Zohoemplois

I am a small electrical agency that is expanding and I have started using Zoho to streamline operational items. I want someone to review, build and optimize my processes as the coding required to setup up buttons and workflows is now beyond my capabilities. I'd like to review my processes and have them designed into ZoHo. Steps i'd like to automate are quotes to sales orders, approval drawings and project closing deadlines.

Zoho Books / Invoices Problem Statement 1: The invoice value (excl. taxes) is calculated in three ways: a) Fixed fee for project (eg. INR 5000) b) Percentage of Project Cost. (eg. if Project Cost is INR 100000, my percentage fee is 10%, I will be paid 10000 INR) c) Rate per sq. ft. (Eg, rate per sq ft is INR 25, and project size is 1000 sq. Ft, I will be paid INR 25000) These three need to be three options to calculate the subtotal in an invoice on Zoho books. The items marked in bold would be inputs from user. ————————————— Problem Statement 2: Invoices in the real world are usually created milestone wise. Eg. If total invoice value is INR 100 Milestone 1 - advance - 50% - INR 50 Milestone 2 comple...

1. Clean up database of emails using quickemailverfication 2. Transfer contacts with valid emails into campaigns. 3. Segregate contacts into 4 lists so that campaigns can be sent to the different list regularly to prevent email fatigue 4. Sign up page for webinar 5. Evaluation Form after webinar 5. Auto-responder to drip participants after webinar ...with valid emails into campaigns. 3. Segregate contacts into 4 lists so that campaigns can be sent to the different list regularly to prevent email fatigue 4. Sign up page for webinar 5. Evaluation Form after webinar 5. Auto-responder to drip participants after webinar Basically, we need someone who is able to demonstrate a good understanding of email marketing and followups from there using Zoho CRM. Suggestions on the project is...

We want to establish an API connection to connect to our Zoho Projects

We are looking for a Zoho expert to help us develop and maintain our Zoho CRM system. YOUR RESPONSIBILITIES / WHAT YOU'LL DO - develop, implement and test requirements of our Customer Success and Sales department - Mailchimp Integration - Configuration & Customisation - Zoho Training for our Customer Success and Sales department - Module Customisation and Creations - Layout management and layout setup. - Workflow Automation. - Custom function Implementation - Call, Event and Task Management. - User Management - Webhook Implementations - Report Creating YOUR PROFILE / WHAT YOU'LL NEED - at least 2 years experience with Zoho CRM freelancing - excellent English or German skills (spoken and written) - understanding of digital products & SaaS - ...

I need a Zoho deluge function to add contacts to a session whenever a session is created. We will be using 2 custom modules : Sessions and Batches Whenever a session is created (workflow), run a function which: - Check for the batch - Get all the contacts assigned to that batch - Assign all the contacts to the session

I recently signed up for a real estate CRM system name REI Simple. Its mainly used for lease option and wholesaling. , I would like to speak with you since cold calling is involved. If you would be interested in coming on board, let me know. Some of the tasks, but not limited to: marketi...in coming on board, let me know. Some of the tasks, but not limited to: marketing, data entry, scraping Zillow and importing into CRM, then start reaching out to sellers, cold calling, and possible making contract offers. Thank you, • data entry • data mining • data scraping • web research • email handling • post ads • tax research • Lead generation(non voice) • Skip Tracing • Real Estate CRM (Zoho and Podio)putting data only • MLS • com...

We are a consulting services firm that relies on independent contract labor in the United States. We were forced to upgrade to Quickbooks Desktop 2020 recently, so this is our current version. We were founded in 2014, and would like to convert everything (all historical data) from quickbooks premier desktop 2020 to zoho books and obviously have everything reconcile. Below is a summary of the functionality we use: • Master Data ○ Items (We only have service items), Vendors (USD/CAD), Customers(USD/CAD), Customer jobs (USD/CAD), Chart of Accounts (USD/CAD- we have numbered these for ease of conversion) • Currencies ○ We have transactions in both USD and CAD. This includes bank accounts, invoices, payables, and transfers between USD and CAD accounts • Transact...

