zoho Desk • Activate rotation-based ticket assignment and attach an SLA policy that escalates when a reply is late. • Make sure both rules are visible to agents and reportable. WhatsApp Integration • Link my business WhatsApp number to Zoho so every incoming message opens a ticket or a lead, and replies are stored in the same thread. Forms & Quotes &bull...

I run a UK-registered company and need an Indian Chartered Accountant to take full charge of our financial reporting—specifically, p...will deliver the raw bookkeeping data on the first business day after month-end (CSV exports from our cloud ledger). Within an agreed turnaround window you will: • verify the figures against supporting documents, • structure the monthly P&L in GBP, and • return both an editable file and a locked PDF ready for board circulation. If you already work in tools such as Xero, QuickBooks Online or Zoho Books, that’s a plus, but I’m open to whichever platform you prefer as long as the final report is consistent and audit-ready. Please outline your experience preparing UK-style monthly P&Ls for overseas compani...

...phone numbers 2. You are available 9am–6pm US Eastern Time, Monday–Saturday, as your normal working hours 3. Fluent, natural written American English (your messages ARE the brand) 4. Comfortable selling hemp/THCa products to US customers Nice to have (not required): experience in cannabis/hemp/vape/nicotine or another regulated product, or chat-based sales (not call-center scripts). Know how to use Zoho inventory management tool. Pay: hourly base + sales commission on every completed sale you handle. Long-term role for the right person. Before hiring we run a short PAID test (about 1 hour, paid whether or not you're hired). TO BID: start your bid with the word MATCHA, then answer in your own words: (a) What Apple device do you have, and can you iMessage a US ...

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 m...