Zoho jobs

...client tak poora process design aur implement kare. Scope samajh lijiye: • Market & niche analysis – bataiye kaun-sa software stack ya micro-niche sabse zyada profitable aur scalable hoga. • Service portfolio creation – clear packages, pricing models (subscription, retainer, one-off) aur upsell ideas. • Business setup guidance – legal structure, basic accounting/tool stack (e.g., QuickBooks, Zoho Books), hiring/freelance resourcing plan. • Sales & marketing funnel – website wireframe, lead-gen channels (LinkedIn outreach, ads, content marketing), CRM workflow setup. • First-project execution blueprint – proposal template, project management flow (Jira/Trello), quality assurance checklist. Acceptance cr...

...my store on Zoho Commerce and need a reliable hand to keep the site perfectly in-sync with the rest of my Zoho apps. The immediate tasks are straightforward but important: • Add or clean up product listings so every item shows correct descriptions, images, prices, and inventory levels. • Update customer information pulled from Zoho CRM and make sure any changes flow smoothly between the store and the CRM. • Configure or fine-tune payment gateways to guarantee a friction-free checkout that reflects any gateway-specific settings inside Zoho Books or other connected apps. While I have no fixed layout in mind, I’m happy to hear design suggestions that improve usability or conversion. Solid experience with Zoho Commerce is ess...

... Corporate Website — Scope of Work Field Detail Client AL-Rahim Energy (Pvt.) Ltd. — OGRA-licensed LPG storage & bottling company, Karachi (a Sweet Homes Group company) Project Design, build and launch of a bilingual corporate website Platform WordPress (self-hosted), premium theme + page builder, no page-builder lock-in Document date 18 August 2026 Version v1.1 — issued for quotation / award (Zoho integration moved into base scope) Prepared for Web development vendor / freelancer (Freelancer.com engagement) 1. Objective AL-Rahim Energy requires a credible, security-conscious corporate website that presents the company as a licensed, safety-compliant LPG storage, bottling and distribution business, and converts qualified enquiries from four audiences: &bull...

We are a small B2B consulting firm (Zoho One Enterprise license) redesigning our CRM sales pipeline from scratch. We have a detailed configuration specification document ready to hand over on hiring. This role covers Zoho CRM configuration only — no external system integration, no coding. We need an experienced Zoho CRM specialist to complete a focused Phase 1 setup. Everything is within Zoho's native UI and admin settings. SCOPE OF WORK — 7 TASKS 1 Configure a new custom pipeline (Sales View) in the Deals module with our defined stage names and probability values 2 Add approximately 28 custom fields to the Deals module (text, picklist, multi-select picklist, and date types) 3 Set up all picklist and dropdown values for each custom field per our spec...

Scope and boundary Transport operations only — land freight and brokerage. Manufacturing is out. Zoho Books stays the system of record for tax invoices, GL and ZATCA; this system produces a billing-ready record and pushes it, never issues a tax invoice itself. Bilingual Arabic/English throughout, including RTL and printed documents. 6–10 office users, no driver-facing app in this phase. The eight modules 1. CRM — Customers (with GM-only credit limits), Price Lists (cost and offer price on every line), Quotations (locked numbering, manager approval gate, pulls from price lists), Sales Orders (Draft → Confirmed → In Progress → Completed), Contracts (60-day renewal alerts), Sales Activity Reports (daily field logs with lead-to-customer conversion). 2. O...

I need an experienced hand to streamline my Zoho Books account. The priority is to build reliable, easy-to-maintain automations that cut down on repetitive entry and ensure every transaction flows smoothly from quote to reconciliation. Here is what I want to walk away with: • Smart, documented workflows inside Zoho Books that trigger the right actions at the right time—think automated invoicing, payment reminders, journal postings and GST-ready reporting. • A clean Chart of Accounts that matches my business model, with tax codes mapped correctly. • Tax settings tuned for Australian GST so returns can be generated with zero manual prep. • Invoice and payment templates connected to my preferred gateways, plus automatic allocation rules. &bull...