I need a guide of setting up Zoho project and anlyatics and Zoho book and show a dashboard to show EAC (Estimate at completion) and BAC (Budget at completion) and expense and invoices and bills etc ingrates with each other.

Hola Dani, Entre otros temas quiero mejorar esto: SEO Y SEM Mejora de la web - Mas rapida Estudio de borrar apartados para que sea más atractiva Añadir fotos y renders a la web, ACTUALIZAR FOTOS Alojamiento Web ww y Imes3d, escrito contrato 1 año. Y precio ZOHO O WEBMAIL(NO EnTRAN MAILS) Quitar apartado nuestros clientes. Mail WatchWorm y mas atraccion A AMAZON. Imes3D 2020 apie de pagina. ahora pone 2018 Cookies y LOPD

I need you to develop an application using Zoho

Need an EXPERT in ZOHO ONE to bring elements of Zoho One into an automated business workflow system. This will include document integration, systems, emails, data integration, tracking, invoicing, and bookkeeping. Please don't apply if you just want a job. We need someone who has provably done this before.

Company with retail store wants to launch e-commerce website using for ready made garments. Scope of...launch e-commerce website using for ready made garments. Scope of project is to create business plan and feasibility with outsourcing everything Business plan need for outsourcing uploading photos and data, create the theme on website, integration with the courier and bank or payment gateway, and manage online inventory database using Zoho Total products to upload is 5,000 styles.. Time frame required to launch Integrate with Zoho online software for inventory and data management and integrate with Shopify Costing for all required with Detail documents and process on a business plan and feasibility report of expense per style to cost the garment to sell online

Looking for a Zoho Analytics expert to write several custom reports. You must provide proof of a clear understanding and knowledge of Zoho Analytics. When replying to this job you must reply "Zoho One", otherwise, I assume you did not bother to read the description.

We are looking for specialist in Zoho Analytics/CRM or similar technologies to build us an additional module on our current Web Billing App. We would be looking for expertise to work off our SQL data base and build Dashboards and Reports for front end use on our web app.

We need to replicate these steps using a combination of Zoho CRM/Forms/Sign/Subscription Subscriptions 1. User Purchases Subscription 2. Asked to Register For an Account 1. Data is put into CRM with a tag based on type of subscription 1. Fitness or Fun Tag, for example 2. Converted to Customer if lead is present from salesIQ, forms, etc 3. User is verified if a “waiver” has been filled out 1. If a waiver is on file, then user is passed to payment screen 1. See Waiver Help Below 2. If not on file, then user is passed to waiver (form or sign) 1. After completing waiver, the user is passed to payment screen. Waiver 1. Over 18 Signing 1. The waiver is tied to their CRM contact 1. If lead it is converted to contact ...

Hi, I just need 1 API call in php using. give me quote and let me know if you have past experience in Ebay APIs?

Data migration from G Suite to ZOHO CRM Setup & configure a new ZOHO CRM system for ~4 users Requirements captured • Setup & configure new ZOHO CRM instance • migrating G Suite data (Docs & Sheets) in to a ZOHO CRM • how many CRM users/seats? ~4+ • ability to restrict users and data access i.e. a lead generator can’t see any data they haven’t captured in the CRM • Are there different categories of personal information (PII)? Yes, to be defined • Output file type from CRM? To be defined, what options are there? • how many managed desktops & laptops? ~4+ • provide initial & ongoing training to users on how to use the system • Adhoc other audit requirements

hey, we need to developp some integration using non-built in product in integromat, your job will be to teach me how to use and to make it work. Knowledge of WHMCS and ZOHO required

We are setting up our systems in Zoho Creator and we are looking for an expert to help set everything up. This includes work with fields set up, module set up, ZML creation, Auto Fields, Workflows, Integrations and more. If this sounds like you and you have the ability to work quickly, please get in contact with your best rate (We do not negotiate so please put your best offer forward).

