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    ZOHO CRM Setup 6 days left

    I am looking for a freelancer who can help me set up the Sales Automation features in ZOHO CRM. Requirements: - Experience with ZOHO CRM and setting up Sales Automation features - Strong understanding of lead management and email marketing functionalities I do not require any training or continuous support for ZOHO CRM as I am confident in managing it myself. My sales team consists of 1-5 members. Please provide examples of previous work with ZOHO CRM and any relevant certifications.

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    Zoho Creator App 6 days left

    Require a Zoho Creator App as a SIM (SIM Card for mobile phone) Management Portal OVERVIEW: The SIM Management Portal is a database that Is required for the Customer to be able to access, identify, and submit tickets relating to their mobile services. REQUIREMENTS: Branding: Presently, we have a single wholesale client brand to display, however we have 12 wholesale clients who can offer these products. If possible it would be good to be able to have the DB embedded within our WordPress portal, so that end customers see the wholesale client's brand that they are a customer of. If not we will need to create separate portals in Creator for this. SSO: The portal will require access through SSO from our current customer portal in Wordpress. We use mini orange currently for our Mu...

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    I am looking for a freelancer who can help me with configuring Zoho Sales IQ chatbot and WhatsApp integration for lead generation. Skills and experience needed: - Proficiency in Zoho Sales IQ chatbot and WhatsApp integration - Medium level experience in developing chatbot scripts - Ability to finalize and optimize chatbot interactions for data collection and response Project requirements: - Develop and finalize a chatbot script based on my rough idea for lead generation purposes - Configure Zoho Sales IQ chatbot and WhatsApp integration - Implement intermediate level chatbot interactions for data collection and scheduling appointments If you have the required skills and experience, please submit your proposal for this project.

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    I am looking for a Zoho Developer who specializes in Zoho CRM and can create custom functions for sending SMS. Skills and Experience: - Strong knowledge and experience in Zoho CRM - Proficient in creating custom functions within Zoho CRM - Able to provide professional advice and guidance based on a general idea of the desired functionality - Ability to work under tight deadlines and deliver within 1-2 days If you have the expertise and can start immediately, please apply for this project.

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    I am looking for a Zoho Forms expert to help with form creation and customization. I also need assistance with setting up workflows in Zoho Forms. Specifically, I need help with creating or customizing 1-3 forms. Ideal Skills and Experience: - Strong knowledge and experience in Zoho Forms - Expertise in form creation and customization - Proficiency in setting up workflows in Zoho Forms - Familiarity with data integration and automation - Experience with reporting and analytics in Zoho Forms

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    I am looking for a freelancer to help me set up Zoho Sales IQ for my website. My main goal for using Zoho Sales IQ is to provide better customer support. Requirements: - Experience with setting up Zoho Sales IQ - Ability to create predefined scripts for the Chat Bot & Answer Bot - Knowledge of best practices for customer support and automation - Strong communication skills to understand my requirements and provide assistance with script creation - Attention to detail to ensure a smooth and seamless customer support experience Additional Information: - The bot does not need to support multiple languages - I have a rough idea for the scripts, but I am open to suggestions and assistance in creating them.

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    Automation of Business Workflows in Zoho Creator I am looking for a freelancer who can help us to automate the admin and logistics functions of our business. Workflows and processes namely as: 1. Maintenance workflow 2. Accommodation request workflow 3. Transportation request workflow 4. Expenditure Authorization 5. Family Expenditure As general requirement respective workflows require:  Conditional approval cycle with current approver status of request  Notification initiation upon approval of requests  Integration with Zoho Expense (not so complicated, very limited integration is required)  Dashboard presentation for each workflow/process Targeted timeline to finish: 2 ~ 3 weeks max. Previous working history and Strong grip on Zoho Creator development will b...

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    Zoho CRM Setup 3 days left

    I want an expert to set up Zoho CRM for my Office setup. Integrate Wati - Whatsapp API with Zoho CRM Integrate Grandstream Call with Zoho CRM Integrate Zoho Books with Zoho CRM Else Propose a new CRM to solve the purpose.

