Zoho jobs

I require assistance in customizing a Zoho Analytics report, focusing on sales performance per salesperson. Key data to include are: - Sales volume per guest - Cancellation rates (both % and Volume) - Close rates for both Gross and Nett These components would be vital in accessory analyses, such as yearly comparisons, growth rate calculations, and trend predictions. The final report should be delivered in HTML format within Zoho Analytics () and be downloadable as a CSV or XLS. Freelancers adept at Zoho Analytics and experienced in sales performance reporting are highly preferred. Please ensure you view the example I have uploaded before bidding on this project.

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...functions created for pricing automation and creating records in zoho crm automatically from desk via custom desk button. ----- I'm looking to enhance my business's efficiency by using Zoho Deluge. The main goals for this project are: - Automating specific business processes - Customizing Zoho applications, specifically Zoho Desk and Zoho CRM In greater detail, the tasks needed to be completed are: 1. **Automation of Business Processes:** Specifically, I need Deluge scripting for both Desk and CRM. The key aim here is to streamline our workflow, reducing manual tasks and increasing productivity. 2. **Customization of Zoho Applications:** This pertains to custom-made workflows to refine and adapt our Zoho Desk and Zoh...

I'm looking for a professional who can successfully automate various aspects of my business using ZOHO. Key areas that require automation include Sales and CRM, Marketing and Email Automation, as well as Accounting and Finance. - Specifics: The system should be capable of advanced reporting and analytics, integration with other software platforms, and custom workflow and rule creation. - Capacity: The application should be able to support 1-10 users. The ideal freelancer for this job must have a strong understanding of ZOHO and its capabilities. Their skills should also encompass the design of tailored systems, and the integration of multi-platform software. This project requires analytical thinking and problem-solving as you'll need to develop and implement an e...

...management - Account Payable/Receivable - Financial Reporting I am a Professional Accountant with more than 12 years of experience of an International Organization. I have completed MBA in Finance and MBS in Accounting. I am a QuickBooks Pro-Advisor and Xero-certified user. Familiarity with transferring accounting data between different software platforms like Odoo, QuickBooks UK, Xero, Wave, Zoho Books, MYOB etc https://www.freelancer.com/projects/accounting/Seamless-QuickBooks-PennyLane-Migration/reviews https://www.freelancer.com/projects/accounting/expense-invoices-data-entering-around/payments https://www.freelancer.com/projects/accounting/Accountant-for-ISP/payments https://www.freelancer.com/projects/accounting/NEED-PAYROLL-ASSISTANCE-FOR-PAYSLIP/reviews • • ...

I need professional help with Zoho One. My main requirements are: 1. The initial focus should be on integrating basic functionalities. Progression may include payment integrations, order management integration, and inventory syncing. 2. Ability to integrate with multiple payment systems initially and accommodate additional systems inthe future. 3. Consider integrating telephony systems with Zoho CRM. Explore options to handle calls within Freshdesk. 4. Consider implementing the Minimum Viable Product (MVP) stage to evaluate the effectiveness of the Zoho CRM and Desk setup. 5. Consider scalability and future enhancements beyond the MVP stage, such as adding additional integrations or features. 6. Start with integrating emails and begin working with CRM, while planning ...

I'm seeking a knowledgeable and efficient professional to integrate my WordPress + Angular website with Zoho CRM. The key functionalities I'm interested in are: - Contact form submissions - Lead captures - Sales pipeline synchronization - Checkout process These processes should be conducted through real-time synchronization, ensuring my website and Zoho CRM operate in harmony without delay. The ideal candidate for this project should have considerable experience in CRM integration and a proficiency in navigating WordPress and Angular frameworks. A deep understanding of how Zoho CRM works, including its functionalities and synchronization processes, is essential. Outstanding problem-solving skills and attention to detail are also heavily sought after for ...

