Zoho CRM Jobs

This engagement covers the complete first-time configuration of Zoho People and Zoho Payroll for our organisation. Everything begins from a clean slate—there is no historical data to import—so the focus is on getting the core HR environment working smoothly rather than cleansing or migrating legacy records. Deliverables • Employee Onboarding – design the onboarding flow, set up forms, assign default tasks and approvals, and ensure automated document generation is active. • Attendance Tracking – configure shift schedules, geofence or web check-in rules, and real-time dashboards so managers can monitor attendance instantly. • Leave Management – establish all leave types, custom accrual rules, holiday calendars and multi-level approval paths...

I run a medical clinic that already uses Zoho CRM with a custom “Patients” module, Zoho Bookings, Zoho Forms and the WhatsApp Business API. Several workflows are in place, but patient follow-up is still handled manually and too many tasks slip through the cracks. Here’s what I need: • Map and redesign the existing CRM workflows so every new appointment created through Zoho Bookings or Zoho Forms automatically triggers a follow-up sequence. • Build an automated cadence for Email and WhatsApp messages: confirmations, reminders, post-visit check-ins and missed-appointment nudges. I have WhatsApp template approvals in progress and want those templates inserted at the right steps. • Ensure data syncs cleanly across all modules—no duplicate records, n...

I run a luxury car showroom and am ready to leave spreadsheets behind. I need a seasoned CRM professional to help me choose, license, and fully configure an off-the-shelf sales tracking platform—Salesforce, HubSpot, or Zoho CRM are all acceptable if they cover my needs, but i would like advise and also if theres others i am flexible. Core requirements • Lead tracking from first enquiry through purchase • Clear, real-time sales performance reports for management • Automated follow-ups (email/SMS) that feel personal to high-net-worth prospects The system must work flawlessly on our front-desk desktops and on the mobile phones that my salespeople carry during test drives and off-site events. We use auto trader for our advertising linking to that would be a bonus...

Hello, We are looking for an experienced Zoho CRM Expert who can completely set up, customize, and automate Zoho CRM for our multi-department company. This is not basic setup work. We need full workflow automation, funnel structure, and reporting system. About Our Business: We operate in multiple verticals: Pathology & Diagnostics Media & Digital Marketing Education / Institution & University Tie-ups Sales & Field Operations HR & Hiring Scope of Work: The selected freelancer must: CRM Structure Setup Custom Modules creation Department-wise pipeline Lead stages (Enquiry → Follow-up → Hot → Converted → Closed) Separate funnel for each department Automation Workflow automation Auto lead assignment Follow-up reminders Task automation...

Our visa-application and travel-booking startup is brand new, so Zoho CRM is still a blank slate. I need someone to walk me through a clean, future-proof launch and leave me with a working system I can rely on every day. Here’s what I have in mind. First, configure core Zoho CRM modules so every enquiry that lands—whether from the website, a walk-in, or a referral—instantly becomes a Lead, then moves smoothly through Contacts and Deals. The lead-management rules, sales pipeline stages and basic contact fields have to match the realities of visa processing and flight-package sales, but stay flexible enough for new product lines later. Second, weave WhatsApp straight into that flow. I want: • Automated welcome and follow-up messages the moment a lead is created &b...

I’m rolling out Zoho CRM across my AI-focused professional-services firm and need an expert who can get the system production-ready fast. The immediate priority is building out marketing campaigns: email journeys, lead scoring, list segmentation, template design, and the analytics that prove what’s working. Once this foundation is solid, we’ll connect the dots to sales and product workflows so every prospect interaction feeds the pipeline automatically. Here’s what I expect as concrete deliverables: • A fully configured Campaigns module with at least two live, automated journeys tied to defined buyer personas • Lead assignment, nurturing and scoring rules that hand off qualified prospects to Sales without manual intervention • Custom fields, tags...

I’m ready to launch a fresh Zoho Commerce storefront dedicated to selling physical products and I want the technical foundation done right from day one. My priority is having a fully functional, visually appealing store that is already wired into Zoho’s native ecosystem (Inventory, CRM, Books, and Checkout) so I can begin uploading products the moment your work is complete—I’ll handle all product listings and categorisation myself. Here’s what I need from you: • Configure a brand-new Zoho Commerce site under my existing Zoho account, including domain mapping, SSL, tax zones, shipping rules, and payment gateways (Razorpay to start). • Custom-design or adapt a theme so it matches my brand guidelines, is mobile-responsive, and loads quickly. &bull...

We are a UK-based business running paid ad campaigns (Meta & Google) to generate ceremony booking enquiries. We use: Zoho CRM Zoho Books Zoho Analytics Zoho Flow (if required) We need an experienced Zoho specialist to build a fully automated, campaign-level reporting system inside Zoho Analytics that shows accurate: Cost Per Lead (CPL) Cost Per Acquisition (CAC – paying ceremony client) Revenue per Campaign ROI per Campaign Lead → Booking → Paid conversion rates This must be accurate at campaign level (not just “Facebook vs Google”). Scope of Work 1. Audit & Attribution Setup Review current CRM setup Confirm UTM capture from Meta & Google Ads Ensure UTMs pass from Lead → Deal Standardise campaign naming conventions Ensure no attribution is lost ...

