Zoho crmJobs
...opgave er i sin natur noget, der skal laves ordentligt én gang, og derfor vil jeg hellere betale for kvalitet end for et abonnement. Opgaven omfatter bl.a.: Komplet opsætning eller optimering af Klaviyo-konto Implementering af alle essentielle flows (welcome flow, abandoned cart, browse abandonment, winback m.fl.) Opsætning af segmenter og målgrupper Sikring af korrekt integration med webshop/CRM Opsætning af templates og visuel e-mailstruktur Best practice-opsætning af tracking, analytics og permissions En kort gennemgang med mig efter opsætning, så jeg let kan arbejde videre med kampagner Jeg søger en freelancer som: Kender til Klaviyo Kan vise tidligere opsætninger / cases Arbejder dedikeret og detaljere...
Vi leder efter en der kan hjælpe os med at lave forskellige monday boards og vedligeholde de boards vi allerede har. Nyt - Tidsregistrering på kunder vedligehold - CRM
Hi I need a reliable assistant/secretary to cut and paste data from websites into new contacts in Hubspot. You will get a list of links to companies like this one Your task is to extract the data and enter them into Hubspot. I am not sure how long it will take, so let's do it on an hourly basis. Please state your fee per hour. Please also write if you have experience with Hubspot. You will need a fast and stable internet connection. I look forward to working with you! Take care Erik
Experto en Vtiger para mantencion y desarrollo de CRM
Hej, Jeg søger efter en udvikler som har erfaring med at arbejde med webservices. Denne app skal forbinde til Microsoft CRM web api: og så skal den bruge Google Maps API: Den vil hente data ned fra CRM som så vil blive vist på Google Maps, den vil bruge funktioner som 'Distance and travel time' fra google og også vise destination og ruten på kortet. Dette er overordnet beskrivelse, flere detaljer vil blive givet når vi har en samtale. Du må gerne beskrive hvor meget erfaring du har med web service og hvilke webservice du har arbejdet med.
Jeg skal bruge 4 til 6 mødebookere/sælgere til mødebookning og evt. salg af webløsninger. Du får telefonlister og adgang til webbaseret crm system. Du kan arbejde hjemmefra og/eller fra vores kontor i Glostrup. Ring eller skriv til mig så finder vi ud af detaljerne.
HTML /CRM programming xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxx
...Diagnose current theme to spot any bottlenecks or redundant apps. • Implement the agreed-upon functionality upgrades—whether that’s smoother navigation, a faster checkout, or tighter integration with select third-party services. I’m open to your recommendations. • Design and embed custom forms (think product enquiry, returns, or wholesale signup) that capture data to the admin or our chosen CRM. Forms must validate properly, look consistent on mobile/desktop, and send confirmation emails. • Test across modern browsers and devices and document any theme edits so I can maintain them later. Acceptance criteria 1. All new functionality runs in production with no console errors. 2. Custom forms submit, store, and email data accurately. 3. ...
I have a growing set of customer records that must be brought into a single, reliable Microsoft Excel workbook. The work involves three clear steps: • Data entry – transfer raw customer details I provide (names, contact info, purchase history, notes) into a structured Excel template. • Data cleaning – de-duplicate, standardise phone and email formats, and flag any incomplete fields so our CRM import runs smoothly. • Basic analysis – add pivot tables and simple charts that highlight total customers by segment, recent purchase frequency, and any notable trends you spot. Everything has to stay inside Excel—no outside tools—so a solid command of formulas, data validation, conditional formatting, and pivot tables is essential. I will rev...
Looking for a Monday CRM platform freelancer to help adjust dashboards based on images. Details shared during collaboration.
Project Summary I need an experienced Zoho Creator developer to build a web-based internal HR / management app. This is NOT a mobile app and NOT custom code. It must be built entirely in Zoho Creator using forms, workflows, lookups, and Deluge. The app will manage: - Prospect → Employee lifecycle - New hire document collection & compliance tracking - Role-based access (Admin, Manager, Leads) - Asset issuance tracking with automatic history - Alerts for missing or incomplete items Vehicle maintenance is explicitly out of scope for this phase. Key Requirements - Prospect records are separate from employees - Prospect cannot be saved without interview & road test dates. - Prospects auto-expire after 10 days if not converted - Employees move through New Hire &rar...