I am looking for an experienced and Smartlead specialist to audit, fix and maintain my existing marketing automations. The system currently connects , Smartlead, Google Sheets, Twilio and Zoho CRM. It manages landlord email campaigns, SMS follow-ups, replies, campaign pauses and lead data. The initial work will include: * Reviewing all existing scenarios and Smartlead campaigns * Identifying and fixing errors, incorrect data mapping and duplicate messages * Ensuring lead details are always entered into the correct fields * Checking that email and SMS replies correctly stop further outreach * Improving reliability and reducing unnecessary credit usage * Testing the complete system safely before it goes live * Clearly documenting any changes made After the

I’m looking for a detail-oriented Accounts Payable professional to streamline our end-to-end AP cycle. All invoices, vendor records, and payments are managed primarily in WFX, with occasional cross-checks in Tally and Zoho, so you’ll need to feel comfortable hopping between those systems without losing accuracy or momentum. Here’s what I need handled: • Invoice processing – coding, matching, posting, and flagging discrepancies the same day they arrive. • Vendor creation & maintenance – setting up new suppliers, keeping tax and banking details current, and cleaning duplicates. • Vendor statement reconciliation – tracking down missing invoices or credits and clearing open items. • Payment processing – prepari...

I’m ready to roll out Zoho CRM in my small service-based business, starting with everything that will let me serve clients better from day one. The priority is the Customer Support module, specifically the built-in Knowledge Base. Here’s what I need: • A clean Zoho CRM deployment configured for customer support only, leaving Sales and Lead Management untouched for now but future-ready. • A well-structured Knowledge Base: categories, article templates, permission levels, search optimization, and a simple workflow so my team can publish updates without touching code. • Branding tweaks so the help articles feel native when they appear on our website. • Basic automation for article feedback loops and update reminders. • Walk-throu...

I run an ISP and live inside two systems every day—Splynx for service management and Zoho Books for accounting. I’m tired of exporting spreadsheets just to answer one simple question: “How much money did we actually collect today, this week, and this month?” What I need is a small AI-driven agent that automatically pulls payment data from both Splynx and Zoho Books, reconciles it, and presents the numbers on a clean, real-time dashboard. No emails or mobile push—just a browser-based dashboard I can leave open on my screen. Core expectations • The solution must authenticate securely with both Splynx and Zoho Books APIs, fetch successful payments, and deduplicate any overlaps between the two systems. • Calculations for dail...

...will become the central operating system for our website, eCommerce, CRM, quotations, CPQ, projects, purchasing, inventory, job costing, accounting, construction billing, and service. We already have: A consolidated ERP implementation scope containing approximately 88 requirements and 16 acceptance scenarios A functional specification and proposal from a bidding Odoo contractor An existing Zoho CRM/Zoho One environment An existing CPQ and pricing process Airtable, spreadsheets, website systems, and other operational data Defined concepts for product/SKU management, customer baskets, custom inquiries, marketing attribution, and project delivery We need an independent, senior Odoo solution architect to review everything, identify blind spots, convert the requirements into...

...keeping my personal and business calendars in sync. Everything funnels through Zoho CRM, so you’ll need to be fluent in that environment and able to pair it with solid spreadsheet work (Google Sheets or Excel) whenever deeper analysis or reporting is required. For customer support, I’ll route incoming tickets straight to you; accurate tagging and prompt, friendly responses are essential. On the data side, I’ll provide raw exports, and I’ll count on you to clean, organize, and surface trends that inform weekly decisions. Finally, calendar management involves coordinating meetings across several time zones, sending reminders, and making sure overlapping commitments never slip through. If you’re confident with Zoho CRM, comfortable structuring ...

