Zoho jobber

I need a freelancer who's familiar with Zoho Books, specifically in the areas of data entry, record-keeping, and regular financial reporting. Your job will involve: - Data entry and detailed record-keeping: You'll make sure all transactions are recorded accurately and in a timely manner. - Regular financial reporting: I rely on accurate, comprehensive reports to understand the financial health of my company. You'll need to create and present these at regular intervals. The ideal candidate for this role: - Is a certified accountant. - Has experience with Zoho Books. - Has an eye for detail. - Is reliable and punctual. If you're ready to take on a role that's vital to the functioning of my company, I'd love to hear from you.

I'm looking for a professional with experience in Zoho Creator to help create a summary page. I have created a simple hours form in Zoho creator for my employees to record their hours. These are recorded weekly. I want to have a summery page for each employee which shows various hours totals for each month. I have attached a screenshot of the page draft I have created. When you click on a month the weeks for that month open in sections at the top of the page and if you click on a week the form opens to edit in the box below... I have attached a screenshot of the form where the employees can fill out their hours and the employee details form.

I'm looking for an expert in Zoho Creator to customize my application. The goal of this project is two-fold: Data Collection and Reporting: - As per the project's requirements, we need between 5 and 10 data collection forms designed. - The expert will be responsible for designing these forms to ensure we collect the correct data from our users. - You'll then use this collected data to generate insightful reports. Workflow Automation: - We need to automate some of our basic workflows. - This will involve setting up simple triggers and actions within Zoho Creator. Skills and Experience: - Proven experience with Zoho Creator is mandatory - Experience in designing data collection forms - Expertise in setting up workflows I look forward to collaborating ...

We're running into a variety of issues with our current Zoho Inventory system, impeding our business' smooth operations. We're battling syncing errors, inaccuracies in inventory count, and missing orders. The code has also broken down, demanding immediate attention. The ideal freelancer for this job has considerable experience with Zoho, debugging, code optimization, and performance enhancement. Primarily, the tasks we require help with are: - Debugging and Error Fixing: The system has been exhibiting instances of syncing errors and missing orders which needs to be addressed. - Code Optimization and Performance Improvement: The code glitches have impaired our operations and we need an expert to optimize and enhance the system's performance. - Product Ad...

We want to do a scrapping of some data fields and insert it's to zoho crm

I'm looking for an expert who can dive into my Zoho ecosystem and fine-tune it specifically for enhancing my sales processes. I currently do not use other tools alongside Zoho, so this should be a straightforward task for someone familiar with Zoho CRM's capabilities. The job will involve: - Assessing the current setup of my Zoho CRM - Customizing modules and workflows to streamline operations - Implementing best practices for sales process optimization - Providing a brief training or guidance document Ideal skills and experience: - Proficiency in Zoho CRM customization - Proven track record of improving sales processes - Strong communication skills - Ability to provide training and support documentation Your expertise will not only optimi...

...Assistant¬¬¬¬¬ I can assist you the following administrative tasks: - I have strong organizational and time management skills - I have excellent verbal and written communication skills like email writing, email handling, email management, also I have proper knowledge of different email marketing platform like Klaviyo, Sendinblue, Zoho, SendPlus, Mailchimp, Mautic etc -I am expert to schedule appointments or meetings by using different online platform like Zoom, Google Meet, Zoho CRM etc. - I can design basic graphic design by using Canva - I am proficiency in Microsoft Office Suite, Excel, PowerPoint, Google Spreadsheet, Google Docs - I am expert of research and data entry tasks like lead generation, web scarping and data collection from different websi...

...to any Zoho payment form. It can be zohocheckout, zoho book, zoho billing, or anything that works. The order in woo status will be 'on hold' until the payment is successful. - For those who dont know zoho, they have Stripe Intergate as a payment processor already. Some zoho such as zoho billing allow you to create a credit card payment form, which the client can fill in detail, and then the charge will be processed by Stripe. - I dont mind if this credit card form is taken on a landing page. It doesn't have to be a form that embarked into my website. But if you can do that it ll be great. - After the payment is successful. the order status in Woo will be 'completed' PS. At the moment, I use a roundabout way meaning...

