Zoho仕事

Hi Shehbaz H., I noticed your profile and would like to offer you my project. We can discuss any details over chat. I need export from Zoho Book a SEPA file to import into Bank system.

...Zadarma System: You will be provided with access to our Zadarma system, including an app and an account with a dedicated phone number. This system will be crucial for making calls and conducting outreach. 3. Outlook Calendar Access: You will have access to Mr. Sykora's Outlook calendar to coordinate and schedule meetings according to his availability and preferences. 4. CRM System: Our CRM system, Zoho, will also be at your disposal to keep track of leads, interactions, and appointments effectively. Skills and Experience: - Excellent communication skills and ability to interact professionally with clients - Proficiency in using email and calendar tools - Attention to detail and ability to accurately schedule meetings - Punctuality and reliability in sending reminders and ...

Vamos a lanzar al mercado un servicio orientado a ayudar a las áreas de recursos humanos de las empresas a manejar el ausentismo laboral. Estamos buscando una persona que maneja la suite Zoho One y nos ayude a implementar una estrategia de marketing digital utilizando las herramientas de Zoho como CRM, Sites, Sales IQ y Campaings. No nos interesan otras plataformas ni herramientas. Estimamos una duración de 4 meses de todo el proyecto

I am looking for a freelancer to help set up ZoHo CRM for my small company. Specifically, I need assistance with Sales Pipeline Management. Data from spreadsheets needs to be migrated into ZoHo CRM. Additionally, my team will require extensive training on how to use ZoHo CRM. Ideal skills and experience for this job include: - Proficiency in ZoHo CRM and its Sales Pipeline Management features - Experience with data migration from spreadsheets - Ability to provide thorough and comprehensive training for my team.

We a sales company seeking highly experienced professional to help develop our Zoho CRM software sales process. From email templates, to email automation, lead capture and more. The successful applicant will have experience with ZOHO and be able to design and implement a solution from customer first enquiry to successful sale.

Hi there! I'm looking for an experienced freelancer to help me with my Zoho CRM, Inventory, People and Accounts. Specifically, I require assistance with setup, training, as well as ongoing support. This is a long-term project and needs to be completed within 3 months or more. If your available and up for the task, please reach out and let me know. Thanks!

Hi there! I'm looking for an experienced freelancer to help me with my Zoho CRM, Inventory, People and Accounts. Specifically, I require assistance with setup, training, as well as ongoing support. This is a long-term project and needs to be completed within 3 months or more. If your available and up for the task, please reach out and let me know. Thanks!

We are a SAAS company in need of 2-3 team members who have 2+ years of experience with live customer support in the SaaS online software field. We provide online software to construction companies. They use our system to create estimates, invoices, etc. Our support team providers live chat and ticket support using Zoho CRM, Zoho Desk, and Zoho SalesIQ. Experience with the following IS required. Reply with a Yes or No beside each item. If helpful, provide additional details. -- Live Chat: -- CRM's: -- Ticket Management: These are NOT requirements, I am just curious about your knowledge (even if just a little). Reply with a Yes or No beside each item. If helpful, provide additional details. -- Construction Experience/Knowledge: -- Adding/Modifying Knowledge Bases...

...and reporting skills. • Proactive and self-motivated with the ability to manage multiple projects simultaneously. • Excellent interpersonal and communication skills. • Email campaign experience Confirm with a Yes or No if you have experience with the following; • Wordpress • Optimizing Landing Pages • Managing Ad Campaigns • Tracking Lead Form Conversions • Working with a SaaS company • Using Zoho CRM • Using ChurnZero • Reducing Churn • Creating email campaigns (that people open and click) • Using ChatGPT The ideal candidate will be able to review our landing pages and suggest/make changes to improve the conversion rate. They would then track the conversation rate of each landing page/source. They would know ...

