Zoho jobs

...repeatable sales procedures • Coordinate with operations before making commitments involving pricing, scope, scheduling, or project delivery SALES, AI & AUTOMATION We want someone comfortable using AI and automation to make sales more efficient. You should help us maximize existing systems before recommending additional software. Experience with tools such as ChatGPT, HubSpot, GoHighLevel, Pipedrive, Zoho CRM, Zapier, Make, Canva, Metricool, or similar platforms is valuable. Potential uses include: • AI-assisted lead follow-up • Email and SMS sequences • Appointment reminders • CRM automation • Proposal follow-up • Sales-call preparation • Meeting summaries • Pipeline reporting • Content repurposing The goal is to creat...

This project asks you to reach out by phone to decision-makers inside regional and national retail chains and secure their agreement to join our new e-commerce marketplace. Each conversation should revolve around three pillars: first, explaining the platform’s standout features and the day-one benefits sellers receive; second, stressing that our onboarding process is quick, guid... • Updated call script tailored to retail-chain language • Call log (spreadsheet or CRM export) showing date, contact, status and notes • Minimum agreed number of signed-up retail chains, or clear next-step commitments, by project close A background in telesales or seller acquisition for marketplaces will help you hit the ground running, and familiarity with CRM tools such as HubSpot ...

I need a clean, verifiably working integration between my Zoho Commerce store and Google’s Customer Reviews program. Your first task is to create a fresh Google Tag Manager container—there isn’t one in place now—and load it only with Google Analytics and Google Ads conversion tracking tags. Please avoid any redundant or legacy snippets so the container stays lean. Once GTM is live, add the Google Customer Reviews opt-in module to the site. I’m flexible on styling; feel free to keep the default look or adjust logos, colours and copy if that speeds up approval. What matters is that Google Merchant Center recognises the integration without warnings and begins collecting survey data. When everything is functioning, hand over a short document (Google Doc o...

...Wix, Squarespace or any other tool you favour, provided I receive full admin access once the page is launched. Prefer not to pay any additional subscriptions. Core functionality • Embed my Outlook calendar directly on the page so visitors can lock in a call without leaving. • Send every form submission into MailerLite to trigger my existing email automation. • Push the same lead data into Zoho CRM • Host and autoplay the video sales letter above the fold with muted start, custom controls and clean fallback for mobile. Quality requirements – Mobile-first, responsive design that keeps load time under three seconds. – Basic on-page SEO and GDPR-friendly cookie/banner handling. – Clean, documented code or plugin stack so I can ...

I have a growing list of prospects interested in stainless-steel raw materials and a short, plain-text template ready to go. Each week I need that email sent on behalf of Steel Impex India through Zoho (or ImportSend if you prefer working there). I will supply: • the contact list (CSV) • the approved template • the reply-to address so responses land in my inbox Your role is to load the contacts, schedule or trigger one send per week, and make sure the message reaches inboxes without triggering spam filters. Personalisation is minimal—first name and company, nothing fancy—but accuracy and deliverability are crucial. Please keep basic statistics on sends, bounces and opens so I can see how the outreach performs; a brief weekly report is all I need. Al...

...agency’s value proposition, target persona, and common objections, then leave the wording and call structure in your hands. We’ll refine it together after a quick dry run, but the first draft is yours. Day-to-day, you’ll log calls and outcomes in the shared Google Sheet/CRM, note follow-ups, and give me a concise end-of-day summary so I can track pipeline progress. If you have experience with HubSpot, Zoho, or a similar CRM, tell me—that will make onboarding quicker. Deliverables: • First-draft Hindi call script (intro, discovery questions, pitch, objection handling, closing + meeting-booking flow) within 48 hours of kickoff • Daily call activity recorded in the shared sheet/CRM • End-of-day recap highlighting meetings booked and deals...

I need help setting up ZOHO CRM specifically for sales pipeline tracking. This will primarily be used for managing our business brokerage sales. Key Tasks: - Set up sales pipeline stages: Lead qualification, Proposal/Price quote - Determine if custom fields are necessary and implement them if needed Ideal skills and experience: - Proficiency in ZOHO CRM - Experience with sales pipeline setup - Ability to customize fields based on business needs Please provide examples of similar work done.