Hello! I’m in need of a Freelancer to develop two ZOHO books invoice html templates for me; one for invoices and one for estimates. As requested, the templates need to be in HTML format and I’m hoping for a custom design for both. No further features or functionalities such as automated emails or text reminders are needed, just the template is fine. If you think you have the skills necessary for this project, then I’d love to hear from you. Looking forward to working with you soon!

...gateway and Zoho Books. The goal of the project is to integrate the two systems to enable automatic transaction records and to generate reconciliation reports. If you have prior experience with such integrations, you would be a perfect fit for this project. Key Requirements: - Familiarity with the CCAvenue payment gateway - Experienced in Zoho Books for accounting - Skills in Integrating different systems What We're Looking For: - Experience in multi-system integration - Ability to work effectively without direct supervision - Solid understanding of the specific functionality of automatic transaction records and reconciliation reports in payment gateways Please take note that handling multiple currencies is not a requirement for this task. The key focus is to con...

Currently, I'm aiming to create an effective email marketing template using Zoho Campaigns. To accomplish these tasks, desired candidates should possess the following skills and experiences: - Extensive marketing experience, specifically with Zoho Campaigns - Knowledge of creating engaging and professional email templates - Proven track record of successful call-to-action designs, particularly to prompt recipients to request meetings. The goal of this project is to encourage email recipients to schedule a meeting. Hence, the emphasis will be more on persuasive writing and designing. Focusing on enhancing the readability of emails is crucial, coupled with compelling visuals which may increase the possibility of communication. Please present any past work that aligns wit...

I'm in need of a Zoho expert who can assist with customization and automation for our CRM, currently utilized by a team of 1-10. Key Responsibilities: - Zoho CRM Customization: Tailor our Zoho CRM to better fit our specific needs. - Zoho CRM Automation: Streamline our processes through effective automatic configurations. The ideal candidate brings significant experience in both customization and automation within the Zoho CRM platform. An expert level of understanding and proficiency in Zoho CRM is requested. The ability to work independently with minimal direction to accomplish task objectives is also important. Your expertise will play a crucial role in streamlining our business operations and improving overall productivity. I look forw...

Hello there! We're in need of a knowledgeable and proficient individual who can successfully integrate both our payment gateway and Zoho Checkout - specifically accommodating for both one-time AND recurring payments. This will be integrated into our Zoho checkout page. Having previous experience with neither system for recurring payments, it would be advantageous for a freelancer to have: - Working knowledge and experience with CCAvenue and Zoho Checkout - Advanced understanding of payment gateway integration - Proficiency integrating systems into pre-built check-out pages Thank you for considering our project!

I am in need of an experienced developer or group of developers who can create and customize an online application to serve as a TMS (transportation management system) or a complex CRM, preferably to be hosted independently or based on an existing online CRM like Zoho CRM Plus. The TMS has to support specific sales, marketing, customer interaction, as well, as warehouse database, office operation to include all aspect of a complete transportation system. Key Requirements: - Understand and implement advanced customization options, including tailored workflows, specific fields, and unique modules. - Understand all processes of transportation of goods by ocean, air and land, including warehousing. - Integration of accounting processes. - Able to build and integrate an applica...

...in Zoho Creator who can build a custom equipment booking app to integrate with Zoho Projects. The app will require functionalities including: - Equipment availability tracking - Equipment reservation management - Equipment booking notifications - Equipment inventory control with integrated barcode scanning The applicant should also forge a Projects template for my video production company. The key elements I expect integrated in the template are: - Project scheduling - Task management - Team collaboration - Project management and team allocation across the entire production lifecycle The design for both should follow a clean and minimalist design aesthetic. Applicants with previous experience in designing similar apps and templates will be given priority. Familia...

