Zoho Jobs

I am in need of a highly skilled developer who can create a chatbot integrated with Zoho Desk for my employees. This chatbot will fulfill the major role of answering common FAQs. Given the type and nature of questions expected, an ideal candidate should: - Have experience in creating chatbots - Show familiarity with Zoho Desk API - Demonstrate ability to create bots that can answer technical support-related questions Understanding of the common issues faced in a technical support environment is a big plus, as the chatbot is intended to be primarily query-based. A well-defined and intelligent bot will not only improve our workflow but also help us resolve employee queries faster. That being said, I'm looking for someone who can deliver a chatbot which can accurately answer FAQs a...

I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho integrations and setups will be an added advantage.

I'm in need of a skilled Zoho expert to help me with the following tasks within Zoho CRM, Zoho Books, and Zoho Inventory, as well as integrations with Xero, QuickBooks, and Shopify. Key tasks include: - Data management and organization: Assist in setting up efficient data management structures within Zoho CRM, Zoho Books, and Zoho Inventory to help streamline our operations and enhance our understanding of client interactions. - Reporting and analytics: Create custom reports and set up analytical tools to help us better understand our business performance, customer interactions, and inventory management in Zoho. - Integration with other platforms: As we operate on Xero, QuickBooks, and Shopify for various financial and e-commerce functions, we require seamless integration with t...

I need an experienced CRM expert to develop a customer relationship management system tailored for my business needs. Key Functionalities: - Contact Management: In-depth contact organization, segmentation, and efficient communication tracking. - Lead Tracking: Robust lead capture, tracking, and conversion analysis. - Sales Forecasting: Accurate prediction of sales trends and opportunities based on the CRM data. User Base: - The CRM system will be used by 1-50 users, so it should be user-friendly, scalable, and efficient. Integration: - It's imperative that the CRM can seamlessly integrate with other systems, particularly: - Email Platforms: For streamlined communication and lead nurturing. - Social Media: To enhance customer engagement and acquisition. - Accounting Software:...

I have an need for setting up Zoho Inventory with a specific focus on segregating inventory based on brands and categories. This is a straightforward task but I need it done swiftly. Key Requirements: - Basic Zoho Inventory Setup: I need a freelancer who is proficient in setting up Zoho Inventory. The system should accurately reflect the inventory I have and allow for easy tracking and management. - Brand Segregation: The primary focus of this project is to segregate the inventory based on brands. This means I need to be able to easily identify different brands and their respective inventory. - Keeping track of inventory Going in and out. Ideal Experience and Skills: - Zoho Inventory Proficiency: The freelancer should have prior experience in setting up and configuring Zoho Inventory. - ...

I need a robust and efficient platform that will help in managing incubator operations effectively. This online portal shoule cater not only for startups but also for incubator staff, investors, and our research partners. The following features are essential: - User management: This will facilitate management of all users in the system including startups, staff, investors, and research partners. - Project tracking: It should enable us to track and monitor all incubator projects. - Resource allocation: Feature to allocate and monitor resources for all included startups is crucial. - Recruitment and selection of businesses: Swipe in potential incubatees, and streamline their onboarding. - Performance tracking: Monitor and assess the development of startups enlisted. - Meetings admini...

I'm in need of an experienced ERP system developer to create a new, customized solution. While experience with Zoho Creator is not a strict requirement, it would be beneficial. The main goal of this project is to develop an ERP system that will handle inventory management and sales/order processing. We will need to connect for already created ERP system first. Key aspects of this project will include: - Developing a customized ERP solution from scratch - Implementing inventory management features - Integrating sales and order processing functionalities Ideal candidates should have: - Proven experience in developing ERP systems - Strong understanding of inventory management and sales/order processing - Proficiency in Zoho Creator (or any other ERP system if not Zoho Creator) This is...

French-speaking candidates only! My organization is currently leveraging several Zoho applications including CRM, Books, Inventory, People, Recruit, Shifts, Project, Survey, and Forms. I am seeking a skilled freelancer who can effectively integrate these applications with our existing ERP system. Key project aims include: - Customer data synchronization: Ensuring consistent, accurate customer information across platforms. - Order management integration: Streamlining order processes for increased business efficiency. - Inventory management synchronization: Maintaining real-time, synchronized inventory data between Zoho and ERP. With 11-50 users expected to utilize this integrated system, the ideal freelancer should not only possess strong experience with Zoho One and ERP integr...