Create one instance of CRM Software in HTML and using Ruby Rails. Import data from CSV file into predetermined fields
... Timeline, and Price) has passed. Once Lead Manager finds a "hot" lead on Kixie, they will schedule a Zoom call for a deeper discovery or a virtual property walkthrough using Fathom. The Lead Manager will then add the warm leads to the Podio CRM so that the team can convert them into qualified leads. The Acquisition Manager will use Fathom to "read between the lines" and handle objections. The Acquisition manager will build deep rapport, walk through the property virtually using Fathom, and get a signed contract using Dotloop and update the Podio CRM so the team can manually view the qualified leads. Virtual Walkthroughs will be needed to watch the recording to catch repair issues the seller might have glossed over (like a small water stain on the ceil...
I need a female customer service representative to join me in the office and become the first friendly voice our clients hear. Your main responsibility will be to answer incoming calls, respond to walk-in enquiries, and record every interaction accurately in our CRM so nothing slips through the cracks. Fluency in Punjabi, Hindi, and English is non-negotiable; most of our customers switch between these languages freely, so you must feel equally comfortable speaking and writing in all three. Strong, confident communication skills matter more than any formal certification, and if you can keep conversations clear and courteous while taking concise notes on the computer, you already have the foundation I’m after. Day-to-day you will: • Handle phone calls, emails, and front-d...
...(backend). The project is already running. We need someone who can understand the current codebase and implement new features without breaking existing functionality. Scope of work: * Add new UI components in React * Modify and create REST APIs in Node.js * Improve performance and fix slow API responses * Implement authentication and role permissions * Integrate third-party APIs (payments or CRM) * Fix bugs and improve responsiveness Requirements: * Strong experience with React and modern hooks * Solid Node.js and Express knowledge * Experience with MongoDB or similar database * Clean, maintainable code * Able to work on an existing project (not from scratch) Nice to have: * SEO understanding * Deployment experience (VPS or cloud) * Previous MERN projects This is a long-t...
I have three legacy SCORM courses that must be rebuilt from the ground up inside Zoho Trainer Central. All source content is ready in Word and PDF (files are 165 KB, 110 KB, and 45 KB respectively), so you can copy-paste into an AI creator directly while adjusting wording for clarity. The AI can adjust each Chapter for style and appearance. However it can NOT adjust the meaning of the material. I do not want AI to re-create the courses. I want AI to FORMAT the new courses. Once each chapter is converted, you will instruct AI to create a 1 minute audio file that will be gated at the beginning of each chapter (user must listen to it). AI will also re-create quizzes within each chapter. These are simple quizzes that can be made up of True/False or Multiple Choice. The quizzes can be...
...needs a HIPAA-ready patient portal, an internal claims mobile app, or a hardened API is a potential fit. Your day-to-day – Hunt for decision-makers, warm them up, and hand them off once they agree to a discovery call. – Channels are completely up to you—cold email, LinkedIn outreach, events, partnerships—so long as methods are ethical and GDPR-compliant. – Keep basic lead data in a shared CRM so both of us can track status and commissions transparently. How you get paid All payouts are commission-based, tied directly to the first invoice we close with your lead. I’m open to structuring tiers or milestones once we talk numbers, but the headline is simple: the more revenue you bring in, the larger your share. Acceptance criteria &bul...
Zoho Books Specialist (Individual Freelancer) – UAE Accounting | Long-Term Monthly Retainer Objective I am looking to engage an individual Zoho Books specialist on a long-term monthly retainer to manage and review bookkeeping for my UAE-based company. Scope of Work Maintain bookkeeping entries in Zoho Books Review and audit transactions entered by the internal team Ensure accuracy, consistency, and compliance with UAE accounting practices Prepare monthly or quarterly financial reports, depending on activity Act as a support resource for Zoho and accounting-related queries Workload Structure Current transaction volume is very controlled and low, allowing for clean processes and quick reviews Workload is expected to scale gradually, making this sui...
...resident or citizen of the United States or Canada (please state city & province/state in your application). Fluent English (verbal and written). Reliable high-speed internet and quiet workspace. Must be able to work overlapping hours with Eastern Time for coordination and training. Nice to Have Previous customer-service or call-center experience (helpful but not required). Comfortable with basic CRM and ticketing tools. How to Apply Please submit: A short cover note confirming you live in the U.S. or Canada (include city & state/province). Your local phone area code and typical availability (days & hours). One-sentence reason you’d be a great fit. We will invite qualified candidates to a 20-minute paid screening call. No upfront fees....