...with our marketing and sales objectives. The ideal candidate combines strong WordPress expertise with experience in Zoho CRM and Zoho Sales Platform integrations, and can serve as a trusted partner in managing our digital presence. Key Responsibilities * Manage and maintain our WordPress website, ensuring it is secure, functional, and up-to-date. * Implement website content updates, new pages, landing pages, and design enhancements. * Collaborate with our US Marketing Manager to support campaigns, promotions, and content initiatives. * Monitor website performance, uptime, user experience, and SEO best practices. * Maintain and optimize integrations between the website and Zoho applications, including CRM and sales tools. * Troubleshoot technical issues and coordi...

...specialists we can work with on an ongoing basis, project by project. This is white-label work: everything is delivered under our brand. You won't contact our clients directly, and our projects won't appear in your public portfolio. In return, we bring you a steady flow of well-scoped work without you having to find clients yourself. What you'll do (varies by project): Set up and configure CRMs (HubSpot, Zoho, Pipedrive, GoHighLevel, or Salesforce) so every lead is captured and nothing slips through Build automated follow-up sequences (email/SMS) that actually get replies Connect web forms, landing pages, and other lead sources into the CRM Migrate messy, years-old contact data from spreadsheets and old systems into a clean pipeline — without losing anything...

...Scheduling Google Calendar Outlook Calendar Appointment Booking Availability Management Meeting Scheduling Reminders Automation Workflow Builder API Connections Webhooks Third-party Integrations Custom Automation Background Jobs Storage & Cloud Google Cloud Platform Google Cloud Storage File Uploads Media Library Secure Storage Third-Party Integrations Examples include: GoHighLevel Twilio Zoho CRM Stripe PayPal Google Workspace Google Cloud Google Document AI OpenAI Claude ElevenLabs Additional integrations should be supported through a modular API architecture. Technology Stack (Preferred) Frontend React TypeScript Backend Node.js Python (AI Services) Mobile React Native Android iOS Architecture REST APIs GraphQL (optional) WebSockets Microservices ...

Zoho CRM, Zoho Books API, REST API Integration, Claude AI / Anthropic API, Zapier Project Description: We are Coretrst Technical Services L.L.C, a Dubai-based company with a real estate and property management portfolio (residential units, labour camp management, and facilities/AMC contracts). We use Zoho CRM and Zoho Books to run our operations, and we have 12 employees and AMC (Annual Maintenance Contract) vendors whose data flows through these systems. We need an experienced freelancer to guide us through and set up the integration of our Zoho CRM and Zoho Books with Claude AI (Anthropic), so we can automate and better organize our operations. This is not just a build-and-leave job — we need someone who can explain the setup as they go, ...

...Wix, Squarespace or any other tool you favour, provided I receive full admin access once the page is launched. Prefer not to pay any additional subscriptions. Core functionality • Embed my Outlook calendar directly on the page so visitors can lock in a call without leaving. • Send every form submission into MailerLite to trigger my existing email automation. • Push the same lead data into Zoho CRM • Host and autoplay the video sales letter above the fold with muted start, custom controls and clean fallback for mobile. Quality requirements – Mobile-first, responsive design that keeps load time under three seconds. – Basic on-page SEO and GDPR-friendly cookie/banner handling. – Clean, documented code or plugin stack so I can ...

SALES CRM REQUIREMENT DOCUMENT Company Profile: We are a PEB (Pre-Engineered Building) manufacturing company. We are planning to implement Zoho CRM primarily for our sales department to manage leads, inquiries, follow-ups, activities, and reporting. Team Structure: • Sales Executive/ CRM Administrator – 1 User • Sales Executive – 2 Users (Hiring in Progress) • Director / Management Dashboard – 1 User Total Expected Users: 4 Current Sales Process: 1. Business Development Activities Our sales team generates business through: • Cold Calling •Field Visits (Architect, Consultant, Engineer, civil contractor) •Site Visits •Google Research •LinkedIn Research •Networking and References 2. Lead Management When a prospect shows i...

I need an expert to optimize our Zoho CRM setup and automation, focusing on lead management. We are a concierge medical practice that is membership based. We need to be able to track leads through the sales process and track memberships, referral sources, renewal dates, revenue. We are currently using Zoho CRM professional edition with add on of zoho analytics. I do need to also stay HIPAA compliant. Key areas for improvement: - Lead Capture: Web forms, email campaigns, social media, direct mail, phone calls, and walk-ins. - Lead Scoring: Establish a more effective scoring system. - Lead Nurturing: Develop better nurturing workflows. Ideal skills and experience: - Proficiency in Zoho CRM - Experience with lead management - Automation setup expertise - Strong...

