Zoho jobs

...**professional promotional/advertising videos** * Strong video editing and motion graphics skills * Experience creating videos for **software, SaaS, technology, fintech, accounting, ERP, or business products** * Good understanding of marketing and advertising * Ability to explain a software product clearly to a business audience * Experience with other accounting software such as QuickBooks, Xero, Sage, Zoho Books, FreshBooks, NetSuite, or similar platforms is highly preferred * Understanding of basic accounting concepts is strongly preferred * Ability to understand our product and turn its features into compelling marketing messages * Ability to create professional screen recordings/product demonstrations * Ability to combine screen recordings with motion graphics, animations, i...

I need simple, easy-to-use custom Zoho forms designed for my small business. We purchase, receive, inspect, and sell printers and parts. Require forms for: - Purchase Orders The forms must integrate with Zoho Inventory to: - Automatically update inventory - Print barcode labels Ideal skills and experience: - Proficiency in Zoho Creator and Zoho Inventory - Experience designing custom forms - Familiarity with inventory management processes Looking for a freelancer who can deliver a user-friendly solution.

My goal is to start sending compliant bulk campaigns through two channels: WhatsApp Business (via Wati) and email (via Mailchimp) , integration with Zoho bigin will be preferred For WhatsApp, the account is already registered; I now need Wati fully configured: message templates approved, webhooks/API keys connected, sender profile completed, contact lists imported, and the broadcast process tested end-to-end. If a simple CRM or Google Sheet integration shortens the workflow, please wire that in as well. On the email side, the Mailchimp workspace must be structured from scratch: audience imported and segmented, a reusable HTML template built, and an initial bulk send scheduled with basic analytics enabled so I can see opens, clicks, and bounces in real time.

... • Feature a dynamic Career section that pulls live vacancies straight from Zoho Recruit via API or embedded widgets, so any change inside Zoho is instantly reflected online without extra manual work. • Showcase authentic client testimonials in a way that is easy for my team to update later. Smooth Zoho Recruit integration is non-negotiable; applicants should be able to search, filter, and apply to roles without ever feeling they have left our site. I’m open to WordPress, Webflow, or a comparable CMS as long as the back-end editing experience remains straightforward for non-technical staff. Deliverables I will sign off on: 1. Fully functional, responsive website deployed on our hosting. 2. Real-time Zoho Recruit job feed and applicat...

We are looking for an experienced Zoho Forms specialist to design and build a fully customized, professional booking form for our bus rental service. The form will be used by customers to request quotes and book buses for one-way trips, round trips, multi-day tours, and corporate/event travel. We already have the complete field structure and layout planned — you'll be responsible for building it out in Zoho Forms with the right logic, validations, and styling. Scope of Work Build a multi-section/multi-page Zoho Form based on our provided field list (customer info, trip details, bus preferences, itinerary, budget, confirmation) Set up conditional logic within the form (e.g., show "Return Date" only if "Round Trip" is selected; show itine...

...dashboard showing: * New leads * Quotes sent * Pending follow-ups * Site visits * Sales pipeline ### 8. Follow-up Automation * Automatic reminder messages * Site visit scheduling * Follow-up sequences * Lead status updates ## Preferred Tech Stack * OpenAI API (GPT) * n8n (preferred) or * WhatsApp Business Platform * Google Sheets or Airtable (MVP) * Supabase or PostgreSQL (preferred) * Zoho CRM (preferred) * PDF generation service * REST APIs * Webhooks ## Deliverables * Fully working AI conversation flow * Source code and workflow files * Documentation * Deployment assistance * Testing support * Knowledge transfer session ## Required Skills * OpenAI API * Prompt Engineering * n8n Automation * WhatsApp Business API * REST APIs * Webhooks * JavaScript/TypeScript * Node.j...

...still feels modern • Fully responsive layout, SEO-ready structure and Core Web Vitals-friendly speed • Seamless Zoho CRM integration: every enquiry or contact form must push leads directly into our Zoho pipeline with proper field mapping and source tracking • WhatsApp chat widget in an unobtrusive position • Google Analytics 4 plus Tag Manager installed and firing basic events from day one I’m open to your tech recommendation, though a custom PHP or Laravel stack is preferred. Whichever stack you propose, please confirm how you will keep the code lightweight and secure. To be considered, you must: 1. Show at least one live project that demonstrates successful Zoho CRM integration. 2. Outline your step-by-step approach to meet th...

