Zoho jobs

...Completing the corporate tax filing so that the figures in the return, audit report, and financial statements align perfectly. Deliverables are the MCA-acknowledged annual return, signed financials (in both editable and PDF formats), auditor’s report, and the filed income-tax return acknowledgment. Kindly confirm timelines, any data checklists you’ll need from me, and your preferred software (Tally, Zoho Books, Excel, etc.) so we can move ahead without delays....

...one working mailbox on each domain within 24 hours. I already know the exact names I want, so you can skip the brainstorming phase and go straight to purchase and configuration. Please handle the entire registration process for both domains, configure DNS records, and set up branded email. I’m flexible on the platform—whether that ends up being G Suite (Google Workspace), Microsoft Office 365, or Zoho Mail, I simply need a reliable solution that lets me send and receive immediately. Deliverables (all due today): • Domains registered in my ownership with registrar login shared securely • DNS/MX records pointing to the chosen email service • One test mailbox on each domain, credentials sent to me • A short hand-off note summarising what was d...

...inventory platform and configured so that the system can: • update stock levels automatically as sales or receipts occur • trigger low-inventory alerts before we run out • support fast barcode scanning at goods-in and at the point of sale I already have the product data in spreadsheets, along with most of the barcodes, but it all needs to be mapped accurately into a live environment (Cin7, Zoho Inventory, Fishbowl or a solution you recommend). Once the data is in, the workflows for purchasing, receiving, picking and cycle counts have to be tested end-to-end so I can rely on real-time numbers. Deliverables 1. Import or manual entry of all SKUs with full attributes, images where available and barcode links. 2. Configuration of automatic stock adjustments...

...Completing the corporate tax filing so that the figures in the return, audit report, and financial statements align perfectly. Deliverables are the MCA-acknowledged annual return, signed financials (in both editable and PDF formats), auditor’s report, and the filed income-tax return acknowledgment. Kindly confirm timelines, any data checklists you’ll need from me, and your preferred software (Tally, Zoho Books, Excel, etc.) so we can move ahead without delays....

I’m looking to take our existing Zoho Desk Guided Conversations (GC) bot to the next level. Right now the flow works, but the automation feels basic and manual touch-points still slip through. My priority is to strengthen the bot’s automation capabilities so it can resolve more tickets without human intervention and follow the same best-practice patterns you’ve implemented for other companies. Here’s the outcome I have in mind: • A refactored GC bot that handles the routine questions and ticket-routing steps automatically, keeping response times tight and freeing my agents for complex cases. • Solid guidance on how high-performing support teams structure their Zoho Desk chat flows, rules, and KPIs—so we’re not just fixing tod...

Put invoice into Zoho invoice

...photos—and transfer every field into our online spreadsheet and CRM with perfect accuracy. What the work involves: • Review each form for legibility and completeness. • Enter names, addresses, phone numbers, email addresses, and any notes exactly as written. • Flag incomplete or unclear entries so I can follow up with the customer. • Keep the data organised in Google Sheets and copy it into our Zoho CRM (or an equivalent tool you’re comfortable with). • Submit a short progress report at the end of every day. Accuracy and confidentiality are absolutely critical; the information is private and must stay within our shared workspace. A keen eye for detail and fast typing skills will help you succeed. If we work well together, I may also ...

...nurturing leads • Auto-tagging (Hot / Warm / Cold leads) ⸻ 4. Dashboard & Reporting • Daily & weekly sales dashboard • Lead source performance tracking • Conversion tracking system ⸻ 5. Team Training & Handover • Train our sales & telecalling team • Provide simple SOPs and workflow documentation ⸻ Required Skills Proven experience in CRM implementation Strong hands-on experience with: • Zoho CRM • HubSpot Automation & workflow building Lead management system design ⸻ Preferred (Bonus) • Experience in real estate CRM systems • Knowledge of WhatsApp API integrations • Understanding of sales funnels & conversion optimization ⸻ Deliverables • Fully functional CRM system &b...

...Required) **Description:** I am looking for an experienced digital marketing expert who can both IMPLEMENT and GUIDE me in setting up a complete marketing system. I already have basic knowledge, so I am NOT looking for beginner-level explanations. I want fast, practical learning through real execution. **Scope of Work:** 1. CRM Setup & Flow Automation * Setup CRM (suggest best option: HubSpot / Zoho / GoHighLevel) * Lead capture system (landing page, WhatsApp, forms) * Automated workflows (lead assignment, follow-ups, reminders) * WhatsApp/email automation integration 2. Funnel & Marketing Flow * Create end-to-end funnel (Ad → Landing Page → CRM → Conversion) * Help me understand logic behind each step 3. Content Strategy + Creation * Plan content...