...TDS Return Filing • MCA/ROC Filing & Company Compliance • Import Export Code (IEC) Registration • E-Way Bill Generation 4. Accounting & Bookkeeping • Bookkeeping using Zoho Books • Financial Record Management • Bank Reconciliation • Ledger Maintenance • Financial Reports 5. Why Choose Me? • 2+ years of professional experience in taxation, accounting, and compliance. • Successfully completed 500+ Income Tax Return (ITR) filings. • Expertise in Salary, Business, Professional, and Capital Gains tax returns. • Experienced in GST, TDS, MCA Compliance, IEC Registration, and Notice Handling. • Proficient in Computax and Zoho Books. • Accurate work, timely delivery, and complete confidentiality. &bul...

Title: Zoho CRM Expert Needed for Team Training (6 People) Description: We're looking for an experienced, fluent English-speaking Zoho CRM consultant to conduct a comprehensive training session for a team of 6 people. Our goal is to move the team from basic usage to full confidence in managing our client pipeline. Key Training Objectives: Lead Management: capturing, managing, and qualifying leads Conversion Workflow: converting a Lead into an Account, Contact, and Deal/Potential Onboarding & Sales Pipelines: tracking the client onboarding journey in the CRM Proposals & Documents: creating, sending, and tracking proposals/estimates linked to clients Activities & Reminders: setting up tasks, logging calls, and configuring reminders Best Practices: walkthrough...

...Google Sheet. You will be working with three kinds of customer data: • Contact details • Purchase history • Support tickets Consistency and confidentiality are paramount, so please be comfortable handling personal information, following a naming convention, and double-checking your work before marking a task complete. Familiarity with spreadsheets or any mainstream CRM (Salesforce, HubSpot, Zoho, etc.) will help you get up to speed quickly, but I’m happy to walk you through my exact workflow on day one. Daily progress updates over Slack or email keep us aligned, and I clear time for quick questions so nothing stalls. Finished uploads that match the source documents without missing fields or typos will be the acceptance criteria for each batch. If ...

i operate a busy buy-and-sell car business and I need an experienced accounts manager who can keep our books current each day. You may work in QuickBooks, Xero, Zoho Books, or any other modern platform you feel is the best fit—what matters most is that the data is clean, timely, and ready when I need it. Day-to-day you’ll take ownership of: • Posting every purchase and sale the same day it happens, matching invoices with payments and reconciling against bank feeds. • Tracking all operating expenses and recording revenue so I can see real-time profitability on each vehicle and on the business as a whole. • Running payroll for a small team, ensuring taxes and withholdings are handled correctly. I expect a concise daily summary or dashboard that highlights ...

...complete business-grade website built inside Zoho Sites, followed by full configuration of my company email on Zoho Mail. The site itself is still a blank canvas—I do not have a theme picked out, so I’ll rely on your design skills to propose a clean, professional look that matches a modern B2B brand. Once we agree on the visual direction, you will build and publish the site inside my Zoho account, keeping navigation, copy blocks and imagery modular so I can add or adjust sections later without touching code. At the same time, I expect my domain’s DNS updated and verified for Zoho Mail, plus creation of the initial business addresses (info@, support@, etc.) and SPF/DKIM records so everything passes deliverability checks. Deliverables &b...

Customize additional columns inside zogo books

...Architect - LinkedIn & Zoho Integration am looking for a Senior AI Solutions Architect / Full-Stack AI Developer to build a long-term AI platform, starting with a LinkedIn Marketing & Content Agent integrated with Zoho. This is Phase 1 of a much larger AI transformation. Required Skills OpenAI API Prompt Engineering AI Agents Zoho Creator Zoho CRM Zoho Flow Zoho WorkDrive Zoho Social Python or Node.js REST APIs OAuth Authentication PostgreSQL or similar database Canva API (preferred) LinkedIn official API experience GitHub Docker (preferred) Phase 1 Deliverables 1. Project Upload Portal Develop a portal where our engineers upload: Photos Videos Voice notes Project information Scope Challenges Equipment Safety achievements Client t...

