ZohoJobs

I’m refreshing my Zoho Books file as of 1 April 2025. Historical activity will stay archived in the same organisation, but from that date forward I want a clean ledger driven by accurate opening balances. Here’s what I need from you, ideally in a live one-hour session we schedule immediately after you accept the job: • Post opening balances for every customer, vendor, and the remaining balance-sheet accounts so the 31 Mar 2025 closing trial balance rolls forward perfectly. • Use the existing control accounts—I’ve already created them—so no redesign is necessary; just make sure the journal entries hit the right ledgers. • Maintain data integrity: no alteration or deletion of pre-01-Apr-2025 transactions. • Finish with a reco...

I need an experienced Microsoft 365 specialist to move our logistics company, NUVECA, completely off Zoho Mail (1–10 accounts) and onto a new Microsoft 365 tenant. Every message and folder must arrive intact. Our domain is registered on Porkbun and server access is handled by an internal IT teammate. You will supply him with the exact DNS records—MX plus the correct SPF, DKIM and DMARC entries—and stay on top of propagation until all checks pass. Once mail is flowing through Microsoft 365, I also want our website contact form to relay through the new SMTP service so that enquiries hit the right mailbox without fail. We currently open mail in Thunderbird, Outlook and Webmail, so those clients have to connect smoothly after the cut-over, with clear instructions we ...

I need an expert to set up Zoho CRM with a focus on: - Lead Management: Organizing and tracking potential leads effectively. - Workflow Automation: Streamlining processes to enhance productivity. - Custom Reports: Generating tailored reports to meet specific business needs. Data migration is not required. Ideal candidates should have extensive experience with Zoho CRM, especially in the specified areas, and a proven track record of successful implementations. Please provide examples of previous work and relevant certifications if available.

...external APIs, then logs the full interaction—audio plus structured summary—into Zoho CRM under the correct contact or ticket. • At hang-up, the caller receives a follow-up email (template supplied) triggered from Zoho. Must-haves • End-to-end voice model only—no separate speech-to-text or text-to-speech layers. • Latency comparable to human conversation. • Natural turn-taking, interruption handling, and sentiment detection to decide whether to escalate. • Dockerised deployment with environment variables for RingCentral SIP creds, Zoho OAuth, and knowledge-base endpoints. • Clear documentation and a short demo video showing a live call routed through RingCentral into the agent and the resulting Zoho l...

...actual a la suite Zoho y quiero asegurarme de que cada módulo quede totalmente operativo y alineado a nuestros procesos internos. El alcance incluye: • Ventas (Zoho CRM): traspaso de clientes, oportunidades, cotizaciones y flujos de seguimiento. • Finanzas y Contabilidad (Zoho Books): importación de catálogos, pólizas, facturas y conciliaciones bancarias. • Inventario (Zoho Inventory): migración de productos, SKUs, existencias, series y alertas de reabastecimiento. • Mercadeo (Zoho Campaigns/Marketing Hub): configuración de listas, plantillas, automatizaciones y reportes. Además de la migración de datos, requiero: – Mapeo y limpieza previa de la informació...

...Provide periodic financial summaries and insights Identify discrepancies, inefficiencies, or accounting improvements Requirements: Strong experience with Zoho Books (required) Prior experience in real estate bookkeeping (investments, SPVs, holding companies, management entities preferred) Ability to work independently and part-time on an ongoing basis Detail-oriented with a strong understanding of bookkeeping best practices Comfortable providing insight and recommendations, not just data entry Engagement: Remote Part-time, ongoing Opportunity to grow with the company Please include a brief overview of your experience, Zoho Books proficiency, and any real estate-related bookkeeping background....

I am MBA (Finance) qualified & specialized in Finance & word processing programs and have 15 years of experience in different kinds o...position in the worldwide market. During my practice and work, I was handling different tasks concerning Auditing & budgets, but I mastered skills like Financial Analysis, Financial Reports Preparation, Budgeting & Forecasting, Financial Decision Making, Staff Management, Development of Computerized Solutions & their administration, payroll management, invoicing & Proficient in QuickBooks, Sage, Xero, Zoho, MYOB, Freshbooks, Tally, Wave, Quicken and other, etc. Those experiences made me feel comfortable learning new methods and techniques and finding my place in a team working environment, which I believe will be usable at n...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows...

