Zoho Jobs

Must be delivered in 48 hours. If you cannot, please do not bid. We are a UK dog business running Zoho CRM (Professional plan, EU data centre). The CRM itself is already built — pipelines, custom fields, website forms and Meta lead ads all feeding in properly. What is missing is everything that happens after a lead arrives. Right now someone enquires about a sale or dog service and receives nothing at all. Here is the general scope of work: 1. An automatic reply when the moment enquiry lands that involves automated response to specific questions and provides general information and pricing. 2. A follow-up sequence that stops the instant they reply. Our mailbox is Microsoft 365 and is already connected to Zoho. 3. Qualifying questions in that reply, and automatic scoring or tagging...

I run my store on Zoho Commerce and need a reliable hand to keep the site perfectly in-sync with the rest of my Zoho apps. The immediate tasks are straightforward but important: • Add or clean up product listings so every item shows correct descriptions, images, prices, and inventory levels. • Update customer information pulled from Zoho CRM and make sure any changes flow smoothly between the store and the CRM. • Configure or fine-tune payment gateways to guarantee a friction-free checkout that reflects any gateway-specific settings inside Zoho Books or other connected apps. While I have no fixed layout in mind, I’m happy to hear design suggestions that improve usability or conversion. Solid experience with Zoho Commerce is essential, and familiarity with syn...

I need an experienced hand to streamline my Zoho Books account. The priority is to build reliable, easy-to-maintain automations that cut down on repetitive entry and ensure every transaction flows smoothly from quote to reconciliation. Here is what I want to walk away with: • Smart, documented workflows inside Zoho Books that trigger the right actions at the right time—think automated invoicing, payment reminders, journal postings and GST-ready reporting. • A clean Chart of Accounts that matches my business model, with tax codes mapped correctly. • Tax settings tuned for Australian GST so returns can be generated with zero manual prep. • Invoice and payment templates connected to my preferred gateways, plus automatic allocation rules. • Bank feeds a...

I’m looking for a detail-oriented Accounts Payable professional to streamline our end-to-end AP cycle. All invoices, vendor records, and payments are managed primarily in WFX, with occasional cross-checks in Tally and Zoho, so you’ll need to feel comfortable hopping between those systems without losing accuracy or momentum. Here’s what I need handled: • Invoice processing – coding, matching, posting, and flagging discrepancies the same day they arrive. • Vendor creation & maintenance – setting up new suppliers, keeping tax and banking details current, and cleaning duplicates. • Vendor statement reconciliation – tracking down missing invoices or credits and clearing open items. • Payment processing – preparing week...

Zoho CRM Lead Nurturing Automation Here’s what I need you to do: • Map our current inquiry paths and build Zoho CRM workflows and/or blueprints that trigger timely, context-aware follow-up messages. • Configure automated emails, tasks, or SMS (using Zoho Campaigns or Flow if required) so contacts receive the right touch without manual intervention. • Implement a simple lead-scoring logic so the hottest leads surface quickly for the sales team. • Create two or three reusable email templates inside Zoho that can be personalized but keep branding intact. • Provide a quick hand-off: a short Loom video or screen-share session plus written steps so my team can tweak rules later. Acceptance criteria – A test lead moves through the full sequence an...

I am rolling out Zoho CRM with the clear goal of improving customer relationship management while giving my team tighter sales-tracking visibility. To get there, I need an experienced Zoho freelancer who can take the system from a blank slate to a ready-to-use environment, with the Deals/Inquiries module receiving top-priority customization. Here is what I expect you to deliver: • Configure core entities – Users, Roles, Profiles, Permissions, Products, Accounts, Contacts and especially Deals/Inquiries – so the pipeline stages mirror our real-world process. • Build the custom fields and picklists we outline, map record ownership rules and set up workflow automation (emails, task triggers, follow-ups). • Integrate email so every conversation stays inside Zoho...

I need an expert to set up and integrate both ZOHO CRM and ZOHO One for my business. Key Requirements: - Setup of ZOHO CRM to enhance our sales pipeline and customer relationship management. - Configuration of ZOHO One modules, particularly in Finance, Operations, and Human Resources. - Seamless integration between ZOHO CRM and ZOHO One to ensure data consistency and workflow automation. - Customization of dashboards and reports for better analytics and insights. Ideal Skills and Experience: - Proven experience with ZOHO CRM and ZOHO One. - Strong understanding of business processes in finance, operations, and HR. - Ability to customize ZOHO applications according to specific business needs. - Excellent problem-solving skills and attention to detail. - Prior experience with similar proj...

I manage the finance function of a large corporation and I’m searching for a certified accountant who can slot straight into our workflow inside QuickBooks. Every month I expect clean, GAAP-compliant balance sheets and income statements delivered no later than the fifth business day. You’ll also handle full bank and credit-card reconciliations so that every transaction ties back perfectly to source documents. Quarterly tax preparation is the other critical pillar of this engagement. You’ll gather the supporting schedules, flag any anomalies, and prepare the filings so our external CPA can sign off without a hitch. Throughout the process you’ll keep an eye on local regulatory changes and advise if anything we’re doing risks non-compliance. Key deliverable...

Busco un consultor o implementador experto en Zoho One, con experiencia comprobable en Zoho CRM, Zoho Sites, SalesIQ, WhatsApp Business, automatización de marketing e inteligencia artificial. Actualmente tenemos Zoho One para tres usuarios y parte de la plataforma está configurada para CEVCOB Ingeniería y Construcción S.A.S. Queremos incorporar una unidad inmobiliaria denominada Casa Viva, sin afectar la información ni los procesos existentes de CEVCOB. El proyecto consiste en diagnosticar, diseñar e implementar un sistema comercial para Casa Viva que incluya: * Página web para publicar predios con precios, áreas, ubicación, características, fotografías, servicios y disponibilidad. * Inventario de predios integ...