I am looking for a freelancer who can provide assistance with Zoho Books, specifically troubleshooting. The ideal candidate should have experience in resolving issues related to GST setup. Additional skills and experience that would be helpful for this project include: - Strong knowledge of Zoho Books and its features - Familiarity with GST regulations and requirements - Ability to diagnose and resolve software-related issues - Excellent communication skills to effectively understand and address the client's problem - Previous experience providing training on how to use Zoho Books would be a plus. If you have the necessary skills and experience, please submit your proposal.

We are currently looking to integrate Zoho as our CRM sales platform and are in search of an architect who can guide our developer to smoothen the development. This project is urgent and requires immediate attention. Ideal Skills and Experience: - Zoho system proficiency - Familiarity with various Zoho CRM features, particularly in Task Management, Customer Segmentation, and Sales Reporting - Proven track record in enhancing CRM platform use and efficiency - Ability to deliver quality results quickly, as this project needs to be completed ASAP - Prior Experience in integrating and implementing Whatsapp API tools (Business on Bot), Mail API tools (Send Crux & Mail Chimp) and Messaging tools as well. Your responsibilities will majorly revolve around designing the ...

I seek to swiftly build a robust integration that connects Stripe and Zoho Books via webhooks. My website will utilize Stripe to process both credit card and debit card transactions. I want certain actions in Zoho Books to prompt a webhook when a payment is completed with Stripe. These triggers should occur upon: - Invoice creation - Payment receipt - Expense record creation The desired freelancer should possess strong experience in Stripe and Zoho Books, with a proficiency in webhooks integrations. A firm understanding of payment gateways is essential as well. I need this project finished as soon as possible, so a commitment to a quick and efficient work pace is also crucial.

Description: We are seeking a skilled ASP.Net Core developer to create an e-commerce website similar to Zoho Store. This website will be a key component of our web application, functioning as a microservices application to handle all payment processes. Key Responsibilities: Develop an e-commerce store using ASP.Net Core, ensuring it's scalable and efficient. Integrate Indian payment gateways for smooth transaction processing. Implement Docker for application containerization. Develop a robust ledger system to manage the store's financial transactions. Incorporate OpenId for single sign-on (SSO) capabilities. Requirements: Proven experience in ASP.Net Core and web development. Strong knowledge of Docker and microservices architecture. Experience with integrating payment ...

...help me with my Zoho Expenses issues. I am currently experiencing the following specific issue: - Some products/all of them are not reflected in Zoho CRM - Expenses; Screenshots of how it supposed to be and how we see it now attached - Products syncing between Zoho Books and Zoho CRM; - "Customer Name" and "Payment Made" is not displayed anymore in Zoho CRM - Expenses. screenshot attached. I have not made any recent changes or updates to my Zoho Expenses account, and I am using the latest version. Ideal Skills and Experience: - Extensive knowledge and experience with Zoho CRM - Expenses - Custom Modules - Proficiency in troubleshooting and resolving Zoho Expenses issues - Strong understanding of expense repo...

...for an expert in Zoho CRM and Desk. The freelancer will have to help implement and optimize their functions on my platform. Tasks include but are not limited to: - Setting up and managing Lead Management. - Setting up Sales Pipeline Tracking. - Help Desk Ticketing. As a freelancer, your application should showcase your: - Relevant Past work implementing Zoho CRM and Desk. - Extensive experience in working with these tools. - Detailed project proposal outlining how you intend to carry out this project. My goal for implementing Zoho CRM and Desk is to increase sales efficiency, improve customer service, and streamline data management. Hence, I need a freelancer who can drive these outcomes and ensure an efficient workflow. Ideal candidates should have experience ...

