Zoho jobs

I need an expert to set up Zoho CRM for our small team of 5. We need to streamline lead management and sales automation. Key requirements: - Lead Management: Capturing, scoring, and nurturing leads across 3 verticals. - Sales Automation: Setting up workflows to automate sales processes. Ideal skills and experience: - Proficient in Zoho CRM - Experience with lead management and sales automation - Ability to complete the setup ASAP Please provide a detailed plan and timeline with your bids. Looking forward to your proposals!

...statements - Prepare balance sheet / financial statements as required - Maintain proper records for year-end ITR preparation - Organize all documents required for ITR filing - Track missing invoices or accounting information - Provide monthly accounting summaries - Maintain accounts in an organized and audit-ready manner Software Experience with any of the following is preferred: - Tally Prime - Zoho Books - Excel / Google Sheets - Other accounting software Requirements - 2+ years of accounting/bookkeeping experience preferred - Good knowledge of Indian accounting practices - Basic-to-good knowledge of GST - Experience maintaining books for businesses - Good knowledge of Excel - Accurate and systematic working style - Ability to maintain accounts every month rather than only...

...registration; once the CIN is in hand, I’ll need continuous support so the company stays fully compliant without surprises. Here’s what I expect as concrete deliverables: • Company incorporation on the MCA portal, including DINs, PAN and TAN • GST registration and an activated GSTIN • Startup India (DPIIT) recognition certificate • Cloud-based bookkeeping set up and maintained each month (Tally, Zoho Books or any standard system you recommend) • All mandatory GST returns, Income-Tax filings and ROC forms (AOC-4, MGT-7, ADT-1, etc.) through the first 12 months • Timely reminders, notice handling and clear, transparent reporting so I always know where things stand Send me your profile, relevant experience with similar start-ups...

...through my cloud accounting platform; your job is to record, reconcile, and make sure each entry is matched with the correct GST code so that monthly returns are painless. At the close of business each day I expect an Excel-formatted Sales Report that clearly shows taxable and zero-rated sales, totals per tax slab, and any anomalies flagged for review. If you prefer working in QuickBooks Online, Zoho Books, Tally, or a similar tool, that’s fine as long as the final report lands in my inbox as an .xlsx file. Deliverables • Daily-updated bookkeeping ledger with GST correctly applied • Daily Sales Report in Excel, formatted to my template • Brief note highlighting discrepancies or missing documents Acceptance criteria The books must stay fully reconcile...

I want to turn Zoho Creator into an AI-powered assistant that shortens the gap between incoming enquiries and a confirmed purchase order. On receipt of a sales request coming in by either Email or WhatsApp, the app must automatically: • pull the full thread, • parse it with NLP to extract the product name, quantity, price and any free-form description, • look up Zoho Inventory in real time and flag exact matches or, when stock is low, surface the closest in-brand or cross-brand alternatives with clear evidence of why each item qualifies. The agent then sends an internal notification to both Sales and Purchase, pre-fills a draft containing customer-facing benefits for every suggested item, and routes it through an approval workflow. Once a configuration is...

I need experienced, energetic telemarketers who can get on the phone and turn prospects into paying customers for my line of digital products. Th...target of conversions per week (we’ll set the number together before you start) • Quick communication if a prospect requests technical details outside the script so we can jump in and help close If you already have experience selling SaaS, online courses, or other digital offerings, you’ll feel right at home. Familiarity with VoIP dialers, call-recording software, and basic CRM tools (HubSpot, Zoho, or similar) is a plus. Deliverable: call logs and recorded wins showing confirmed payments for the product. Payment terms are performance-based with a clear commission structure that rewards every completed sale. Ready to...

My Zoho Books account needs three tightly-integrated pieces of work: 1. Custom quotation workflow • Build three separate templates (Project, Maintenance Contract, and a generic version) that retain my existing letterhead background. • Each template must let me switch in and out specific sections so I can adapt the quote content without touching the HTML every time. • Once saved, the quote should follow my current approval chain and remain fully editable through the Zoho Books UI. 2. Purchase-order workflow • Create a PO template that mirrors the same letterhead background and visual style as the quotations. • The PO should be generated directly from an approved quote or manually, while keeping Zoho’s delivery-status tr...