...preferred * Strong accounting and bookkeeping knowledge * Hands-on ERP implementation experience * Experience designing Chart of Accounts * Experience setting up finance processes for startups/SMEs * Strong understanding of financial controls * Ability to translate accounting requirements into practical ERP workflows * Good documentation and process-writing skills Experience with QuickBooks, Xero, Zoho Books, Odoo, NetSuite, SAP, TallyPrime or similar ERP/accounting systems is preferred. To Apply Please provide: * Your accounting and ERP implementation experience * ERP/accounting systems you have worked with * Examples of similar finance setup projects * Your approach to designing a Chart of Accounts and accounting processes * Estimated timeline * Hourly rate or fixed-price q...

Hi, ​I am looking for a developer or an enthusiastic fresher to set up a complete automated AI-driven workflow for my ...​AI Marketing & Strategy: Integration of tools (like Claude/OpenAI) for content planning, generating marketing copy, and social media management. ​AI Voice Calling Agent: Setting up an AI voice calling system (using Bland AI or Vapi) to handle customer inquiries regarding travel packages and visas automatically. ​Automated Billing & Accounting: Setting up an integrated accounting software (like Zoho Books) that syncs data and handles invoicing automatically. ​Workflow Automation: Connecting all these tools using or Zapier so they run smoothly as a single automated team. ​Please call me directly to discuss your charges keeping my budget in mind. ​Thanks!

I need someone to **set up the complete process to automatically send scheduled WhatsApp messages from Zoho CRM through Twilio**. I will provide all the WhatsApp message content, videos and Twilio templates. **Your job is to build the automation that sends them automatically at the correct times.** ### 1. Enquiries – Consumer Automatically send: * Enquiries – ConsumerWhatsApp – Day 0 *Enquiries – Consumer WhatsApp – Day 8 *Enquiries – Consumer WhatsApp – Day 14 * Enquiries – ConsumerWhatsApp – Day 21 * Enquiries – ConsumerWhatsApp – Day 30 ### 2. Enquiries – Self Booking / Preplanning Automatically send: * WhatsApp Self Booking /– Day 0 * WhatsApp Self Booking /– Day 8 * WhatsApp Self Booking ...

We are looking for an experienced Zoho CRM freelancer to configure and implement Zoho CRM for a small service business. The requirement is primarily configuration and workflow setup rather than custom development. Broad Scope - Initial Zoho CRM setup and customization - Lead and customer management - Sales/service pipeline configuration - WhatsApp integration - User roles and permissions - Basic workflow automation and follow-up reminders - Quotation creation and management - Invoice creation and tracking - Basic dashboards and reports - Testing and final handover - Brief training/guidance on managing the system after implementation We already have our business processes and broad workflow defined and can provide a more detailed requirement document to shortlisted ...

I will integrate Telr with Zoho Books to automate the payment and invoicing process. I will review the Telr account setup and available APIs or webhooks. I will connect the required payment data with Zoho Books. I will configure the workflow for automatic invoice creation based on payment information. I will test the integration and ensure data flows correctly between both platforms. I will also handle any implementation issues and make the necessary adjustments.

Zoho CRM Lead Nurturing Automation Here’s what I need you to do: • Map our current inquiry paths and build Zoho CRM workflows and/or blueprints that trigger timely, context-aware follow-up messages. • Configure automated emails, tasks, or SMS (using Zoho Campaigns or Flow if required) so contacts receive the right touch without manual intervention. • Implement a simple lead-scoring logic so the hottest leads surface quickly for the sales team. • Create two or three reusable email templates inside Zoho that can be personalized but keep branding intact. • Provide a quick hand-off: a short Loom video or screen-share session plus written steps so my team can tweak rules later. Acceptance criteria – A test lead moves ...

Must be delivered in 48 hours. If you cannot, please do not bid. We are a UK dog business running Zoho CRM (Professional plan, EU data centre). The CRM itself is already built — pipelines, custom fields, website forms and Meta lead ads all feeding in properly. What is missing is everything that happens after a lead arrives. Right now someone enquires about a sale or dog service and receives nothing at all. We need four things: 1. An automatic reply the moment enquiry lands. 2. A follow-up sequence that stops the instant they reply. Our mailbox is Microsoft 365 and is already connected to Zoho. 3. Qualifying questions in that reply, and automatic scoring or tagging on the answers, so only genuine buyers reach sales team 4. A booking calendar so a qualified lead can boo...