I have just chosen Zoho Books for my small consulting practice and need someone to walk me through a clean, one-user setup. The goal is to start issuing invoices and tracking expenses without any messy trial-and-error work on my side. Here’s what I expect from you: • Configure the organisation profile, fiscal year, GST/VAT or relevant tax settings, and an appropriate chart of accounts for a service-based business. • Activate online banking feeds, import my opening balances, and create sample transactions so I can see the flow end-to-end. • Set up branded invoice and payment receipt templates and make sure my Stripe payment gateway connects smoothly. • Give me a concise Zoom hand-over session (recorded) explaining daily workflows—creating invoices, re...

Hello, We are using Zoho Books (UAE VAT module enabled) for both B2C and B2B invoicing. Currently, each invoice contains multiple services (often 10–15+), and each service consists of: Government fees (VAT exempt) Service/processing charges (VAT @ 5%) Typing or administrative charges (VAT @ 5%) Our challenge is invoice presentation. If each component is shown as a separate line item, the invoice becomes too long and difficult for customers to read. Desired outcome: We want the invoice to display a summarized table with limited rows, while still maintaining correct VAT treatment and accounting accuracy in Zoho Books. Specifically, we would like to explore whether customization (Deluge + template customization) can achieve the following: A summarized invoice tabl...

I’m rolling out Zoho CRM and Zoho Projects across Sales, Customer Support, and Marketing with one clear objective—streamlining daily operations. I already have the licences; what I need now is an expert who knows the platform inside-out, from profile and role permissions to module customisation, workflow automation, and cross-app integrations. Here’s how I picture the engagement: • We jump on focused screen-share sessions (a few hours at a time) where you configure, demonstrate, and fine-tune settings live. • You advise on best-practice data architecture, user roles, and security settings, then build the agreed changes directly in my account. • Light documentation after each session keeps track of what was done, why, and how to adjust it ...

...are From Finedots Visual Technology Pvt Ltd … We have created an online store in Zoho commerce and we have completed some of setups … And some of the setups are not completed ... We want to complete those steps and also want to complete Backend works ....which are Mentioned Below Integration of shipment partners shipRocket and Delivery details available within the system for reference Zoho Configuration Setup of SalesIQ chat widget on the website tracking and real-time chat configuration capture from chat conversations Zoho Marketing Automation email campaigns based on user actions Lead segmentation and scoring setup Zoho PageSense 8 Website behaviour tracking and analytics setup visitor activity

...Action plan for continuous improvement Freelancer Requirements Must share previous lead generation case studies Experience with India + US campaigns Ability to communicate clearly and meet deadlines Available for regular updates and performance discussions Nice to Have (Optional) Experience in our industry/niche Copywriting skills for ads & landing pages CRM integration experience (HubSpot, Zoho, etc.)...

I'm seeking an experienced Zoho automation specialist to integrate Zoho CRM with Outlook, Facebook, and LinkedIn, and to create bespoke automations. Key Requirements: - Integrate Zoho CRM with Outlook to: - Sync emails - Create tasks from emails - Calendar integration - Manage leads - Automate the following processes in Zoho CRM: - Lead management - Email marketing campaigns - Customer follow-ups Ideal Skills and Experience: - Proven experience with Zoho CRM and its automation capabilities - Familiarity with Outlook, Facebook, and LinkedIn integrations - Strong organizational skills and attention to detail - Ability to create custom automation workflows Looking forward to your proposals!

I need a Zoho-native chat bot that can sit inside SalesIQ, greet website visitors, answer their sales-related questions in real time, qualify each lead, and push enriched data straight into Zoho CRM. The flow I’m picturing is: • The bot opens with a friendly prompt, asks a few qualifying questions, and scores the lead. • It replies instantly to common product queries (pricing, features, availability, etc.) using an AI knowledge base you’ll train from my existing FAQs, brochures, and web pages. • When the prospect meets my criteria, it should schedule a follow-up task or create a deal record automatically; if not, it tags them for nurture. I’ve already connected SalesIQ and CRM; you’ll focus on configuring the bot rules, training th...