I am looking to use Zoho CRM The initial requirement to customize Zoho for our needs Remove unneeded options to simplify the system for our user Integration We getting leads from different sources and would like them to pop up on Zoho Home Advisor Yelp Next Door Facebook Instagram Website Google Ads On some sites, we receive first contact as a chat and only after we chat with them they will provide contact info Would like to have a chat with Zoho Thanks You must say "Potato" to be accepted.

Zoho Creator customer application development related to shipping

As a business, I need assistance with bookkeeping services. Currently, I am using an accounting software Zoho, and I will provide more detailed instructions on its use later. I need both sales and purchases to be recorded, as well as payroll transactions. My bookkeeping services needs are project-based, so the frequency is variable. Need someone to come in to the office in Hacienda Heights (Los Angeles).

...sending specific data from Zoho CRM to Google Sheets in real time. Specific requirements for the project include: - Sending contacts data from Zoho CRM to Google Sheets - The data transfer should happen instantly, ensuring that any updates or changes in Zoho CRM are reflected in real time in Google Sheets - I require assistance in setting up the link between Zoho CRM and Google Sheets Ideal skills and experience for the job: - Strong knowledge and experience in working with Zoho CRM and Google Sheets - Familiarity with API integration and data transfer between different platforms - Attention to detail to ensure accurate and reliable data transfer If you have the required skills and experience, and can provide the necessary assistance in setting u...

...freelancer who can help me set up an email marketing campaign to increase Leads for my business. Here are the details of the project: Email Marketing Platform: I currently use Sendgrid and Zoho integrated with Outlook, and I prefer to continue using them for this campaign. Existing Email List: Yes, I have an existing email list that I would like to utilize for this campaign. Goal: The main goal of this email marketing campaign is to increase our Quality Leads for my business. Skills and Experience: - Experience in setting up and managing email marketing campaigns - Proficiency in using Sendgrid, Zoho, and Outlook for email marketing - Knowledge of best practices for increasing sales through email marketing - Ability to segment and target specific customer groups in th...

I am looking for a Zoho customization expert who can provide one-on-one coaching to help me learn and understand Zoho CRM. As a beginner with no prior experience, I am seeking guidance and training in specific areas of Zoho CRM customization. Requirements: - Expertise in Zoho CRM customization - Ability to provide one-on-one coaching and guidance - Strong communication skills to effectively teach and explain concepts - Patience and understanding for a beginner-level learner Ideal Skills and Experience: - Extensive knowledge and experience in Zoho CRM customization - Previous experience providing training or coaching on Zoho CRM - Familiarity with different customization features and functionalities in Zoho CRM If you are a Zoho ...

I am looking for a freelancer who can help me with creating custom fields . I have more then 70+ pages in website I need to capture the url of the form submission in Zoho CRM Plus lead dashboard. And also i need source from where we got lead. I need this done urgently, within the next 24 hours. Skills and Experience: - Experience with Zoho CRM Plus and webforms - Proficiency in customizing the design and layout of webforms - Knowledge of integrating Zoho CRM Plus with other systems or applications - Ability to create custom fields and workflows in Zoho CRM Plus Please note that I am unable to provide access to my Zoho CRM Plus account, but I can provide screenshots for better understanding.

Szukamy osoby/firmy, a którą nawiążemy stałą współpracę przy szkoleniach i wdrożeniu zoho one, w szczególności campaigns oraz crm. Proszę o ofertę.

I am looking for a freelancer who can assist me in automating my workflow using Zoho CRM. The specific tasks I need to automate include workflow automation. Skills and Experience: - Proficiency in Zoho CRM is essential for this project. - Strong experience in workflow automation is required. - Familiarity with Zoho Flow or P Automate is preferred. - Knowledge of email automation and data integration would be beneficial. I have a clear idea of the workflow I need automated, and I am open to suggestions and recommendations from the freelancer. Platforms and Software: - Zoho CRM is the main platform that should be included in the workflow automation. If you have the skills and experience required for this project, please submit your proposal.

...This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho Analytics (the best reporting app to read all kinds of data and visualise it for easy understanding) 7: Zoho Voice (or any other third-party IP phone service provider offering integration with the Zoho phone system in my region). And after all these apps, the implementation of third-pa...