As someone with experience in both Tally and Zoho Books, I have a significant project at hand. I need to migrate financial transactions, customer and supplier details, as well as inventory records from Tally to Zoho Books. Relevant skills and experience include: - Proficiency in Zoho Books and Tally - Extensive accounting knowledge - Proven experience in data migration, especially financial data - Strong attention to detail I have Tally Data with me. The templates and other details need to be created by user for proper import/transition

I need an experienced Zoho Deluge professional to help me create custom functions within Zoho People. You should be equipped in sending automated bot notifications on Zoho Cliq, particularly: - Task notifications: Details, due date, and user assigned must be included. - Attendance notifications - Leave notifications The preferred mode of delivery is chat messages. In your bid, please share relevant examples of similar projects you have handled in the past. Expertise in Zoho People, Zoho Cliq, and Deluge scripting will be highly beneficial.

I'm searching for a seasoned developer for the integration of my Zoho CRM with my current Custom DB for more efficient lead management. Key tasks: - Establish integration between Zoho CRM and our event emitter Database - Implement OAuth2 Ideal skills and experiences: - Proficiency in Zoho CRM and Rest Note: Applicants should focus on proven experiences around the ZOHO Language: You should be able to implement in either Typescript or Python. We could conider some other strongly typed languages a well if required.

...of an experienced migration expert who can efficiently transfer my data and users from Zoho to HostGator cPanel. Currently, I have a domain parked at GoDaddy with emails hosted at Zoho. However, I'm finding it necessary to shift gears and move all my stuff over to HostGator where my site will now be hosted. Here's what you need to assist me with: 1. Migrating 10 users and their data from Zoho to HostGator cPanel. 2. Redirecting the MX records from GoDaddy to HostGator cPanel. 3. Discontinuing our subscription with Zoho The ideal freelancer for this job should have: - Solid experience in both email and website migration - Deep understanding of DNS and MX record setups - Familiarity with GoDaddy, Zoho, and HostGator platforms - Demonstrate...

I'm in need of a skilled and experienced Zoho creator app developer. The project involves creating an app that integrates data collection and management, customizable forms and templates, and compatibility with other applications and platforms. This app is intended for enterprise use. Key Initial Functionalities: - Client Information Management: This is a critical functionality. The app should have the ability to efficiently manage and store client details. Get infomation from Web form on Website. - Task Scheduling and Management: The app should incorporate a task management feature that allows tasks to be scheduled and tracked. - Clients can request booking for an exam for certification - Once approved, various triggers at the time of validation of training, actual tes...

Hello, We are looking to create an A5 foldable brochure 4 pages preferably promoting one of our product and also have some information about our company. We would like to have 2 variations to pick from. Designer must ...an A5 foldable brochure 4 pages preferably promoting one of our product and also have some information about our company. We would like to have 2 variations to pick from. Designer must have access to stock photos to get the best result out for us. We also would like 2 EDM designs to choose from will make 1 EDM for email marketing as well should be compatible for all devices and will be sent via ZOHO mailing marketing service Thanks looking forward to collaborate with best designers this can be on going work as we have many clients who are looking to do somethin...

...something that stands out and can also kinda be adapted to the future products we will create inside the brand. Think Google for example. They have the logo and colors right? But those colors are then used to kinda represent the logos of their different products and tools. Checkout their products, logos and icons and you'll see that the colors are all over the place. Another logo you can check is "Zoho", google it. They actually mimicked Google in a way by using the same colors but created a unique concept. I need to create something similar so give us one that is similar concept (multi-colored) based on these 2, then give us at least 3 totally unique concepts. (Not based on those 2, original) I also need your help in picking up an amazing color scheme/palett...

I’m looking for someone experienced in API integrations with expertise on Zoho CRM and Melissa.com. The task involves: - Pulling and pushing customer and business contact information between Zoho CRM and - Cleaning, reformatting, and deduplicating entries prior to pushing them into the API ** See Footnote Below Exposure to Zapier or Zoho Flow would be advantageous as I currently have Zoho One and use Zoho CRM. Additionally, familiarity with the API as shown in their documentation will be required. - - Ideal skills for this project would include: - Zoho CRM - API development and integration - Data cleaning and reformatting - Deduplication techniques - Melissa