I need a streamlined way to move my vendor contracts through Zoho without all the copy-paste and manual chasing for signatures. Every new vendor record should trigger the generation of its contract, populate the correct fields automatically, and flow straight into Zoho Sign (or a comparable e-signature tool inside the Zoho ecosystem) so the vendor can sign in one click. The scope is focused only on vendor agreements; sales or employment contracts are out of scope for now. I already have the contract wording and the vendor data stored in Zoho CRM, so your job is to connect the dots, build the workflow, and prove it works end-to-end. Acceptance criteria • A push-button or fully automated process that creates a ready-to-sign vendor contract from my exist...

The project involves a full Zoho CRM rollout combined with a native-style WhatsApp link-up so every customer touchpoint flows through one place. Scope of work • Configure three core CRM modules—Sales Automation, Marketing Automation, and Customer Support—so they work together seamlessly. • In Sales Automation I need Lead Management and Deal Management fully set up (custom fields, stages, assignment rules, basic dashboards). • Connect WhatsApp to Zoho CRM so incoming and outgoing messages are logged automatically on the right lead, deal, or ticket, giving my team a single conversation thread. • Map current data, migrate it cleanly, and test end-to-end to be sure no lead or chat gets lost in transition. Additionally: Looking for someone...

...Internal Documentation 14 Time Attendance & Shift Scheduling Biometric Integration, Shift Planning, Rosters, Overtime Management 15 Subscription & Billing Recurring Billing, Renewals, Proration, Dunning, Subscription Lifecycle 16 Compliance & Audit GST Compliance, Audit Trails, User Activity Logs, Security & Regulatory Compliance 17 API & Integration Hub REST APIs, Webhooks, Integration with Tally, Zoho, Shopify, Razorpay, Google Workspace, Microsoft 365 18 Workflow Automation Business Process Automation, Approval Workflows, Notifications, Low-Code Workflow Builder 19 360° Lead Generation Website Forms, WhatsApp, Meta Ads, Google Ads, Calls, Email, Referrals, Events, Landing Pages 20 Lead Automation Lead Scoring, Auto Assignment, Enrichment, Deduplication,...

...scattered customer and employee data into a single Zoho-powered workspace. The priority is to stand up two fully functional areas: • CRM – I need reliable lead tracking that captures prospects from web forms and email, routes them automatically to the right sales rep, and lets us convert qualified leads to contacts and deals in a click. Just as important, the system must let my support team log and resolve customer issues without losing the conversation history. • HR – Within the same Zoho ecosystem I want streamlined recruitment workflows (requisition approval, candidate pipeline, offer letters) and a tidy, searchable employee records vault that stores contracts, reviews, and compliance docs. I already hold Zoho One licences, so you can pul...

...I need you to deliver: • Optimise the existing landing page for conversions—compelling headline, benefit-focused copy, clean mobile-first design. • Integrate real-time communication tools (live chat, email/SMS autoresponder, optional calendar booking) so a rep can reach us the moment interest strikes. • Connect all forms and chat transcripts to the CRM of your choice (HubSpot, GoHighLevel, Zoho, etc.) with tags that help us segment, track, and nurture every lead. • Set up a short email/SMS drip that introduces our offer and nudges prospects to book a call. • Provide clear instructions for monitoring leads and tweaking campaigns going forward. Acceptance criteria: 1. Page loads in under three seconds on desktop and mobile. 2. Test subm...

...stay low-cost or free as we expand. • You will provision the first batch of accounts, test sending/receiving, and give me a clear, step-by-step guide so my team can create more on demand. • It has to integrate smoothly with WordPress—whether that means adjusting MX records through my DNS panel, installing an SMTP plugin, or another reliable route you recommend. If you favour platforms like Zoho Mail, AWS WorkMail, cPanel/Postfix on a VPS, or any other sustainable option, feel free to propose it—just keep pricing practical for a growing staff list. Once finished I expect: active inboxes, login details, concise documentation, and a quick orientation call so we’re ready to manage everything ourselves. Tell me which route you’d choose and the...

My goal is to start sending compliant bulk campaigns through two channels: WhatsApp Business (via Wati) and email (via Mailchimp) , integration with Zoho bigin will be preferred For WhatsApp, the account is already registered; I now need Wati fully configured: message templates approved, webhooks/API keys connected, sender profile completed, contact lists imported, and the broadcast process tested end-to-end. If a simple CRM or Google Sheet integration shortens the workflow, please wire that in as well. On the email side, the Mailchimp workspace must be structured from scratch: audience imported and segmented, a reusable HTML template built, and an initial bulk send scheduled with basic analytics enabled so I can see opens, clicks, and bounces in real time.