We need to connect our CRM with our phone system in place. We need integration between Zoho CRM and WAZO (Asterisk 15) Features: - Click to call from Zoho Interface: callback user extention + keep time duration - Pop up when incoming call from WAZO and open customer record or if customer is not registred, open record creation and keep call duration It worked with ZOHO Phone bridge before annd it worked proprely but ZOHO CRM stopped the service few years ago. Thank you

...this job. I'm looking for a professional with great expertise in HTML/CSS coding, email design, zoho emall builder, and Zoho CRM customization ability. The main focus of this project has 2 stages: Stage 1: (We only want a quote for this stage for now) 1. Embedding two forms created in Zoho Forms onto the Website. (read attached PDF for details) 2. Custom Email Template Design: (read attached PDF for details) - You will be expected to implement a custom email template I will provide, using your HTML/CSS coding skills. I will provide the PSDs. There are 2 email templates that will need to be implemented using HTML/CSS coding - There are 8 email templates that will be built using the zoho drag and drop interface. Stage 2: Email Automation. ...

Zoho Setup Project - Need help setting up Zoho CRM - Have existing data that needs to be imported into Zoho - Require training on how to use Zoho CRM - Ideal skills and experience: - Experience with Zoho CRM setup and configuration - Knowledge of data import into Zoho CRM - Ability to provide training on Zoho CRM usage

Project Title: Zoho Online Store Setup and Configuration Skills and Experience: - Experience with Zoho CRM, Zoho Books, and Zoho Projects - Proficient in setting up and configuring Zoho accounts - Knowledge of online store module in Zoho Project Requirements: - Assistance with setting up a new Zoho account - Configuration of the online store module - Integration with existing systems, if applicable Deliverables: - A fully functional Zoho online store - Properly configured settings and modules - Seamless integration with existing systems, if required Note: The client does not currently have a Zoho account set up, so the freelancer will need to assist with the account creation process. The client also indicated that they may ...

I am looking for a Zoho Developer who specializes in Zoho Inventory and has experience with modifying existing features. The project timeline is more than 2 weeks. Ideal Skills and Experience: - Strong knowledge and experience in Zoho Inventory development - Proficient in modifying existing features in Zoho Inventory - Familiarity with Zoho CRM and Zoho Books is a plus - Ability to meet project deadlines and deliver high-quality work - Excellent problem-solving and communication skills

We're a printing company printing labels. I'm seeking a proficient Zoho Creator developer to create custom ERP solution-application to enhance data management and operational efficiency specifically for manufacturing process. My project needs, in particular, entail designing a custom database and orchestrating forms and workflows. The intended users are primarily my internal team. Top-notch skills in Zoho Creator, a keen understanding of data management applications, and experience in customizing workflows are key for this project. Having a knack for automating processes would be advantageous. Responsibilities include: - Developing a personalized, feature-rich database - Fashioning forms and streamlining workflows - Ensuring user-friendly interfaces for my team ...

I am seeking an IT specialist with expertise in migrating Google Drive and email to ZOHO Drive and email. The main reason for this migration is to primarily realize cost savings. This project encompasses migration of 6 email and drive accounts, which need careful handling. The preferred candidate should have proven experience in these types of migrations and a solid understanding of ZOHO's features and capabilities. Key tasks will involve: - Structuring the new ZOHO Drive based on team or department - Dealing with existing emails on Google by importing them to ZOHO Confidentiality and attentiveness to detail regarding data are of utmost importance. The contractor should assure a smooth and seamless transition causing minimal disturbance to ongoing operations.

I'm looking for an experienced professional who can integrate our current CRM system, Zoho, with our ERP system, Syspro. Our main objective is to streamline our Sales Order management by seamlessly synchronizing data between the two systems. - Tasks to be completed include: - Mapping and synchronizing customer data fields between Zoho and Syspro - Developing a strategy for real-time or scheduled data synchronization - Configuring the systems to allow seamless Sales Order management across both

We're a software start up and are just starting to use a zoho and chimpmail account. We need an experience marketing associate part-time to manage our accounts

Create a custom script to change stages

I'm in need of an expert in Zoho CRM who can assist me in creating a user-friendly and easy to navigate digital canvas for my CRM system. My main use for the CRM is for contact management, lead generation, and sales pipeline tracking. Thus, the canvas should prioritize these features. Here's what I need: * Create a digital canvas that aligns with a straightforward and easy to use interface, enhancing efficient business operations. * Design experience with Zoho CRM is a must, understanding how to best visualize contact management, lead generation, and sales pipeline tracking features. * Ability to craft a design that's neat and functional, rather than focusing on abstract or artistic elements. Ideal skills/Experience: - Proficient in Zoho CRM - St...