...my existing customer list, and structure cold, warm, and retargeting stages that comply with Meta’s financial-services policies. • Asset production: write thumb-stopping copy, select imagery or short-form video, and build all variants directly inside Ads Manager so split-testing is effortless. • Tracking & reporting: configure Pixel and Conversion API, set up custom events that tie back to my CRM, and supply concise weekly reports highlighting cost-per-lead, ad-set winners, and next actions. • Ongoing optimisation: pause under-performers, scale winners, refresh creatives before fatigue sets in, and suggest budget shifts when data supports the move. Acceptance criteria – Campaign live within 14 days of contract start – First optimisa...
...metrics explanation Security: • API authentication mechanism • Rate limiting configuration • Firewall and access rules summary Documentation: • Architecture diagram • API usage guide • Deployment runbook 3. Testing & Load Validation Clauses Freelancer must demonstrate system resilience under simulated production conditions. Functional Testing: • API validation against all documented endpoints • CRM connector verification • Delivery status webhook validation Load Testing: • Sustained throughput test ≥ 1,000 TPS • Burst load simulation • Queue backlog stress scenario • Worker failure simulation Reliability Testing: • Retry logic validation • Idempotency verification • Database failover simu...
I need a clean, up-to-date email database of Technology, Healthcare, and Finance companies operating across Asia. My focus is on small businesses and medium enterprises only—large corporates can be left out. Accuracy is key. Every record should include: • Company name • Industry tag (Tech, Healthcare, or Finance) • Country and city within Asia • Contact person’s full name, job ...city within Asia • Contact person’s full name, job title, and verified business email • Website URL I will spot-check for bounce rate and data freshness, so please supply only contacts gathered or re-verified within the last six months. A short sample file will help me confirm the formatting before we move to the full hand-off. Deliver the final list i...
...margin strategy Quotation & billing workflow CRM & lead management SOP creation Sales process mapping Vendor coordination systems Installation coordination workflow Return & replacement policy Financial discipline structure The goal is to launch MaterioScape with clear systems, minimal chaos, and long-term scalability. SCOPE OF WORK The consultant should help design: 1️⃣ Retail Operations Framework End-to-end workflow (Enquiry → Quotation → PO → Delivery → Installation → After-sales) Defined roles & responsibilities Escalation flow Documentation structure 2️⃣ Supplier Management System Supplier onboarding SOP Price negotiation framework MOQ & lead time tracking system Sample tracking system Quality control checkli...
I need a robust, production-ready AI agent that can take over our entire invoicing workflow—from data capture to sending, tracking, and reconciling payments—while remaining extensible enough to plug into future inventory and customer-service automations. Scope • The agent must ingest order data from our current system (REST/JSON API), generate compliant invoices, dispatch them by email or chat, follow up automatically, and post results back to our accounting platform. • Decision-making should be handled by an LLM-powered controller (GPT-4, Claude, or similar) with deterministic guards for amounts, dates, and tax rules. • I expect tight integration through Python micro-services, webhooks, or RPA tools such as Zapier, Make, or n8n—whatever achieves r...
PLEASE READ DESCRIPTION AND TASK TO COMPLETE - DO NOT APPLY IF YOU DO NOT HAVE ALL THE QUALIFICATIONS OR HAVE EXPERIENCE. YOU WILL BE I...(Important) We must look: • More modern than Digital 1 media () • More premium • More cinematic • More brand-driven • More video focused • Less cluttered • Easier to book ⸻ 11. Future Expansion (Optional) Design should allow future additions: • Client portal • Agent dashboards • Marketing automation • Content subscriptions • Blog / SEO articles • Video hosting • CRM integration ⸻ Final Vision The website should feel like: A premium cinematic property marketing agency — modern, powerful, easy to book, and clearly ahead of competitors. Reference site t...