...submission, the system must capture the lead into a CRM (HubSpot/Zoho) or Google Sheets. Post-Submission Redirect: After the form is successfully submitted, the user must be automatically redirected to a specific external chat link (to be provided to the winning bidder) with a pre-filled message including the Property ID. WEBSITE STRUCTURE: Home Page: Hero section, featured listings (6-10), and a lead capture section. Property Pages: Must include price, location, images, and trust badges (Verified, Clear Title). Seller Flow: A "Post Property" form that saves data to the admin panel for manual review. No auto-publishing allowed. TECH STACK: Platform: WordPress Theme: Real Estate specific (Houzez/RealHomes preferred) CRM Integration: HubSpot, Zoho, or Google Sheets...

We are seeking a Zoho implementation partner for a custom Zoho One build for an India-based manufacturing and R&D company. Core requirement: A Zoho Creator-based batch tracking and laboratory data management system with strict data integrity, multi-table relational architecture, and cross-app automation. Other modules include: Zoho CRM, Recruit, Books, Expense, Inventory, People, WorkDrive, Analytics, Projects, Flow, Social, Campaigns, and Cliq. Only apply if you have real hands-on experience in: • Zoho Creator relational architecture • Zoho Books integration • Zoho Flow automation • Zoho Projects workflow setup Mandatory: • At least 2 relevant Zoho Creator projects • Experience with cross...

I need an experienced Zoho CRM specialist to step into an active system and fine-tune it. The core of the job is customization: I already have several custom modules and fields in place, but they need updating to match recent shifts in our workflow. Beyond that, I want to streamline day-to-day operations with fresh automation rules and intelligent workflows, then surface the right insights through clear, actionable reports and dashboards. Everything must live natively inside Zoho CRM, using Deluge scripting, Workflow Rules, Blueprints, and the standard Reports & Dashboards builder—no third-party work-arounds unless we discuss them first. Key deliverables • Updated custom modules and fields fully tested in both sandbox and production • New or revise...

...experienced Zoho Creator developer (Zoho One preferred) to build a dashboard-driven internal system for a construction business. Primary focus: • Project Management • Vendor Management • Accounts & Finance tracking • Management dashboards & reporting Scope includes: • Build structured forms for projects, vendors, and financial tracking • Dashboard-focused design (top priority) • Workflow automation (approvals, reminders, notifications) • Role-based access for team members • Clean UI and simple navigation • Reports and summary views for management • Integration within Zoho One apps (if required) Business Type: Construction / Real Estate Project Type: Freelance (may become ongoin...

Job Title: General Admin / Data Entry Assistant (Zoho Focus) Overview We are looking for a highly detail-oriented administrative assistant with strong Zoho experience to support our team with data entry and system organization. The first task will be building out and structuring our inventory system by inputting products correctly and consistently. Responsibilities Input and organize products within Zoho Inventory / Zoho ecosystem Create and structure product listings (names, SKUs, descriptions, pricing, categories) Build product bundles and groupings where required Maintain clean and consistent data formatting across the system Follow defined workflows and naming conventions Identify gaps, inconsistencies, or inefficiencies in the system Assist i...

I want Zoho CRM and my Meta (Facebook & Instagram) ad accounts to talk to one another in real-time so every conversion-focused campaign we run is backed by clean, two-way data. Here’s what I need the finished integration to do: • Lead syncing – the moment someone converts on Facebook or Instagram, their full details should appear in Zoho CRM with the correct source, campaign, ad set and ad IDs already mapped. • Campaign performance tracking – ad spend, clicks, impressions and conversion numbers must flow into Zoho so I can produce accurate ROI reports without exporting spreadsheets. • Customer engagement analysis – once a lead moves through the pipeline, the outcomes (won, lost, deal value, stage changes) should be s...

Our business already runs on Zoho Books for accounting and Zoho Expense for receipt capture and reimbursements, yet neither system is as tidy or insightful as it should be. I need an experienced Zoho specialist to jump in, bring both apps up to best-practice standards, and keep the ledgers and expense reports current. Scope of work • Clean up and organise existing Zoho Books transactions: correct chart-of-accounts mapping, bank feed rules, and monthly reconciliations. • Configure Zoho Expense so every receipt, mileage log, and card charge flows cleanly into the right account with automated approval paths. • Set clear categories and reporting tags so I can see real-time spending by project and department. • Train me on any new workflow...