I'm seeking a Zoho expert to set up and configure Zoho One for my organization. We currently do not use any specific software or tools that need to be integrated with Zoho One. The main objective is to implement Zoho One for less than 10 users. Key Responsibilities: - Customize Zoho One to meet our business needs - Implement CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Provide necessary training to less than 10 team members on the use of Zoho One. Ideal Skills and Experience: - Extensive experience with Zoho One implementation and customization. - Proficiency in CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Ability to train small groups effectively on Zoho One.

I'm looking for an experienced Zoho developer to help with my Zoho CRM data analytics and dashboards. Key Responsibilities: - Develop a Zoho Analytics dashboard incorporating Sales performance tracking, Lead conversion analysis, and Customer segmentation. - Integrate Google Analytics Data and Google Adwords Data into the dashboard. - Create visual representations of the data using Bar charts, Line graphs, and Pie charts. Ideal Skills: - Previous experience working with Zoho Analytics and Zoho CRM. - Proficiency in integrating third-party data, specifically Google Analytics and Google Adwords. - Strong visualization skills, with expertise in Bar charts, Line graphs, and Pie charts. This project is crucial for me to understand my business performance, so attention to detail and a st...

As a business with a custom CRM solution currently facing some difficulties with Hubspot, I'm interested on bringing in a seasoned and strategic freelancer for the task. Key Challenges: - Custom forms: clients details aren't saving correctly. If they are a repeating guest who have filled out this form in the past, their forms are coming up blank. - Email Database: Our email marketing campaigns are currently not as efficient due having no tags Your main tasks will include: - Rectifying form issue: providing a solution for why the clients cannot submit a form and why their details arent showing up. - Email database: upload our database into hubspot and create tags (location, birthdays, type of event, type of package they have previously booked in for) Our Goals: - Custom form:...

I'm seeking a Zoho Desk specialist to set up my Zoho Desk account. My primary objective is to streamline and optimize our support operations. Key requirements: - Setting up Zoho Desk - Configuring Automation & Workflows - No ongoing support and maintenance required, just the initial setup Ideal skills and experience: - Proficiency in Zoho Desk - Experience with configuring Automation & Workflows - Strong understanding of customer support operations If you think you can help me achieve my goals, please get in touch with your relevant experience and a brief outline of your approach.

When we get a new ticket or a new response in the ordering department in Desk, we want a notification in a cliq channel saying there is a new ticket. Cliq channel called "Ordering Department", to start assign Addam and Spencer to the department

Could we create a more designed POG that has breaks for the Tier 1 categories. SIR for this one please show me progress so I can make sure it is what I want

Create a new cliq channel called "Justcall Notifications", assign to everyone on team. When want to get notified of a couple things, 1) we want to get notified if "Main number" there is a missed call. We will then get a notification in cliq saying "Missed call on main number" 2) I want to get notified if a text message on main number does not get responded to within 15 minutes, we get a notification in the cliq channel saying "Text message not responded to on main number"

Can we have another button that can make POGs without pricing along with a POG with pricing

I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead ...

I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sales process and customer relationship mana...

I need a Zoho expert to help me set up a system where emails that match certain keywords in the subject are copied to a specific WorkDrive folder. Ideal Skills and Experience: - Proficiency in Zoho Mail - Experience in email filtering - Knowledge of WorkDrive system Please note that I want the emails to be copied, not moved, to the WorkDrive folder. I need both incoming and outgoing emails to follow the same method. I work in an office with 15 others and we get new cases meaning new filters frequently, so I'd like a method to be able to update their filters without needing them to redownload anything, sort of like a central hub from my computer. If there is any way for that to be done, I'd like to know the method.

I'm looking for an accountant(Freelance / Intern / Permanent Employment) who is well-versed in Zoho Books and Zoho Payroll to set up and manage the financial aspects of my startup. Key Responsibilities: - Initial setup of Zoho Books & Payroll software - Bank account reconciliation - Bookkeeping - Managing payroll and salaries Additional Details: - Preferably no specific requirements for the initial setup. You can set up the software based on the needs of my business. - The tasks will need to be managed on a weekly basis. Ideal Candidate: - Proficient in Zoho Books and Zoho Payroll - Experience in bank account reconciliation, bookkeeping, and payroll management - Strong organizational skills and attention to detail - Good understanding of accounting principles Looking forw...