...CMS—whichever lets you move quickly and gives me easy control over content once the site is live. Core requirement • A prominent contact form on key pages (home, “featured listings,” about) with multiple field inputs: full name, email, phone, preferred property type, price range, and ideal move-in date. Submissions should arrive instantly in my inbox and, if possible, integrate with my existing CRM via Zapier or a native plugin. What I’ll consider complete • Fast-loading, mobile-responsive pages branded with my colors, logo, and headshot • The multi-field form fully tested and spam-protected (Google reCAPTCHA or similar) • Clear instructions or a short Loom video showing me how to update text and images If you have a proven t...
...CMS—whichever lets you move quickly and gives me easy control over content once the site is live. Core requirement • A prominent contact form on key pages (home, “featured listings,” about) with multiple field inputs: full name, email, phone, preferred property type, price range, and ideal move-in date. Submissions should arrive instantly in my inbox and, if possible, integrate with my existing CRM via Zapier or a native plugin. What I’ll consider complete • Fast-loading, mobile-responsive pages branded with my colors, logo, and headshot • The multi-field form fully tested and spam-protected (Google reCAPTCHA or similar) • Clear instructions or a short Loom video showing me how to update text and images If you have a proven t...
I need a system to fastfood. Online order/ Self service kiosk I need also a simple landing page. To our website info. And logo. Self service kiosk Diff...prioritization Order update to all include customer SMS, Email, Live tracking Customer display Design you own display you want to be show on TV screen Order recived and order that are ready Office Controll of all Manage employees, different role Menu, price, campaigns Different reporting Choose self what kind of order nr to start Intigrations Wolt, Foodora Vipps, Visa Tripletex, PowerOffice, Fiken Botea CRM Role: Super admin there you have all option Admin- where you area ble to use system and access to menu User- only use system And Admin for main system to create company with super admin This need to be in Norwegian
...from the app. • Objective-based campaign creation aligned with platform standards. 4. Objective Mapping Engine • Business objective selection before campaign creation. • Mapping of business goals to platform campaign objectives. • Backend event mapping to platform-recognized events: o Lead o Purchase o Add to Cart o Complete Registration o Schedule Appointment o App Install 5. Lead Management & CRM Integration • Capture leads from campaigns into the internal database. • Generic API endpoint for syncing leads with external Customer Relationship Management systems. • Secure storage and consent-aware processing of lead data. 6. Payment Orchestration (Non-Processing) • Unified dashboard for cross-platform ad spend visibility. • Sync in...
I run PM Surya Ghar, a residential-solar company that now needs an AI-driven WhatsApp sales agent focused squarely on sales conversion. My in-house team will wire the final output into Zoho CRM, so you can stay laser-focused on WhatsApp automation, AI logic and middleware. What I need you to build • Gupshup WhatsApp API integration, fully authenticated under my Business Account. • A ChatGPT / OpenAI powered conversational layer that replies in a natural mix of Hindi and English—free-text, no rigid button flows. • Prompt engineering and initial fine-tuning so the agent can: – greet prospects, collect their city & state, monthly electricity bill and interest level – qualify or disqualify leads automatically – hand off ...
...seasoned automation pro to build and deploy chatbots on BOTH my Facebook page and WhatsApp Business number. On Facebook the bot must: • Welcome new visitors, answer common FAQs, and seamlessly pass complex queries to a live agent. • Push time-sensitive marketing promotions to segmented audiences without spamming. • Keep a searchable log of every conversation inside Meta’s inbox or a connected CRM. On WhatsApp the focus is rock-solid customer support. The flow should collect a user’s name, order number, and issue, then provide instant answers or route the chat to the right human if needed. Preferred stack: ManyChat, Chatfuel, Dialogflow, or a comparable no-code/low-code platform that complies with Meta policies and the WhatsApp Business API. I...
...needs a HIPAA-ready patient portal, an internal claims mobile app, or a hardened API is a potential fit. Your day-to-day – Hunt for decision-makers, warm them up, and hand them off once they agree to a discovery call. – Channels are completely up to you—cold email, LinkedIn outreach, events, partnerships—so long as methods are ethical and GDPR-compliant. – Keep basic lead data in a shared CRM so both of us can track status and commissions transparently. How you get paid All payouts are commission-based, tied directly to the first invoice we close with your lead. I’m open to structuring tiers or milestones once we talk numbers, but the headline is simple: the more revenue you bring in, the larger your share. Acceptance criteria &bul...