I am rolling out Zoho CRM with the clear goal of improving customer relationship management while giving my team tighter sales-tracking visibility. To get there, I need an experienced Zoho freelancer who can take the system from a blank slate to a ready-to-use environment, with the Deals/Inquiries module receiving top-priority customization. Here is what I expect you to deliver: • Configure core entities – Users, Roles, Profiles, Permissions, Products, Accounts, Contacts and especially Deals/Inquiries – so the pipeline stages mirror our real-world process. • Build the custom fields and picklists we outline, map record ownership rules and set up workflow automation (emails, task triggers, follow-ups). • Integrate email so every conversation sta...

I need an expert to set up and integrate both ZOHO CRM and ZOHO One for my business. Key Requirements: - Setup of ZOHO CRM to enhance our sales pipeline and customer relationship management. - Configuration of ZOHO One modules, particularly in Finance, Operations, and Human Resources. - Seamless integration between ZOHO CRM and ZOHO One to ensure data consistency and workflow automation. - Customization of dashboards and reports for better analytics and insights. Ideal Skills and Experience: - Proven experience with ZOHO CRM and ZOHO One. - Strong understanding of business processes in finance, operations, and HR. - Ability to customize ZOHO applications according to specific business needs. - Excellent problem-solving skill...

...advance-tax calculations, and final return filing, with proactive advisory on optimising our tax position. The company is already incorporated, so this engagement focuses purely on keeping our books, filings, and tax affairs in perfect order through the financial year. Please outline your approach, standard timelines you follow for India-specific filings, and any collaborative tools you prefer (Tally, Zoho Books, Excel, etc.). I’ll evaluate proposals on demonstrated experience with Indian Pvt Ltd compliances, clarity of deliverables, and responsiveness throughout the year....

Our small Danish company runs entirely on Zoho. I need steady support keeping both Zoho Books and Zoho CRM clean, up-to-date, and fully reconciled. In Zoho Books the day-to-day work is classic bookkeeping: issuing and sending invoices, recording supplier bills, matching bank feeds, and closing each month with a full reconciliation. Expenses arrive in both English and Danish; a light grasp of Danish will help you spot VAT codes and line-item details quickly. On the CRM side I want every prospect and customer record to stay accurate. Leads move through our pipeline, contacts sync to Books, and simple sales automations trigger follow-ups. That means regular checks for duplicates, completing missing data, and refining workflow rules so finance and sales talk to ea...

We are looking for a highly technical Tracking & Conversion Optimization Specialist to fix, configure, and audit our complete analytics infrastructure across Google Ads, Meta Ads, GA4, and our CRM ecosystems (Zoho & GoHighLevel). If you live and breathe Server-Side Tag Manager, API integrations, event deduplication, and complex CRM conversion tracking, this project is for you. Key Responsibilities & Scope of Work: Google Analytics 4 (GA4) & Google Tag Manager (GTM): * Set up and debug advanced web and server-side GTM containers (sGTM via or Google Cloud Platform). * Implement custom event tracking, e-commerce parameters, scroll depth, form submissions, and user data parameters. * Ensure full cross-domain tracking and correct attribution modeling. Meta Ads (Fac...

My service-based venture files GST and TDS every month and I need a dependable remote accountant who can take full ownership of that cycle. The work centres on: • Preparing and submitting GSTR-1, GSTR-3B and the relevant TDS returns on or before each statutory due date • Reconciling sales, purchase, and input-tax registers against the GST portal and my books (Tally/Zoho Books) • Flagging mismatches promptly and guiding me on corrective actions so the credit ledger stays clean • Maintaining digital working papers that let me trace every figure back to source documents for audit readiness Accuracy and timeliness are non-negotiable; I measure success by zero late-fee incidents and books that reconcile to the rupee each month. If you already navigate the GST ...