I’ve already built a quotation template inside Zoho CRM; it just needs our JPEG logo placed in the top-right corner without disturbing the current layout or merge fields. Alongside that, I want a fresh invoice template created in the same system so both documents share a consistent look and feel. For the invoice, please structure it to show our company details and logo, the client’s information with line-itemised products or services, plus clear payment terms and due dates. I’ll send the existing quote file, the logo, and any branding colours as soon as we start. Deliverables: • Updated quotation template with logo correctly positioned and tested inside my Zoho CRM account • New invoice template matching the quote’s style, containing all ...

I am looking for an experienced Zoho developer / automation expert to build a fully automated omnichannel chatbot-based seat booking system using the Zoho ecosystem. This will be a 100% online system (no cash handling) and must automate everything from customer booking to payment, cancellation, refund, vendor payout, notifications, and feedback. PLATFORMS & TOOLS (MANDATORY) The system must be built using: Zoho SalesIQ (Chatbot + Omnichannel) Zoho Sheets or Zoho Creator (seat inventory management) Zoho Checkout Zoho Payments Zoho Books Razorpay WhatsApp Business API (Zoho BSP or approved provider) Email & SMS notifications BOOKING CHATBOT FLOW (REQUIRED) Customer sends a message to our business number Cha...

I’m moving my commercial real-estate workflow—focused mainly on retail space—to Zoho CRM and need the entire environment configured from scratch. My biggest priority is airtight call recording: every incoming or outgoing call must be logged automatically and the audio file stored inside the relevant lead or contact record for easy playback. I work on Android, so mobile call logging has to be seamless too. Here’s what I need you to put in place: • Full Zoho CRM deployment, including custom lead fields (property type, source, status, follow-up) tailored to retail space deals. • Lead capture set up to flow straight from the property portals I use, with the flexibility to add website forms and manual entries later. • Cloud telephony...

...looking for an experienced Zoho CRM expert who can set up our CRM end-to-end including lead capture, automation, and WhatsApp integration. Scope of Work: 1. Meta Lead Ads Integration • Connect Facebook & Instagram Lead Forms to Zoho CRM • Auto-create leads in CRM instantly • Map all fields correctly (Name, Phone, Email, Location, Campaign, etc.) 2. Lead Pipeline Setup Create sales pipeline stages: • New Lead • Contacted • Trial Booked • Trial Completed • Membership Closed • Follow-up / Lost 3. Task & Automation Workflows • Auto-assign leads to sales team • Auto-create call tasks • Lead status tracking • Follow-up reminders 4. WhatsApp Integration • Integrate WhatsApp Business API (via WATI ...

...independently. Scope of Work Bank Reconciliation Statements (BRS) Trial Balance & Ledger Maintenance Profit & Loss Statements Balance Sheet Preparation Accounts Payable & Receivable Data Entry & Financial Records Requirements Proven accounting or bookkeeping experience Strong knowledge of BRS, P&L, Balance Sheet Proficiency in Excel / Google Sheets Experience with QuickBooks, Xero, or Zoho (preferred) Accurate, reliable, and deadline-focused Project Type Freelance / Remote Long-term work possible for the right candidate Skills Required Accounting, Bookkeeping, Finance, Bank Reconciliation, QuickBooks, Excel, Financial Reporting Tip for Freelancer: Add this line at the end to filter serious proposals: Please mention your accounting software ...

...screen sizes. • Add seven short forms that collect contact information, academic information, payment information, and an ID file upload. I want the data to feed directly into our Zoho CRM and also forward to our notification email. • Integrate MonCash, NatCash, and Stripe payment buttons so students can pay the 10,000 Gdes fee without leaving the page. • Ensure the forms and payment sections look great on mobile; a responsive layout is essential. • Keep the setup fast, lightweight, and easy for our team to maintain later. If you have solid WordPress form-building experience, know your way around Zoho integrations, and can wire up those payment gateways quickly, this should be a straightforward job. Clean code, minimal plugins, and a short turn...

I need a detail-oriented bookkeeper who already understands the different compliance rules that apply in the United States and the UAE. Each month you will log in to our Zoho Books account and bring the ledgers fully up to date. Here’s what that looks like in practice: • Categorise every income and expense transaction and reconcile against bank and card feeds. • Record all sales invoices and purchase bills, attaching the corresponding receipts so that VAT (UAE) and IRS requirements (US) are both met. • Process payroll entries, ensuring payroll liabilities, gratuity, and any US withholding items are posted correctly. • Close the month with balanced trial balances and generate the standard management reports (P&L, balance sheet, cash-flow statemen...

