Zoho Jobs

I'm looking to embed an amortization Calculator within our Accounts Module in Zoho CRM. We would like it to function exactly like this example. We would like the results of the calculator, including the amortization schedule, to be added to feild/tables within the account module of zoho Crm. Can anyone help? We are zoho one subscribers.

On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - Strong knowledge of personalizing emails based on customer data...

Necesitamos implantar en la empresa la solución de Zoho One, el módulo de expenses. Se trata de crear los procedimientos, metodos, herramientas necesarias para este módulo en la empresa.

Necesitamos la implantación y configuración de los procedmieintos de zoho people para el uso de la empresa.

Implantación de zoho Desk. Creación de los procesos y automatizaciones para el correcto uso de las herramientas dentro de la empresa.

1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. It is important that we have a solution that is directly usable with no modifications needed apart from inserting our specific IDs for fields/modules etc. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns, Projects).

I'm looking to hire someone who can create a zoho desk addon which can print a small summary of the ticket current ticket information, including a QR code with the ticket number. We will then print the summary on a small label. The fields I need are: Subject Account Name: Contact Name: Date Created: Ticket Number: QR code The ideal freelancer for this project should have proven experience in Zoho Desk, and API integration. They should also have sound understanding of data handling, as sensitive information could be involved. Please provide examples of similar projects you have done in the past.

I'm seeking a proficient freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It means t...

**Project Overview:** We're looking to set up a Zoho Portal that allows users to create emails using their custom domain and integrate them with Zoho Sheets. The goal is to replicate the functionality of an existing Google Apps Script that forwards emails to Google Sheets. The freelancer will be responsible for configuring the Zoho Portal, setting up email forwarding, and integrating Zoho Sheets to achieve seamless email-to-sheet automation. **Prerequisites:** - Access to Zoho Mail and Zoho Sheet. - A custom domain configured with Zoho Mail. - Basic knowledge of Zoho Mail, Zoho Sheet, and email forwarding. **Scope of Work:** 1. **Zoho Portal Setup:** - Configure the Zoho Portal to enable email creation using the custom domain. - Ensure proper domain verification and configu...

Phase 1: Integration and Automation of Zoho Books and Zoho Inventory ● Objective: Establish robust integration between Zoho Books and Zoho Inventory for streamlined financial management. ● Tasks: 1- Chart of Accounts Mapping: Link the chart of accounts in Zoho Books to corresponding inventory items in Zoho Inventory for accurate expense and income tracking. 2- Automation of Sales Invoice Processing: Develop workflows (using Zoho Flow) to automatically record sales invoice details: 2.1- Delivery service costs based on chosen service (integrate shipping carrier accounts if applicable) 2.2- Payment processing fees associated with different platforms (integrate payment gateway accounts) 3- Testing and Validation: Conduct thorough testing to ensure accurate data transfer and successful automa...

I'm in need of a dedicated, full-time Virtual Assistant to help me with managing various tasks. The ideal candidate should be fluent in both English and Spanish, as they will be handling clients from both languages. Key Responsibilities: - Email Management: You will be responsible for handling my email correspondence, prioritizing emails, and responding to clients in a professional and timely manner. - Scheduling Appointments: You will help me in coordinating and scheduling meetings and appointments, ensuring my calendar is up-to-date and organized. - Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho appl...

I'm in need of someone to assist with creating daily/weekly journal entries in our Zoho Books accounting software. Key Responsibilities: - Record a Journal for each business day that summarizs the payment transactions of the day (cash, credit card, bank transfer etc) Ideal Candidate: - Proficient in Zoho Books software. - Strong understanding of basic accounting principles. - Experience with creating journal entries. - Reliable and able to deliver entries on a weekly basis.

I'm in need of a dedicated, full-time Virtual Assistant to help me with managing various tasks. The ideal candidate should be fluent in both English and Spanish, as they will be handling clients from both languages. Key Responsibilities: - Email Management: You will be responsible for handling my email correspondence, prioritizing emails, and responding to clients in a professional and timely manner. - Scheduling Appointments: You will help me in coordinating and scheduling meetings and appointments, ensuring my calendar is up-to-date and organized. - Data Entry: You will be required to assist with data entry tasks, ensuring accuracy and attention to detail. ZOHO Expertise: - Familiarity with Zoho CRM, Zoho Books, and Zoho Creator is a must. If you have experience in other Zoho appl...

I am looking for Zohobooks expert to analyze the bookkeeping done by another accountant. He has migrated data from GNUCash to Zoho Books, I want you to analyze the data, chart of accounts and way of accounting used to confirm that proper bookkeeping has been done. This should be a quick job for an experienced accountant, you will need to come on a call and analyze the records.

I am looking to generate an Inventory Forecast Report like how much quantity of which Items needs to be ordered for the expected requirement of next 3 months, based on the following data from ZohoBooks: 1. Item-wise Sales quantity trend for the last 6 months. 2. Expected Delivery Date (EDD) of the Purchase Orders booked in ZohoBooks with Status as "Issued" 3. Item-wise Accounting Stock in hand as on date in the ZohoBooks

I'm seeking a skilled MEAN Stack developer to improve our existing web application. Your tasks will involve multiple areas including: - Modifying existing features for better functionality - Reworking the user interface - Enhancing performance - Refactoring and remediation activities The developer should be proficient in using Git and Azure DevOps, Zoho services (subscriptions, CRM), Firebase and have previous experience with Azure resources. A working knowledge of Agile or Scrum methodologies, unit testing and code coverage is also required. It's important that you have proven experience with both the front and back-end of web development, as this is a full-stack position. While it's not required for this job, experience with e-commerce functionality, social networking f...