...AI Developer to build a long-term AI platform, starting with a LinkedIn Marketing & Content Agent integrated with Zoho. This is Phase 1 of a much larger AI transformation. Required Skills OpenAI API Prompt Engineering AI Agents Zoho Creator Zoho CRM Zoho Flow Zoho WorkDrive Zoho Social Python or Node.js REST APIs OAuth Authentication PostgreSQL or similar database Canva API (preferred) LinkedIn official API experience GitHub Docker (preferred) Phase 1 Deliverables 1. Project Upload Portal Develop a portal where our engineers upload: Photos Videos Voice notes Project information Scope Challenges Equipment Safety achievements Client type Approval status Store everything inside Zoho WorkDrive. 2. AI Content Generator Automatically genera...

...provide access and marketing collateral), and convert them to one of our recurring subscription plans. • Every successful sign-up is tracked in our partner portal, letting us both monitor performance in real time. • Commissions are paid immediately after the first invoice clears; the structure is generous and scales with volume. Ideal familiarity: SaaS B2B selling, CRM tools like HubSpot or Zoho, and basic knowledge of ERP terminology so you can answer first-level questions without waiting on me. If you already have a network in manufacturing, wholesale, or services, that’s a strong advantage—we’ve seen the quickest uptake there. Deliverables I’ll review: 1. Weekly report of leads approached, demos booked, and deals closed. 2. Feedback on o...

I need my Zoho One account configured from scratch so I can start working in Italian without touching the back-end again. Sales Order • Import my existing orders and catalogue, automatically creating or updating both Products and Customers as the file lands in the system. • Make sure future CSV / XLS imports keep the same mapping so my staff can repeat the task in one click. Zoho Desk • Activate rotation-based ticket assignment and attach an SLA policy that escalates when a reply is late. • Make sure both rules are visible to agents and reportable. WhatsApp Integration • Link my business WhatsApp number to Zoho so every incoming message opens a ticket or a lead, and replies are stored in the same thread. Forms & Quotes &bull...

I run a UK-registered company and need an Indian Chartered Accountant to take full charge of our financial reporting—specifically, p...will deliver the raw bookkeeping data on the first business day after month-end (CSV exports from our cloud ledger). Within an agreed turnaround window you will: • verify the figures against supporting documents, • structure the monthly P&L in GBP, and • return both an editable file and a locked PDF ready for board circulation. If you already work in tools such as Xero, QuickBooks Online or Zoho Books, that’s a plus, but I’m open to whichever platform you prefer as long as the final report is consistent and audit-ready. Please outline your experience preparing UK-style monthly P&Ls for overseas compani...

...phone numbers 2. You are available 9am–6pm US Eastern Time, Monday–Saturday, as your normal working hours 3. Fluent, natural written American English (your messages ARE the brand) 4. Comfortable selling hemp/THCa products to US customers Nice to have (not required): experience in cannabis/hemp/vape/nicotine or another regulated product, or chat-based sales (not call-center scripts). Know how to use Zoho inventory management tool. Pay: hourly base + sales commission on every completed sale you handle. Long-term role for the right person. Before hiring we run a short PAID test (about 1 hour, paid whether or not you're hired). TO BID: start your bid with the word MATCHA, then answer in your own words: (a) What Apple device do you have, and can you iMessage a US ...

I am preparing an e-invoice extension for the Zoho Books, Xero, and QuickBooks marketplaces and need a developer who can take the project from concept to approved listing. The core purpose is to let our users create invoices automatically and have taxes calculated correctly every time, no matter which of the three ecosystems they work in. Key scope • Platforms: Zoho Books, Xero, QuickBooks • Functions: automated invoice generation and precise tax calculation • User access: Administrators, Accountants, and Sales Team must each see only the controls relevant to their role. Technical expectations The add-on should rely on each platform’s official SDK or REST API, respect rate limits, and follow their branding and security guidelines so that it passes m...

Project Description I am looking for a creative graphic designer to create a professional A5 double-sided brochure (front & back) for my School ERP & Learning Management System, LMS IQ. The brochure will be distributed directly to schools, so it should have a premium SaaS/EdTech look similar to companies like: - Teachmint - Classplus - Zoho - Google Workspace - Microsoft Education This is NOT a generic flyer. I want a modern, clean, and corporate design. Deliverables: - A5 Brochure - Front & Back Design - Print Ready PDF (300 DPI) - Editable Canva Design (Preferred) - All source files - Design Requirements - Front Side - Use my original LMS IQ Logo (I will provide it) - Attractive headline - My actual software dashboard inside a laptop mockup - Modern blue & or...