I am looking for an experienced B2B cold caller / appointment setter to work remotely for my HR consultancy. We are a new HR consultancy and our target markets are Saudi Arabia, Qatar and Kuwait. Work required * 4 hours per day * 5 ...when required * Provide daily/weekly calling reports Calling system You must have access to a reliable calling system/platform that allows you to make international outbound calls to Saudi Arabia, Qatar and Kuwait. Please tell me which calling platform you use and whether the calling costs are included in your price. I do not want to give access to my personal phone or WhatsApp. CRM We use Zoho CRM. Important I am looking for someone who is focused on appointment setting and generating qualified business leads, not simply making a large number...

... map buyer/seller personas, and build a content calendar that ties social, email, and blog/SEO together. • Creation & scheduling: write or repurpose testimonial stories, craft monthly market-trend reels, queue campaigns in Meta Business Suite, LinkedIn, and Instagram, and set up the email series in Mailchimp or HubSpot. • Automation: integrate lead ads and on-site forms with a CRM (HubSpot, Zoho, or similar) so every new contact is tagged, scored, and dropped into the correct drip without manual touch. • SEO: technical cleanup, on-page optimization, and two authority-building articles per month, tracked in Google Search Console and Ahrefs. • Reporting: a concise dashboard in Google Data Studio that shows traffic, lead cost, and conversion velocity....

...Developer* who can take ownership of building, implementing, integrating, and managing our company’s digital technology ecosystem. What You’ll Work On: *Website Development*: Develop and maintain a responsive, secure, scalable website with lead forms, CRM, analytics, APIs, SEO, and performance optimization. *CRM Development & Implementation*: Develop/customize CRM solutions using platforms such as Zoho, Salesforce, or HubSpot. Manage lead tracking, sales pipelines, dashboards, reports, and automate sales processes. *Mobile Application*: Develop and maintain Android/iOS or cross-platform applications, including APIs, databases, authentication, notifications, and integrations. *HRMS Development*: Develop/customize HRMS solutions covering employee records, onboa...

...Facility Management Industries BPO IT BFSI Healthcare Startups Government Projects CTA Book Office Visit Request Proposal 4. Digital Marketing Services SEO Google Ads Meta Ads LinkedIn Ads Website Development Landing Pages Social Media Management Email Marketing WhatsApp Marketing Content Marketing Video Marketing Online Reputation Management Marketing Automation CRM Integration (Zoho) Analytics Lead Generation 5. Communication Solutions This page is for enterprise communication. Services Cloud Telephony IVR Solutions Call Recording Bulk SMS Bulk WhatsApp Voice Broadcasting (OBD) Missed Call Services Business Numbers Toll-Free Numbers Virtual Numbers Call Center Dialer CRM Integration Customer Support Solutions 6. Tata Communications Partner Separa...

...an online Customer Relationship Management system. The CRM must automatically send follow-up emails or texts the moment a prospect arrives, then continue nurturing that contact on a preset schedule so no opportunity slips through the cracks. Here’s the workflow I have in mind: • You generate or supply exclusive personal-injury leads in real time. • Those leads land in a cloud-based CRM—HubSpot, Zoho, Clio Grow, or a comparable platform you recommend. • An automated follow-up sequence (email/SMS) welcomes the prospect, collects any missing intake details, and alerts my team for priority cases. At this stage automated follow-ups are the only mandatory CRM feature, but if your preferred platform also offers lead scoring or easy integrations I’m op...

I need my existing Zoho CRM instance extended so it can track physical product inventory end-to-end. The immediate focus is on the Sales Orders module: creating it, customising the layout, and making sure stock levels update accurately whenever a sales order is confirmed. Because everything we sell is a tangible item, the product catalogue has to include SKUs, warehouse locations, serial or batch numbers where applicable, and reorder thresholds. Please configure these details so they flow naturally into quotes and then into sales orders without manual re-entry. I also want a light but reliable sales-process automation layer. Typical flow: when an opportunity hits the “Closed Won” stage, Zoho should automatically generate a sales order, reserve the correspondin...