More details: What specific features do you need in the inventory management software? Purchase order management What specific functionalities would you like in the Purchase Order Management feature? Inventory management What specific functionalities do you need in the inventory management feature? Real-time inventory tracking,Stock alerts,Product categorization

...additional product options by the client. The key functionality we need is the ability to quickly calculate a selling price, factoring in transport costs, currency exchange rates, and desired profit margins. The solution can be as straightforward as an Excel sheet or a more complex program that can be accessed online through our cloud storage. PLease note our website is actually with Joomla and ERP is Zoho. The supplier's PDF price list is updated annually, and we would like the program to allow for easy updating of these new prices. Additionally, we intend to offer this program to other distributors and to our supplier, so the solution must be transferable and legally compliant for such use. Design Requirements: User-friendly interface Efficient and accurate data extrac...

I need an expert to upload my Zoho Creator application SDK to both Android and Apple stores. The purpose of this application is for internal back-office management. Even though I've skipped functionalities question, this application can perform user authentication, data management, and report generation. Although the completion period is within a month, I would prefer someone who can do it as soon as possible. If you have significant experience in Zoho Creator applications and store uploads, I would love to hear from you. Ideal skills: - Experience in dealing with Zoho Creator applications. - Proficiency in Android and Apple store upload procedures. - Understanding of back-office operations. Experience in similar projects will be a plus.

I am looking for a skilled Zoho coder to assist me with customization tasks. Specifically, I need help with modifying existing codes within a week. Skills and Experience Required: - Proficiency in Zoho coding and customization - Experience in modifying existing Zoho codes - Ability to work within tight deadlines

We would like to build a zoho creator app that will help us with the administration side of our small allied health business. I have started setting it up and can do the basics myself (basically creating the 'forms') however have no experience so would like someone to help with the more difficult parts. It is a little difficult to describe the job given my lack of experience with what is actually possible with zoho. The particular components we need are: Waitlist - Tracking the clients on our waitlist, the services they would like, whether their intake paperwork has been completed, triage notes from therapists, and communications between the bookings team. Service agreements and support plans (essentially contracts and quotes) - A form that can be filled out by a...

i need my wordpress site to integrated with ZOHO free CRM and send footer and contact forms data into CRM, i need some one who have strong grip on ZOHO CRM integration with wordpress and can do it quickly for me. mention bonjour in start of your bid, also there are 2-3 small responsiveness tweaks that you have to fix. Need it ASAP

As an eager innovator in the world of accounting, I'm seeking a high-caliber development team with a proven track record in producing accounting software. This project will directly challenge market leaders like QuickBooks, Zoho, and Sage by introducing a new, superior solution. Required features of the software: - Invoicing and Billing - Expense Tracking - Financial Reporting - Bank Automation -Consolidation -Fixed Assets Module - Auto Expense Categorization The software should be fully cloud-based, contributing to a seamless accounting experience across diverse platforms - Windows, Mac, and Web, also should be optimized for both user and accountant-side mobile applications. For the User Interface (UI), the design should be professional and corporate. An aesthetically prof...

...to be a long-term hire ## For a small starting fashion business in Dubai, I am seeking a candidate with intermediate-to-high experience in Amazon UAE FBA, inventory management software, basic accounting reports, e-commerce order fulfillment, barcode (or code) generation and use, and data entry skills. Requirements * A must* – Have previous experience in inventory management software such as Zoho Inventory, Intuit Quickbooks, Odoo, ..etc. – Very good EN comm skills (writing and verbal) – Very good comm response time. Highly recommended – Previous experience in kids' and women's fashion, especially homewear. – Flexible to work per hour or fixed term. – Knowledge of the Arabic language is a huge plus. – GCC or Middle East ti...

