Zoho Jobs

I have a prospect in Saudi Arabia who wants to see a live CRM demonstration, and I currently lack an internal subject-matter expert to lead it. I need you to step in as my pre-sales resource, shape a concise story around the product, and run a polished demo for their sales team. The exact platform is still open, so I am counting on your breadth of experience—whether that is Salesforce, Microsoft Dynamics, HubSpot, or another mainstream CRM—to advise me on the best fit and then showcase it convincingly. You will first join me for a short discovery call to confirm the prospect’s sales workflow, pain points, and any regional considerations. From there, you will spin up (or tailor) a demo environment, script the journey from lead capture to closed deal, and emphasise feature...

I need my Immigration & Overseas Consultancy to run smoothly inside Zoho One. Everything from capturing a lead to archiving final documents should live in one well-organised workspace. Here’s what I expect you to set up and refine: • Client relationship management – full lead intake, nurturing, and conversion flows using Zoho CRM • Workflow automation focused on document management – automatic folder creation, version control, reminders for expiring paperwork, and status updates to clients and staff • Daily task management – clear dashboards so every counsellor, case officer, and admin knows what must be done today, what is pending, and what has been completed • Sales pipeline views that mirror our visa stages, with at-a-glance reve...

I need an expert to integrate ZOHO CRM with our existing systems. Essential Functions: - Email marketing - Lead management - Sales automation Experience with custom workflows is a plus.

I have a small team of five or fewer employees who are brand-new to Zoho Books. I need step-by-step, hands-on training that gives them the confidence to handle two core tasks without supervision: • Invoicing – creating, customising, sending, and following up on invoices • Expense tracking – entering, categorising, attaching receipts, and reconciling expenses If you can also touch briefly on basic reporting, that would be a bonus, but the priority is solid mastery of the two areas above. My ideal approach is a series of live, screen-sharing sessions (recorded for later replay) backed up by concise cheat sheets or slide decks my staff can keep on hand. By the end of the engagement, each participant should be able to open Zoho Books, complete an invoice from s...

We sell merchant processing services and equipment. We need to recreate a custom CRM system in Zoho One for Leads, Equipment, Invoicing, Residual Payments to Agents, Underwriting and Risk. We will be using Zoho One so that we can have quick access to and direct integration with mail, drive, social, finance, etc, but I want to utilize the Zoho MCP so that the agentic AI is creating our modules quickly , especially for the custom Residual Module for paying our sales agent teams. We need a Zoho Certified Expert that also has extensive experience creating Agentic Code to speed up the development process. I do not want the old fashioned method of Flows only, this will be with Creator and Cursor, Claude Code, etc. You must prove that you have access to and a portfolio of using these models,...

I need Google reCAPTCHA (preferably the invisible version) added to two separate Zoho Forms. The goal is for both forms to behave and look consistent with the reCAPTCHA-protected form already running on another of my sites, or better (invisible).

What You Will Build: • Zoho CRM + OpenAI API integration for auto query classification • WhatsApp Business API integration for automated workflows • AI-powered quotation engine inside Zoho Books • Vendor RFQ automation via WhatsApp + Email • Auto task creation from calls, WhatsApp, emails using AI • SO/PO auto generation workflow • Zoho Flow + n8n workflow automation • Voice to task using Whisper AI • Founder dashboard on Zoho Analytics • AI finance controls – credit limit, payment alerts, risk engine • Dispatch tracking automation • Multi-language AI communication layer Skills Required: • Zoho One (CRM, Books, Inventory, Projects, Flow, Analytics) • OpenAI API / Claude API • n...

I'm seeking a developer experienced in integrating Zoho applications with various AI APIs. The integrations required are: - Zoho CRM, Zoho Desk, Zoho Projects - OpenAI API, Claude API, WhatsApp API, Whisper AI - n8n or - REST API experience - Zoho Deluge scripting Ideal skills and experience: - Proficiency in Zoho applications and their APIs - Strong expertise in OpenAI and Claude APIs - Experience with WhatsApp API and Whisper AI - Familiarity with n8n or for automation - Solid REST API knowledge - Ability to write and understand Zoho Deluge scripts Looking for a freelancer who can efficiently set up these integrations to enhance our workflows.

I need a seasoned Zoho One consultant to roll out the entire platform for our multi-campus education group in India. My immediate priority is end-to-end help with Zoho One itself—from licensing and architecture through to post-go-live support—so please make that the centrepiece of your proposal. Scope Our Admissions department will go live first. Within that launch we expect a fully customised Zoho CRM for enquiries, applications, and student lifecycle management, automated workflows that mirror our admission stages, and a Creator-based portal where applicants can track status. Once that is stable we will layer in Desk for help-desk tickets, HR approval flows, finance integrations, and any other department we choose to onboard. Key expectations • Complete Zoho One set-up...

I need a clean, minimalistic module inside my existing Lovable portal that pulls live data from Zoho CRM through an API-key based connection. When a logged-in user types any keyword—vendor name, brand name, account name, or contact—the portal should instantly query Zoho and return two grouped results: • Accounts: clicking an account reveals its name plus every linked contact with full details. • Contacts: clicking a contact shows full name, email, mobile, and the related account. Speed is important; results must feel instantaneous, and the UI should remain lightweight so it blends naturally with the current Lovable styling. Core requirements • Secure access using my Zoho API key (no OAuth for now). • Live search on the following fields: vendor name,...