...Developer or Agency to build a custom, fully responsive cab booking web application for cabchalak.in. ​The scope includes a User-facing Web Application and an Admin Dashboard. ​Key Requirements ​1. User Web Application ​Core Booking System: Support for Outstation (One-Way and Round-Trip), Local Rentals, and Airport Transfers. ​Payment Gateway Integration: Multiple payment options including CCAvenue, Zoho Checkout, and Razorpay. ​Payment Flexibility: Options for both Partial (Advance) and Full Payments. ​2. Admin Dashboard ​Complete control panel to manage bookings, trip pricing rules, driver assignments, and transaction reports. ​Proposal Instructions for Bidders ​We want to evaluate your expertise and approach. In your bid, please outline: ​Proposed Architecture & Features: ...

I manage a small portfolio of 1–5 clients on Tally, Zoho Books or other similar software. What I need each month • Accurate bookkeeping : import or match bank feeds, code transactions, reconcile statements and close the period without lingering suspense entries. • Timely GST filing: prepare the returns, review with me for sign-off, then file before the deadline and archive the workings for reference. Gst reconciliation with books on a quarterly basis. • Clear financial reporting: after month-end, generate and share P&L, balance sheet and cash-flow snapshots, highlighting anything that looks off or needs my attention. About you You’ve spent at least two to three years working hands-on with Tally, Zoho Books, similar software and GST compl...

...an end-to-end lead management and marketing automation system covering: -CRM setup (HubSpot or Zoho) -Lead capture from website and Meta Lead Ads -Automated lead assignment and pipeline management -WhatsApp automation for enquiries, follow-ups, reminders, and booking updates -Email automation for lead nurturing and festival campaigns -Basic lead scoring and segmentation -Workflow automation using n8n (preferred) or similar tools -Dashboard for lead, conversion, and campaign reporting Deliverables -Fully configured CRM -Working automation workflows -WhatsApp and email journeys -Sales pipeline and dashboards -Documentation and handover session Requirements -Proven experience with HubSpot/Zoho CRM -Strong experience with n8n, Zapier, or Make -Experience integrating WhatsA...

...automation, workflow automation, lead generation, knowledge base integration, and business process automation. Which CRM platform are you interested in integrating with? Hub Spot Reason: It's easier to learn, integrates well with AI and automation tools, and is a good fit for a growing business like Paper Chase Funding. Second choice (if they allow more than one): Salesforce Do not choose Zoho CRM unless you already use it or they specifically recommend it for your project....

I run my books in Zoho Books and need a reliable hand to keep them tidy on a weekly basis. The scope is focused: track every dollar of sales revenue coming in and every operational expense going out, then reconcile the accounts so Zoho always reflects reality. Each week you will: - Pull the latest bank and card feeds into Zoho Books. - Categorise all transactions under Sales Revenue or Operational Expenses, attaching any available receipts. - Reconcile each account so balances match the statements. - Generate a concise weekly Revenue-vs-Expense summary through Zoho’s reporting module and drop the PDF in our shared folder. No invoice management or payroll work is required; those areas are covered elsewhere. Everything must stay within Zoho Books—no...

I have this one page website with a form. the form has a selector, depending on what you select from the dropdown it sends the emails to a different email. It worked just fine wit...website with a form. the form has a selector, depending on what you select from the dropdown it sends the emails to a different email. It worked just fine with mx records on my hosting, but the client wanted to use zoho mail insted of the hosting email accounts. So I changed the MX records for Zoho. Now, zoho apparently needs stmp to send the emails, but my shared hosting doesn't support smtp email send. I know Zoho has an API which can be used but maybe there's other solution. I’ll consider the job done once each dropdown option triggers a successful email into the ...

I’...criteria: decision-maker, verified contact details, expressed interest, and a time-stamped call note. • A simple daily report summarises dials, connects, and qualified opportunities. I’ll supply the core value proposition and brand guidelines; you refine the pitch, build the call list if needed, and keep compliant with any TCPA or local dialing rules. Experience with common CRMs (HubSpot, Salesforce, Zoho, etc.) is a plus so the hand-off stays seamless. Though healthcare in North America is the priority, strong results could open additional campaigns—potentially technology or finance—so I value a partner who can scale. If you’ve previously run international B2B campaigns that moved the sales needle, let’s talk about timelines, call ...