I need a working minimum-viable online property sales platform configured using my existing Houzez WordPress theme and Zoho CRM. Both are already set up and ready to use. The objective is to create a simple property sales journey from property listing → enquiry → viewing → offer → offer accepted → Sale Agreed → booking deposit, using existing functionality and no bespoke development. Houzez Houzez will be the customer-facing property website. Configure the existing Houzez templates and functionality to: Allow sellers to register and submit their property. Allow the Agent/Admin to review and approve listings before publication. Display properties using the existing Houzez property listing and property detail templates. Allow buyers to search and ...

I'm seeking a developer to automate the appointment booking process for therapists. The solution should integrate with Zoho CRM and Razorpay for payments. Key requirements include: - Seamless appointment booking flow - Integration with Zoho CRM - Razorpay payment integration - Automated receipt generation Ideal skills and experience: - Experience with Zoho CRM - Familiarity with Razorpay integration - Strong background in automation and workflow optimization - Previous experience in developing booking systems

My Shopify checkout flow has suddenly broke...and restore a smooth update. What I expect from you • Pinpoint the exact conflict or script failure that blocks cart refresh. • Apply a clean, future-proof fix—no band-aids. • Verify that the cart, mini-cart, and checkout totals all sync instantly across desktop and mobile. • Provide a brief report of what went wrong and how you resolved it so I can avoid a repeat. An understanding of Zoho POS is a welcome bonus; if the issue touches inventory sync or POS callbacks, that knowledge could speed things up. This is a focused troubleshooting job, so once the cart updates flawlessly and test orders complete without error, the project is done. Let me know your estimated turnaround and any similar Shopify bug...

I need my brand-new Zoho CRM account configured from the ground up so that I can start managing incoming leads, automate the sales pipeline, and handle day-to-day email interactions all in one place. There is no historical data to migrate, so you can focus entirely on building a clean, well-structured system rather than cleansing old records. Here’s what I expect as the finished package: • Core settings configured (company info, users, roles, profiles, basic security). • Lead management workflow ready to capture, qualify, and convert prospects. • Sales automation rules that move records through each stage and trigger tasks or alerts. • IMAP/POP email integration fully tested so every conversation is logged against the right contact. • Essential report...

...assistants to speed up routine blocks of code or content suggestions, but final design choices must look hand-crafted, not generic. Behind the scenes, I also need a Zoho Creator (or comparable Zoho app) dashboard that lets our remote team handle daily operations from a single screen: data entry, status tracking, simple analytics and role-based permissions. The dashboard must pull data from forms on the new site and present it with clean filters and charts for quick decision-making. Deliverables • Fully configured SquareSpace site, mobile-responsive and search-optimised • Style guide file so we can expand in-house later • Zoho backend dashboard with user roles, live data views and admin documentation • Handover session and recorded walk-th...

I need someone who can do this to create the entire backend so every day-to-day activity lives in their for our operations. Because we are starting fresh, you’ll be free to design the ideal structure without battling legacy data. I’m looking for thoughtful decisions on which ZoHo apps to switch on, how they should relate to one another, and what automations will prevent information from slipping through the cracks. If you are able to do this for us please apply for $10-$20 only

1. Zoho Books setup and migration

...summaries and reports on application volume and status - Provide general administrative support as needed Who You Are: - Proven experience in virtual administration, customer service, or applicant processing - Excellent written and verbal communication skills - Strong organizational and time management abilities - Comfortable with tools like Google Workspace, Excel/Sheets, CRMs (e.g., HubSpot, Zoho), and file-sharing platforms - Reliable, proactive, and able to work independently with minimal supervision - Bonus: Experience working in a high-volume, fast-paced environment What We Offer - Flexible working hours - Remote-first culture - Opportunity to grow into a team lead or operations role - Supportive and collaborative team environment...