I’m moving our accounting and finance workflow into Zoho and need Zoho Inventory configured from scratch as soon as possible. The account is already created; what’s missing is the full-scale setup that lets my team start recording stock, purchase orders, and sales invoices without hiccups. Here’s what I expect once you’re done: • Company profile completed and taxes, currencies, and units defined • Opening stock imported from my Excel sheet and aligned with SKU codes • Automated reorder points, composite items, and warehouse locations set up • Integrations activated with Zoho Books (existing org), online sales channels, and Stripe • Two custom templates for invoices and packing slips matching our branding • Brief hand-off sess...

I need day-to-day help with Dutch-language phone traffic. Most calls are inbound, a smaller share are quick outbound callbacks, and every conversation centres on friendly, accurate customer service rather than hard selling. After each call you will draft a brief note, tag the contact in our CRM and, when appropriate, send a concise follow-up email that recaps the solution or next step. The CRM platform may change as we scale, so ease switching between tools such as Salesforce, HubSpot or Zoho is important. Success for me looks like: • Calls answered or returned in Dutch panguagecwithin agreed time windows • Every interaction logged in the CRM with clear notes • Follow-up emails dispatched the same day, free of typos and fully aligned with our tone of voice Note o...

I need a seasoned Zoho CRM consultant who can jump in right away and bring my sales team fully up to speed. We already have the system running; what’s missing is the practical, day-to-day know-how that lets reps log calls, track deals, and build reports confidently without leaning on ad-hoc tips. Your mission is two-fold: teach and support. I want concise, live sessions (remote is fine) that walk the team through our actual pipeline, combined with follow-up materials they can reference after the call. Once training is complete, I’d like short-term on-call help to tackle the inevitable “how do I…?” questions that pop up while new habits form. Deliverables • Two to three instructor-led sessions tailored to our workflow (recorded for replay) • Qu...

I run a fast-growing solar installation company in Australia and I’m ready to move the entire sales, marketing, and finance operation into Zoho CRM. I need a true “from-scratch” build: custom modules, workflows, dashboards, and all the key integrations that will let my team work from one place. Scope of work • Sales team management – design our pipeline from lead to install, set up roles, profiles, blueprints, and real-time dashboards so every rep and manager can track performance at a glance. • Marketing automation – connect Meta lead ads, create nurturing journeys, and synchronise campaigns so marketing metrics flow straight back into the CRM. • Financial integrations – push approved quotes and invoices into Xero automatically, th...

I have a pre-made Laravel template I’d like to turn into a fully functional site. The foundation is already there; what I need is a developer who can wire everything together so it works flawlessly in production. Core requirements • User authentication – secure registration, login, password reset, email verification and role management. • Payment gateway – integrate a mainstream provider (Stripe or PayPal preferred) for one-time and recurring transactions, complete with webhooks and test/sandbox mode. • Content management system – an intuitive back-office where I can create, edit and publish pages or posts without touching code. Please keep the codebase clean (Laravel best practices, PSR‐12, env-driven configuration) and well documented so I c...

I already have a one-page flyer that explains my business and workshops I offer; now I need that content transformed into a creative, vibrant landing page inside SpeakerFlow (built on zoho). The page’s single focus is to promote the workshop and to help organizations know what is available. Eventually it will also serve as a starting place for virtual sessions where individuals can sign up. Core sections I want to see are a concise workshop-details block, a compelling testimonial area (I’ll supply quotes), and an embedded form that lets visitors either register interest or at least join my mailing list. I also offer a free downloadable resource as a lead magnet; when someone grabs it their contact should be captured in the CRM so I can continue the conversation. I’m ha...

We are seeking a skilled freelancer to assist our email marketing agency with automation workflows and integrations. Rate: $6 per hour Experience: 3 - 5 years preferred Hours: 10 - 30 hours per week - California hours only Team: We need someone very responsive on our team Slack Responsibilities: Set up and maintain email marketing automation workflows and campaigns Utilize HTML as needed for integrations and troubleshooting Segment audiences for targeted campaigns Troubleshoot and resolve technical issues related to email delivery and automation Use Zapier to integrate marketing platforms and tools like Square, Calendly, etc. Required Expertise: HubSpot Zoho Klaviyo GoHighLevel MailChimp Please apply only if your rate is $6 per hour, as we are working within a tight budget. When apply...

I need an experienced Zoho Mail specialist to move our company’s email off Gmail and set everything up on Zoho without downtime. This includes configuring all DNS records for our domain—MX plus SPF, DKIM, and DMARC—so deliverability is spotless, and migrating every existing email from our Godaddy mailboxes into Zoho with labels, folders, attachments, and timestamps intact. Once DNS is updated and mailboxes are fully migrated, we’ll run live send/receive tests on web, mobile, and any IMAP clients we still use. I’ll provide registrar access and Google admin credentials right away; you handle the cut-over planning and keep me posted on propagation status. The job is complete when: • All historical Godaddy data appears in Zoho Mail. • New messa...