Zoho Jobs

I am looking for a skilled freelancer to effectively integrate Zoho CRM and Zoho Campaigns to enhance the functionality of our sales team. **Key Responsibilities** - Successfully integrate Zoho CRM with Zoho Marketing Campaigns - Ensure all features are functional and optimized for our sales team - Troubleshoot any issues during the integration process **Application Requirements** - In your application, provide a detailed proposal outlining your method for this project. This should include your process and estimated timeline for completion. **Ideal Candidate** - Extensive experience with Zoho CRM and Zoho Marketing Campaigns (eblast, google ads, etc) required - Previous successful integrations of these software would be advantageous

Company Overview: We are a dynamic and rapidly growing company based in Vancouver, British Columbia. Our culture is built on innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaini...

As a part of our website's live chat feature, I'm seeking a professional with a solid background in Zoho Salesiq to build and integrate a custom chat interface widget. Key Project Details: - Creation of a new Zoho Salesiq widget specifically for the chat interface - Implementing the capability to receive and update data in the chat interface using form controller - Integration with Zoho CRM and Zoho Creator Ideal Skills and Experience: - Proficiency in Zoho Salesiq and Zoho Creator - Strong experience in widget development for chat interfaces - Familiarity with Zoho CRM and its integration methodologies - Ability to handle data transfer and update processes within the chat interface Your role will be crucial in ensuring that our live chat function is not only seamlessly integ...

Seeking a skilled professional who can help finish up the set-up of Zoho CRM for my organization. We are using Zoho CRM to manage the patients who want to seek second medical opinion from expert doctors in India . This is the ideal workflow that we want to implement 1. Patient submits basic information like name, email, and location via Zoho Forms 2. The information is saved to Zoho CRM 3. The Patient is sent an invite to the portal 4. The patient sets up their account. The patient can view their treatment progress and edit their details. For the treatment progress, it needs to look like a timeline or steps that display this user journey. Something like this: 5. The patient is given an option to book a call. They must submit their medical records and a brief description of their illness. ...

I am looking for a skilled individual or team with proficiency in Zoho Creator, as well as application design, to develop an application based on this platform. Key Features: - Internal Business Process Application - Data Management: The app needs a strong data management feature, allowing for efficient organization and retrieval of information. - Workflow Automation: Automatically streamline tasks and workflows to increase efficiency. - Customization Options: Enable customization to cater to various needs within our internal team. Design: The UI should have a clean and professional look, facilitating easy navigation and enhancing user friendliness. Audience: - The app is intended primarily for use by our internal staff only Ideal Skills: - Previous experience in Zoho Deluge based ap...

I need a dedicated expert to complete an order management application using Zoho Creator. The App is 75% completed by a former freelancer who has gone MIA. The application manages Mobile SIM Card ordering and ongoing support. The system is integrated with Zoho WorkDrive, Zoho CRM and Zoho Desk presently, however the Zoho Desk integration for the submission and updating of support requests seems to have some errors. The application is integrated to our soft switch to provide a testing function which I will go into more detail about with the successful freelancer. This has currently been tested through API integration to Enswitch, however needs finishing. We need further integration to our carrier/s through API for ordering, updating and cancelling of services. I have attached some d...

I require a Zoho One professional to help me with the implementation and customization of several key applications. - Primarily, I need assistance with Zoho CRM. The focus here will be on sales automation to enhance our overall sales process. - Additionally, I require support with Zoho Books. I aim to make the most of the financial management capabilities this application offers to streamline our business finances. - Lastly, I'd like to maximize the use of Zoho Analytics to help us gain better insights and make data-driven decisions. The ideal candidate for this project should have: - Proven experience in implementing and customizing Zoho One CRM, Zoho Books, and Zoho Analytics. - A strong understanding of sales automation, financial management, and data analysis. - The ability ...

I am in search of a proficient Zoho Canva specialist who can assist me in graphic design and template creation. The design style should be minimalistic and clean, aligning with my company's branding. Key Tasks: - Designing custom templates on Zoho Canva - Ensuring a consistent style throughout templates - Focus on minimalist and clean graphic design These templates are intended exclusively for internal systems documentation. It would be beneficial if you have previous experience designing templates for software documentation or internal resources. Ideal Skills: - Prior experience with Zoho Canva - Proficient in graphic design - Experience with minimalistic design styles - Adept at creating documentation templates

I am currently in need of a Zoho specialist who can help in customizing reports and dashboards of my CRM software. To be successful with this project, you should: * Possess in-depth knowledge of Zoho CRM * Have a track record in creating and customizing dashboards * Be skilled in data visualization and reporting Your main task will be to enhance the current system, adjusting and customizing our CRM reports and dashboards to improve efficiency and the decision-making process. Expertise in Zoho CRM is vital to ensure seamless workflow. Preference will be given to those who have completed similar projects before.

I've got a Zoho Books account ready and need a professionally skilled hand to help me with the processes of Goods and Services Tax (GST) via this platform. - Initial setup and configuration for GST - Generation of GST reports - Filing GST returns Additionally, your work will also include the integration of GST E-Invoice into my current setup. If you are up-to-date with the GST proceedings, have relevant Zoho Books experience and skills, and you're able to handle software integrations smoothly, you are the right fit for this job. Your professional customer support skills while dealing with my GST concerns would be a plus.

Buenas tardes, Requerimos una persona que sepa administrar la plataforma Zoho (CRM) y que nos ayude adecuar procesos comerciales, ejecución y administrativos

I'm looking to automate the data entry process for order confirmations into my CRM system. I need to ensure that data accuracy is improved through this automation. Key Requirements: - Automate the process of inputting order confirmation emails into my CRM system - Ensure that the data is accurately captured - The system should reduce the need for manual data entry This project is ideal for someone with experience in CRM automation, data entry automation, and a good understanding of order confirmation processes. Skills and Experience: - Proficiency in CRM systems - Experience in data entry automation - Good understanding of order confirmation processes

Small business seeking a skilled Zoho CRM professional/trainer to independently handle initial set up of 5+ CRMs (up to 80 CRMs). [ Typical CRM = office of 2 brokers + 1 admin. Related offices/teams do exist. ] Each CRM needs to offer a "birds eye" view and efficient centralization of partner team data, activities/interactions, reminders, templates for standardized emails, trackers, etc..... *MUST be able to work independently & intuitively with provided Google Sheets CRM data >> translate similar functionality into Zoho CRM. *MUST be detail-oriented, intuitive, and goal-driven (a mix of self-directed + training new user on functions). > Limited "directions" to follow-.. instead = "intent/goals" to achieve in organizing our partnerships) ...

I'm looking for a professional who can help me transfer my accounts details from Tally Prime to Zoho Books. This includes using the last year's trial balance sheet to ensure all data is accurately captured. Looking for someone with knowledge on Indian book keeping practises. Key requirements include: - Migrating important account details from Tally Prime to Zoho Books - No transaction wise migration is needed, but just setup the opening balances for current fiscal in Zoho books using Trial balance from Tally for previous financial year) - Sync balances between Tally data with Zoho - Addressing discrepancies by adjusting them in the current accounting period - Providing training for one person on key features of Zoho Books Ideal skills and experience: - Proficient with Tally P...

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