Zoho Jobs

I’m ready to modernize Urban Abatement LLC’s client-management process and email outreach. The goal is a single, well-structured CRM connected to an automated email engine that nurtures new leads, tracks every opportunity, and keeps past customers engaged without manual effort. Here’s what I need from you: • Evaluate my current contact spreadsheets and proposal logs, then recommend the best CRM platform for a small but growing abatement company. I’m open to HubSpot, Zoho, Salesforce, or any option you can justify. • Configure custom deal stages that mirror our workflow—from site visit and estimate through contract signing and project completion. • Build automated email sequences for new inquiries, follow-ups on sent estimates, and periodic c...

I need a skilled Zoho Creator developer to integrate it with other Zoho apps. The goal is to build customized software tailored to our business needs using Zoho Creator Key requirements include: - Seamless integration with Zoho CRM, Zoho Books, and Zoho Projects - Custom application development to automate and streamline our business processes - Building data collection forms, custom workflows, and reports/dashboards as per our requirements Ideal skills and experience: - Proficiency in Zoho Creator and other Zoho apps - Strong experience in custom application development - Ability to design and implement complex workflows - Excellent problem-solving skills and attention to detail Please provide examples of similar projects completed and your approach to ensure a smooth integration.

I need the complete accounting history for FY 2022-23 and FY 2023-24 moved out of Zoho Books and recreated inside Tally with zero loss of fidelity. The scope covers every invoice, expense, and all customer / vendor master data captured during those two financial years. After import, I want a full cross-check: opening and closing balances, document counts, tax amounts, and any other control totals must match exactly between the two systems. Please plan for exhaustive validation rather than just spot checks. In addition, I have a handful of custom reports in Zoho Books that I rely on for monthly management reviews. Replicating those same reports in Tally is part of the job; standard templates can stay as they are. Deliverables • Clean Tally company files for FY 2022-23 and FY...

I have a Zoho Commerce store that will handle a catalogue of physical products, and I need every order, customer profile, and inventory movement to flow automatically into our CRM. My goal is one source of truth for sales and marketing, without manual exports or data-entry gaps. Your task is to plan and implement the connection between Zoho Commerce and the CRM (Zoho CRM is preferred, but I am open to another platform if you can justify the benefit). Whether you use Zoho’s native connectors, custom API calls, or Deluge scripts, what matters to me is reliability, real-time sync, and clean data mapping. Key deliverables • Configure or build the integration so new customers, orders, products and stock changes in Zoho Commerce appear in the CRM within minutes. • Map cus...

I already run my business on Zoho and now need Stripe woven in so customers can pay seamlessly with Apple Pay. Here’s where I’m at and what I need from you: • Zoho is live (CRM, Books and Checkout modules enabled) but no payment gateway is connected yet. • I have an active Stripe account. Apple Pay is approved there, it just hasn’t been wired into the flow. • The goal is a smooth checkout experience where a customer clicks “Pay with Apple Pay”, the charge is processed through Stripe, and the transaction details (invoice status, customer record, payment confirmation) sync back to the relevant Zoho apps automatically. You’ll be responsible for: – Connecting Stripe to the correct Zoho modules. – Enabling and testing Apple ...

I need help configuring a brand-new Zoho CRM to mirror the three-level account hierarchy we use in our ERP system: National Account → Customer → Ship-To This is a brand-new CRM setup. We are NOT importing legacy data at this stage and, for now, I only want to focus on the Accounts/account hierarchy structure. No Leads, marketing automation, or complex integrations yet. The initial project will be done together over a live screen-share session. Scope of work: • Configure the Accounts structure to support: National Accounts Customer/Bill-To Accounts Ship-To locations • Create the appropriate: custom fields lookup relationships layouts related lists views and filters • Ensure users can easily drill down from: National Account → Customer → Ship-To &...

My team and I rely on Zoho Mail linked with Zoho CRM for all correspondence, yet occasional clients keep telling us they do not see our messages. Some get delivered. Ohters do not. We have confirmed nothing lands in their spam folders, and the problem seems to hit both our transactional notices and our marketing campaigns. At this stage I honestly don’t know if every recipient is affected or just a subset, so I need someone who can quickly pinpoint what is going wrong inside the Zoho environment and tell us how to fix it. We have increased our subsequent telephone confirmations and additional email confirmations. Here is what I expect once you jump in: • A full review of our current Zoho Mail setup—DNS records (SPF, DKIM, DMARC), bounce configuration, sending domains, b...

We are looking for a HubSpot CRM + integrations expert to help us build a sales workflow connected to our internal operations platform. We run a cleaning/operations company and are building an internal system for dispatch, partners, invoicing, profitability and operations. We need HubSpot to become our main sales CRM. What we need help with: * Set up HubSpot pipelines properly * Build lead stages for outbound and inbound sales * Import call lists easily * Upload enriched lead lists from CSV/Excel * Assign leads to sellers * Track calls, follow-ups and outcomes * Create simple workflows for follow-up * Send quotes/offers to customers * Track won/lost deals * Report sales by seller, channel, region and service type * Connect HubSpot to our internal operations system * When a deal is won,...

I have just moved my organisation to Zoho and now need both Zoho Books and Zoho Inventory configured from the ground up. The goal is to go live with a fully working accounting and stock-control environment that mirrors our current records and lets the team take over daily processing straight away. The work starts with a clean implementation: configuring chart of accounts, tax rules, invoice templates, banking feeds, and then connecting Inventory so that stock movements instantly update the books. Although my immediate request is “implementation”, I will happily adopt any best-practice workflows you recommend for stock tracking, order management and reporting so the system scales with us. All legacy data has to come across intact. I will supply spreadsheets (or export files) c...

Trabajo a comisión sobre los resultados, por lo que necesito un verdadero socio de crecimiento que domine la automatización y la IA aplicada a los procesos de venta. Mi prioridad inmediata es que diseñes, ejecutes y optimices un sistema de automatización de ventas que capture prospectos, los nutra de forma inteligente y cierre oportunidades de manera predecible. Para lograrlo, deberás integrar embudos, campañas de pauta y flujos de mensajes (e-mail, WhatsApp, chatbots) en una sola arquitectura que escale. Busco a alguien con: • Casos de éxito demostrables en automatización de ventas respaldados por métricas claras. • Mentalidad estratégica, obsesión por el ROI y comunicación directa. &...