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    I am looking for a freelancer who can help me with Zoho CRM API integration. I specifically need integration with Zoho CRM to receive responses from another portal. The data synchronization should occur on a weekly basis. Ideal skills and experience for this job include: - Proficiency in Zoho CRM API - Experience with integrating Zoho CRM with external systems - Knowledge of data synchronization processes and best practices -need to complete in a day

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    I am looking for an HR specialist who has experience with Zoho. The ideal candidate will be able to assist with recruitment and hiring tasks, as well as employee onboarding and training. Additionally, they should be able to set up new HR systems within Zoho and manage existing ones. My company has 1-10 employees, so experience with small teams is preferred.

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    Project Description: Zoho CRM Auto-Dialer/Auto-Calling & Messaging Platform Integrating Expert I am in need of a Zoho CRM auto-dialer/auto-calling system expert who can help me enhance my customer communication and streamline my sales process. Also need to integrate WhatsApp, WeChat & Skype API in the CRM and automate certain tasks. The ideal candidate should have expertise in Zoho CRM and experience in implementing auto-dialer and auto-calling systems. Someone who is well-versed with Zoho CRM & knows how to integrate third party apps for auto-calling as well as auto-sending certain messages/files across various messaging platforms, including but not limited to WhatsApp, WeChat & Skype. Specific features required: - Auto calling and schedulin...

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    Zoho Email Migration Setup from Hostinger We are looking for a skilled professional to help us with the migration of our email hosting from Hostinger to Zoho. We need someone who is experienced in handling this specific migration process and can ensure a smooth transition. Specific requirements: - Current email hosting provider: Hostinger - Specific settings/data to be transferred: Everything - Deadline for migration process: Less than a week Skills and experience required: - Extensive knowledge and experience in Zoho email migration - Familiarity with Hostinger email hosting - Strong understanding of email server configurations and settings - Ability to troubleshoot and resolve any issues that may arise during the migration process - Excellent communication skill...

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    I am looking for a freelancer to develop a Spinwheel for ZOHO CRM with the following features: - Lead capture - Email integration - Customizable prize options Design concept: - I would like the freelancer to create a design concept for the Spinwheel. Deadline: - The project should be completed within a week. Ideal skills and experience: - Experience in developing Spinwheels for CRM systems - Proficiency in ZOHO CRM and its integration capabilities - Strong design skills to create an appealing Spinwheel concept

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    I am looking for a Zoho CRM expert developer who can help with the customization of existing modules. I have a detailed outline of the requirements for the new modules and I need the work to be completed within a week. Ideal Skills and Experience: - Extensive experience with Zoho CRM customization - Strong knowledge of Zoho CRM modules and their customization capabilities - Ability to understand and implement detailed requirements - Efficient and able to work within tight deadlines

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    crm data set up 7 hours left

    I am looking to have a CRM data set up and I am using the Zoho platform. I will not be needing any assistance with data migration as I am starting from scratch. The primary purpose for this CRM will be for sales tracking. If you have experience working with Zoho, I am looking for someone that can help me get my project set up quickly and accurately. If you think you are the right fit for this job, I would love to hear from you.

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    Looking for an English-speaking expert who can help with the set-up of Zoho One. Must be able to have team meetings/conferences and not just chat. Must understand: 1. Sales IQ be able to set up the chat in this and advise on scoring for our organisation. 2. Set u the CRM so that the fields are useful nd bespoke to us and be able to import data and create a mailing/ campaign list last the same time 3. Understand and be able to create Webhook and create then across 5 different websites and automate the data into the CRM and campaign lists 4. Understand the Add ons in Zoho store and advise what we will need and don't require 5. Create email templates for bespoke emails 6. Show me how to create a place for demo presentation that can be downloaded and recorded as part of...