I’m looking for someone experienced in API integrations with expertise on Zoho CRM and Melissa.com. The task involves: - Pulling and pushing customer and business contact information between Zoho CRM and - Cleaning, reformatting, and deduplicating entries prior to pushing them into the API ** See Footnote Below Exposure to Zapier or Zoho Flow would be advantageous as I currently have Zoho One and use Zoho CRM. Additionally, familiarity with the API as shown in their documentation will be required. - - Ideal skills for this project would include: - Zoho CRM - API development and integration - Data cleaning and reformatting - Deduplication techniques - Melissa

I'm seeking a talented freelancer to refine our website's SEO strategy, magnifying our organic traffic, boosting our search engine rankings, and enhancing the overall user experience. Currently, our site gracefully sits on the first page of search engine results for only a little of our offer, positions we're eager to solidify res...practices and a proven track record of enhancing website performance in competitive markets. If you're passionate about making a tangible impact on a website's success, we would love to hear from you. Other points to consider: - French B2B website (no ecommerce) => french as mother language requires - Industrial equipments => technical background required - Access available to Zoho Marketing Automation, Zoho Page Se...

...hours per day. Your role will be crucial in ensuring that the back-end activities of my business run smoothly and efficiently. This role will eventually grow into a full time position We are an online training company based in the UK and as a result, the ability to read, write and speak English to a high level is essential **Key Responsibilities:** -Creating class registers with data taken from ZOHO CRM and transferred onto a word document Creating emails with certificates that are to be sent to students upon completion of courses entering new customers into the CRM **Skills and Experience:** - **Experience Level:** I am seeking someone with an intermediate level of experience in administrative roles. This means you should already be familiar with the tasks listed and can p...

...custom function within Zoho Billing to enhance our subscription management process. This function is critical for our financial operations, and we need someone who can deliver a robust solution. **Primary Task:** - Implement a custom function to apply new pricing to each active subscription within our Zoho Billing system. **Specific Requirements:** - **Update Mechanism:** The custom function must be capable of updating the prices for all active subscriptions within our platform. - **Timing:** These price updates should take effect at the start of the next billing cycle, ensuring a smooth transition for our subscribers. **Ideal Skills and Experience:** - Proficiency in Zoho CRM and Zoho Billing API. - Experienced in developing custom functions and automatio...

I need some stock reports creating in Zoho Analytics to show how many pallets of stock I sell and hold in stock using the data from Zoho books/ Zoho Inventory.

...management - Account Payable/Receivable - Financial Reporting I am a Professional Accountant with more than 12 years of experience of an International Organization. I have completed MBA in Finance and MBS in Accounting. I am a QuickBooks Pro-Advisor and Xero-certified user. Familiarity with transferring accounting data between different software platforms like Odoo, QuickBooks UK, Xero, Wave, Zoho Books, MYOB etc https://www.freelancer.com/projects/accounting/Seamless-QuickBooks-PennyLane-Migration/reviews https://www.freelancer.com/projects/accounting/expense-invoices-data-entering-around/payments https://www.freelancer.com/projects/accounting/Accountant-for-ISP/payments https://www.freelancer.com/projects/accounting/NEED-PAYROLL-ASSISTANCE-FOR-PAYSLIP/reviews • • ...

I'm seeking an experienced Zoho CRM developer to enhance my current system swiftly. Here's what I need: - Implement Workflow Automation for increased efficiency. - Create Custom Modules/Fields tailored to my business. - Integrate external software seamlessly with Zoho CRM. Required skills: - Proven expertise in Zoho CRM development. - Strong understanding of workflow automation. - Experience in creating custom Zoho modules and fields. - Ability to integrate Zoho CRM with other software. I value quick and quality work, so I'm looking for someone who can prioritize this project and deliver it ASAP. If you have a track record of doing this, I'd love to hear from you.

