Zoho Jobs

I need a summary-level report from Zoho's "deals journey" into an Excel file. This report should be filtered by date range, deal status, and salesperson. Ideal skills and experience for the job: - Proficiency in Zoho CRM - Advanced Excel skills - Experience with data filtering and report generation - Ability to deliver tasks on time Please provide your bid if you can assist me with this task.

I need a professional to set up a daily data synchronization between Zoho Books and Tally 9 ERP. The primary focus is on synchronizing invoices. Ideal skills and experience: - Proficient in Zoho Books and Tally 9 ERP - Experience in data integration and synchronization - Understanding of invoice management systems - Ability to set up automated daily syncs - Problem-solving skills to troubleshoot potential issues.

I need a freelancer with experience in Zoho Forms/Writer for preparing and sending Legal service agreements for signature. The ideal candidate would have a legal background and be proficient in creating contracts and other legal documents. Please note that these will primarily be service agreements. Your tasks will include: - Customizing Zoho Forms to prepare complex legal documents using workflows - Ensuring documents are sent out for signature in a timely manner - Maintaining confidentiality of sensitive information At least 5 years Experience with Zoho Forms and Zoho Writer software and a legal background are crucial for this project, along with solving complex scenarios, and form entries which include calculated financial fields, rules etc

As the owner of a construction company, I require an expert who can seamlessly link my Quickbooks, Zoho Expense, and through Zapier. Key Requirements: - Syncing project tasks and statuses daily across all platforms - Linking invoices and estimates, and expense reports from Quickbooks and Zoho to - Ensuring all data is consistently updated daily The ideal candidate for this project should have: - Extensive experience with Zapier - Proficiency in Quickbooks, Zoho Expense, and - Strong understanding of project management and construction industry standards. This integration will enhance my operational efficiency by automating task updates and ensuring all necessary data is readily accessible.

As a small business, I'm seeking a proficient bookkeeper experienced with Zoho who can manage day-to-day transaction entries and monthly reconciliations. Key Responsibilities: - Monitor and record daily financial transactions - Conduct monthly reconciliations to ensure accuracy Additionally, I require assistance with my Chart of Accounts. Some accounts already exist, but I need new ones created and added as necessary. Ideal Skills: - Proficiency in Zoho - Experience in small business bookkeeping - Knowledgeable in creating and managing a Chart of Accounts - Detail-oriented and able to ensure financial accuracy

I'm looking for a skilled app developer with proficiency in Zoho Creator to build an inventory tracking app tailored for warehouse staff. Key Features: - The app should facilitate real-time inventory updates. Ideal Skills: - Extensive experience with Zoho Creator. - Prior work on inventory tracking apps is highly preferred. - Strong understanding of warehouse operations. - Proficient in creating user-friendly interfaces for non-tech savvy users.

I'm looking for an Arabic-speaking expert in Zoho Books and Inventory. The project is in Saudi Arabia and encompasses: - Requirement Gathering: Understand my specific business needs and how they can be met with Zoho. - Customization: Tailor Zoho Books to fit my business's unique financial structure. - Chart of Accounts: Assistance primarily needed with setting up for financial reporting. - Data Migration: Help with transferring historical data, converting data formats and validating data accuracy. - Training: Provide comprehensive training on how to use the customized Zoho Books and Inventory. The ideal consultant would be fluent in Arabic and have extensive experience with Zoho Books and Inventory. Prior experience with financial reporting setup is a plus. Please pro...

I'm seeking a CRM consultant who can help us: 1) Choose a CRM that fits our needs (who understands price at scale, knows how the CRM works at different use levels, understands our long term goal with sales and marketing) 2) Design the CRM - We will be importing 100,000+ contacts with basic information (name, website, state, city, industry vertical, size, population, type/category) - We will be hiring people to help populate each contact record - We will want to have a system where we know who has been contacted - We eventually want to divide up the contacts into 25-50 sales territories - Our goal is that the contacts will set software demo appointments, track conversions - We also want to stay in contact with existing users to make sure that they are hap...

I need a professional who can integrate my Zoho form into the Zoho CRM within the leads module. The Zoho form is designed to capture various types of data, including KYC information, location-based information, technical information, and legal data. Key Requirements: - Expertise in Zoho CRM and Zoho form - Previous experience in CRM integration - Understanding of KYC and technical data - Ability to ensure data is accurately captured and transferred Ideal Skills: - Zoho CRM proficiency - Strong technical background - Data handling and integration skills - KYC compliance understanding

I need an expert in Zoho and Airtel integrations. The project involves: - Integrating Airtel with Zoho CRM and Zoho Desk - Synchronizing customer information and service tickets between these platforms Ideal candidates for this project should have extensive experience with both Zoho CRM/Desk and Airtel, and a track record of successful integrations.

I am looking for an expert to implement Zoho1 for my Sales and Marketing processes. The implementation should specifically cover: - Lead Management: Efficient tracking and organizing of potential customers. - Email Campaigns: Setting up and managing targeted email campaigns. - Sales Analytics: Analyzing sales data to drive strategic decisions. The ideal candidate should have extensive experience with Zoho CRM, Zoho Books, and Zoho Projects. Proven success in implementing these tools for Sales and Marketing in past projects is a plus. Strong analytical skills and a proactive approach to problem-solving will be highly valued.