I have exported the full purchase ledger from Zoho Books and now need a clean, verifiable audit that reconciles those entries with the corresponding figures in GSTR-2B and GSTR-3B. Every vendor bill must show whether it is fully or partially matched, the exact GST variance (if any), and the payment that cleared it—right down to the individual bill level. The finished audit has to sit in a single, well-structured Excel file so I can filter by vendor, invoice date, GST rate, or payment status without extra manipulation. Deliverable – one workbook containing: • A master sheet that lists each Zoho Books purchase bill alongside its matching entry (or mismatch) in GSTR-2B and GSTR-3B. • A payment-mapping sheet that ties every outgoing payment to the ...

My existing domain is registered with 123 Reg and I want to start sending and receiving messages through an “own business email” solution rather than Gmail, Outlook / Microsoft 365, or Zoho. The domain is already pointing to live web-hosting, but the DNS zone has never been configured for email. The job is straightforward: • create the mailbox(es) under the domain on 123 Reg (or an equivalent cPanel/mail server if that is the cleaner route), • add and verify the correct MX, SPF, DKIM and DMARC records, • confirm that messages land in major providers’ inboxes without warnings, • supply the IMAP/POP3 and SMTP details so I can load the account into Apple Mail and Outlook. Once the records have propagated, I’ll do a final send-and-receiv...

...through Zoho CRM and now need every cent of paid-media spend accounted for in one place. The job is to hook Zoho CRM up to Google Ads, Meta (Facebook/Instagram) Ads and LinkedIn Ads, stream the campaign and conversion data into Zoho Analytics, and build a clean dashboard that shows real-time Click-through Rate, Conversion Rate and Cost per Acquisition so I can judge true ROI and quickly adjust spend. Scope of work • Configure the native or API connections between Zoho CRM and the three ad platforms, mapping leads, contacts and opportunity stages so revenue is tied back to the exact ad and keyword. • Set up the necessary tracking pixels, offline conversions or Conversions API events to ensure every click and form fill lands in Zoho with t...

I need a reliable freelancer for two quick fixes on my custom HTML website: 1. Email Fix (Priority): Properly connect my domain to professional email (e.g., Google Workspace, Zoho, or similar). Currently not receiving or sending emails. 2. Translation Widget: Add GTranslate free widget or Google Translate widget with auto-detect of visitor’s browser language. Must work site-wide, especially on /affiliate/. Include clean code placement and optional simple styling. Requirements: • Experience with domain DNS, MX records, and email setup. • Works on plain/custom HTML sites (no WordPress). • Provide exact instructions and verify everything works.

...fewer than ten employees and I want the finance side running smoothly from day one. I need a Zoho Books specialist who can: • Create and configure a brand-new Zoho Books account, including chart of accounts, tax settings and bank feeds. • Handle ongoing bookkeeping—posting transactions, reconciling statements and keeping everything current. • Prepare tax-ready records and advise on quarterly obligations so filings are painless. • Generate clear financial reports (P&L, balance sheet, cash-flow) that I can share with investors when needed. I expect clean, well-documented workflows inside Zoho Books and the ability to walk me through any features I should understand as the owner. If you’ve set up Zoho Books for other s...

...The address must be created on my domain, fully authenticated (SPF, DKIM, DMARC) and tested so every inbound message lands safely in-box rather than spam. Once the mailbox is live, I want it integrated with our existing helpdesk software. I’ll confirm the exact platform with you once the project begins, but please be ready to connect it to a typical cloud helpdesk such as Zendesk, Freshdesk, or Zoho Desk through either native connectors or IMAP/SMTP routing. Deliverables • New support@-style mailbox created and verified on the domain • Email authentication records added and propagating correctly • Connection established between the mailbox and the helpdesk workspace, with tickets automatically generated from incoming emails • Quick test of inbo...