Clay AI research Web research and lead generation Data enrichment Email verification Lead qualification AI personalization API integrations Zapier or Make CRM integrations Email sequencing platforms SMS platforms Calendly or similar scheduling platforms Webhooks Google Maps/business data Domain/email verification Automation workflows Experience with Smartlead, Instantly, Twilio, Telnyx, HubSpot, Zoho, GoHighLevel, or similar platforms is a plus. Important: We Are NOT Looking for a Basic Lead Scraper We do not simply want someone to scrape thousands of names and emails. We want an intelligent vendor recruitment system that can: Find → Research → Verify → Qualify → Personalize → Contact → Follow Up → Categorize Responses → Book Appointments...

...auditor must be a practicing Chartered Accountant (CA) or a firm of Chartered Accountants eligible to undertake statutory audits in India and holding a valid Certificate of Practice (CoP) issued by the Institute of Chartered Accountants of India (ICAI). ICAI MRN and current resident status should be shared in your proposal. Current Status All company expenses have already been recorded/imported in Zoho Books, with supporting invoices. Bank transactions for the financial year are fewer than 40. GST returns have been filed periodically. Required supporting documents and records can be provided. Scope of Work Finalisation and audit of FY 2025-26 books of accounts, including preparation and sign-off of the company's Finalisation/preparation of the company's Financial S...

I’m ready to leave QuickBooks completely and run my operation inside Zoho One. The move needs to be seamless: all customer records, every historical financial transaction, and current inventory levels must travel over intact. Here’s what I expect you to take care of: • Implement Zoho CRM, Zoho Books, and Zoho Inventory so they talk to each other smoothly. • Migrate the customer data, full financial history, and inventory data from QuickBooks with zero loss or duplication. • Build the essentials I rely on in QuickBooks—custom fields, automated workflows, and the custom reports my team pulls weekly—inside Zoho so the switch feels familiar but faster. I’ll provide access to both accounts and clarify ...

...statements - Prepare balance sheet / financial statements as required - Maintain proper records for year-end ITR preparation - Organize all documents required for ITR filing - Track missing invoices or accounting information - Provide monthly accounting summaries - Maintain accounts in an organized and audit-ready manner Software Experience with any of the following is preferred: - Tally Prime - Zoho Books - Excel / Google Sheets - Other accounting software Requirements - 2+ years of accounting/bookkeeping experience preferred - Good knowledge of Indian accounting practices - Basic-to-good knowledge of GST - Experience maintaining books for businesses - Good knowledge of Excel - Accurate and systematic working style - Ability to maintain accounts every month rather than only...

I need a Zoho specialist who can spend two to three days with us in Faridabad and take our brand-new manufacturing startup live on Zoho ERP. The priority is to configure Zoho Inventory and link it seamlessly with the core ERP areas we will use from day one. What has to be in place • Zoho Inventory fully configured for inventory tracking, order management and warehouse management. • Tight integration with the Manufacturing, Quality and Finance modules so that production orders, QC checks and accounting entries flow automatically. • User roles, approval workflows and basic dashboards that show stock position, work-in-progress and cost reports in real time. • Initial data load (items, BOMs, vendors, opening stock) and quick reference do...

I run a young waste-management startup and I’m streamlining our customer journey inside Zoho. What I need right now is: • Two clean, intuitive layouts in Zoho CRM – Customer Profile: all contact, site and service details at a glance – Sales Pipeline: clear stage-to-stage view that feeds our forecasts • Document conversion templates in Zoho Sign – Contracts, agreements and our standard proposals must merge automatically with CRM data, route for e-signature, then file back to the correct record • Core CRM tweaks – Lead Management: custom fields, views and simple automation so new leads drop into the right pipeline stage – Reporting & Analytics: dashboards that show lead source performance, deal...