I need reliable help for roughly two hours each day to stay on top of client conversations. The core of the job is simple: monitor my inbox and LinkedIn messages, log each touchpoint in a way we can both see at a glance, and nudge me when a follow-up is due. If you’ve used Salesforce, HubSpot, Zoho, or any other CRM before, that’s a bonus, but I’m happy to work with your preferred system or even a shared spreadsheet—as long as the tracking is clear and the cadence of reminders keeps me responsive. Here’s what success looks like: • You quickly set up (or adapt) a lightweight process for capturing every email and LinkedIn exchange. • You send me a daily summary plus a concise list of next-action reminders. • Your log is always current, sea...

I want my day-to-day accounting work in Zoho Books to run on autopilot. From raising invoices to logging expenses and compiling real-time financial reports, every repetitive click should disappear behind well-built automations. Here’s the picture: • The only app involved is Zoho Books. • All core modules—Invoicing, Sales and Financial Reporting—need hands-free workflows. • I’m open to whichever native tools you prefer (Deluge scripts, Custom Functions, Zoho Flow, webhooks, APIs). The outcome just has to be reliable, auditable, and easy for me to maintain. Deliverables will be considered complete when: A. Sales, Stock & Billing Controls 1. Stock Visibility at Sales Order & Billing Stage Available stock (SKU-wise) m...

... Content and consultation flow ref: Design ref: Core scope • Highlights our end-to-end company formation support • Easy-to-use enquiry and booking forms integrated with email and WhatsApp • Fast load times, SEO-ready structure • Wordpress, Elementor, Gravity forms, Zoho Leadchain Timeline I’m aiming for a rapid launch and would like the first production-ready version ASAP, with minor refinements immediately after go-live. Acceptance criteria • All key pages fully styled and functional • Forms tested and delivering notifications correctly • Responsive layout verified on desktop, tablet, and mobile • Basic on-page SEO (titles, meta descriptions, alt text)

...looking to bring a Zoho specialist on board to keep my Zoho One and Zoho CRM in top shape and to tackle a steady stream of small-to-medium tasks as they arise. Your first assignment will be a complete health check: review existing modules, settings, user profiles, and data flow, then highlight any quick wins or structural fixes I should prioritise. Once we’re confident the foundation is solid, I’ll rely on you for continuous improvements focused on: • Streamlining Automation and Workflows – refining lead routing, task triggers, follow-up rules, and any other process bottlenecks you discover. • Customisation & Integration – mainly building and maintaining custom fields and layouts so users see exactly what they need when they ...

Zoho CRM Customization, Development and Implementation as per Job Post

Project Overview We are migrating from Zoho/Excel to Odoo (Enterprise preferred) and need an experienced Odoo developer/team to implement: Core Odoo ERP setup Odoo Website + E-commerce Custom CPQ application (Python) for acrylic panel pricing Clean, secure, maintainable architecture (minimal hacks) This is not a beginner project. Scope of Work 1. Odoo Core Setup Sales, Invoicing, Purchasing Role-based permissions (management only ~10 users) Quote → Order → Invoice workflows Approval rules (margin / price overrides) No manufacturing floor access required 2. Website & E-Commerce Odoo Website (Community or Enterprise-compatible) Fully custom frontend styling (HTML/CSS/Bootstrap) Pages: About, Services, Case Studies, Gallery Product catalog + checkout Onl...

Job Title: Zoho Specialist Developer Company: We are a System Strategy and Implementation Australian company Location: Remote / WFH Type: Full-time Salary: Based on skills and Experience; paid in AU currency. Company Overview: Our company is a fast-growing Systems Agency company that provides innovative system solutions to businesses worldwide. We are looking for a Zoho Specialist Developer to join our team and help us build cutting-edge Zoho solutions that empower our clients to achieve their business goals. Job Description: As a Zoho Specialist Developer, you will be responsible for designing, developing, and maintaining system strategic solutions using the Zoho platform. Our team has a focus on providing our clients with 'Evergreen' ...