...Telugu, Tamil, Kannada, and Hindi) using voice, images, videos, documents, and text. AI should automatically generate a business profile, create high-quality marketing content, and allow users to review and publish it across social media platforms like Instagram, Facebook, WhatsApp, and YouTube. The system should include AI-powered content generation, CRM integrations (SnapBizz, Gofrugal, PetPooja, Zoho, KhataBook, Vyapar, etc.), event-driven marketing automation, approval workflows, analytics dashboards, subscription management with Razorpay integration, role-based access, admin and partner portals, and a scalable backend architecture. Preferred technologies include React/, Node.js, PostgreSQL, Redis, Docker, AWS, OpenAI or Gemini APIs, Whisper for speech recognition, and social...

...and manual follow-ups with a purpose-built CRM powered by Claude AI. The goal is to map my existing sales and support processes, automate everything that can be automated, and emerge with a single dashboard where every lead, customer request, and performance metric is visible in real time. Here’s the current landscape: we are not adopting an off-the-shelf platform such as Salesforce, HubSpot, or Zoho. Instead, I want a fully custom environment designed around Claude’s conversational and classification abilities. Core functions must include lead management, customer-support tracking, and sales analytics from day one. Smooth data flow matters just as much as the interface. The CRM will need to speak natively with our email platform (both inbound and outbound) and retr...

Part-time Cold Outreach Specialist / SDR (phone sales), remote, ~4 hours/day Monday to Fri...receptionist that answers missed calls and books jobs - and get qualified prospects to start a 7-day free trial. Log every call in the CRM, handle objections, and follow up. Requirements: strong spoken English with clear diction and a confident phone voice; prior outbound / SDR / telemarketing / appointment-setting experience; comfortable making cold calls and handling rejection; CRM familiarity (HubSpot, Zoho, or GoHighLevel a plus). Compensation: base pay plus performance bonus per accepted trial. Candidates from the Philippines and Latin America are welcome. To apply, start your message with the word AZUL and include your outbound calling experience and availability. A short voice sample ...

I have Zoho SalesIQ fully configured on the Zoho side and a Hostinger-hosted WordPress site waiting for the live chat widget. The only thing missing is the actual icon on the site. From what I can see, the hang-up is the point where the SalesIQ script is injected into WordPress. I’m using a plugin that’s built specifically for Zoho SalesIQ, yet the widget still refuses to appear. Everything else—portal settings, brand, operators—has already been taken care of. I need someone who can jump in, trace where the script is failing to load, and get the chat icon displaying across the site without breaking the existing theme or performance. If switching methods, tweaking the plugin, or editing the theme files directly is required, that’s fine&...

# Project Title Complete Shopify + Zoho One Implementation & Business Automation for Skincare Brand (Routinee) ## Project Overview We are launching **Routinee**, a premium science-backed skincare brand owned by **SAS Fashion and Retail Private Limited** (India). We are looking for an experienced freelancer or agency to implement our complete e-commerce and business operations ecosystem. The objective is to build a scalable D2C infrastructure using **Shopify** and **Zoho One**, fully integrated with payment gateways, shipping, inventory, CRM, accounting, customer support, marketing, AI, and social media channels. This is a long-term project with opportunities for ongoing maintenance and future enhancements. --- # Scope of Work ## Phase 1 – Shopify Store Setup...

I need my Zoho CRM tailored specifically to strengthen the Customer Support module and I’m looking for someone who can jump in immediately. The core objective is to streamline how tickets are captured, routed, escalated, and reported so that my support team can resolve issues faster and gain clearer visibility over case histories. Key areas I expect you to address include: • Custom ticket layouts and fields that match our current intake forms • Workflow rules and automated assignment that reflect our SLA priorities • Blueprint or CommandCenter configuration to guide agents step-by-step through each resolution stage • Custom reports and dashboards for real-time monitoring of open, pending, and overdue cases • Integration (if needed) with Desk, ...

I need assistance setting up a Twilio account and integrating it with Zoho CRM. Key tasks include: - Creating and configuring the Twilio account - Integrating Twilio with Zoho CRM Ideal skills and experience: - Experience with Twilio and Zoho CRM - Strong technical setup and integration skills - Familiarity with CRM software integration Looking for a freelancer who can ensure a smooth setup and integration process.

...synchronize messaging history**, and what happens if you miss it? 5. Have you taken an app through **App Review** for `whatsapp_business_management` advanced access? What did Meta require you to submit? ## Phase 2 (future, separate engagement — for context) Once Phase 1 is stable, we will integrate the message stream with **Zoho CRM** (logging conversations to contact records, sending/follow-ups from within CRM, and automated daily summaries). This is mostly work on our own n8n/Zoho stack. ## Budget & engagement Fixed-price, **milestone-based**. Suggested milestones: - **M1 –** Tech Provider configured + business verification complete + App Review submitted. - **M2 –** Working coexistence flow proven end-to-end on **one number in development mod...