We are looking for a highly skilled Techno-Functional Consultant with deep expertise in Zoho Recruit to support the optimization and customization of our recruitment processes. This requires a strong understanding of both recruitment workflows and ATS configurations to ensure seamless implementation and maximum efficiency. Key Responsibilities: Configure, customize, and optimize Zoho Recruit as per business requirements Analyze existing recruitment workflows and identify areas for automation and improvement Implement custom modules, workflows, blueprints, and integrations within Zoho Recruit Ensure seamless integration of Zoho Recruit with other tools/systems (HRMS, CRM, job boards, etc.) Provide end-to-end support including setup, testing, deployment, and trou...

We’re looking for a skilled Zoho Creator Developer with experience in Deluge scripting for a project-based role. Responsibilities -Build forms, reports, and workflows in Zoho Creator -Automate processes using Deluge -Design structured and scalable applications Requirements -Proven experience with Zoho Creator -Strong Deluge scripting skills -Experience with workflow automation and system design Nice to Have -API integrations or experience with other Zoho apps Project-based (with possible long-term work). Send your experience, sample projects, and availability.

We are looking for an experienced Zoho Creator developer to help us build and maintain custom business applications. The ideal candidate should have hands-on experience with Zoho Creator, including form and workflow design, Deluge scripting, and integration with other Zoho products such as Zoho Books and Zoho CRM. Requirements: - Proven experience developing applications on Zoho Creator - Strong proficiency in Deluge scripting - Familiarity with Zoho API integrations - Ability to work on an ongoing, project-based arrangement - Attention to detail and clear communication - This is a remote opportunity open to freelancers and independent developers. If you are interested, please send us a message with your relevant experience or portfolio.

I am a Zoho CRM specialist and web developer. I create workflows, business models, and automation systems for companies. I am looking for a serious and passionate digital marketer whose main goal is to bring clients. I offer a generous commission per client. If you are dedicated and results-driven, this is a great opportunity to earn while helping me grow my business.

I need my current website recreated on Zoho Sites. The primary goal of this website is to generate leads. Essential features include: - Contact forms - Newsletter signup - Live chat - Landing pages - Call to actions The design should replicate my existing site. Ideal skills and experience include: - Proficiency in Zoho Sites - Experience in lead generation web design - Strong understanding of UX/UI principles - Ability to closely follow existing design layouts

...record stay intact inside Zoho SalesIQ and Zoho CRM. At the moment SalesIQ treats the two domains as strangers, so attribution breaks the moment someone clicks “Start Free Trial”. Here is what I need built and verified: • A reliable way to pass the visitor’s email address, once captured, from WordPress to the React app so it becomes the single unique identifier across both domains. • A tracking script (JavaScript, cookies/localStorage) that keeps the session alive and stitches together page views, form submissions, and button clicks no matter where they occur. • Automatic capture of the standard UTM parameters utm_source, utm_medium, and utm_campaign and persistence of those values through the signup flow. • A clean hand-off of...

...an experienced Wix freelancer to improve our current lead form flow. Right now, our website uses a third-party Zoho form embedded via iframe, and the user has to click a CTA, go to another page, and then fill the form. This creates friction, delay, and possible drop-off. We want to replace this with a Wix native same-page form experience, where clicking a CTA opens the form immediately on the same page via lightbox, popup, inline reveal, or similar. Important: we already use custom tracking codes/scripts for attribution, so the new setup must preserve proper UTM tracking and lead tracking. Also, even after replacing the front-end form experience, all leads must still go into Zoho CRM correctly. Requirements: Wix Forms / Wix custom implementation Same-page form opening No ...

Our business already runs on Zoho Books for accounting and Zoho Expense for receipt capture and reimbursements, yet neither system is as tidy or insightful as it should be. I need an experienced Zoho specialist to jump in, bring both apps up to best-practice standards, and keep the ledgers and expense reports current. Scope of work • Clean up and organise existing Zoho Books transactions: correct chart-of-accounts mapping, bank feed rules, and monthly reconciliations. • Configure Zoho Expense so every receipt, mileage log, and card charge flows cleanly into the right account with automated approval paths. • Set clear categories and reporting tags so I can see real-time spending by project and department. • Train me on any new workflow...