Zoho Payroll Employee Data Entry I have salary and tax information for between 10 and 50 employees sitting in an Excel/CSV sheet. Everything now needs to live in Zoho Payroll so the next pay-run is seamless and EPFO compliant. Your task is to take that spreadsheet, map each column to the correct Zoho fields, and key the data in accurately—double-checking that gross pay, deductions, and any statutory tax figures are reflected exactly as provided. No personal information updates are required; the focus is strictly on salary and tax records. Once complete, I’d like a quick confirmation report or screenshot set showing that each record has been saved in Zoho Payroll without errors. If you spot obvious inconsistencies in the source sheet, flag them bef...

Hello , I am a freelance Accountant/Bookkeeper providing accurate, timely and confidential bookkeeping services for small businesses, traders...Reports & Compliance Support* - Trial Balance, P&L, Balance Sheet - GST Sales/Purchase Register - MIS Reports, Ageing Report, Outstanding Report - E-Invoicing & E-Way Bill support *D. Other Support* - 1000+ entries handled per month with 99.9% accuracy - Clean formatted Excel sheets with formulas - Monthly delivery on fixed date *3. Software & Tools I Use* `Tally Prime, Tally ERP9, QuickBooks, Zoho Books, MS Excel with Formulas, Google Sheets` *4. Timeline & Process* 1. *Week 1:* Collect data - Bank statement, Sales/Purchase data 2. *Weekly:* Update books and share progress sheet 3. *Month End:* Finalize books + Share ...

I need an email marketing program set up and fully automated for a database of 250,000 leads on ZOHO. The trigger for these emails will be truck insurance renewal dates, followed by a series of six highly personalized emails sent 90, 60, 30, and 14 days before renewal. Key Requirements: - Set up on ZOHO - Fully automate email sequence - Use existing email templates - Highly personalized content based on leads' information Ideal Skills and Experience: - Proficiency in ZOHO - Experience in automating email marketing campaigns - Strong personalization capabilities - Familiarity with email marketing best practices

...proven experience building accounting, bookkeeping, ERP, financial or business-management software. Strong understanding is required of: Double-entry bookkeeping Chart of Accounts General Ledger Journal entries A/R and A/P Cashbook and bank reconciliation Inventory accounting Trial Balance P&L Balance Sheet Cash Flow Tax and financial reporting Experience with systems such as QuickBooks, Xero, Sage, Zoho Books, Odoo or similar is highly desirable. A developer with only general web/mobile experience and no accounting-system experience is not suitable as the primary developer. Core Modules 1. Company & Multi-Tenant Management Each business must have completely isolated data. Support: Multiple companies Branches/locations Fiscal years Accounting periods Base currency Comp...

...objections or hesitation and lock in an appointment slot in our online scheduler. • Capture accurate notes after every conversation so the specialist walks into the meeting fully briefed. Success for this project means a steady cadence of qualified appointments, minimal no-shows, and detailed call/email logs I can review at the end of each day. If you have experience with CRM tools (HubSpot, Zoho, or similar) and a proven record of B2C follow-up, we’ll hit the ground running....

...Developer / Odoo Implementation Specialist to implement and customize a complete HRMS + Payroll system in Odoo for approximately 300+ employees, scalable to 1,000+. We want an Odoo-based solution, not software developed from scratch. Use Odoo standard modules wherever possible and develop custom Odoo modules only where required. The system should provide an employee experience similar to Zoho Payroll/Zoho People, customized for our organisation and Indian payroll requirements. MAIN REQUIREMENTS 1. Employee Management Complete employee master with: Employee ID, name, photo, personal/contact details PAN, Aadhaar, bank account/IFSC Emergency contact/nominee Department, designation, location Project, programme and cost centre Reporting manager Joining/confirmation date No...