REALIZZARE UNA NUOVA INNOVATIVA VERSIONE GRAFICA-UI DEL SITO WWW. ATTUALMENTE REALIZZATO CON TECNOLOGIA ZOHO-SITE. VOGLIAMO UNA IDEA BRILLANTE, NUOVA. SIAMO SPORTIVI, SPORTPASS E' UN CIRCUITO DI ATTIVITA' SPORTIVE ITALIANE. COME NELLO SPORT VINCA IL MIGLIORE. QUESTO E' UN PROGETTO UTILE ANCHE A SELEZIONARE NUOVI COLLABORATORI DA ASSUMERE PER TUTTI I NOSTRI PROSSIMI PROGETTI, PER CUI VI INVITIAMO A PARTECIPARE!

I need help to create a custom function in a zoho creator report so that I can send an email to multiple selected customers. I'm using zoho mail as my email client so I'll also need advice on whether this can be integrated with zoho creator or if I need to install an additional email client. I only want to hear from experienced zoho operators who have successfully set up a custom function before.

I need to build a maintenance management software to help with daily scheduling tasks for our company.

Zoho Books / Invoices Problem Statement 1: The invoice value (excl. taxes) is calculated in three ways: a) Fixed fee for project (eg. INR 5000) b) Percentage of Project Cost. (eg. if Project Cost is INR 100000, my percentage fee is 10%, I will be paid 10000 INR) c) Rate per sq. ft. (Eg, rate per sq ft is INR 25, and project size is 1000 sq. Ft, I will be paid INR 25000) These three need to be three options to calculate the subtotal in an invoice on Zoho books. The items marked in bold would be inputs from user. ————————————— Problem Statement 2: Invoices in the real world are usually created milestone wise. Eg. If total invoice value is INR 100 Milestone 1 - advance - 50% - INR 50 Milestone 2 comple...

i need to have a sm...Wordpress website with amazing design to showcase their projects, plots, homes, and shopping malls. need ability to allow other real estate agencies(partners) to signup and add their properties after admin approval. when some buyers view property he can see all pictures, map etc and when he contacts it will go to admin & CRM. admin can manage CMS and blog. link WhatsApp business, google analytics and zoho CRM on home page there will be top societies and projects, this is a real estate broker website so it needs to be specific according to their business. must be great and nice design and quick load on mobile. if you want to use existing template you have to create designs and graphics by your own. share me 5 top designed websites by you. attached are co...

Hello! Are you an appointment setting SUPER STAR? Our mortgage restructuring company is going and is looking for our next awesome opener. We are looking to add to our team somebody who can: - accept inbound calls off a mailer using RingCentral - take an application and update all fields in Zoho - follow up and collect needed mortgage documents - handle objections and rebuttals - book an appointment time in our closer's calendar The pitch is easy and you will not be required to accept any money on the call. Just follow the script and training to be able to book appointments. The candidate should be able to do 60+ outbounds per day to existing leads and produce a min. of 3 appointments per day, which is totally doable. We have a inbound calls from people interested in our prog...

Hi, We will need your help to create some solutions for our new startup; 1. Integrate our Zoho one suite with our new Shopify e-commerce site. 2. Create an order management app on Zoho Creator that is able to integrate with the barcode scanner and other Zoho one apps to manage the fulfillment of orders made on the website without needing to manually cross-check accuracy. 3. Integrate and optimize Zoho one suite for Inventory Management, POS Integrations, Sales Management, Report generation, Warehouse Management, Order Management, Delivery Management, and Payment Management. Happy bidding

Hi, We will need your help to create some solutions for our new startup; 1. Integrate our Zoho one suite with our new Shopify e-commerce site. 2. Create an order management app on Zoho Creator that is able to integrate with the barcode scanner and other Zoho one apps to manage the fulfillment of orders made on the website without needing to manually cross-check accuracy. 3. Integrate and optimize Zoho one suite for Inventory Management, POS Integrations, Sales Management, Report generation, Warehouse Management, Order Management, Delivery Management, and Payment Management. Happy bidding

We have an existing Zoho Project application with a template of tasks, dependencies, and status milestones. This is only in test/demo mode, and hasn't been used in real life yet. We want to fix a few things in Project (sorting the tasks in order they need to be completed), and integrate it with CRM, which we have been using for several years, so that activities in one trigger updates in the other. Also, when certain tasks are complete in Project, we want the status to automatically change. Attached is a document outlining the integration and automation functionality that we would like.