I need a developer adept at integrating ZohoBooks with Power BI using REST API. The ideal candidate should possess these skills and deliverables: • Proficiency in ZohoBooks REST API and Power BI • Experience with complete, real-time data synchronization • Expertise in creating customizable dashboards on Power BI • Ability to visualize all types of data from ZohoBooks, including financial reports, customer data, and sales data. This should also cover timesheets, invoices, and profit/loss analysis • Capable of executing sales and financial analysis using Power BI The goal is to seamlessly analyze and monitor our data from ZohoBooks in Power BI. Developers with prior experience in similar projects will be preferred.

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...

I'm seeking an expert in Zoho Creator to help with the development and integration. Key Responsibilities: - Event Creation: I'm looking to have a ticketing system integrated into the event creation process. This should allow for easy, seamless ticket sales and registration. - Attendance Registration: Attendees should be able to register for the event through an online form. This form should capture key details and contact information. - Payment Integration: The system should facilitate ticket purchases by integrating Credit/Debit Cards and PayPal or other options too. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designing registratio...

I'm on the lookout for a proficient Zoho Creator specialist to assist me in developing an efficient event management system with integrated payment options. Key requirements include: - Assistance in creating event templates for 1-5 different types of events. - Setting up customized attendance registration forms with Zoho Creator. - Integrating secure and user-friendly credit/debit/online payment systems. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designing registration forms. Looking forward to discussing the project further with you.

PLEASE DO NOT CONTACT US DIRECTLY. WE WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER. We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation. Relevant skills: - Zoho CRM customization - Field and layout updates - Custom field and workflow creation - Third-party applic...

I'm looking for a Zoho CRM expert who can help me automate lead generation and contact management tasks within the platform. I need the Zoho CRM and Google Sheets to be synced forward and backward. I am open to using connector tools like Zoho Flow or Pabbly Connect.

I am looking for a Zoho developer to assist me with a project involving an abandon form solution that integrates with Zoho CRM. Key points: - The primary task is to integrate the abandon form solution with Zoho CRM - Specific requirements include abandoned form tracking, email notifications, and CRM record creation - Troubleshooting and fixing issues may be required - This project may also involve some work on CRM, including form to CRM integration and creating a fillable PDF form template from CRM data Ideal skills and experience: - Strong Zoho development experience, with a proven track record of successful CRM integrations - Proficient in developing abandon form solutions - Experience in working with form to CRM integration and creating fillable PDF form templates - Ability to troubl...

I'm looking for a skilled developer to help us in creating a seamless connection between Wufoo (form builder) and our CRM Hirehop, using their respective APIs. Ideal Skills and Experience: - Proficient in working with APIs, particularly Wufoo and Hirehop - Solid experience in integrations between Wufoo and CRMs - Skilled in real-time data synchronization - Familiar with creating triggers for data transfer Key Deliverables: - Set up a real-time synchronization process between Wufoo and Hirehop - Ensure that only 'Order Details' data is transferred - Create a trigger for data transfer upon form submission on Wufoo This project is crucial for our workflow efficiency, so the successful candidate will need to demonstrate both their technical skills and ability to deliver on t...

I'm seeking a skilled programmer familiar with Zoho and smart calendar applications. Key deliverables should include: - Developing a smart calendar with strong app integration features - Ensuring compatibility with the Zoho Creator platform - Designing the calendar to display as a timeline with columns - Using one table to show detailed information about apartments - Each row should represent a separate apartment. The main information to be displayed is the availability of the apartments. This calendar must interact seamlessly with Zoho Creator, pulling the necessary data in real time. Well-rounded knowledge of Zoho Creator and smart calendar integration will be essential for this project. every change in the calendar will checked in the rules to change in Zoho creator

I'm seeking a Zoho expert based in Bucharest, Romania, who can assist with several tasks related to Zoho integration. Key requirements include: - Experience in Zoho Books integration and Zoho Creator app development. - Proven ability to implement Zoho One that supports 10-50 users. Additionally, the ideal candidate must have: - A strong capacity to customize workflows and automations within Zoho's ecosystem. - Hands-on experience integrating Zoho with various third-party applications. - Expertise in designing and providing reporting and analytics capabilities through Zoho. Looking forward to collaboratively creating a robust, efficient, and easy-to-use business platform.