I am searching for an expert in cost accounting to help manage my small business finances. The ideal candidate will be highly skilled in cost accounting and will be comfortable working in an evolving and dynamic small business environment. Key Requirements: - Extensive knowledge in cost accounting principles - Ability to develop efficient cost accounting strate...in cost accounting principles - Ability to develop efficient cost accounting strategies - Excellent problem-solving skills - Strong organizational skills and an exceptional attention to detail - Previous experience working with small businesses is a big plus Please note that knowledge of specific accounting software is not a requirement for this role but familiarity with QuickBooks, Tally, or Zoho Books will also be b...

...their online sales and improve customer experiences at scale. The solution will allow the client to: Apply for WhatsApp Business API and link their Facebook business page with Interakt Engage customers with personalized and interactive messages on WhatsApp, using templates, list messages, and reply buttons Qualify leads and assign them to sales reps based on predefined rules Integrate leads with Zoho CRM, a cloud-based software that helps manage customer relationships, sales pipelines, and marketing campaigns Track and measure the performance of WhatsApp campaigns and sales activities using analytics and reports The project will follow an agile methodology, with sprints of one week each. The project will be completed in 15 days, with a budget of less than 20,000 INR. Project Scop...

I'm in search of a freelancer with expertise in Zoho One, particularly focusing on the Zoho CRM, Zoho Desk, and Zoho Books modules. While the decision on specific modules to implement has yet to be finalized, the project will require at least moderate customization, including the addition of custom fields and workflows tailored to an educational training institute's needs. Ideal Candidate Skills and Experience: - Profound knowledge of Zoho One suite, especially Zoho CRM, Zoho Desk, and Zoho Books - Proven experience in executing moderate to advanced Zoho CRM customizations - Previous work on Zoho implementations for educational or training institutions is a plus - Ability to suggest and implement workflows th...

...need of a proficient PERN developer to set up my PERN application with the Zoho SDK to facilitate efficient data synchronization. Your responsibility will be to make one single api controller for CRUD of products between crm and pern application. This is only for pushing data into crm. After installing the sdk, creating config file and controllers file and directory. You will be responsible for explain the sdk in detail to me. I have sufficient experience in JS and other web development projects to understand without issue. PERN APP: ZOHO SDK: I will provide test env for zoho crm. You are responsible for providing local env to set up your connection

I am seeking an experienced developer to customize and integrate Zoho Books, Zoho Projects, and Zoho People for my business. Your primary tasks will include: - Syncing customer contacts across platforms; - Automating invoice generation; - Real-time tracking of project progress; - Effective management of employee records and payroll reports; - Dashboard customization; - Tailoring calendars for public holidays and other business-specific dates. Furthermore, we would be exploring other system capabilities beneficial to my business needs in our future discussions. As such, freelancers with significant experience in integrations for the Zoho Suite have a substantial advantage. Previous work evidence is necessary for consideration.

I'm in need of an experienced Zoho Creator developer to create a custom application dedicated to streamlining my business operations through process automation. My main objective is to enhance efficiency, reduce manual tasks, and ensure workflows are seamlessly automated, leading to a smoother business process. Ideal Skills and Experience: - Proficiency in Zoho Creator with a strong portfolio of custom applications. - Experience in automating business processes within Zoho Creator. - Knowledge in integrating Zoho Creator with other Zoho applications, especially CRM and Books, is a plus. - Strong understanding of data management principles, ensuring secure yet accessible data storage. - Ability to communicate effectively to understand requirements an...

...play a critical role in driving the company's growth revenue by implementing effective sales strategies and delivering exceptional customer service. Your role is to be proactive, results-oriented, and have a passion for building strong client relationships. Qualifications: Bachelor's degree. (Preferred Business, Marketing, IT or a related field). Proficient in using CRM software such as HubSpot, or ZOHO CRM Proficient in Microsoft Office Tools Proven experience as a Sales Executive or in a similar sales role. Demonstrated success in achieving and exceeding sales targets. Excellent communication and interpersonal skills. Fluent English Speaker is a must. Well versed in Internet services, VOIP telecommunications and web services such as hosting, design and maintenance K...