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    I am looking for an experienced accountant to work on Zoho Books for 6 hours to 8 hours per week. Tasks: - Bookkeeping - Financial Reporting - Tax Preparation Requirements: - Experience in my industry - Immediate availability Qualified accountants with experience in Zoho Books and a background in my industry are encouraged to apply. This is an immediate need and I am looking to hire someone as soon as possible.

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    I am looking for a freelancer to assist with my ZoHo Accounting tasks, specifically bookkeeping. Ideal Skills and Experience: - Proficiency in ZoHo Accounting - Experience in bookkeeping - Familiarity with financial transactions and data entry Account Setup: - I already have a ZoHo account set up Volume of Work: - The volume of bookkeeping work is small, with only a few transactions to be done. If you have the necessary skills and experience in ZoHo Accounting and bookkeeping, please apply for this project.

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    I am looking for a virtual assistant with experience in Zoho who can assist me with data entry tasks. Skills and Experience: - Advanced knowledge of Zoho is required - Experience in email and calendar management is preferred - Strong attention to detail and accuracy in data entry - Excellent organizational and time management skills We require assistance for less than 10 hours per week. If you have the necessary skills and experience, please apply to discuss further details of the project.

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    ...making an API integration in my Zoho CRM. Specifically, I need an expert to do one integration. This will include all of the activities related to integrating the API with my Zoho CRM. The exact specifications and details of the integration will be discussed once a freelancer is selected for the project. I have a clear understanding of exactly what I need so that the integration process can go as smoothly as possible. I want to ensure the integration is completed with a high level of accuracy and quality. That being said, I am open to the freelancer's ideas on how best to do the integration, as long as the end result is a successfully integrated API. I look forward to hearing from experienced freelancers who have experience with API integrations in Zoho. I&...

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    I am looking for a ZOHO expert who can assist me with my CRM needs. I specifically need help with setting up the system and training users. Although I have a rough idea of the features and functionalities I want to incorporate in ZOHO CRM, I am open to suggestions. Key requirements for this project include: - Expertise in ZOHO CRM - Experience in system setup and user training - Ability to understand and implement my rough ideas for features and functionalities If you have the necessary skills and experience, please submit your proposal.

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    We are working now with a new crm(zoho crm) and I need an assistant to helo me with some data entry from our old crm

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    I am looking for a Zoho CRM Automation Specialist who can help me automate lead generation tasks in Zoho CRM. I need someone who can set up Zoho CRM from scratch since I do not have any existing systems that need integration. The CRM system will be used by a small team of 1-5 users. Ideal skills and experience for this project include: - Strong knowledge of Zoho CRM and its automation capabilities - Experience in setting up Zoho CRM from scratch - Proficiency in lead generation techniques and strategies - Ability to customize and configure Zoho CRM to meet specific business needs - Excellent communication skills to understand and implement my requirements efficiently.

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    We are looking for a skilled web designer to redesign our Zoho website. We want to change the layout and design to improve the overall user experience. The ideal candidate should have experience in Zoho website redesign and be able to incorporate new features and functionality. Specific requirements for the project include: - Changing the layout and design of the website - Completely changing the color scheme and branding elements - Emulating specific designs or websites provided as examples by the client - Creating contact forms for ecommerce page on all inventory. (see website example: ) If you have a strong portfolio in ZOHO website redesign and can bring a fresh and creative perspective to the

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    Zoho - CRM System Project Requirements: - Lead management feature for effective lead tracking and conversion - Custom fields and modules creation for tailored data management - Seamless integration with email for efficient communication and follow-ups Ideal Skills and Experience: - Proficiency in Zoho CRM system - Strong knowledge of lead management strategies - Experience in creating custom fields and modules - Expertise in integrating CRM systems with email platforms - Ability to provide ongoing support and maintenance after system setup

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    Project Title: ZOHO canvas designer I am looking for an experienced ZOHO canvas designer who can create a visually appealing and user-friendly canvas design for our ZOHO CRM. Experience Level: Advanced The ideal candidate should have advanced experience in ZOHO canvas design and be able to create a professional and functional design that meets our requirements. Ongoing Support: We would require ongoing support after the design is completed. The designer should be available to provide assistance and address any issues that may arise in the future. If you have the necessary skills and experience in ZOHO canvas design and can provide ongoing support, please submit your proposal.