* Develop a strategy to grow our B2B Account Based Marketing prospect database - identify and enrich accounts and contacts data using 3rd party data such as ZoomInfo, Clearbit & ProspectIO * Develop the strategy and oversee our ZOHO CRM operations (process design and project manage development work to implement) * Implement improvements to our Martech stack (ZOHO ONE) such as live chat and Marketing Automation / analytics * Oversee our Wordpress website infrastructure and integration to ZOHO CRM * Oversee our business analytics setup to track marketing attribution

Experience with Zoho desk . Manage things using Zoho such as configure, install, development, data management, trend analysis, daily/weekly/monthly reports automation, new process implementation. Minimum overall experience around 10 years. Relevant experience minimum 3+ years.

We need a fusion of Zoho Inventory + Zendesk CRM System with Detailed Bills of Material for Product Costing along with all below features: Modules Required • Login system (Role based) • Invoicing (GST enabled, bill printing, debit/credit note, return) • Inventory Management (Zoho Inventory with Detailed Bills of Material) • POS Integrations • CRM Loyalty & Rewards • Multi Store Management • Accounting Features (Export to Tally) • Purchase Management • Sales Management • Product Management • Integrated barcode & Rfid reader • Report generation in printable formats- pdf and excel • Warehouse Managemen...

HI WE HAVE SMALL CUST DATA BASE WE HAVE OUR OWN WEB SITE AND LOGIN ON C PANEL... 70% DONE NOW I WAN...BASE I WANT ASIGN WORK THRU THAT DATA BASE TO MY TEAM....(WORKING PROPER) ISSUE IS SOME SEARCH IN DATA IS NOT WORKING PROPER.....(WORK FOR UR DEVLOPER) I WANT DYNAMIC VIEW .... OF MODULE....(WORK FOR UR DEVLOPER) I WANT DYNAMIC CHART OF ANY MODULE FILTER POSSIBILITY....(WORK FOR UR DEVLOPER) I WANT SET UP ZOHO API ....IN MY CRM TO GET DATA AND INCERT DATA ON ZOHO..(WORK FOR UR DEVLOPER)... AND SOME SMALL CHANGES.... ALL MODULE SHOULD DYNAMIC...WITH DYNAMIC WORK FLOW RULE SET UP....LIKE ZOHO CRM....(WORK FOR UR DEVLOPER) CALL ME OF MAIL ME.... COST AND FIX TIME... I ALL READY HAVE ANDROID BEST DEVLOPER ....SO NO NEED ANDROID WORK... TOP GEAR MULTIPLE SERCIVES PVT LTD P...

I am looking for someone to help us organize our Zoho platform including: 1. Reconfigure selected fields 2. Lead ranking 3. Build 2-3 workflows 4. Setup 2-3 automated processes 5. Help us setup Zoho Campaigns As part of the project, we want you to document steps and train us to how to do this for ourselves. We are a travel mgt company that sells exclusively to businesses, so it is all B2B sales and marketing. Our budget is $500 but we're open to negotiate based on your skills and experience.

I am the co-founder of SpotDraft - an end-to-end contract automation platform. Customers use us to create and negotiate contracts with their counterparts. We need to build a Zoho Integration that will allow the Zoho user : - To click on a button on a Zoho Contact that will trigger an API request to create a contract on SpotDraft (Primary use case) As the contract goes through the negotiation phase, the status of the contract will be updated. This status will need to get reflected on a specific field for that given Contact record. Once the contract has been executed, the executed version of the contract will need to get attached to the contact record that triggered the contract to be created on SpotDraft. We will be providing a REST API with basic auth that you can...