Need hands on Manager to manage ZOHO CRM from researching and compiling leads to managing CRM Funnel from initial contact to final sales closing call

...statutory tax returns with the Revenue Department on time and error-free. • Compile clear, GAAP-compliant financial statements drawn directly from our books • Help prepare and submit BOI application (mostly complete, more admin help needed) Our records are already captured in Zoho Books, so you should be comfortable navigating that platform and exporting the figures you need. Payroll is handled in-house for now, but if you also have that skillset it could become an added service later. I can grant you cloud access to Zoho Books and meet in central Bangkok whenever source documents or signed forms are required. Please outline your relevant Thai accounting credentials, typical turnaround times, and how many hours per month you expect to need for these tasks so ...

I have a steady stream of fresh, uncontacted prospects and I want those names turned into paying, registered customers. Your role is purely sales-driven: call each lead, introduce our offering with confidence, handle basic objections, and guide them through the quick sign-up process. The data you gather—call outcome, u...conversion targets discussed once you’re onboarded. • Complete, well-formatted call logs submitted daily. • Registrations verified in our system must match your reports. Fluency in clear, upbeat English (additional regional languages are a bonus) and prior experience in sales-oriented telecalling will make you successful on this project. If you have worked with dialer tools or CRMs such as Zoho, Freshsales, or similar, please mention it so...

I run my accounts in Zoho Books but need an extra set of expert hands to keep the receivables side tidy and always current. Your core responsibilities will be: entering and sending invoices the same day they are issued, tracking incoming payments against those invoices, and reconciling the related accounts so balances match my bank feed inside Zoho. You will receive secure, role-based access to my Zoho Books file along with a detailed workflow for invoice numbering, payment terms, and reconciliation checkpoints. Deliverables • Weekly-reconciled AR ledger inside Zoho • Brief summary of any discrepancies or overdue accounts that need escalation If you have deep Zoho Books experience and can keep these schedules without fail, I’...

I'm looking for an experienced developer to create an ERP system using Zoho Creator tailored for construction firms. The ERP will include two main modules: Inventory Management and Financial Management. Inventory Management Module should have: - Stock Tracking - Supplier Management - Order Processing Financial Management Module should include: - Invoicing - Expense Tracking - Budgeting Additionally, I require custom integrations with other software or systems. Ideal Skills and Experience: - Proficiency in Zoho Creator - Strong background in ERP development - Experience in inventory and financial management systems - Knowledge of custom software integrations - Familiarity with the construction industry is a plus Please provide examples of previo...

Our business is moving several core processes into the Zoho ecosystem and I need the environment configured end-to-end. Scope • Zoho CRM: build the data model with custom fields, tailor workflows for lead-to-deal progression, and surface actionable insights through bespoke dashboards and reports. Seamless integration with the other Zoho apps and any required third-party tools (via API, Deluge, Zoho Flow, or native connectors) is part of the brief. • Zoho Books: automate invoicing and billing cycles, streamline expense capture, and generate management-ready financial reports. All automations must respect tax rules already set in my Books instance. • Zoho Inventory: align product, stock, and order data with CRM and Books so qu...

**Project Title:** Advanced Zoho CRM Setup, Customization & Automation for Contracting Company (MANYCON) **Project Overview:** We are seeking a highly skilled and experienced Zoho CRM Specialist to design, implement, and optimize a complete CRM system tailored to our business operations. MANYCON Trading and Contracting is a service-based company operating in Qatar, Saudi Arabia, and India. We provide a wide range of services including road marking, fireproofing, fire stopping, epoxy flooring, cable coating fire protection, and other specialized contracting solutions. We are looking for a professional who can understand our business workflow and build a scalable, automated CRM system that improves lead management, client tracking, and overall operational efficiency. --...

More details: Is this project for business or personal use? For an existing business What information should successful freelancers include in their application? Experience How soon do you need your project completed? No time limit

Project Title Build End‑to‑End Sales Automation (Excel → Zoho CRM → WhatsApp + AI Calls → Invoicing → Renewals) Project Description: I need a fully automated sales pipeline where: a) I upload a raw Excel/CSV database, and the designed system automatically cleans, validates, tags, and imports it into Zoho CRM. b) Based on tags, it triggers WhatsApp campaigns via Engagelo and/or AI cold calls via Tabbly (or similar). c) All responses and call outcomes are captured back in Zoho CRM, with auto‑creation of Deals, meetings, and follow‑up tasks. d) The system generates quotations, collects POs, raises Zoho Books / other invoices with Razorpay / PayU payment links, and reconciles payments. e) Finally, it handles renewal reminders, renewal quote...