Measurement Solutions is in the VERY BEGINING stages of review options for either recreating our current website from scratch using a different plateform OR completely reformating our current website in Magento 2.4.6 We have been on this current website plateforn for about 6 years now and have had numerious developer touching it and now we are running ...developer touching it and now we are running into errors. there are 3 keys factors to this project. 1.) we want to use the products that are currently entered into the website - we do not want to re-enter anything 2.) our current catalog count is about 6000 SKU's which we want to grow to over 50,000 SKU's so the website MUST handle this 3.) we use ZOHO for our ERP system so the new/revamped website must drop orders...

As a small company based in Singapore with an annual revenue of more than $500,000, I require an expert in bookkeeping and financial statement preparation. Key Tasks: - Bookkeeping - Preparation of financial statements Ideal Experience and Skills: - Proficiency in Zoho accounting software - Familiarity with the financial and taxation laws of Singapore - Experience with high revenue companies Looking for an organized, attentive individual who can provide timely, accurate accounting records. Familiarity with my specific software is a must. Invoice management skills will also be needed. Strong understanding of corporate finances is highly favoured.

... **Key Requirements:** - **Expertise in CRM**: Strong knowledge in either Hubspot or Zoho CRM to recommend the best fit based on my needs. - **Installation and Customization**: Capable of setting up the CRM, including customized settings for our specific requirements for contact, deal management, email marketing, and customer support. - **Email Marketing & Automation**: Experience in setting up email campaigns, automation flows, and integrating with existing tools or platforms we may use. - **Training and Support**: Provide initial training to the team and possibly ongoing support as we familiarize ourselves with the system. **Ideal Skills and Experience:** - Proven track record with Hubspot or Zoho CRM installations and customization. - Strong understanding of ema...

I'm seeking an expert who can effectively tailor our Zoho CRM system to improve its functionality. The successful freelancer will have a deep understanding of Zoho CRM and will be tasked to streamline: - Lead Management - Contact Management - Sales Pipeline Tracking This Zoho CRM system will be used by a team of 11 to 50 users, hence a major part of this project will focus on setting user permissions and access levels, ensuring an efficient flow of information and tasks among all our users. You'll be expected to: - Setup and configure vital features - Develop efficient sales funnels - Create an effective contact management system It's important that you have vast experience in this field and understand the needs of a business our size. If you also br...

I am seeking a proficient freelancer with ample experience in Zapier, Hostaway, Zoho Books, and Google Sheets. The task involves importing specific data fields from Hostaway reservations to Zoho Books, using Google Sheets as a bridge. Key Responsibilities: • Configure Zapier to export Hostaway reservation details (Dates, Guest Names, Property Details, Invoice Amount, Gst) to Zoho Books • Ensure all data transfers accurately • Set up the system to perform automatic data import Skills & Experience: • Proficient in Zapier, Google Sheets, Hostaway, and Zoho Books • Ability to work quickly and accurately • Excellent problem-solving skills The frequency at which the import is required hasn't been specified yet. We will disc...

Company: Real Skip Tracing Website: Industry: USA Real Es...property owners, businesses, or next of kin, our services are designed to streamline your operations and enhance your decision-making process. Net Sales: $15k per month Responsibilities: - Make calls, send emails, and SMS to our competitors' current customers (I have a large list of our competitors' customers) and offer them a better deal. - Respond to customer inquiries and call them. - Keep Zoho CRM updated. - Create weekly projections. - Develop strategies. - Generate weekly sales reports. Requirements: - Must be fluent in English, both speaking and writing. - A proven deal closer. - Available to work during EST 9 am-5 pm, Monday-Friday. Payment: - $300 Monthly salary. - 5% of sales commission.

