Zoho CRM Jobs

My entire sales pipeline lives in Zoho CRM and I need an organised virtual assistant to keep it clean and insightful. Day to day you’ll jump into my Zoho account, tidy up contact and lead records, move them through the correct stages, and pull the reports I rely on for weekly and monthly decision-making. The core of the role is twofold: • Generating reports – sales performance snapshots, pipeline velocity, and any quick ad-hoc views I request, exported in PDF and Excel formats. • Managing contacts & leads – de-duplicating, updating fields, tagging campaigns, and making sure every record reflects its latest status. You should already feel comfortable inside Zoho CRM’s dashboard, filters, custom views, and report builder. Familiarity with Zoho Anal...

I need an expert to remove folder restrictions on Zoho WorkDrive. Requirements: - Remove restrictions from multiple folders - Grant edit access after restrictions are lifted - Apply same permissions across all folders Ideal Skills and Experience: - Proficiency in Zoho WorkDrive - Experience with folder permissions and access management - Attention to detail and reliability Please provide your experience with similar tasks and estimated time to complete.

I need a complete course configured inside TrainerCentral LMS. The structure, lessons, quizzes, certificates, pricing tiers and drip schedule all have to be created from scratch and left in a state where I can publish immediately. The course data, leads and enrolments must flow seamlessly into Zoho CRM, so knowledge of its standard modules, custom fields and basic automation is essential. If you have handled other Zoho apps that’s a bonus, but CRM integration is the only mandatory piece for this project. Deliverables • Fully-configured course in TrainerCentral, ready to publish • Tested sync between TrainerCentral enrolments and Zoho CRM contacts/leads • Short hand-off document (or loom video) showing how to update content and troubleshoot the integration Pl...

Agencia de viajes de Valencia, España, busca teleoperador/a de habla hispana nativo/a. Trabajo a distancia. Jornada parcial por horas, obligatoriamente mínimo mañanas de 10.30h -12.30h (hora de Madrid). Condición no negociable (ni ahora, ni nunca) Pago por horas, bonus por objetivos (tras un mes) Mínimo: 10h/semana, pudiendo extenderse a 15h-20h/semana. Funciones: llamadas a clientes existentes 70%, tareas diversas (cotizaciones, actualización cuentas, confección itinerarios...) el resto. Trabajo continuo, de larga duración. Proporcionamos medios técnicos y formación (la formación no será remunerada la primera semana) Requisitos: Obligatorio español nativo, valorable otros idiomas. Conocimientos de t...

We’re looking for a reliable Accounting Assistant to help manage accounts payable and receivable using Zoho Books and Zoho CRM. The role focuses on keeping bills, invoices, and records organized while helping automate processes wherever possible. Requirements • Available during Eastern Time (EST) business hours • Able to assist the team in real time when needed • Willing to sign an NDA • Experience with Zoho Books and Zoho CRM • Strong attention to detail and organization • Comfortable asking questions if something is unclear Accounts Payable (AP) • Receive mail and identify vendor bills • Import vendor bills into Zoho Books • Pay approved bills through bank bill pay or checks issued from Zoho • Reconcile vendor payments ...

I need a seasoned Zoho One professional to stand up our entire CRM environment for a certification-services firm that sells exclusively to B2B clients. The primary objective is to streamline lead management from first contact through certificate delivery, following the path: Lead → Quotation → Payment → Certification → Completion. Here’s what the build must cover: • Configure Zoho CRM, Sales Pipeline and associated modules so each stage above is reflected clearly and reports can be pulled on demand. • Create lead, deal and contact layouts that suit a B2B model, including custom fields that will later feed our certificates. • Design quotation and invoice templates that mirror our current brand guidelines (we will supply logos, colours and legal...

Zoho System – Issue & Requirement List 1. Department Boards Setup (Zoho CRM) • Create separate boards/views for each department to manage their tasks and records. • Ensure each department can track their own leads, deals, and activities. • Implement clear workflow stages for different departments. ________________________________________ 2. Permission & Access Control Issues • Review and configure user roles and permissions. • Restrict access so employees can only view/edit relevant modules and records. Define permissions for: • Admin • Sales Team • Finance Team • Operations • Management ________________________________________ 3. Lead Module Issues • Review the Lead module structure and fields. • Fix issues with lea...

My Zoho Creator application handles daily operations through multiple Forms, automated Workflows, and analytical Reports, and I now need steady hands to keep everything running smoothly. The work involves three continuous strands: • Bug fixes – identify and squash logic or scripting errors in Deluge so every form submission and workflow trigger behaves exactly as designed. • Feature updates – refine existing functionality or introduce small enhancements as new business needs arise, making smart use of Zoho Creator’s newer components and REST & Zapier integrations when helpful. • Performance optimisation – monitor load times, script execution, and database structure, then tune queries, indexes, and pagination to keep the app responsive for all...