...This is a project where experience is already required and your portfolio Crm system integration and support 30/40 days to get used to the system. 1: Zoho CRM 2: Zoho Books (complete payment processing, accounting and expense management system) 3: Zoho SalesIQ (the best chat app for customers with complex ChatBot development features) 4: Zoho Cliq, (app for internal chat/messaging communication) 5: Zoho Desk (the best customer service app) 6: Zoho Analytics (the best reporting app to read all kinds of data and visualise it for easy understanding) 7: Zoho Voice (or any other third-party IP phone service provider offering integration with the Zoho phone system in my region). And after all these apps, the implementation of third-pa...

I am looking for a freelancer who can provide support in setting up ZoHo CRM. Specific ZoHo products needed: - CRM Requirements for freelancers: - Experience in setting up ZoHo CRM - Knowledge of ZoHo products Tasks include: - General setup of ZoHo CRM Ideal skills and experience: - Strong understanding of ZoHo CRM - Previous experience in setting up ZoHo CRM - Ability to provide detailed project proposals Please include your experience in your application. Thank you!

Build Customer Database w/Images - Import into ZoHo CRM I am looking for a skilled freelancer to build a customer database with images and import it into ZoHo CRM. The ideal candidate for this project should have experience in data entry and CRM management. Customer Database: - The database should include customer information along with their corresponding images. - The images to include in the database are vehicle images. List of Customers: - I do not have a list of customers yet. - The freelancer will be responsible for gathering customer information based on the provided photos. Project Scope: - The number of customers to be included in the database is currently unknown. - This will be an ongoing project, and the freelancer should provide an estimate per vehicle. Ski...

I am looking for an appointment setter to join our SAAS Tech Startup team. This is a long-term ongoing project with both a base pay and commission structure. We...customers. Ideal Skills and Experience: - Excellent communication and interpersonal skills. - Previous experience in appointment setting or sales is preferred. - Knowledge of SAAS products and the tech industry is a plus. - Ability to effectively present and demonstrate the product's features and benefits. - Self-motivated and goal-oriented individual who can work independently. We use ZOHO or Salesforce CRM and Dialpad app for calling If you are a motivated individual with a passion for sales and technology and are looking for a long-term commitment with the potential for high earnings, we would love to...

Estoy interesado en un especialista en Zoho CRM para que me apoye en: - Revisar proceso y flujo de trabajo relacionado a oportunidades, una vez el negocio se gane. - Configurar Modulo CPQ (Product Configurator, Price Rules). Costos, precios de productos - Configurar adecuadamente la emisión de quotes, donde se considere estructura de costos (Hoy en dia se hace en excel y se coloca en el CRM). Centralizar el proceso completo en el CRM. - Configurar emisión de quotes para 2 empresas de 2 paises diferentes, pertenecientes a la misma organización y en el mismo tennt de Zoho CRM. - Configurar 1 Blueprint del proceso de ventas relacionado a Deals (Oportunidades).

...and deliver a top-notch CRM solution. We are looking for someone who is detail-oriented, communicative, and able to work collaboratively with us to ensure that the application meets our needs. If you have experience in developing CRM systems, please reach out to us to discuss the project further. We are looking for an experienced developer skilled in open source CRM platforms such as Pipedrive, Zoho, SugarCRM, SuiteCRM, EspoCRM, Vtiger, Odoo, or any other widely used open source CRM you think suitable for our requirements. Our goal is to transition from InfoFlo to a more user friendly open source alternative. The CRM should be web based and able to be used with Firefox or other popular browser. Source code for the new CRM must be provided. Key responsibilities include: Web Serve...