I am a Zoho CRM and business automation specialist looking to collaborate with someone who can help bring in clients for my services. This is a commission-based role, meaning payment is based on successful deals, not upfront work. What I do: I build CRM systems and automation solutions for businesses, including lead management, workflow automation, job tracking, and process optimization. Your role: • Find and approach potential clients who need CRM or automation solutions • Generate interest through outreach (LinkedIn, freelancing platforms, etc.) • Connect qualified leads with me My role: • Handle client communication (after qualification) • Close the deal • Deliver the full project Commission structure: • Small projects → 15% &b...

I am a Zoho CRM and business automation specialist looking to collaborate with someone who can help bring in clients for my services. This is a commission-based role, meaning payment is based on successful deals, not upfront work. What I do: I build CRM systems and automation solutions for businesses, including lead management, workflow automation, job tracking, and process optimization. Your role: • Find and approach potential clients who need CRM or automation solutions • Generate interest through outreach (LinkedIn, freelancing platforms, etc.) • Connect qualified leads with me My role: • Handle client communication (after qualification) • Close the deal • Deliver the full project Commission structure: • Small projects → 15% &b...

... flagging anything that needs my input, and making sure follow-ups never slip through the cracks. The role centres on client correspondence only, no internal chats or general support queues, so polished written English and a naturally service-minded tone are essential. You should already feel comfortable working inside a CRM for email tracking; if you have experience with Salesforce, Helprace, Zoho CRM or a similar platform, let me know. Reliability, strong organisation, and meticulous attention to detail are what matter most. Availability for quick turnarounds during agreed hours will make you a perfect fit. When you apply, please include a short introduction and highlights of relevant email-handling experience. Looking forward to working together to keep our client communica...

Zoho CRM Enterprise Build – Sales OS (SMS & VoIP Integration) We are a UK-based renewables installation business seeking an experienced Zoho CRM specialist to implement a fully specified sales operating system. This is not a discovery project. We have complete technical documentation (83 pages across three controlled documents, full field matrix, validation logic, workflow pseudo-code, and process maps with IF/THEN permutations) ready for implementation. We are now looking for a capable implementation partner to build exactly what is specified. Scope – Phase 1 Users: 6 (Sales, Manager, Admin) Modules included: Leads Contacts Accounts (Household model) Sites (custom module) Deals (pipeline enforcement engine) Lead Gen Providers (custom module) Fund...

I am using the zoho book account. We need to segregate to closing perfectly.

... flagging anything that needs my input, and making sure follow-ups never slip through the cracks. The role centres on client correspondence only, no internal chats or general support queues, so polished written English and a naturally service-minded tone are essential. You should already feel comfortable working inside a CRM for email tracking; if you have experience with Salesforce, Helprace, Zoho CRM or a similar platform, let me know. Reliability, strong organisation, and meticulous attention to detail are what matter most. Availability for quick turnarounds during agreed hours will make you a perfect fit. When you apply, please include a short introduction and highlights of relevant email-handling experience. Looking forward to working together to keep our client communica...

... flagging anything that needs my input, and making sure follow-ups never slip through the cracks. The role centres on client correspondence only, no internal chats or general support queues, so polished written English and a naturally service-minded tone are essential. You should already feel comfortable working inside a CRM for email tracking; if you have experience with Salesforce, Helprace, Zoho CRM or a similar platform, let me know. Reliability, strong organisation, and meticulous attention to detail are what matter most. Availability for quick turnarounds during agreed hours will make you a perfect fit. When you apply, please include a short introduction and highlights of relevant email-handling experience. Looking forward to working together to keep our client communica...

...complete, end-to-end system that reliably sends roughly 2,000 cold emails every day with one clear objective: lead generation. My contact data is an entirely self-compiled list, so everything is permission-safe and well targeted; what I lack is the technical backbone that keeps deliverability high, sequences running, and results measurable. I am flexible on the actual sending platform—Gmail, Outlook, Zoho Mail or any other stack you recommend—so long as it can scale, stay compliant, and integrate smoothly with tracking and analytics. You’ll guide me on the best mix of domains, warm-up tools, and inbox rotation to protect reputation while hitting the daily volume. Core deliverables • Set up or recommend the email service/provider, including domain authen...