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I’m ready to launch Zoho ERP and need an expert to configure everything live on my computer via AnyDesk. While I stay on the call to supply data and approvals, you’ll do the hands-on setup so the system is production-ready by the time we disconnect. Core areas to be completed • Invoices – design templates, bring in my historical bills, and establish the recurring schedules I specify. • Employee module – add every staff member, update any partial profiles, and fine-tune roles and permissions so access is clean and secure. • Inventory – load items, opening stock, locations, and reorder parameters. • Payroll, tax rules, plus travel & expense – ensure each is switched on, mapped to the right chart-of-accounts categories,...

...day-to-day operations in Zoho Books but need a reliable specialist to keep the numbers pristine and my compliance on track. Each month you will step in to: • Reconcile every bank, credit-card, and payment-gateway feed so the books stay current and error-free. • Prepare clean financial statements straight from Zoho—P&L, balance sheet, and cash-flow—so I can make informed decisions. • Oversee invoice and billing workflows, flagging any discrepancies and ensuring customers see accurate, timely bills. • Compile and file both local and state tax returns, using the figures you have already validated in the system. I expect the closed books, the three core reports in PDF and Excel, and proof of tax submission no later than the 10th of t...

...day-to-day accounting and bookkeeping * Manage auditing and financial reconciliations * Handle GST, TDS and tax compliance * Maintain invoices, expenses and financial records * Prepare basic financial reports and MIS * Coordinate with CA/auditors when required Requirements: * 1–2 years of relevant Finance & Accounts experience * Good knowledge of GST, TDS, auditing and reconciliations * Tally/Zoho Books and Excel knowledge preferred * Bengaluru-based candidates only Engagement: Freelance / Part-time Office Requirement: Approximately 5 days per month at our Bengaluru office Interested candidates can share their resume and expected monthly fee....

I keep my entire bookkeeping in Zoho Books and need an experienced hand to stay on top of it every month. Your core job is to log in, tidy up the ledgers, and make sure every transaction from the bank feed is properly reconciled so my books stay audit-ready at all times. Each month I also want the Income Statement, Balance Sheet and Cash-Flow Statement generated straight out of Zoho Books, double-checked, and saved in the shared folder. These numbers must tie back perfectly to the bank statements and, ultimately, to the figures that will go into my Income-Tax Returns, so accuracy is critical. At year-end you will roll everything up for CA review, prepare the final statutory reports, and ensure the books align with the ITR filings before we press submit. If something doe...

...lead on the provided list at various times of day. Once you reach the person responsible for grounds, follow the provided script with about 10 survey questions; calls should take roughly 5-10 minutes. Offer a free on-site scan and collect appointment details: contact name, phone, email, property address, and preferred days and times. Log every call, outcome, survey response, and detailed note in Zoho CRM. Log unreachable leads, including attempt count and any voicemails left. Requirements The work requires cold-calling, phone-survey, or appointment-setting experience; clear, friendly English; comfort speaking with grounds managers, farm owners, and small business owners; accurate note-taking; availability during US Central Time business hours; and US-based location. The phone s...

I have a fresh Zoho CRM account that needs to be fully configured so my team can start working out of it right away. The priorities are clear: streamline lead management, design insightful custom reports, and build workflow automation that removes as much manual effort as possible. All of my existing prospect and customer data currently lives in several Excel/CSV files. I will supply those files and a simple field-mapping guide; I need you to clean the data where appropriate, import it without loss, and verify that every record, note, and custom field lands in the right place. Once the data sits safely inside Zoho, I want to see: • A logical lead pipeline with stages, assignment rules, and notification triggers • At least three role-based reports that give me...

I’m ready to move from concept to production on a comprehensive Zoho Creator app that will sit at the heart of our purchasing-to-collection cycle and push clean data into Zoho Books. The single most critical piece is getting the forms and their underlying database fields right, so I need someone who is comfortable mapping a relational structure before writing a single line of Deluge. Scope of work • Architect the entire Zoho Creator application, then translate my colour mock-ups into a clean GUI and dashboard. • Create three core forms—Purchase, Sales and Supplier Payment—each backed by well-structured Customer, Product and Transaction tables. • Build the end-to-end workflow (Purchase → Sales → Collection → Supplie...