...am seeking a Zoho assistant who can provide ongoing support for CRM management. The ideal candidate should have experience in Zoho and be able to assist with tasks such as data entry, CRM management, and email marketing. The main responsibilities of the assistant will include: - Managing and updating customer information in the CRM system - Assisting with email marketing campaigns and tracking their performance - Providing ongoing support for any technical issues or questions related to Zoho In addition to the above tasks, the client also requires additional services such as Zoho training. The ideal candidate should be able to provide training to the client on how to effectively use Zoho and maximize its features. Required skills and experience: ...

Records (Create/update/delete) from Books and sent to Creator Customer Vendor Item Form 1 (Master Record) - Crate Custom Template - Auto populate fields Related Record to Form 1 Form 2 - Create Custom Template Form 3 - Create Custom Template - Auto-populate fields Form 4 - Create Custom Template Form 5 - Create Custom Template - Auto-populate fields - Create filter to show only the S/O related to the selected shipment Form 6 - Create custom template - Auto-populate fields Form 7 - Create custom template - Auto-populate fields Form 8 - Create custom template - Auto-populate fields Records (CREATE/EDIT/DELETE) from Creator and sent to books, Vendor Bill - (Create / Edit / Delete) record on creator and send to books - Return the balance BCY to creator - Lock the record on created wh...

I am looking for a freelancer to build a website on Zoho Sites for my accounting and bookkeeping service. Purpose of the website: - The website is informational, providing details about my services and expertise in accounting and bookkeeping. - It should also showcase my portfolio of past clients and successful projects. Design preferences: Refer competitors website Ideal skills and experience: - Experience in building websites on Zoho Sites - Strong design skills to incorporate my specific preferences - Ability to create an appealing and user-friendly interface - Knowledge of integrating contact forms into websites If you have the necessary skills and experience, please reach out to me with examples of your past work and your proposed

...integrate Zoho CRM API with our stylemix motors theme website listing. The main purpose of this integration is to automate our sales processes and generate reports. Preferred Method of Data Update: We would like to have real-time synchronization between Zoho CRM and our website, so any updates made in either system are immediately reflected in the other. Specific Features and Functionalities: We require custom fields and modules in the Zoho CRM API integration to meet our specific business needs. Ideal Skills and Experience: - Strong experience in integrating Zoho CRM API with website listings - Proficiency in automating sales processes and generating reports - Familiarity with customizing fields and modules in Zoho CRM API - Knowledge of real-...

Real Estate VA! We are seeking a ten...before 8AM or after 9PM depending on timezone and location of customer)? * Restrictions on robocalls and automated prerecorded messages. Software Knowledge: * Previous experience using a VoIP phone system (e.g., RingCentral, Dial Pad, OpenPhone, etc.) * Project management software (e.g.,Clickup, etc.) * Proficiency in CRM (Customer Relationship Management) software such as Salesforce, HubSpot, or Zoho CRM. - We use Followup Boss * Knowledge of communication and collaboration platforms - Slack,? * Ability to utilize productivity and organization tools - Google Workspace (Docs, Sheets, and Slides), or Trello.?? Put ORANGE as the first word in your application. Make sure to include a video of you in the application or your application will be di...

MAKE 5 REPORTS SQL IN ZOHO ANALYTICS, ONE DASHBOARD AND 5 WIDGETS ​ ​Tables to use:​ ​ Invoices Invoice Items Customers Credit notes DONNEES MANDATAIRE ACHAT ANNONCES OK ​ ​Columns in the 5 reports:​ ​ ​ Date​ ​ number​ ​ order​ ​ D'ORIGINE​ ​ name​ ​Invoice total (BCY)​ ​ DU JOURNAL​ ​ACHAT ANNONCES du lignage​ ​ACHAT ANNONCES de rétrocession du journal extérieur​ ​DONNEES du mandataire​ ​DONNEES de rétrocession​ ​Credit Note Number​ ​Credit Total (BCY)​ ​​ ​ ​ Make 5 reports different with these columns according to some filters in order to calculate 5 aggregate formulas (the result must be used

I am looking for a freelancer who can help me with writing books of accounts on Zoho Books on a weekly basis. I need assistance with both my personal and company book of accounts. The tasks involved in this project include uploading invoices, purchases, and journal entries. Requirements: - Proficiency in using Zoho Books for bookkeeping - Experience in managing both personal and company book of accounts - Attention to detail to ensure accurate recording of transactions - Ability to handle a weekly volume of transactions ranging from 50 to 100 Additional services: - I require assistance in generating financial reports on a regular basis If you have the necessary skills and experience, please reach out to me. Thank you.