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    My client, Administrator of Consortiums for Buildings and a reference in that sector, needs technical support [Spanish-speaking Latin, ideal from Argentina], advice and assistance in improving an implementation that has been carried out in Zoho Desk. Currently, they use the tool for clients to upload needs, problems and requirements but they assume that they are not using the platform's potential to its fullest, especially the capacity for automation and adaptation to the client's business model. I require someone with great skill in communication and technical resolution and advice in our language to participate in this temporary project, which tomorrow may evolve into something more.

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    I am looking for a freelancer to build an Applicant Tracking System for me. Here are the details: Features needed: - Resume parsing - Applicant tracking - Interview scheduling -collect all the cv received -candidate registration to upload cv -request and track GDPR/privacy -be able to search CV with key characteristics, experience, age, location, keyword etc. -import cv from linkedin -cv parser to standardize cv to send to clients -organise different job posting -multi-post on job boards (need all the API integrations) -candidate pipeline: candidate will be grouped based on the job they applied for but will be available for any research of cv. candidate management and sourcing: manage candidate pipeline: inbox, screening, call interview, person’s interview, confirmed, denied. add no...

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    Looking for a freelancer who can help me integrate my WooCommerce store's cart data with my Zoho CRM. I currently use the CartBounty extension for abandoned carts and already have Zoho CRM set up for my business. I need an intermediate level of integration between the two platforms with details of baskets passed through to CRM as a lead after a certain time period has elapsed. Ideal skills and experience: - Experience with WooCommerce and CartBounty - Experience with Zoho CRM and its integration with other platforms - Knowledge of third-party integration tools (if needed) - Ability to work efficiently and effectively to complete the project in a timely manner.

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    ...for a freelancer who can assist me with bank reconciliations for my checking accounts using Zoho Books ((((ALL DATA IN ARABIC PLEASE DO NOT BID IF CAN NOT READ ARABIC)))) Ideal Skills and Experience: - Can read Arabic. - Strong knowledge of Zoho Books and its bank reconciliation features - Experience in reconciling checking accounts - Attention to detail and ability to accurately identify and resolve discrepancies - Strong understanding of accounting principles and bank reconciliation processes Project Details: - The freelancer will be responsible for reconciling my checking accounts on a monthly basis. - The reconciliation process will involve comparing the bank statements with the transactions in Zoho Books, ensuring accuracy and identifying any discrepancies. -...

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    As a business owner, I am looking for help automating specific processes in Zoho. Specifically, I need a freelancer to help me automate my marketing process in Zoho CRM. My goal is to increase the efficiency of this process, while still ensuring accuracy is maintained and progress is tracked. If you have expertise in user automation in Zoho and want to help me reach my goals, please reach out.

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    ...AngularJS and be able to implement the following features: I want to take the 2 website we are currently using on wordpress and convert this to Google hosted service. - Search functionality: Users should be able to search for specific car models or features on the website. Intake forms and integrated in Zoho CRM. - Listing pages: The website should have dedicated pages for each car listing, displaying detailed information and images. Listing Car Details - Car detail should be retrieved from Zoho CRM Deals modules. - User registration/login: Users should be able to create an account and log in to access additional features, such as saving favorite listings or contacting sellers. Regarding the design, I have a general idea in mind but I am open to suggestions. The d...

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    Project Description: I am looking for a CRM design expert to help me create a customised CRM platform for my business. Platform: GO HIGH LEVEL (MUST have Go High Level knowledge & be well versed in this) Specific Features: Inputing Data & getting our migration set up from Zoho/ spreadsheets to GHL. - Customizable reports: I need the CRM to have the ability to generate reports that can be tailored to my specific business needs. Timeline: - On going: I am looking for a long-term partnership with a CRM designer who can continuously update and improve the CRM platform as my business grows. Ideal Skills and Experience: - Experience with CRM design and development - Strong knowledge of data analysis and reporting - Proficiency in customizing CRM platforms - Excelle...