I already run most of my sales and marketing activity inside Zoho CRM and Zoho Campaigns,. I need some Maintenance and editing work . Please tell me how you would approach the setup (native plug-ins, Zoho Flow, API, or a mix) and any similar integrations you have delivered. Once everything is live and tested I’ll take care of the user training—just make sure the technical groundwork is solid and clearly documented.

...advantage that directly reduces operating costs for factories and large-scale facilities. Scope of work: • Design a concise marketing plan targeting plant managers, production engineers, industrial plant finance professionals, and purchasing managers in heavy industry. • Create a prospect list and establish contact sequences (LinkedIn, email, and phone) using any modern CRM of your choice: HubSpot, Zoho, or similar. • Develop a marketing and sales plan, manage social media, design events, and create a blog about standards, projects, and new trends in energy efficiency. • Generate and qualify at least 20 qualified leads and transfer them; or, if you have experience in technical sales, advance the conversations to the proposal stage. Success indicators: &...

...should end with usable contact details or a booked next step. You’ll be dialing into both B2B and B2C lists, which means shifting smoothly from speaking with decision-makers at small and mid-sized companies to engaging individual consumers. A confident, adaptable phone manner and solid objection-handling skills are crucial. I will provide: • Calling data and a draft script • Access to my CRM (Zoho) for logging outcomes I expect: • Minimum daily call volume met consistently • Accurate, same-day updates in the CRM • Clear notes that make the lead immediately actionable • Brief end-of-day summary highlighting wins, challenges and script tweaks you suggest Attractive incentives to conversion. If you have a proven outbound track...

...everything moved cleanly into Zoho CRM. The job is purely data migration—no process automation or customization for now—so the focus is on accurate import, correct field mapping, and preserving existing relationships between people and pipeline opportunities. You’ll be working with: • Zoho CRM’s native import interface and any supporting tools you prefer • Multiple .xlsx files containing contact, lead and deal data Deliverables I will review: • One-time import completed with all records visible in Zoho CRM • Custom field mapping document so I can repeat the process later if needed • Post-import audit report highlighting duplicates resolved, skipped rows (if any) and confirmation that deal stages align with our cur...

I have a leads spreadsheet in Excel and need every customer note moved into Zoho CRM. At this stage I am not sure whether the standard “Notes” area in Zoho will be enough or if custom fields make more sense, so I’d like your guidance before the import begins. What I’ll hand over: • The Excel file (one row per customer, note column included) • Access to my Zoho CRM sandbox or a test view of the live system What I’d like you to handle: • Review the sheet, clean or re-format the notes if necessary • Advise on the best destination in Zoho (standard Notes section vs. creating a custom field) • Set up any custom field you recommend • Import the notes so each one sits against the correct lead/contact...

I have a list of res...line if you don’t already have a U.S. number. What I’d like back: • Daily call logs with duration, outcome, and next steps. • Short, time-stamped notes of key objections or questions. • Recordings of successful calls so we can refine messaging. • A simple end-of-week report summarizing total dials, contacts reached, and confirmed conversions. Experience with CRMs such as HubSpot or Zoho, plus comfort navigating an autodialer, will help you hit the ground running. Friendly persistence, a natural phone presence, and the ability to pivot when a restaurateur goes off-script are essential. If you can start within the next few days and keep a steady calling rhythm—ideally 75–100 dials per day—let&rsq...

...active Google Workspace mailbox that now has to live inside Zoho Mail. The job covers everything from spinning up the new Zoho Workplace account to getting every last email—together with its original Gmail labels—cleanly across. Scope • Create and configure a fresh Zoho Workplace environment (users, storage plan, domains). • Point DNS (MX, SPF, DKIM, DMARC) so mail flow cuts over with zero downtime. • Run a full Gmail mailbox migration, making sure each message arrives with the same labels, read/unread flags, attachments and timestamps. • Post-migration sanity check: send/receive tests, label spot-checks, and a brief hand-off note on how to manage mail in Zoho going forward. Acceptance The project is complete when the ...