I'm looking for a competent freelancer to help me revamp my company's Zoho Bigin system. For the project, focus will be on: - Lead management: This is a critical aspect that needs streamline. You should be good in setting up a practical, effective system that is easy to maintain and update. - Sales pipelines: We desire to monitor sales processes better and easily spot opportunities, hence your expertise in setting up sales pipelines is essential. My team is small and I anticipate no more than ten users. That said, the system should allow easy addition and removal of users, with minimal technical assistance needed. Finally on customization, I need basic changes done. These include layout adjustments, additional fields for more details, and workflows to ease operations. You sh...

I need help with migrating my accounting data from Zoho Books to another software. - The data to be migrated is less than 1 year of transaction records. Ideal Skills and Experience: - Experience with Zoho Books - Proficiency in data migration - Strong understanding of accounting principles - Attention to detail and accuracy in data transfer - Ability to complete the task in a timely and efficient manner. Please provide details on your experience with data migration, especially if it involves Zoho Books.

Hi, I'm looking for CA who can do the audit, file ITR & MCA requirement. Along with good level of understanding of zoho.

I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.

I'm in need of a professional to help me develop a reporting and analytics solution for our inventory system. Key requirements include: - The system should be able to provide real-time updates, and process data efficiently. - The focus should be on developing insightful, easy-to-read analytics. I have 5 branches and its a laboratory. I will need to order reagents from the branches and it needs to be bikled from admin office. I will there by get a consoludated report by every month that how much a branch consumes I'd like the reports to be accessible within the application itself. This is important for our ease of use and integration with other functions of the system. The ideal candidate would have: - Proven experience in software development, especially in inventory system...

I'm looking for a Zoho expert who can help me with improving my inventory management, streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving skills Your assistance will significantly help me to better man...

We are in search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoing basis. If you are proficie...

I'm in need of a Zoho Analytics expert to create a comprehensive dashboard for my business. The dashboard should utilize Charts and Graphs, Drill-down capabilities, and Data filtering features that Zoho Analytics offers. Key aspects of the project include: - Integrating data from Zoho CRM and Zoho Desk - Focusing on tracking Sales revenue Your role will involve: - Designing and developing the dashboard to visualize the data in an intuitive and informative way - Ensuring the dashboard is user-friendly and allows for easy drill-down into specific details - Implementing data filtering options to allow for customization based on user requirements Ideal candidates should: - Have extensive experience with Zoho Analytics, including its various features and integrations with other Zoho pro...

I am currently using ZOHO Books and am looking to migrate to Odoo Accounting. I need an Excel expert to help with the migration process. Key Tasks: - Migrate complete set of invoices and bills from ZOHO Books to Odoo Accounting. - Transfer all customer and vendor details accurately to Odoo. - Ensure that financial reports are maintained and migrated correctly. Ideal Candidate: - Proficient in both ZOHO Books and Odoo Accounting software. - Excellent experience in data migration and Excel. - Familiar with maintaining and handling large databases. - Detail oriented, ensuring data integrity throughout the process. This is a large scale project as my current ZOHO Books database exceeds 1000 records. I need someone who can efficiently and effectively handle the migration process.

I'm in need of a proficient IT professional, skilled in Salesforce CRM, to provide various types of support. The scope of this job includes: - Integration: You'll be required to integrate my Salesforce CRM with several other systems we use, including our E-commerce platform, Email marketing service and Customer support platform. Possessing strong experience with these systems and Salesforce integration capabilities would put you at an advantage. - User Training & Support: I need guidance to understand the full potential of Salesforce CRM and how to use it effectively. The ideal freelancer will have a background in training and customer support, able to pass on knowledge to my team. - Data Migration: A big part of your role will surround migrating data from other platforms ...

I'm in need of a website and customer portal. The website is an informational site, but the customer portal is the heart of the project. It should be designed to handle our Software as a Service (SaaS) licensing. The main functionalities required are: - **Payment Processing:** The portal needs to process payments from our clients. - **License Management:** The portal should manage our SaaS licenses. Ideal candidates for this project should be well-versed in web development, particularly in creating user-friendly and efficient customer portals. Experience with integrating Square and Zoho Books is a plus. It's crucial that the website and portal are secure and scalable. A good understanding of SaaS models would also be beneficial. Additional Requirements IoT Hybrid Solutions We...