We invite any developer, with good command of the English language, willing and able to assist us in designing and implementing an automated response to all new enquiries (see attached) for booking any of our venues for their special events using all our services. We currently utilise Zapier to idenify requiremenst and forward to Zoho CRM. We have made contact and had discussions with both of their respective IT business analysts setting out our needs and expectations as well as current flow of information and have been advised that provided a proper brief with all the requirements is prepared to give the guidelines to a developer, designing such a system should not take much longer than 4 – 5 hours. We are willing to pay up to 10 hours allocating 1 -2 hours for in...

...statutory tax returns with the Revenue Department on time and error-free. • Compile clear, GAAP-compliant financial statements drawn directly from our books • Help prepare and submit BOI application (mostly complete, more admin help needed) Our records are already captured in Zoho Books, so you should be comfortable navigating that platform and exporting the figures you need. Payroll is handled in-house for now, but if you also have that skillset it could become an added service later. I can grant you cloud access to Zoho Books and meet in central Bangkok whenever source documents or signed forms are required. Please outline your relevant Thai accounting credentials, typical turnaround times, and how many hours per month you expect to need for these tasks so ...

... flagging anything that needs my input, and making sure follow-ups never slip through the cracks. The role centres on client correspondence only, no internal chats or general support queues, so polished written English and a naturally service-minded tone are essential. You should already feel comfortable working inside a CRM for email tracking; if you have experience with Salesforce, Helprace, Zoho CRM or a similar platform, let me know. Reliability, strong organisation, and meticulous attention to detail are what matter most. Availability for quick turnarounds during agreed hours will make you a perfect fit. When you apply, please include a short introduction and highlights of relevant email-handling experience. Looking forward to working together to keep our client communica...

This is the project I sent you in the PDF to create a dashboard in Zoho desk for me

I’m looking to collaborate with a motivated individual who can help bring in clients for my services in Zoho CRM and business automation. This is not a traditional marketing role and does not involve paid ads. I am specifically looking for someone who can generate and connect real clients through outreach, networking, or freelancing platforms. What I do: I build automated systems for businesses using Zoho CRM, including lead management, workflows, job tracking, and invoicing. I handle all client communication, closing, and project delivery. Your role: • Identify and approach potential clients • Generate interest in CRM/automation services • Connect qualified leads with me Commission Structure: • $50 – $200 projects → 15% • ...

... flagging anything that needs my input, and making sure follow-ups never slip through the cracks. The role centres on client correspondence only, no internal chats or general support queues, so polished written English and a naturally service-minded tone are essential. You should already feel comfortable working inside a CRM for email tracking; if you have experience with Salesforce, Helprace, Zoho CRM or a similar platform, let me know. Reliability, strong organisation, and meticulous attention to detail are what matter most. Availability for quick turnarounds during agreed hours will make you a perfect fit. When you apply, please include a short introduction and highlights of relevant email-handling experience. Looking forward to working together to keep our client communica...

I’m expanding Eff...conversations with wholesale distributors, buying houses, and B2B aggregators nationwide. What you’ll do • Identify and profile decision makers in wholesale gems & jewelry firms throughout the country. • Initiate first-touch outreach by phone, email, LinkedIn, or trade-fair networking and secure interest for a product demo. • Maintain a clean, up-to-date pipeline in any mainstream CRM (HubSpot, Zoho, or similar). • Deliver weekly reports summarising contacted companies, status, and next actions. Success is measured by qualified leads—names, direct contacts, and confirmed willingness to view a demo of at least one of our solutions. If you thrive on opening doors and love the jewelry trade, let’s tal...

Job Title: CRM Developer Needed Description: We are looking for a CRM Developer to build or customize a CRM system for our accounting firm. Scope: Client management system Task & compliance tracking (GST, ITR, etc.) Billing & payment tracking Automated reminders & basic reports Requirements: Experience in CRM development (Zoho, Salesforce or custom) Knowledge of automation & integrations Preference for candidates with accounting domain experience Project Type: One-time project (long-term support possible) Budget: Open for discussion

Our support team runs on Zoho CRM, yet tickets still slip through the cracks and response times feel sluggish. I want the entire customer-service flow tightened—from the first incoming query to final resolution—so the experience is consistent and fast. Here’s what I need: • Diagnose the current Zoho CRM configuration, pinpointing gaps that slow or confuse agents. • Design and activate automations, views, and escalations that keep every customer touchpoint visible and accountable. • Set up dashboards and reports that let me track first-response time, resolution time, and customer satisfaction at a glance. • Guide my team with concise, in-app tips or a short walkthrough video so they can adopt the new process right away. Only freel...