I run a website-development agency and need a skilled voice on the phone who can turn interested startup founders into signed-up clients. The target market is clearly defined: early-stage and growth-stage startups, regardless of their...call activity inside the CRM with brief notes on each conversation • Immediate notification when a prospect is ready for contract sign-off or payment link • End-of-week summary of wins, lost deals, and any feedback that can improve our pitch Success is measured only by closed deals, so persuasive communication and disciplined follow-up are essential. If you already use tools like HubSpot, Zoho, or PipeDrive, mention that, as the workflow can be adapted quickly. Ready to convert startups into paying website-development clients? Let&rs...

I need Zoho CRM configured so I can finally see, at a glance, where every deal sits in our pipeline. The single most important outcome is reliable sales tracking built around strong lead management. I want new enquiries entered manually by my team to flow cleanly from Lead through to Contact, Account and Deal without duplicated effort or data loss. Here is what success looks like to me: • Lead Management Optimised – custom fields, stage pick-lists, assignment rules and conversion mapping that match our current process yet remain easy to tweak as we grow. • Streamlined Manual Entry – simplified page layouts and mandatory-field validation so a rep can add a lead in seconds while we maintain data integrity. • Sales Visibility – dashboards and ...

I need a complete sales management environment built inside the Zoho ecosystem so my team can handle every stage of the revenue cycle—right through to accounting—without jumping between apps. Sales & CRM Inside Zoho CRM I want the core customer-facing workflow ready to go: • Contact management with custom fields that match our terminology. • Interaction tracking so calls, emails, and meetings automatically attach to each record. • A clear, visual sales pipeline that mirrors our real-world stages and moves deals forward with minimal clicks. Accounting Using Zoho Books (or whichever Zoho finance module you feel is best) I need: • Seamless invoicing generated directly from closed deals, with branded templates and au...

I need professional UAE Taxation and Business Services for my business, including: - UAE VAT & Corporate Tax support - VAT Registration & Return Filing - EmaraTax & FTA assistance - UAE Company Formation & Business Registration - Free Zone & Mainland setup guidance - Bookkeeping & Accounting support - Tax Compliance & Financial Documentation - Professional, reliable and confidential service I am looking for an experienced professional who can provide accurate, organized and business-focused UAE tax and accounting support.

Our processes live in Zoho CRM, Books, and Projects, yet teams still hand-off work by email and spreadsheets. I want that to end. Your job is to design and implement a single, end-to-end workflow automation that serves the whole company. The flow must span Sales, Human Resources, and Finance—every stage from the first lead in CRM, through pipeline movement, project execution, right up to invoicing and internal approvals. I expect native tools such as Zoho Flow, Blueprints, Deluge scripting, and API connections to be used where they make most sense, but I’m open to alternative approaches you can justify. Deliverables • Mapped and documented process covering all three apps, with triggers, rules, and approvals clearly defined • Live automation deploye...

I am ready to move my accounting onto Zoho Books and need an expert to make the transition smooth. The job starts with configuring my Zoho Books organization—tax settings, chart of accounts, user roles, and any necessary custom fields—then wiring it into my day-to-day workflow. Once the core environment is running, I am open to extending the setup to features like invoicing automation, expense tracking, banking feeds, or even connecting it later to my CRM, e-commerce platform, or payment gateway if that proves useful. Please tell me how you would approach the integration, the information you will need from me, and the time you expect each step to take. Deliverables • Fully configured Zoho Books account ready for daily use • Connections to an...

I’m looking for a seasoned GST professional who can take full charge of my GSTR-1 every month. Once I hand over the sales data, I want you to: • reconcile invoices and credit notes • prepare the return in the GST portal (or preferred software) • reso...software) • resolve any validation errors on the spot • submit before the statutory due date and share the ARN/acknowledgement right away Accuracy and timeliness are non-negotiable—I do not want missed deadlines or mismatched figures that trigger notices later. When you respond, focus on the depth of your GSTR-1 experience: years handled, industries served, and any tools you rely on (Tally, Zoho Books, ClearTax, etc.). No need for lengthy proposals or budgets; a concise summary of relev...