I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm looking for: - **Features**: The Zoho setup should include robust features for contact management, deal tracking, and email marketing. This is essential for our brokerage operations. - **Team Size**: The setup should cater to a team of 1-5 members. The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems and ensuring smooth in...

This is a Fulltime Project for Someone Speaking Excellent English And Spanish. 30-40 Hours A Week Hi, I am looking for a virtual assistant that is bilingual in Spanish and English and is available to work from 9am PST until 3 or 5pm PST Monday through Friday for a doctor's office long term (>12 months). Must have reliable internet. Duties include - data entry - translating over the phone - calling people to obtain information - scheduling appointments - responding to emails and voicemails - using a Slack like program You will have weekly meetings to answer any questions with the doctor (who is also bilingual). You will have access to a mentor/support team. You will be given scripts to use and specific questions to ask. You do NOT have to: scribe, create social media, create m...

We are looking for a Zoho consultant with expertise in building applications using Zoho Creator. Should understand Zoho CRM functionalities. Please apply only if you have worked with Zoho Creator applications before. The project is to build a few custom functionalities using the Zoho Creator application.

Please send me your Dashboard visual - if you already did the same for other clients - I need only Experienced person - who can show own work. Thanks I'm seeking an experienced freelancer to build a comprehensive Zoho dashboard specifically tailored for my existing business. This dashboard should facilitate effective daily analysis of certain key aspects in relation to the business's financial and operational data. Key Responsibilities: - Design and configure a Zoho dashboard that tracks and analyzes our revenue, expenses, and any patterns in our sales and customer relationships. Ideal Skills: - Zoho dashboard configuration - Zoho analytics - Data Visualization - Financial Accounting knowledge - Understanding of CRM data The ideal freelancer for this project should hold co...

Create an experience cloud site. Create one dynamic reusable search component in site it should be visible to the the user A but should be hidden to the user B. If we will get 50000 records how to optimize solutions .

**Job Title: HubSpot and Email Marketing Expert (Freelance)** **Job Description:** We are looking for a proficient HubSpot and Email Marketing Expert to join our team on a freelance basis. This role focuses on leveraging HubSpot's software suite to optimize our marketing strategies, with a strong emphasis on email marketing. The candidate will manage and enhance all elements of our CRM, marketing automation, and customer engagement processes. **Responsibilities:** - Design and implement comprehensive email marketing campaigns within HubSpot to nurture leads and engage customers. - Oversee the integration and management of HubSpot, including CRM, marketing automation, sales automation, and customer service hubs. - Develop and maintain integrations between HubSpot and other digital t...

I'm seeking a skilled HubSpot expert to help me streamline my sales and marketing processes. My company caters to a large customer base of over 10,000 individuals and our main goal is to improve efficiency and effectiveness in our sales and marketing operations. Key Responsibilities: - Analyze our existing HubSpot setup and workflows - Implement improvements that will help us effectively manage our large customer base - Suggest and potentially implement automations that will help us streamline our sales and marketing processes Ideal Candidates Should: - Have a proven track record of successful HubSpot implementations, ideally for businesses with large customer bases - Be proficient in identifying opportunities for automation and process improvements - Be capable of implementing cha...

I'm in need of a professional to assist with the integration of Shopify and Zoho Inventory/Books. I have an inventory of approximately 30 active products. I believe all of the data is correct such as the SKU numbering etc. I have already made an attempt to synchronise the two applications but I did not manage. I want the integration to be made with the in built facility that Zoho provides. I do not want to use Zoho Flow or another similar application to achieve this. When the synchronisation is complete. We need to run some tests to make sure that every product and every order that is made on my Shopify website is working correctly. It will likely be a good idea that we sync a one product order as a test. I need to be very well advised if we need to make any changes to my Items/...

I'm seeking a Zoho CRM expert who can help with sales automation. - Implement Lead Scoring and Distribution: I need a professional who can assist in setting up a lead scoring system to help prioritize and distribute leads effectively. - Improve Sales Pipeline Management: A crucial aspect of this project is to enhance our sales pipeline management. The ideal candidate should have extensive experience in setting up pipelines, stages, and automating tasks within Zoho CRM. To qualify for this project, you must have a proven track record in Zoho CRM implementation and specifically in sales automation. Your expertise will be instrumental in helping us streamline our sales process and enhance our overall efficiency. Prior experience in lead scoring and distribution is a must.

I'm currently looking for a highly skilled freelancer with comprehensive knowledge in Zoho CRM, marketing automation, Zoho One and integration with third-party applications. The main tasks to be performed are: - Configuring a tailormade CRM workflow that fits our business needs. - Setting up advanced email marketing automation. - Integration with external third-party applications. - Overall setup of Zoho products. The ideal candidate will have a previous history of setting up Zoho software. We aim to launch this project in the next week, so promptness and reliability are essential. Proactive suggestions for improvements based on your knowledge and experience are also welcome. Join us in taking our CRM to the next level! Skills in Deluge is Zoho's online scripting language woul...

I'm looking for a freelancer who can help me with integrating zoho crm call record to zoho books.