1. Business Purpose Build a “Management OS” for a cosmetics trading business. Purpose: Unify all daily business operations into one operational platform so that after login, the owner can instantly understand: What must be done today Financial status Order progress Cash flow risks Sales opportunities This system acts as a decision-making dashboard, not just software. 2. Business Goal Replace fragmented workflows currently handled by: Multiple Excel files Email communication Manual trade documentation Separate inventory tracking Manual financial monitoring Target outcome: One connected workflow from: Lead → Order → Procurement → Shipment → Payment → Accounting 3. Important Architectural Direction The client mentioned Zoho during discussion. Meaning: Th...

I need a working bridge between Zoho CRM and SignalWire that lets every record in my Leads, Contacts, Deals and a few custom modules receive timed text messages without triggering carrier spam filters (i don't know if number rotation will prevent this anyways, but i want text sent every 5 to 10 sec i guess?) I also want the system to pull in a fresh sending number—ideally one per day—and choose it by region when that matters for the module the record sits in. Then keep the number then cancel the number automatically before the next billing cycle so i am only charged for 1 month. Each module will use its own script; I’ll share the full copy and follow-up sequence after we start. When someone replies, their SMS must forward straight to my VA (to email or to txt, ther...

I am rebuilding my sales stack around Zoho CRM and its RPM add-on and need a specialist who can get everything talking to each other smoothly. The essentials include: • Structuring the CRM and RPM modules so my pipelines, custom fields, and scoring rules line up exactly with our current sales process. • Establishing clean API connections—both inbound and outbound—to the third-party platforms we already rely on (marketing automation, billing, and a proprietary dashboard), using REST where available and Deluge when it makes more sense. • Documenting each endpoint, key, and trigger so my in-house developer can maintain it without digging through code later. Acceptance criteria • All mapped fields sync bidirectionally without data loss. • API call...

Based on your description, here is a brief draft of how I envision the architecture and workflow for Phase 1 of this project. Project Overview The goal is to build an automated pipeline that extracts data from conveyancing forms, validates the completeness of those forms using AI, auto-fills the respective fields in Zoho CRM, and seamlessly hands off the data to your workflow rules. How It Will Work (The Workflow) The Trigger: A realtor uploads a conveyancing form (PDF/Image) into the file field of a deal in your Zoho CRM Conveyancing Transaction module. Extraction (OCR): The file is securely sent to a top-tier OCR engine (like Google Document AI, which is specifically optimized for forms). It will extract names, addresses, dates, and financial figures. AI Validation (The "Hard P...

Requirement : ZOHO Expert with Experience I’m on a paid Zoho CRM plan and the customised set-up no longer matches our requirement. I need a Zoho specialist to reshape the existing structure—no new modules, just smarter use of what’s already there. Primary focus • Reduce Data redundancy. Current data is not linked to a unique identifier (like a Mobile number) and hence multiple leads are created even for the same mobile number. . Clearly marking ISD codes (like India, US, Unknown) for easy data Filtration. I’ll provide admin access and a sandbox to work in. Please share your Zoho CRM experience, estimated turnaround, and any clarifying questions up front so we can move quickly.

implementation expert to set up a complete Hybrid ERP system for our company: Company: Go Seva Agro Industries LLP Brand: Godhan – Future of Dairy Industry Industry: Dairy & Agricultural Equipment We already use: • Wetroo (14 sales executives managing leads) • Zoho CRM (Admin control) • Zoho Inventory • Zoho Books We need an expert to integrate and automate everything professionally. ⸻ Project Objective Build a structured Hybrid ERP system: Wetroo → Zoho CRM → Zoho Inventory → Zoho Books With full automation, role-based permissions, and reporting dashboards. ⸻ Scope of Work Wetroo → Zoho CRM Integration • API-based integration (NOT manual) • When “Advance Received” is marked in Wetroo: • Create/...

Our Zoho One licenses are active. We now need Zoho CRM and Zoho Projects configured so the team can operate from a single, structured system. ### Scope **CRM** * Ticketing * Work distribution * WhatsApp integration **Marketing** * Newsletter * Landing pages * Campaign management * Marketing reporting **Sales** * Proposal generation * Approval workflows * Sales pipeline * Sales reporting **Vendor Management** * Vendor onboarding * Contract management * Quality / performance tracking * Inbound invoice management **Project Management** * Task sheets * Knowledge base * AI assistance * Incident management --- ### CRM Priority The primary objective is robust sales tracking: * Structured lead management * A pipeline aligned with our real sales stages * Accurate, manager-level forec...