I need help driving local businesses to create listings on My focus is s...in person. The pitch must explain the value of being found by nearby customers, highlight our no-cost listing model, and address common objections (time, effort, perceived complexity). • A quick training session—video call or recorded walkthrough—so I can practise the pitch until it feels natural and confident in real conversations. • Light guidance on tracking results (simple spreadsheet or CRM setup) so I know exactly how many sign-ups each visit produces. If you have experience crafting door-to-door or storefront approaches and can provide a tight script and coaching, let’s talk. The end goal is measurable: more verified local businesses listed in the Agent Find director...
...personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 I already handle outreach and content; what’s missing is a robust back-office system that can live inside a functioning home. Expect to: • analyse the physical space and recommend layout for desks, files and equipment • choose digital tools (CRM, encrypted storage, task boards) and weave them into one seamless flow • document every step so new team members can be onboarded instantly Acceptance criteria – A visual workflow diagram covering inquiry to case resolution – A written SOP that any volunteer can follow without supervision – A launch checklist ...
...closed job must be captured quickly and accurately. You’ll enter customer contact details alongside sales figures such as quoted price, approved amount, and closing date into our CRM and a simple spreadsheet we use for weekly reporting. • Customer follow-up – once a job is quoted, I call to confirm scope and next steps, but I need you to handle the routine check-ins by phone. That means a brief, friendly call a few days after each quote to note questions, gauge interest, and schedule me for any technical discussions when required. I can provide call scripts, an online phone system, and login credentials for the CRM. What I expect back at the end of each day is an updated database, a call log with outcomes, and any hot issues flagged in the comments co...
...personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 I already handle outreach and content; what’s missing is a robust back-office system that can live inside a functioning home. Expect to: • analyse the physical space and recommend layout for desks, files and equipment • choose digital tools (CRM, encrypted storage, task boards) and weave them into one seamless flow • document every step so new team members can be onboarded instantly Acceptance criteria – A visual workflow diagram covering inquiry to case resolution – A written SOP that any volunteer can follow without supervision – A launch checklist ...
...proven to be a balanced mix of phone calls, face-to-face meetings and well-timed email touchpoints, so you’ll be comfortable switching between all three to keep momentum high. Our systems are tight—CRM, templated collateral, compliance checklists—so you’ll slot straight into an organised framework and focus on what you do best: converting serious accountants and advisers into committed franchise partners. While NSW and QLD are the immediate priority, the process you refine should also be scalable to SA as our next growth phase. Key deliverables: • A consistently updated pipeline within our CRM showing stage, probability and next actions • Minimum weekly progress reports highlighting conversations held, obstacles removed and forecasted ...
...closed job must be captured quickly and accurately. You’ll enter customer contact details alongside sales figures such as quoted price, approved amount, and closing date into our CRM and a simple spreadsheet we use for weekly reporting. • Customer follow-up – once a job is quoted, I call to confirm scope and next steps, but I need you to handle the routine check-ins by phone. That means a brief, friendly call a few days after each quote to note questions, gauge interest, and schedule me for any technical discussions when required. I can provide call scripts, an online phone system, and login credentials for the CRM. What I expect back at the end of each day is an updated database, a call log with outcomes, and any hot issues flagged in the comments co...
I need an experienced professional who can take full ownership of bringing new franchisees into our network ac...franchisees into our network across India. Your sole focus will be recruitment; training, ongoing support, and performance monitoring are handled by other teams. My preferred channel is face-to-face engagement relevant to our sector. You will identify and convert qualified prospects into signed franchisees. Deliverables I will measure you on: • On-site lead capture reports and follow-up funnels in our CRM. • A minimum number of executed franchise agreements each quarter, agreed upon before kickoff. If you have a proven track record of franchise sales in India, strong event networking skills, and the ability to close deals on the ground, I’m ready to...
... Timeline, and Price) has passed. Once Lead Manager finds a "hot" lead on Kixie, they will schedule a Zoom call for a deeper discovery or a virtual property walkthrough using Fathom. The Lead Manager will then add the warm leads to the Podio CRM so that the team can convert them into qualified leads. The Acquisition Manager will use Fathom to "read between the lines" and handle objections. The Acquisition manager will build deep rapport, walk through the property virtually using Fathom, and get a signed contract using Dotloop and update the Podio CRM so the team can manually view the qualified leads. Virtual Walkthroughs will be needed to watch the recording to catch repair issues the seller might have glossed over (like a small water stain on the cei...