I am looking for a freelancer who can integrate the HelloBPCL API with Zoho for inventory management integration. The ideal candidate should have experience in API integration and be familiar with Zoho's platform. The project needs to be completed within a week, so the freelancer must be able to work quickly and efficiently. If you have the necessary skills and can start immediately, please apply.

Project Title: Redesign and improve our Zoho CRM Quote Template Design I am looking for a skilled freelancer to redesign and improve our Zoho CRM Quote Template design. The ideal candidate will have experience with Zoho CRM and graphic design. Specific Changes: - Focus on layout and formatting - Create an artistic and creative design Preferred Style: - Artistic and creative Specific Examples or References: - Client will provide examples and references for the desired layout and formatting Skills and Experience: - Proficient in Zoho CRM - Strong graphic design skills - Ability to create artistic and creative designs - Experience with quote template design If you are a talented freelancer with experience in Zoho CRM and graphic design, I look forward...

...in the development of a custom deal funnel using Zoho. The custom funnel should ideally have the potential to: - Measure sales conversion - Track customer engagement - Optimize various marketing campaigns Your Profile: Candidates with a proven track record in the creation and management of Zoho analytics are encouraged to apply. Kindly ensure your proposal includes: - Detailed project proposals - Past work - Extensive Zoho experience Build a proposal that showcases your experience, past projects, and how your skills apply to this project. Your understanding of the project will be a key deciding factor, so provide ample information on how you intend to implement and manage this custom deal funnel. Remember, we're primarily looking at Zoho Analytic...

...freelancer to help me set up automations for my CRM platform. CRM Platform: Leadgenerated (similar to GHL) Specific Set of Automations: Yes, I have a specific set of automations in mind. Primary Goal: The primary goal for these automations is to improve efficiency. Ideal Skills and Experience: - Experience with CRM platforms, specifically Leadgenerated (similar to GHL), Salesforce, HubSpot, or Zoho - Strong understanding of automation processes and best practices - Ability to analyze and optimize existing workflows - Proficiency in creating and implementing custom automations - Familiarity with integration tools and plugins for seamless data flow - Excellent problem-solving skills and attention to detail - Proven track record of improving efficiency through automations If ...

I'm sure this is simple fix, but I've got numerous clients to propose to and I need a relaible integrator. So what is you $ to fix this, please?

I am looking for a freelancer who can assist with troubleshooting our Zoho One system and resolving technical glitches. Specifically, we are experiencing issues with our system not performing as expected. It is important that these issues are resolved within a week. Ideal skills and experience for this job include: - Expertise in Zoho One system - Strong problem-solving and troubleshooting skills - Experience in resolving technical glitches - Ability to work under tight deadlines notes from ZOHO: From what I can understand, you have set up different COGS accounts and there is a different amount listed as the COG in each, for the same product. When selecting the product, sometimes it pulls from one COG account, and sometimes it pulls from the other, depending...

Need to assign - roles, applications, e mail templates, approval hierarchy, cloud telephony API integration, SMS trigger automation, reports, work flow automation

...experienced in using Zoho Books to help me manage the financial aspects of my small business. It is for a new restaurant bakery. We will scan and send the invoices and he will have access to our Bank Data in Zoho Books. The candidate needs to have knowledge on how to record Tips info related to the nature of the business. Size of the Business: Small business with less than 20 employees. Ongoing Bookkeeping Services: I need ongoing bookkeeping services to ensure that my financial records are accurate and up to date. Current Financial System: I am currently using Zoho Books for my business, so it is important that the bookkeeper is familiar with this software. Ideal Skills and Experience: - Experience in bookkeeping for small businesses - Proficiency in usin...