Company: Real Skip Tracing Website: Industry: USA Real Es...property owners, businesses, or next of kin, our services are designed to streamline your operations and enhance your decision-making process. Net Sales: $15k per month Responsibilities: - Make calls, send emails, and SMS to our competitors' current customers (I have a large list of our competitors' customers) and offer them a better deal. - Respond to customer inquiries and call them. - Keep Zoho CRM updated. - Create weekly projections. - Develop strategies. - Generate weekly sales reports. Requirements: - Must be fluent in English, both speaking and writing. - A proven deal closer. - Available to work during EST 9 am-5 pm, Monday-Friday. Payment: - $300 Monthly salary. - 5% of sales commission.

I'm Simon, and I'm on the lookout for a talented freelancer to partner with for both my email marketing campaigns and occasional design needs. My primary aim is to ramp up customer engagement, leveraging the power of both Zoho and Mailchimp. **Key Responsibilities:** - **Email Marketing Integration:** Seamlessly integrate Zoho and Mailchimp to dispatch Email Direct Marketing (EDM) campaigns four times a year. Your experience with both platforms will simplify this process. - **EDM Design and Implementation:** Not only will you integrate, but you'll also design and prepare the HTML for these campaigns. Creativity is key, as is an in-depth knowledge of HTML and email design standards. - **Adhoc Design Tasks:** While our main focus is on email campaigns, I'...

I am in need of a Zoho expert who can assist in customizing my implementation of the platform. Specifically, I require: - In-depth knowledge of creating custom modules within Zoho. - The ability to implement functionalities specifically for generating reports. The ideal freelancer for this project will have extensive experience in creating and customizing modules, and a strong understanding of the Zoho platform as a whole. Familiarity with report generation within Zoho is particularly essential for success in this task.

Project is for the ZOHO development of one Dashboard and the workflow of automatically duplicating a record with unique characteristics filled in upon the submission of the original record.

I require an expert to setup both Zoho Books and Zoho Projects in my Zoho Accounts. The purpose is to streamline the accounting and project management needs of my small contracting start-up. Key Requirements: - Creating a complete and unified setup of Zoho Books, merging all my projects into one account. - The setup should be customized to a contracting company, catering to our unique financial management needs. - Expertise required in setting up features such as invoice generation, project tracking, and expense reporting. Ideal Skills: - Proven experience setting up and optimizing Zoho Books and Zoho Projects. - Understanding of accounting principles, preferably within the contracting industry. - Ability to provide consultation and guidance f...

...comprehensive integration of Zoho CRM into my existing CRM platform. My ultimate aim is to have: - Seamless data synchronization: I require an expert who can ensure that my data is consistently updated between my current CRM system and Zoho CRM. - Real-time updates: The integration should be designed to accommodate instant updates. Bids from individuals with experience with push notifications and real-time update systems are particularly welcome. - Analytics and Reporting: To make the most out of Zoho CRM, I would like to incorporate its analytics and reporting features. If you're knowledgeable in CRM data analysis and report generation, your skills are required. To succeed in this project, previous experience with CRM integration is essential, especially w...

Seeking a Zoho developer proficient in crafting tailored solutions to suit our unique business requirements. With a focus on enhancing the functionality of our Zoho applications, the ideal candidate should have a knack for problem-solving and a strong background in Zoho platform customizations. **Key Responsibilities:** - Design and implement custom modules to support specific business functions. - Create and manage workflows to automate repetitive tasks, boosting efficiency. - Ensure seamless integration between Zoho applications and other data sources to maintain data integrity and streamline operations. **Ideal Skills and Experience:** - Proven expertise in Zoho development, including custom module creation and workflow automation. - Strong underst...

I am searching for a seasoned Zoho expert who can integrate the Leads feature of Zoho CRM with Zoho Billing to automatically generate invoices for new leads on a particular stage. The project will entail: - Setting up a Zoho CRM Leads to Zoho Billing system integration - Integrating auto-invoicing feature for new leads once they reach specific stages in their journey The freelancer will need: - Proficiency in Zoho CRM, Zoho Billing, and related APIs - Experience in integrations between Zoho systems and automating workflows - A keen eye for detail to ensure the collected lead details trigger the invoicing correctly - Ability to test the implementation thoroughly and debug if required. Your main objective will be to streamline t...