We need help setting up Zoho Thrive. Please do not bid unless you have used Zoho Thrive and know how to set it up.

I'm currently looking for an expert in Zoho Email Notifications to assist with a specific problem I'm facing. I have an automation in place for new order notifications that should send an email to me immediately when an order is placed, but this is not currently working. Your primary task will be to investigate and identify the root cause of this issue, then implement a solution that will ensure email notifications are sent promptly upon new order placement. Skills needed: - Strong understanding of Zoho Email Notifications - Expertise in email automation - Troubleshooting and problem-solving abilities - Excellent communication skills and professionalism Your successful work on this project could lead to more collaboration in the future. I look forward to your bid.

Hi Adil A., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

On a mission to streamline my business processes, I need a skilled Zoho CRM developer with a sharp eye for automation who can set up and optimize my sales initiatives. Primary responsibilities will include: - Setting up automation for sales in Zoho CRM, specifically focusing on email campaign operations including the creation of relevant triggers. - Building a blueprint to better manage sales pipeline tracking, lead management, and contact management within the CRM. Desired Skills: - Proficient in Zoho CRM and its specific functionalities. - Expertise in email campaign automation, ideally in Zoho. - Deep understanding of CRM lead scoring and routing. - Experience setting up triggers based on specific actions or events. - Strong knowledge of personalizing emails based on customer data...

1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. It is important that we have a solution that is directly usable with no modifications needed apart from inserting our specific IDs for fields/modules etc. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns, Projects).

I'm looking to hire someone who can create a zoho desk addon which can print a small summary of the ticket current ticket information, including a QR code with the ticket number. We will then print the summary on a small label. The fields I need are: Subject Account Name: Contact Name: Date Created: Ticket Number: QR code The ideal freelancer for this project should have proven experience in Zoho Desk, and API integration. They should also have sound understanding of data handling, as sensitive information could be involved. Please provide examples of similar projects you have done in the past.

I'm seeking a proficient freelancer to provide comprehensive training and integration of ZOHO Books into our business operations. Here are our primary needs: - Setting up ZOHO Books account: We are starting from scratch and need assistance in setting up our ZOHO Books account correctly. - Importing and managing data: As a business, we handle a vast amount of data that needs to be imported and managed efficiently. A vital part of this task will involve teaching our team how to do this. - Customizing reports and dashboards: We want to maximize the utility of ZOHO Books' reporting and data visualization features. We need someone who can customize these elements for us. Our team is composed of 1-10 employees, all at an intermediate level of proficiency with ZOHO Books. It means t...

**Project Overview:** We're looking to set up a Zoho Portal that allows users to create emails using their custom domain and integrate them with Zoho Sheets. The goal is to replicate the functionality of an existing Google Apps Script that forwards emails to Google Sheets. The freelancer will be responsible for configuring the Zoho Portal, setting up email forwarding, and integrating Zoho Sheets to achieve seamless email-to-sheet automation. **Prerequisites:** - Access to Zoho Mail and Zoho Sheet. - A custom domain configured with Zoho Mail. - Basic knowledge of Zoho Mail, Zoho Sheet, and email forwarding. **Scope of Work:** 1. **Zoho Portal Setup:** - Configure the Zoho Portal to enable email creation using the custom domain. - Ensure proper domain verification and configu...

Phase 1: Integration and Automation of Zoho Books and Zoho Inventory ● Objective: Establish robust integration between Zoho Books and Zoho Inventory for streamlined financial management. ● Tasks: 1- Chart of Accounts Mapping: Link the chart of accounts in Zoho Books to corresponding inventory items in Zoho Inventory for accurate expense and income tracking. 2- Automation of Sales Invoice Processing: Develop workflows (using Zoho Flow) to automatically record sales invoice details: 2.1- Delivery service costs based on chosen service (integrate shipping carrier accounts if applicable) 2.2- Payment processing fees associated with different platforms (integrate payment gateway accounts) 3- Testing and Validation: Conduct thorough testing to ensure accurate data transfer and successful automa...