Project Title: Zoho Implementation for Construction Project Management, Purchase, Payments, Payroll, HR Documents, and Dashboard Scope: I need a Zoho expert to set up an integrated system for my construction project and company management. The system should cover supplier quotations, purchase orders, supplier bills, payments, vendor balances, project-wise construction cost tracking, site tasks, pending works, daily progress updates, employee salary payslips, offer letters, appointment letters, agreements, document storage, user roles, approvals, and management dashboards. Apps expected: Zoho Books, Zoho Projects, Zoho Payroll, Zoho People, Zoho WorkDrive, and Zoho Sign. Zoho Creator may be considered only if required for cust...

AI Voice Agent Developer for Zoho CRM, CEIPAL ATS & Vonage Integration We are a recruitment and staffing company. We use Zoho CRM, CEIPAL ATS, and Vonage as our core technology stack and are looking for an experienced AI developer or team to build intelligent AI voice agents that automate key business processes across Sales, Recruitment, and Account Management. Project Overview The objective is to develop AI-powered voice agents that integrate with our existing systems and automate conversations through phone calls while also supporting communication via WhatsApp, SMS, and email where appropriate. The solution should leverage modern LLMs, voice AI, and workflow automation to improve productivity, reduce manual effort, and provide a better experience for both clients a...

I’m a Zoho Advanced Partner with multiple live client implementations that need an extra pair of expert hands right away. The engagement is strictly for someone who already works at an advanced level in both Zoho Inventory and Zoho Books; I don’t have bandwidth for on-the-job training. Scope of work • Day-to-day stock management inside Zoho Inventory, with a strong focus on creating and posting accurate stock adjustments. • Coordinating directly with our end-clients, answering their functional questions, and resolving issues without supervision. • Ensuring every change you make syncs perfectly with Zoho Books so the financials remain clean and audit-ready. Key details • Start: today, as soon as we agree. • ...

ZOHO ONE Expert to set up a new Zohp account correctly from an existing Zoho Account. MUST be a QUALIFIED ands Experoenced ZOHO Expert. Do NOT apply if you are not a Certifed ZOHO professional.

...calls for our line of healthcare products and turn every conversation into a clear, confident customer experience. The focus is customer support—no hard selling—so each call centres on accurate product information and friendly assistance. Your day will involve answering questions about dosage, benefits, contraindications, warranty and shipping, logging the interaction in our cloud-based CRM (Zoho), and flagging any medical or regulatory questions that require escalation. A calm, well-modulated voice and fluent English are essential; familiarity with healthcare or wellness products will make ramp-up smoother. Deliverables • Daily call sheet exported from the CRM • Short end-of-week insight report summarising common queries and suggested FAQ updates ...

...handle: • Channels to integrate – Email – Social Media – SMS • Core CRM modules – Lead Management – Customer Support – Sales Pipeline • Automations to configure – Scheduled and drip email campaigns – Timed or event-based social posts – Smart follow-ups that trigger after customer actions or key dates I’m open to the underlying stack—HubSpot, Salesforce, Zoho, custom Laravel + MySQL, or another comparable solution—so long as it supports robust API connections (Mailchimp, SendGrid, Twilio, Meta/Instagram, etc.) and allows future scaling. Acceptance criteria 1. All three channels send, receive, and log communications inside the CRM. 2. Leads flow ...

We are a construction company executing industrial, commercial, warehouse and pharmaceutical projects. We are looking for an experienced developer to design and build a complete Construction ERP that will manage our entire business workflow in ZOHO Creator . This is not a simple data entry application. We need someone who understands construction business processes and can recommend the best ERP structure. Core Requirements Dashboard Project-wise dashboard PO-wise dashboard Client-wise dashboard Ongoing, Pending and Completed works Site-wise progress Project financial summary Labour summary Material consumption summary Pending approvals Pending client bills Pending supplier payments Retention amount Advance received Cash flow overview Profit/Loss by project Project & Purchase...

I need my Zoho CRM instance fully configured so the Sales, Marketing, and Customer Support modules work together seamlessly. Please see attachment