I need a CPA to help with some tax startup/cleanup for a small Sole Handyman LLC. Owner is THE Handyman, no other employees, usually less than 8 transactions a week. Been in business for three years, tried to do taxes for first two years on own, kept havi...can easily check on the previous years later on to make sure proper amounts were done that would be amazing. I need someone who is willing to walk me through the necesseties to keep things going after this initial setup - including a spread of exactly what taxes need to be paid, when etc. AND how to properly keep the bookkeeping system rolling basically on autopilot. (I do have some Quickbooks, Zoho and other data entry knowledge and am a very fast learner) If we hit it off, we may want to hire you again for quarterly che...

...jumping between Zoho reports. Your task is to build a custom dashboard inside Zoho CRM (or Zoho Analytics, if that is the more efficient route) that pulls call, email, notes, and task data for every rep and arranges it in an hourly bar-chart view. Key functions I need: • A bar chart that stacks or groups the three activity types for every hour so I can spot peaks and gaps in productivity at a glance. • Toggle filters that let me narrow the data by any date range and by individual salesperson; other dimensions can stay out of sight for now. • Quick-scan tables placed beneath the charts that summarise totals for the chosen period and instantly flip between daily, weekly, and monthly views. Deliverables I will sign off on: 1. A fully funct...

I’m ready to overhaul our Zoho CRM so it mirrors the way we actually work, not the other way around. The immediate focus is on building precise, reliable workflows—this is the single-highest priority—while also tightening up lead management, the sales pipeline, customer support tracking, and integrated scheduling. Here’s what success looks like to me: • Workflow automation that moves records through each stage without manual intervention, triggers tasks or emails at the right moment, and keeps every team member in the loop. • Lead-management flows including automatic assignment to the right owner, status updates that reflect our custom stages, and clear visibility of every touchpoint. • A sales-pipeline view that updates itself as deals a...

Looking for a Zoho Accounting Trainer (Freelancer / Online) # Project Description I am looking for an experienced Zoho Accounting / Zoho Books trainer, who can teach me step-by-step through online sessions. I am a beginner and want to learn practically, not just theory. The goal is to confidently use Zoho for real business accounting, invoicing, GST/VAT, reports, and daily bookkeeping. This is a training + hands-on practice project, not a one-time task. What I Want to Learn 1.Zoho Books Basics * Company setup * Chart of Accounts * Users, roles, and permissions Accounting Operations * Sales invoices & customer payments * Purchase bills & vendor payments * Bank & cash entries * Expense tracking 3. Tax & Compli...

I run a small, Dubai-based company and I’m ready to hand the numbers over to a professional who can work entirely online. I need one reliable point of contact who can handle three core duties for me: day-to-day bookkeeping, quarterly tax/VAT preparation, and an end-of-year financial audit that satisfies UAE regulations. My books are on cloud software (QuickBooks Online, but I’m open to Xero or Zoho if you prefer). Bank feeds are already connected; invoices and receipts are scanned and stored in Google Drive. You’ll be given secure, read-only bank access and a dedicated workspace in our Microsoft Teams environment. Deliverables I expect: • Clean, reconciled ledgers every month • Quarterly VAT returns filed on time through the FTA portal • Year...

...“Client Testimonials” area that rotates real feedback. Both sections should be easy for my team to update from the back-end without touching code. All of this has to sit neatly inside the Zoho ecosystem. New leads and orders should flow straight into Zoho CRM, while product details, stock levels, and order statuses stay in sync with Zoho Commerce. Single sign-on and unified customer data are important so we can run campaigns and reports from one place. Deliverables • A live, mobile-friendly website with the e-commerce and profile sections described above • Real-time integration with Zoho CRM and Zoho Commerce (API or native connectors) • Admin dashboard for catalog management, payment settings, and review moderati...

...stack: Designmodo → AdButler → Email Octopus This setup is revenue-safe, technically stable, and serves as the reference standard. A strategic decision has been made to fully retire Email Octopus and move 100% of email sending to Zoho Campaigns. Previous attempts to use Zoho Campaigns failed due to: – HTML rendering issues – AdButler conflicts – list inflation and data architecture problems – unstable test sending This project is execution-only. No research, no experimentation, no partial migrations. ⸻ 2. Objective (Non-Negotiable) Deliver a production-ready Zoho Campaigns setup that: • Uses HTML built in Designmodo • Correctly inserts AdButler ad units • Does not duplicate or break ads • Renders correc...