...manage the platform. - Tenant: Interface for payments and maintenance requests. - Employee: Task management, scheduling, and payment collection. Key Features: - CRM Component: Manage resident relationships and interactions. - Automations: Set up for payment reminders, maintenance request processing, and tenant onboarding. - Task Management: For employees to track and manage their duties. - Scheduling: Employee scheduling to ensure smooth operations. - Payment Collection: Secure and efficient payment processing for tenants. Ideal Skills and Experience: - Proven experience in developing web-based management software. - Strong knowledge in CRM integration and automation. - Familiarity with task management and scheduling tools. - Strong security protocols for payment process...
...personal phone numbers and email addresses • real-time tracking of people, places, events and follow-up actions • “calculation” routines connected to 666 I already handle outreach and content; what’s missing is a robust back-office system that can live inside a functioning home. Expect to: • analyse the physical space and recommend layout for desks, files and equipment • choose digital tools (CRM, encrypted storage, task boards) and weave them into one seamless flow • document every step so new team members can be onboarded instantly Acceptance criteria – A visual workflow diagram covering inquiry to case resolution – A written SOP that any volunteer can follow without supervision – A launch checklist ...
...Kixie as Dialer System to automate the process of contacting the distressed homeowners and will be responsible that the 4 pillars check (Motivation, Condition, Timeline, and Price) has passed. The Lead Manager will then add the warm leads to the Podio CRM so that the team can convert them into qualified leads. Acquisition Manager will have the responsibility of who can take the warm leads that the Lead Manager will add to the Podio CRM and the Acquisition Manager will negotiate with the warm leads into signing a contract and update the Podio CRM so that the team can manually view the qualified leads. All positions will be paid in full each month a salary of $10,000.00 and be given a base salary of $2,500.00 after the few months on the job. Everyone will get paid ...
...messaging to match finance-industry buying cycles, and build a repeatable process that keeps the pipeline full. From day one we will set clear weekly KPIs, align the CRM to those metrics, and create dashboards that make performance transparent. I expect you to design outreach cadences that resonate with finance decision-makers, coach the existing reps on objection handling specific to regulatory concerns, and establish a forecasting rhythm the executive team can trust. Deliverables • A 90-day action plan with milestones • Documented lead-generation and qualification playbooks tailored to finance prospects • Updated CRM workflows and reports showing pipeline movement • End-of-engagement summary highlighting lift in SQLs and closed-won revenue If...
I am migrating to the Zoho Ecosystem and need all setups tailored to my specific needs. I am a US-based compliance training company. The Zoho applications I need help with include: - Zoho One and CRM - 2 Way SMS and Voice - Flow and Creator - Trainer Central - Books - Full Integration between all Apps Additionally, I will need SCORM courses converted to Trainer Central Format. I can look to a different Expert for the Course Migration if necessary. Ideal skills and experience: - Proven expertise in Zoho One, CRM, and complete integration of multiple Zoho apps. - Familiarity with Trainer Central and Zoho Books. - Experience in SCORM course conversion. - Strong project management skills to ensure a seamless setup. Please provide a...
...professional opening, gauge the owner's interest in selling, and set a qualified appointment for our acquisitions team. You are NOT negotiating or closing deals — just screening and scheduling. We provide: A curated list of leads with property details and distress indicators Call scripts and talking points (with room for natural conversation) Dialer access with local presence caller ID Call recording and CRM logging Requirements: MUST be based in the United States (non-negotiable) Professional, articulate phone presence — you'll be speaking with property owners, attorneys, and brokers Experience in B2B cold calling, real estate, or commercial sales strongly preferred Comfortable discussing sensitive financial situations (tax liens, foreclosures) with tact ...
I need my customer conversations from WhatsApp Business, RingCentral voice/SMS, and traditional email to flow into a single Zoho CRM workspace. Once everything sits in Zoho, I want an AI layer that can automatically handle common interactions so my team only steps in when a human touch is truly required. Scope of work • Connect WhatsApp Business, RingCentral, and my email domain to Zoho CRM so every new message or call is logged against the correct contact. • Build AI-driven automated responses inside Zoho (using Zoho’s native Zia tools or a third-party NLP engine if you prefer) that can: – Answer routine customer inquiries in real time – Send timely follow-ups when a lead goes quiet – Offer appo...