...day-to-day sales operations in one place. That means a built-in CRM to keep every contractor, designer, and homeowner record clean and searchable; a visual pipeline that shows each project from measurement to fabrication and install; and light inventory management so I always know which slabs, sinks, and edge profiles are available before a quote is finalised. I’m open on the tech stack—HubSpot, Zoho, Odoo, or a custom Laravel / React build—so long as it integrates with Gmail, QuickBooks Online, and a future Square POS. Mobile responsiveness is non-negotiable because the field team uses tablets on job sites. Deliverables • Full installation or cloud setup, configured for granite/stone terminology • Data import of my existing contacts, deals, and ...

# Zoho Creator | Deluge | Zoho Books | Zoho CRM | API Integration Specialist Hello! I'm a Zoho Developer specializing in building custom business applications and automating business processes using the Zoho ecosystem. I have hands-on experience developing and enhancing manufacturing, inventory, accounting, and workflow automation solutions using Zoho Creator, Deluge, Zoho Books, Zoho Inventory, and REST APIs. My expertise includes: * Zoho Creator Application Development * Deluge Script Development * Zoho CRM Customization * Zoho Books Automation * Zoho Inventory Integration * REST API Integration * Workflow Automation * Custom Reports and Dashboards * Barcode and QR Code Solutions * Business Proce...

...recommend inside GoHighLevel, including any Make or Zapier bridges if required. 2. How you will merge my existing stages with the new ones you create. 3. A realistic implementation timeline with milestones. 4. Examples (screenshots or short loom videos) of similar systems you have delivered. 5. Your ongoing support or optimisation model and total project cost. If you have worked with HubSpot or Zoho before, feel free to reference that experience, but the build itself must run in GoHighLevel....

...pushes the data straight into a CRM you configure. • Applies lead-scoring rules so hot prospects surface instantly while colder ones stay in the nurture track. • Removes the copy-paste work from my listings workflow by auto-creating and updating property records across my site and the major real-estate portals I already use. I’m happy to work with an off-the-shelf platform such as HubSpot, Zoho, Pipedrive, or a well-structured blend of Google Workspace tools and custom scripts—whichever gives the cleanest, easiest-to-maintain setup. Deliverables 1. Workflow diagram showing the end-to-end automation. 2. Live system configured with lead capture, data entry automation, scoring/prioritisation and property-listing automation. 3. Quick reference guide...

...clinics, polyclinics, and small hospitals in Mumbai, Pune, Delhi-NCR, Chandigarh–Tri-city, Lucknow, Jaipur, and other major northern hubs. • Schedule face-to-face demos, showcase the product’s appointment, billing, and electronic medical records modules, and handle objections on the spot. • Close agreements and collect onboarding documents; all data must be updated daily in our internal CRM (Zoho or any comparable tool you already use). • Provide concise weekly reports outlining number of visits, demos, conversions, and pipeline status so I can track performance against our monthly target. Acceptance criteria 1. Minimum 50 qualified clinic visits completed within 30 days. 2. At least 20 product demos delivered. 3. Ten signed subscription ag...

...experience in Deluge and I want a complete, structured course that I can follow at my own pace. The material must take me from fundamentals all the way to practical, real-world usage inside Zoho Creator and other Zoho apps. The training has to cover three core pillars I rely on in my daily work: • Workflow automation – writing Deluge functions and scheduling them to run without manual intervention. • Custom app development – building Creator forms, reports, and scripts that solve unique business problems. • Integrations with other Zoho apps – passing data smoothly between CRM, Books, Desk, and any other Zoho services through Deluge connections and webhooks. I learn best through step-by-step video lessons supported by co...

I have just started using Zoho Books and Zoho Inventory and need a patient expert to walk me through both platforms from the ground up. Because I’m still at the beginner stage, I’m looking for hands-on sessions that cover everything from the initial system setup right through to daily use and accurate reporting. For Zoho Books, I want guidance on setting up the system correctly, understanding and applying the core features, and producing the reports and journals I’ll rely on for decision-making. In Zoho Inventory, I need similar help: a clean initial setup, clarity on basic day-to-day operations, and solid inventory management practices that sync smoothly with Zoho Books. By the end of our engagement, I should feel confident configurin...