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    I am looking for a skilled freelancer to create a booking website that can be integrated with Zoho CRM. The website will primarily be used for hotel bookings. Specific features and functions that I require for the website include online payment processing. This will allow users to easily make payments for their bookings. In terms of design preferences, I am looking for a minimalist and clean aesthetic. The website should have a professional and corporate feel to it. Ideal skills and experience for this project include: - Experience in developing booking websites - Knowledge of Zoho CRM integration - A vendor login / which the vendor can give access to their staffs - Proficiency in online payment processing - Ability to create a minimalist and clean design aesthetic

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    Looking to setup a crm/scheduling workflow with text reminders. Currently use zoho but would be open to switch to another one.

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    I am looking for a freelancer that can write a comprehensive documentation for a ZOHO CRM project and provide implementation of the requirements. The project requires the freelancer to create all documentation from scratch and there is more than 20 hours of work expected in total. The documentation should include all processes and details needed for successful completion. The freelancer should have extensive experience and knowledge of ZOHO applications. If you have the relevant experience and knowledge, please let me know your availability and proposed time frames for completion. I am looking forward to hearing from you. General Specifications: Company size is small Company Clients = 1 Company has partnership with other companies and we need to split the shares in account...

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    I am looking for a freelancer who can help me with a custom integration between 3CX and Zoho CRM. The specific features I need integrated are click-to-call functionality. Ideal skills and experience: - Strong knowledge and experience with 3CX phone system - Expertise in Zoho CRM and its integration capabilities - Experience in developing custom integrations between different systems - Ability to implement click-to-call functionality - Familiarity with call logging and recording features Timeline: - The project needs to be completed within a month.

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    My business has been using Zoho as our accounting software for a while now, but our current accounting team doesn't have the time to fix errors in our inventory and on several other issues. We would like to get some help with sorting out these errors as well as some additional training on the finer processes of GL. Specifically, we need help with fixing mismatched quantities in our inventory, as this has been an ongoing issue. Right now, our understanding of GL processes in Zoho is basic, so we need help understanding these processes beyond the basics. Lastly, we will require ongoing support and training after the initial errors are fixed, given that our business needs are changing and growing all the time. We are looking for someone who can provide us with reliable and ...

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    Setting up CRM project - Platform: Still exploring (Salesforce, HubSpot, Zoho, Folk) - Existing database of contacts to import into the CRM: Yes - Primary goals for the CRM: Boost sales Along with CRM setup knowledge I need you to have knowledge of AI tools that will help boost our performance with the CRM. Skills and experience needed: - Experience in setting up and configuring CRM platforms such as Salesforce, HubSpot, or Zoho - Proficiency in data import and migration into CRM systems - Ability to customize CRM workflows and processes to optimize sales - Knowledge of sales automation and lead management - Understanding of data analysis and reporting in CRM systems - Strong communication and collaboration skills to work with the client and understand their specific req...

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    We use Zoho CRM for all of our operations within our company. We have many functions in place, and are looking to go as automated as possible utilizing Zoho CRM and integrated Zoho Apps. (We'll even input script on our server to accomplish automation if Zoho has limitations). We have Zoho One Enterprise, so we have access to all the apps. You would need to be proficient with CRM, Books and Creator for starters and understand how they all can integrate and work together seamlessly. This will be a team effort. So I would like to know what you had for breakfast, and when I tell you my ideas, you'll be able to tell me about other Zoho Apps and how we can integrate with them to better improve our process. Additional understanding of more Z...