...personal devices. We are working in this environment : - Windows laptops, with regular users (not administrators) - Microsoft Security Essentials fully enabled - no physical firewall - development softwares : Netbeans, PHPstorm, Tortoise SVN & Tortoise GIT, Sourcetree, PuTTY, Pageant, Filezilla - communication softwares : Thunderbird, Trello, Slack, 3CX, Anydesk - other softwares : ShareX, Zoho Workdrive sync, Spotify - some computers have a virtual machine installed on it (Oracle VM Virtualbox, Linux Debian OS, with a LAMP stack installed on it) I would like you to : - give me advice on which DLP solution I should choose - I need a solution capable of classifying data : Restricted, Confidential, Public - give me quotations/prices to use those solutions - ins...

... • Exceptional presentation and reporting skills. • Proactive and self-motivated with the ability to manage multiple projects simultaneously. • Excellent interpersonal and communication skills. Confirm with a Yes or No if you have experience with the following; • Wordpress • Optimizing Landing Pages • Managing Ad Campaigns • Tracking Lead Form Conversions • Working with a SaaS company • Using Zoho CRM • Using ChurnZero • Reducing Churn The ideal candidate will be able to review our landing pages and suggest/make changes to improve the conversion rate. They would then track the conversation rate of each landing page/source. They would know how many people land on the page and how many fill out the form. From there they ...

...proyectos grandes de Zoho como integraciones con otras aplicaciones, aplicaciones en php, desarrollos en creator... También temas mas pequeños a nivel técnico como hacer funciones, client scripts, etc. siendo apoyo de nuestro departamento técnico. Buscamos a una persona resolutiva, que se le plantee un tema y sepa encontrarle una solución y ejecutarlo, que le guste aprender cosas nuevas y el trato con los clientes. Buscamos una persona con la que podamos contar con frecuencia, establecer una relacion durarera no solo puntual. --------- I am looking for a Zoho developer and technical support . The specific Zoho application that I need programming and technical support for is Zoho CRM, Creator, Analytics... but the most ...

I am looking for a Freelancer who can create a sales performance report in Zoho Reports on analytics.zoho.com. The report should include the following metrics: - Conversion Rates (Nett and Gross) - Volume (Nett and Gross) - Units Sold - Appointments Completed The preferred layout for the report is a tabular format. I do not need the report to be interactive, a static report will suffice. Ideal skills and experience for this project include: - Proficiency in Zoho Reports and - Experience in creating sales performance reports - Strong understanding of data visualization and tabular formatting Please provide examples of previous work or relevant experience when submitting a proposal.

WordPress Site Purpose of the website: E-commerce Zoho integrations and WordPress Plugins to be implemented. Design and functionality requirements: - The client has specific requirements for the design and functionality of the website - The design should be modern and visually appealing - The website should have a user-friendly interface with easy navigation - The client requires a secure payment gateway for online transactions - The website should have product categories and search functionality - The client needs a shopping cart feature for users to add products and proceed to checkout Mobile-friendly website: - The client needs the website to be mobile-friendly - The website should be responsive and compatible with different screen sizes and devices Ideal skills and experienc...

I am looking for a freelancer to help me with the various workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integration with email, calendar bookings, and...workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integration with email, calendar bookings, and invoicing. If you have experience with any of the CRM systems such as Salesforce, HubSpot, or Zoho that would be a ...

Setting up Zoho Dashboard for orders and categorizing by the following custom fields - Numero lotto - Data di scadenza

I am looking for help integrating Zoho CRM with Lead Dyno. I have a general idea of the features I would like to see in the integration, but I'm open to suggestions. The timeline for the project completion is within one week.