Title: Zoho Implementation Specialist for Travel Startup (CRM, Books, Desk, Sites, Exotel Integration) Project description: We're launching an outbound tour operator business (India → Thailand packages) and need an experienced Zoho consultant to build our full operational stack, end to end. Scope: Website on Zoho Sites (itinerary pages, Razorpay checkout, policy pages) Zoho CRM: lead-to-booking pipeline (Lead → Quotation → Advance Paid → Balance Paid → Trip Completed → Closed-Won) Zoho Bookings for batch/departure scheduling Zoho Books: GST-compliant invoicing, TCS line item, vendor bills Zoho Desk: 3-tier support escalation matrix with SLAs Exotel + Zoho PhoneBridge integration (call logging, mi...

I’m searching for a native-level German speaker who can handle a small but consistent calling workload—roughly five flexible hours each week—entirely from home. Your mission i...tone that reflects well on our brand Essentials • Native or near-native German with excellent phone etiquette • Proven B2B cold-calling experience—or the confidence to demonstrate you can learn fast • Reliable internet setup for smooth VoIP calling • Self-motivation; you’ll plan your own call blocks within the weekly five-hour window Nice to have • Prior work in HubSpot, Salesforce, Zoho or similar platforms If this fits, please send your CV plus a brief voice introduction in German so I can hear your style. I’m aiming for a long...

I manage my books in both Tally Prime and Zoho Books and need someone who can comfortably switch between the two. The immediate priorities are: • Timely and compliant GST filing • Accurate VAT filing for each period • Day-to-day general bookkeeping so the ledgers stay clean and reconciled If you have handled these exact tasks before, especially across both platforms, I would like to see examples of past work that demonstrate your accuracy and familiarity with Indian GST as well as VAT requirements. You will be working directly in my existing Tally Prime data and Zoho Books account, so please mention any data-security practices you follow and how you typically collaborate remotely. My expectation is straightforward: clean books, on-time filings, and clear...

I’m searching for a native-level German speaker who can handle a small but consistent calling workload—roughly five flexible hours each week—entirely from home. Your mission i...tone that reflects well on our brand Essentials • Native or near-native German with excellent phone etiquette • Proven B2B cold-calling experience—or the confidence to demonstrate you can learn fast • Reliable internet setup for smooth VoIP calling • Self-motivation; you’ll plan your own call blocks within the weekly five-hour window Nice to have • Prior work in HubSpot, Salesforce, Zoho or similar platforms If this fits, please send your CV plus a brief voice introduction in German so I can hear your style. I’m aiming for a long...

... including: Ringotel Bria Other SIP-compatible softphone applications The platform should support: User provisioning License management QR code/device provisioning User synchronization Configuration management Device assignment CRM & ATS Integration Provide a flexible Integration API framework to connect with third-party business applications, including: CRM platforms (Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, etc.) ATS (Applicant Tracking Systems) ERP systems Help Desk platforms Accounting software Marketing platforms Custom business applications Integration capabilities should include: REST APIs Webhooks OAuth authentication API keys Event-driven notifications Contact synchronization Call logging Click-to-call Screen pop Call recording links Activity synchro...

I’m just getting started with Deluge inside Zoho CRM and would like a patient tutor who can guide me from the ground up. My priority is to understand how to write and troubleshoot Deluge so I can: • create smart, event-based workflows • build reusable custom functions • automate everyday tasks that my team now handles manually Because I’m a beginner I’ll need clear explanations, screen-sharing or recorded walk-throughs, and plenty of real CRM examples that relate to my own data. Ideally we would meet online in short, hands-on sessions, with exercises I can practise between calls and code snippets or notes I can keep for reference. Please outline how you normally structure training, the tools you use for remote sessions, and any Zoho o...