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    I am looking for a skil...looking for a skilled freelancer to replace Zapier with Zoho Flow for workflow automation. Tasks: - Replace current workflow automation tasks performed by Zapier with Zoho Flow - Ensure smooth and efficient workflow automation using Zoho Flow Requirements: - Experience in replacing Zapier with Zoho Flow for workflow automation - Proficiency in setting up Zoho Flow to meet specific requirements - Strong understanding of workflow automation best practices Preferences: - Open to suggestions and recommendations for the Zoho Flow setup - Willingness to assist in identifying specific requirements for the Zoho Flow setup Timeline: - Immediate implementation of Zoho Flow is required Note: Quality and accuracy i...

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    My company using Zoho books for invoicing, I need to settle all other entries to become a proper accounts. TO BE AWARE ALL THE DATA IN ARABIC.

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    We are having a difficult time to understand and implement inventory management system in our manufacturing business.

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    I am looking for a freelancer who can help me learn and implement Zoho/Vyapaar Inventory Management. I specifically need assistance with inventory tracking. Integration: - I would like to integrate Zoho/Vyapaar with my existing system. Experience: - I am a beginner with inventory management systems, so I will need someone who can patiently guide me through the learning process. Ideal Skills and Experience: - Strong knowledge and experience with Zoho/Vyapaar Inventory Management - Familiarity with integrating inventory management systems with existing systems - Excellent communication and teaching skills to guide a beginner through the learning process

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    ...can build a project plan for me using Zoho One. The specific modules or applications within Zoho One that I need the project plan to be built in are CRM, Finance, and Human Resources. The timeline for completing the project plan is less than 1 week. It is important that the freelancer can work efficiently and deliver the project plan within this timeframe. I have detailed requirements for the project plan. Therefore, I am looking for a freelancer who has experience and expertise in using Zoho One and can understand and implement my specific requirements accurately. Ideal Skills and Experience: - Proficiency in using Zoho One, particularly in the CRM, Finance, and Human Resources modules or applications - Experience in building project plans using Zoho...

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    I am looking for a freelancer to help with the integration of my Zoho applications, including Zoho CRM, with custom functionalities in order to automate tasks. This project is an important part of my business, and I need to ensure that it is done right, and on budget. I am hoping to find an experienced freelancer who understands the specific requirements that come with this project and can offer insights, ideas, and recommendations on how to best achieve my goal. Additionally, I am looking for someone who is experienced with Zoho integrations and can provide the highest quality service. My main objective is to automate tasks and I need someone who can provide the necessary expertise in order to make this happen.

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    I am looking for an expert freelancer to help with the integration of Zoho applications with my existing systems. Specifically, I need integration between Zoho CRM and Zoho form (Marketing). The aim of this integration is to streamline business processes and improve the efficiency of my workflow. Experience with Zoho integration and optimization is a must. Attention to detail and the ability to work independently as well as collaboratively is critical to the success of this project. If you have any questions, please let me know. I look forward to hearing from you.

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    Canva design link would be shared so you can use the format that you need. The design contains button designs linked to different website addresses. These clickable links must be activated on the design for Zoho.

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    We are a manufacturing company producing Plastic bags. We are currently using Zoho CRM and Zoho mail and want to make a proper app on which we can use the other zoho suite of applications like - Zoho Accounts , zoho inventory. We also want all integrate all the Zoho apps and maybe you also needs to make some custom apps on zoho for the same so that all the functions can be integrated as well. Please reply only if you are okay with Zoho apps.

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    Zoho Custom Functions Developer Needed for Zoho Creator, Zoho Books and Zoho Inventory via Zoho One Requirements: - Strong experience in developing custom functions for Zoho Creator - Expertise in automating tasks using custom functions - Ability to develop 4-7 custom functions for Zoho Creator Skills and Experience: - Proficient in Zoho Creator and its customization capabilities - Knowledge of Zoho Deluge scripting language - Strong understanding of data management and manipulation within Zoho Creator - Familiarity with Zoho CRM and Zoho Books integrations is a plus Project Details: We are looking for a skilled Zoho Custom Functions Developer to assist us in automating tasks within our Zoho...

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