I need a concise yet thorough solution blueprint that will guide the full life-cycle of integrating Zoho Creator with Zoho Books. The document must let our stakeholders immediately grasp how the new system will work, how data will flow, and what it will take to deliver the project on time. Here is exactly what I expect you to hand over: • Introduction and high-level solution overview • Detailed solution architecture and system design, including key components, data flow diagrams, and any external services you foresee • Functional module breakdown that shows how each user-facing or background process will behave inside Zoho Creator and how it will sync to Zoho Books • Data model with entity relationships, field definitions, and the cal...

...expert who can configure both Zoho CRM and Zoho Forms so they work together seamlessly and actually speed up our sales. Here’s what I need done: • Build our sales pipeline in Zoho CRM, creating the custom fields and stage-based workflows that match the way we already sell. • Integrate the CRM with the other software we rely on—email, calendars, and any relevant third-party apps—so data moves automatically instead of being re-typed. • Design branded, mobile-friendly Zoho Forms that feed directly into the CRM, and set up automated responses (confirmation emails, task creation, lead assignment, etc.) triggered the moment a form is submitted. All configuration should be handled inside the Zoho ecosystem wherever po...

My team runs on Zoho CRM, Books, Projects and Campaigns, yet the data still lives in silos and too many manual touches slow everything down. I want a single, streamlined ecosystem that speaks fluently with the rest of our tech stack and leverages Zoho API connections—plus an OpenAI component for smart automations—to lift overall operational efficiency. Scope of work • Integration with other systems: map and sync contacts, invoices, tasks and marketing data between Zoho apps and our external platforms (details shared once the NDA is signed). • Data migration: pull historical records into the new structure without breaking links or losing audit trails. • Workflow automation setup: design and build Deluge- or Flow-based rules that cut rep...

...Professional IT services content (EN & DE) Proper localization (not raw translation) Portfolio / Case Studies: Minimum 3–4 projects per technology Vendor generates realistic project descriptions We provide technologies & guidance Pages Home, About, Services, Technologies, Portfolio / Case Studies, Contact, Privacy Policy, Cookie Policy, Imprint Leads, Analytics & SEO Contact form integrated with CRM (Zoho preferred) Google Analytics 4 & Search Console Page view & event tracking On-page & technical SEO start your answer with ok, i read all Local SEO focus: Vienna, Austria, Switzerland Cookies & Compliance : Free GDPR-compliant cookie consent, Accept / reject & manage preferences Provide fixed cost and timeline, and show some live runnin...

I'm looking for an experienced Zoho CRM specialist to configure my existing account. Key Features to Configure: - Lead Management - Email Integration - Sales Reporting Ideal Skills and Experience: - Proficiency in Zoho CRM - Experience with lead management setup - Knowledge of email integration processes - Strong sales reporting configuration skills Please provide your experience and approach to this task.

...“Client Testimonials” area that rotates real feedback. Both sections should be easy for my team to update from the back-end without touching code. All of this has to sit neatly inside the Zoho ecosystem. New leads and orders should flow straight into Zoho CRM, while product details, stock levels, and order statuses stay in sync with Zoho Commerce. Single sign-on and unified customer data are important so we can run campaigns and reports from one place. Deliverables • A live, mobile-friendly website with the e-commerce and profile sections described above • Real-time integration with Zoho CRM and Zoho Commerce (API or native connectors) • Admin dashboard for catalog management, payment settings, and review moderati...

Title: RPA / Automation Engineer (Python + AI Agents) — 1-month contract (Google Workspace, Kafka, S3, Redshift, Jira, Zendesk, Zoho) We’re a Voice AI company hiring a freelancer to build code-first automations across Ops Engineering + Finance. Many workflows are manual and spreadsheet-based (Google Sheets/Excel). We want production-ready automations shipped weekly (bug-free and deployable as soon as finished). Stack/Systems: Google Workspace, Kafka, S3, Amazon Redshift, Jira, Zendesk, Zoho CRM, Presto One (internal), Hex (nice-to-have). Preference: code-first integrations; open to Zapier for basic trigger/routing automations. Engagement structure (important) * This is intended as a 1-month contract, but Week 1 is a paid trial. * At the end of Week 1, we will de...