About Telp Telp has two businesses one that operates a small call centre with 2 to 6 casuals and another which focuses on being a partner or reseller of Zoho suite of solutions. About the role We require someone who has a demonstrated technical background, and that is proficient in IT systems and solutions, and ideally has experience in setting up VoIP, softphones, telecommunication systems, and most importantly call centre software. We are looking for someone who has expertise to advise in relation especially for set up of software that will most adequately handle remote workers. There are so many call centre software options or softphone options available and we need assistance in evaluating a number of options to consider which would be the best in terms of quality/reliability...

Necesito hacer informes dinámicos en zoho analytics, con información de tablas del Zoho CRM. LO que se necesita es hacer un panel de información en base a varios módulos creados de zoho crm

Hi, We are a accountancy firm from India and searching for CPA/CA firms outside India who wants to gets associated for work related to Quickbooks, Xero, Zoho, Myob, etc. We aspire to expand fast, turn around time and quality of work will be assured. Please connect for further discussion

I am urgently looking for somebody to build a dashboard (see attached) which can be accessed by multiple departments via unique department login and password. This is an urgent project which needs to be completed within the next week. The data is generated in Moodle and can be filtered using Intelliboard (but preferably not). The attached files display the required result and is from an old report which is no longer available.

We are implementing Zoho Books and need training on the various modules, functionalities for my team size of 8 to 9 people through online or virtual classes

Hi I need a search function that can search in different fields and include a AND condition. Example : Search for "Hello Car" means the field must containt Hello and Car

Looking for someone who can Customize template inside the Zoho Books as per my requirement, Although Zoho offers some pre-configured Invoice but we need to have it customized as per the need of one of our customer, i am sharing the copy of the sample invoice that needs to be incorporated and be ready for future use.

What we can do Create the required fields in the relevant Zoho module Create the forms in Zoho What we need your help with Advice on best way to set-up the fields in the relevant Zoho modules Review the forms that we have created in the back-end HTML and CSS design and implementation on our new website (Joomla backend) For the invoice: What we need help with: Customized invoice layout that pulls the fields from CRM (creating just one form as an example to show us how to do the rest) Associating the invoice with the event inquiry We would need guidance on (but we will try to do ourselves) : Automating invoice creation based on the deal stage. I can send more detailed spec for interested and professional ZOHO Developers that have a lot of experienc...

write down the Zoho CRM feature in my function spec format and point of view(from user point of view) and send back me word file. the format, tone, point of view(their original points are too sales talk and not subjective). pls see my attached sample(for other systems) for the style i like to have for their feature.

we need to develop Bi dashboards in Zoho analytics from sample data connecting SQL database

I run a recruitment business and use Zoho Recruit for our database / CRM...we have signed up to Zoho campaigns as it links with the Recruit database and now need to run some campaigns that look professional / corporate / polished. Previous experience in running multiple campaigns is majorly beneficial.

1. Looking for freelancer who is having experience to work on Zoho Creator independently, having knowledge of integration of Zoho Creator with other Zoho products like Zoho Books, CRM and others. 2. Knowledge of Data Migration is must.

The First Phase of the Project is already developed. The remaining phases will be developed on module wise. Each module will have separate functionality. The remaining details we will explain once we agreed on your profile and cost. This project module is going to be a continuous one. Although you do not have to work continuously, many more modules will keep coming in the future.

We have existing custom made CRM LMS system, where we have diff logins and hierarchy based rights.  Two diff databases, Leads and clients. With small logics, looking forward to move to Zoho, can show on remote and discuss on requirements. Please let me know if you will be interested to do this and discuss further.

Looking for someone who has ZOHO expertise in zoho crm and zoho campaign and zoho invoicing. Currently using Zoho and trying to systemize some of our functions and procedures. Looking for someone to work with us ongoing. We have been hit hard by CV19 being in Entertainment industry. Marketing background would be very helpful too. Website management bonus. Word Press.