Ich suche einen Freelancer, der mir ein Tool entwickelt, welches regelmäßig (mindestens einmal die Woche) alle Förderprogramme der Webseite scraped und in ein passendes Modul in Zoho CRM überträgt. Dabei müssen alle Inhalte sauber übertragen werden und in die passenden Bereiche ins Modul bei Zoho übertragen werden. Damit ich weiß, dass Du die Beschreibung wirklich gelesen hast, beginne Dein Angebot mit dem Ergebnis folgender Aufgabe: 51+49 Bitte biete mir einen Festpreis für das Projekt an, der sich gewährleistet, dass der Prozess funktioniert. Es soll gerne alles immzoho Universum abgebildet werden.

Leading gather website with zoho set up like a landing page

I am in need of a freelancer who can seamlessly link my current ZOHO email to my Wix website inbox. The key tasks include: - Setting up the Zoho email integration on Wix - Ensuring all incoming emails arrive directly in the Wix inbox Ideal Skills and Experience: - Familiarity with both the WIX and Zoho platforms - Proven track record in email integrations - Excellent problem-solving skills Note that I don't require any extra feature at this moment for emails to be forwarded to any other email address. The ultimate goal of this project is to streamline my business communications by having all incoming ZOHO emails accessible in my Wix website's inbox.

As discussed I have attached a document with info about this job. Thanks fr your help.

I am looking for a freelancer who can assist me with migrating my data to Zoho CRM. Here are the details of the project: Current CRM System: Domain-Specific CRM called "Smart Office". I can extract the data through reports to multiple Excel files for Contacts, Notes, Events, and Deals. There is over 15 years of data with ~10K contacts. Data Size: Medium (1GB-10GB) Data Cleaning and Deduplication: Yes Requirements: - Experience in data migration to Zoho CRM - Expertise in handling medium-sized data migrations (1GB-10GB) - Knowledge of data cleaning and deduplication processes - Proficient in Excel or other data manipulation tools - Familiarity with Zoho CRM and its functionalities - Attention to detail to ensure accurate and error-free data migration I am...

I am in need of an expert who can successfully attract both small and medium-sized businesses to my Zoho Partner website for ERP implementation via SEO optimization. In lieu of past work or general experience, I am particularly interested in freelancers who can come forth with detailed project proposals that demonstrate a deep understanding of my needs. Your proposal should outline a comprehensive plan to attract prospective leads to our website and drive emails to our given address. And the region to concentrate is Canada and USA. Please share proposals according to the region.

...currently in need of a skilled professional with proficiency in ZOHO Field Service Management (FSM). I already possess a ZOHO CRM account. As for the specific customization, I'd like to see implemented are unique workflows, along with the integration of photos. Another particular requirement would be efficient CRM to FSM time management. The ultimate goal for this project is to streamline scheduling, thus enhancing our operational efficiency. So, any freelancer bidding should ideally have proven experience in workflow customization, integrating images into ZOHO FSM, as well as executing CRM to FSM time management tasks. A strong understanding of scheduling within ZOHO FSM will also be highly appreciated. Do bear in mind that ZOHO FSM is a rela...

We are looking for a skilled website designer and developer who can create a professional website for our IT company. Requirements: - Developing website design as per latest trend and hosting remotely on our prefered hosting provider. - Integration with Zoho CRM, Zendesk or Freshdesk ticketing system. - Website contents are ready - Pictures has partially from us and partially from your side. - A blog section to share industry news and insights - Approximately 60 pages in total - Remotely hosting the website. We will not share our hosting credentials. Skills and experience: - Proficiency in website design and development - Experience in e-commerce website design and payment gateway integration - Strong understanding of user experience and responsive design - Ability to create ...

I am looking for a skilled and experienced freelancer to create a CRM on ZOHO for my business. The CRM should have the following features: - Sales Pipeline: I need a CRM that can effectively manage my sales pipeline, allowing me to track the progress of each lead and deal. For the lead management feature, I would prefer standard features that are commonly found in CRMs. No specific requirements are needed. The CRM will be used by a team of 6-10 users, so it should be able to handle multiple users and provide secure access to each team member. Ideal Skills and Experience: - Experience with ZOHO CRM: The freelancer should have prior experience in creating CRMs on the ZOHO platform. - Strong understanding of sales processes: The freelancer should have a good understa...