I need a freelancer to integrate my Zoho CRM with an email marketing and social media marketing tool. This integration should be set up in a way that streamlines my marketing efforts and allows for easy management of leads and campaigns. Ideal skills and experience: - Zoho CRM expertise - Experience with popular email marketing tools (e.g., Mailchimp, Constant Contact) - Strong understanding of landing page integrations - Previous experience with similar integration projects

...system Finalized Chart of Accounts Migrated historical accounting data Verified opening balances Bank/AR/AP reconciliations Clean and updated books Documented finance processes Basic accounting policies Approval matrix Month‑end closing checklist Final reconciliation and handover report Preferred Skills Accounting & Bookkeeping ERP Implementation (QuickBooks Online, Xero, TallyPrime, Zoho Books, Odoo, Wave Accounting, SAP) Data Migration & General Ledger Management Accounts Payable & Receivable Bank Reconciliation & Financial Statements...

I run all in–store sales through Zoho POS and push the catalogue to a linked Shopify site. Syncing behaves perfectly while I keep everything under a single physical store, but the moment the online store is active product listings start misbehaving—items arrive with wrong details or fail to appear at all. I need a quick, clean fix that leaves me with: • Seamless two-way sync between Zoho POS and the active Shopify online store • Accurate product data every time a new item is created or updated (titles, prices, images, inventory) • A short note outlining what you changed so I can maintain it going forward If you have already wrestled with Zoho’s API and Shopify’s product endpoints, you’ll probably spot the culprit fast. Pleas...

...Description: We are hiring an experienced, individual Zoho One specialist (independent freelancers only, no agency sales reps) to implement our complete Business Operating System based on a frozen, 20-page Software Requirements Specification (SRS v1.3) with 131 predefined UAT test cases. All workflows, business logic, field definitions, and data models are fully mapped—your deliverable is pure technical configuration, scripting, integration, and verification. Key Deliverables CRM Data Model & Blueprints: Build standard/custom modules (Strategy Subscriptions, Onboarding, Draw Cycles, Commissions) and configure a strict Deal Blueprint enforcing mandatory validation from lead capture through verified activation. Idempotent Webhooks (Zoho Flow): Set up webhook lis...

Multi-Company SaaS Business Management Platform Complete wireframes, demos, mock-up screens, processes, flows and required document formats will be provided during development. Reference Platforms Pipedrive, Zoho and Salesforce. Objective Develop a secure, dynamic and fully configurable platform for managing complete business operations, communication, automation and reporting Technology The front end shall use React, and TypeScript. The backend shall use Node.js, NestJS, APIs, webhooks, workflow services and secure cloud deployment. Database PostgreSQL with modular data architecture, company-wise tenant separation, linked records, backups, audit logs and secure database management. Mobile Application Android and iOS applications for field teams, SaaS and Subscriptions Mu...

I’m ready to launch a brand-new online store and I want it built entirely on Zoho Commerce. The store will sell physical products only, so I need a clean, conversion-focused storefront that makes it easy for customers to browse, add items to cart, and check out without friction. Here’s what I need from you: • Complete Zoho Commerce setup: theme selection or custom theme, navigation, product categories, and SEO-friendly URLs. • Product catalogue creation: up to 100 SKUs to start, with clear images, descriptions, variants, and tax settings. • Payment and shipping configuration: connect at least one major payment gateway (Stripe, PayPal, or a local gateway you recommend) and set up domestic shipping rules. • Basic automations: order confir...

I need a dependable professional who can take over our full accounting cycle right away. All our entries are still being tracked in Excel, so the first step will be to keep that file impeccably up-to-date while suggesting smarter workflows—whether that means staying in Excel or later moving to Tally, QuickBooks or Zoho Books. Your day will revolve around managing daily sales, purchase, expense, receipt and payment entries. Timely posting and accurate narration matter to me because monthly P&L statements, basic MIS and other management snapshots flow directly from your work. Vendor and customer account management is the area where I need the most help. Ageing analysis, follow-ups, reconciliations and clear documentation should run smoothly without my constant interventi...