I need a Zoho Crm setup which consists of a log in page for my partners to during the onboarding stage. 1. They log in using an invite I send them 2. They have questionnaires to fill 3. After filling the questionare they are asked to upload certain documents that we require 4. After their documents are shared and the Questionnare is done they are able to download a bunch of our documents that they would usually require with an additional box that allows them to request additional documents that aren't given right there. 5. After all that is submitted for the info to be sent to our operations or Compliance team either through the admin portal or through email for them to check and give status updates where our partner will be able to get status updates through this login page t...

I need someone who can connect my existing Zoho CRM with Twilio so every voice call and SMS we make or receive is automatically captured against the right lead, contact, or deal. Once the two platforms talk to each other, I also want to trigger three key workflows: • real-time lead tracking and assignment the moment a call or text comes in • automated follow-up texts or calls based on predefined rules (for example, if a lead hasn’t replied within 24 hours) • a streamlined path for agents to handle quick customer-support interactions from inside Zoho without switching screens You’ll be responsible for configuring Twilio numbers, setting up the webhooks/API connections, mapping fields in Zoho, and testing end-to-end so every interacti...

I need a complete e-commerce site built in Zoho Sites and Zoho Commerce that looks modern and minimalistic while staying fast and easy to navigate. The store must include a well-structured product catalog, a smooth shopping-cart flow, and seamless payment-gateway integration so customers can move from browsing to checkout with zero friction. You will set up the storefront, configure tax and shipping rules inside Zoho Commerce, and connect my preferred gateway (Stripe; PayPal is a plus but not essential). Product data—images, descriptions, SKUs, and variant options—will be provided in a CSV so you can import them directly. Pages to prepare: Home, Shop, Product Detail, Cart, Checkout, Order Confirmation, and a lightweight About/Contact section. The visual s...

Zoho Books Bookkeeping – Hands-on Training & Mentoring Project Description I am looking for an experienced Zoho Books professional to provide hands-on, practical training so I can become fully self-sufficient in Zoho Books. The focus of this engagement is pure bookkeeping, not theory. By the end of the training, I should be confident in creating, tracking, and reconciling transactions independently without supervision. Scope of Training Includes: Purchase entries Sales invoices Quotations Retainer invoices E-way bills Tracking transactions Reconciliation and accuracy checks Best practices inside Zoho Books Training Style & Engagement Format: Live, screen-sharing sessions where you guide me step-by-step using real examples in my own Zoho Book...

I want to become fully self-sufficient inside Zoho Books and need clear, hands-on tutoring. The focus is pure bookkeeping: purchase entry, sales invoices, e-way bills, quotations and retainer invoices. By the end of our time together I should be able to create, track and reconcile each of these without supervision. SHOULD HAVE EXPERIENCE IN WORKING IN ZOHO BOOKS Here’s how I picture the engagement: • Live, screen-sharing sessions where you walk me through real examples in my own Zoho Books account. • Short homework tasks so I can practise between calls. • We can meet over Zoom, Google Meet or Zoho’s own meeting tool—whichever you prefer. Timing is flexible; evenings IST work best for me but I can adjust.

I'm looking to create a service-oriented business website on Zoho Sites, specifically to showcase our consulting services. Key requirements: - Professional and modern design that reflects our brand - User-friendly navigation - Sections to detail our consulting services - Contact form for inquiries - Mobile-responsive design Ideal skills and experience: - Proficiency in Zoho Sites - Strong web design skills - Experience in creating service-oriented business websites - Knowledge of SEO best practices Please provide examples of previous work.

...This project is about Empowerment. We are not just looking for a technical tutor; we are looking for a mentor to teach him the "back-end" administration of our Zoho ecosystem so he can become our internal Support Lead, providing for himself and his family through technical expertise. 2. Technical Scope The trainee needs to be proficient in providing first-level support for our already implemented Zoho One environment, specifically: Zoho CRM: Troubleshooting visibility, lead assignment, and data entry. Zoho Desk: Ticket routing, SLA management, and response templates. Zoho Expense: Handling policy violations and report approval flows. Zoho People: Correcting attendance logs and employee profile data. 3. Training Deliverables Staggere...