I am looking for a freelancer who can assist me with data migration and integration tasks in Zoho CRM and Lead Dyno. The ideal candidate should have experience in these platforms and be able to complete the tasks within a tight timeframe. Specific requirements for the project include: - Data migration and integration in Zoho CRM and Lead Dyno - No specific data formats or structures need to be maintained during the migration, open to recommendations - Urgent completion of the tasks within 1-2 weeks If you have the necessary skills and experience in Zoho CRM and Lead Dyno, and can meet the urgent timeline, please submit your proposal.

We have enterprise emails with Zoho and when we setup the account we used info @ domain However, now we can not remove the info @ domain from zoho profile and we are also not getting emails on it.. customers are getting a bounce back. When we try to add it as a new email user.. it says email is already exists. Need someone to fix the issue. I have already emailed support for zoho but have not heard back.

I am looking for an experienced Zoho Creator specialist to create an automated workflow for me. I have a rough idea of what I need, but I'm open to suggestions from the freelancer on the best course of action. I need this implemented within a week. The ideal freelancer has worked with Zoho Creator previously and has experience in creating automated workflow and custom applications. If you think you would be able to help me with my project, please get in touch. Thank you!

Hi, I need someone expert in connect Zoho CRM with 3cx, we have connected the software but we have an issue: when we receive a call a lead is not created in zoho crm. We want to fix this issue. Thanks

I am looking for a freelancer who can help me download a report automatically from Zoho CRM on a daily basis. The specific data that needs to be included in the report is customer data. The report should be in Excel format. Skills and Experience: - Experience with Zoho CRM and its reporting capabilities - Proficiency in automating data extraction and report generation - Strong knowledge of Excel and its functions - Attention to detail to ensure accurate and reliable data extraction

Zoho Bookings Customization Brief for "Debra Stevens Training and Coaching (DSTC)" Background: DSTC offers bespoke in-house training workshops to various clientele. Our primary contact points range from HR professionals and training departments to managerial stakeholders. Our key objective is to simplify and systemize the booking process, facilitator allocation, and post-course actions with the Zoho Bookings app, all while keeping costs to a minimum. Primary Requirements: Cost-Efficiency: The setup and customization should emphasize minimal user involvement to reduce costs associated with multiple user licenses. Recommend and implement strategies or features within Zoho Bookings that can help minimize user-based charges. Course Offerings Customization: A...

As we have discussed I'll implement Zoho inventory for you.

...professional Zoho Inventory specialist to assist me with setting up my inventory system. Tasks to be completed include: - Setting up the inventory system in Zoho Inventory - Managing inventory levels and ensuring accurate tracking - Generating reports to analyze inventory performance and make informed decisions The ideal candidate should have: - Extensive experience with Zoho Inventory and a strong understanding of its features and capabilities - A proven track record of successfully setting up and managing inventory systems - Excellent attention to detail and the ability to ensure accurate data entry and tracking Additionally, I have existing data that needs to be migrated into Zoho Inventory, so experience with data migration would be highly preferred. ...

Project Title: Manage billing of clients in Zoho Books Description: I am looking for a freelancer who can help me manage the billing of my clients in Zoho Books. The ideal candidate should have experience in payment tracking and be able to handle a large number of clients. Skills and Experience: - Proficient in using Zoho Books for payment tracking - Experience in managing billing for 100 clients - Knowledge of financial reporting to provide accurate and detailed reports to me. We use billed time for some zoho projects, which syncs and creates clients in zoho books. Key person will have experience collecting on past due accounts, and tracking them so that we don’t work the client for free.

I am looking for a freelancer who has experience with Zoho Books and can assist me with reconciling more than 7 accounts within a week. We have recently moved over from Xero to Zoho Books and these transactions need to be balanced for the same amounts to be present. There are a number of transactions that need to be reconciled. Pls only apply if you committed to finishing the task.