I run a busy domestic-and-commercial cleaning service and I’m ready to hand the frontline conversations to a reliable virtual assi...consistent presence on: • Facebook • Instagram • Twitter You’ll draft quick posts, answer comments, and funnel any serious enquiries into our booking process. Success looks like this: same-day responses across all channels, appointments entered accurately, and a steady flow of new prospects added to the pipeline each week. Tools we already use—or are open to—include Google Workspace, Calendly, Zoho CRM, and Meta Business Suite, but if you have a smoother stack I’m happy to hear suggestions. If you’re confident juggling phone, email, chat, and social media while keeping a pleasant, professio...

Crm intern specialized in zoho Key Responsibilities: 1. Manage, maintain, and optimize our CRM system for efficiency and usability 2. Develop workflows, automations, and data management strategies within the CRM 3. Monitor and analyze CRM data to surface insights on customer behavior and engagement 4. Train team members on CRM best practices and drive adoption across departments 5. Collaborate with marketing, sales, and operations to strengthen lead management and retention 6. Ensure data accuracy, compliance, and security within the platform 7. Generate reports and dashboards to support management decision-making What We're Looking For: 1. Proven experience managing CRM platforms (HubSpot, Salesforce, Zoho, or similar) 2. Strong understanding of CRM workflows, automati...

...bills where relevant, and • submit the returns through the GST portal on or before each statutory deadline. After filing, I expect the acknowledgement (ARN) and a concise summary of tax liabilities versus payments so I can keep my books in sync. If any notices arise, I would appreciate brief guidance on how to respond. Experience with Indian GST rules, the GSTN portal, and tools such as Tally or Zoho Books will be valuable. Let me know about your turnaround time, the information you’ll need from me at the start of every quarter, and any best-practice suggestions you follow to keep filings error-free....

I need an experienced freelancer to create an e-commerce site using Zoho E-commerce and link it with Zoho Inventory. The site will sell digital products. Key Requirements: - Build e-commerce site on Zoho - Integrate with Zoho Inventory - Sell digital products Ideal Skills & Experience: - Proven experience with Zoho E-commerce - Strong integration skills with Zoho products - Background in setting up digital product sales Please share past work on similar projects. I need this done ASAP.

...and the discipline to keep the CRM up to date. I expect concise weekly reports that show new contacts added, calls or emails made, meetings booked, and revenue closed so we can fine-tune the approach together. If you have a track record selling into hospitals, clinics, pharmacies, supermarkets, or specialty stores, you’ll ramp up fast. Ability to work in any mainstream CRM (HubSpot, Salesforce, Zoho) and confidently handle both cold calls and follow-up sequences is important. Deliverables (acceptance criteria): • Qualified leads and scheduled meetings within the healthcare and retail verticals • Up-to-date CRM entries for every touchpoint • Weekly performance summary clearly detailing activity and results That’s the whole brief—let’...

Our Zoho Books file has grown messy and unreliable; every module—​invoices, expenses, chart of accounts, and the related bank feeds—​needs a thorough sweep. Data-entry errors have crept in (incorrect invoices, misclassified expenses, wrong account details), duplicates are scattered throughout the system, and monthly reconciliations no longer tie out. In short, the entire company database must be brought back to a clean, audit-ready state. Here’s what success looks like from my side: • All duplicate contacts, items, and transactions removed or merged without data loss. • Invoices corrected for amounts, customer details, and tax treatment, then re-posted so A/R aging is accurate. • Expenses re-classified to the proper chart-of-accounts structure,...

A small, private CRM for running my agency. It replaces the spreadsheets and scattered notes I currently use to keep track of clients, the work in progress for each of them, calls I need to make, and money I spend on my clients' behalf. I have looked at HubSpot, Zoho, Monday and similar. They are all far more than I need, priced per seat for features I will never touch. I want a small tool that does exactly these six things well and then stops. The six core jobs - Keep a proper record of my clients and their contact details. - See all my active projects on a Kanban board and move them through stages. - Schedule client calls and get reliably reminded on my Windows desktop before each one. - Note which team members are working on which project. - Track money I spend on a client...

I need our new Zoho Inventory account configured from scratch so that managing roughly 200-300 products becomes truly effortless and feeds cleanly into Xero. My main objective is to streamline inventory management, not wrestle with work-arounds, so I’m counting on someone who knows the finer points of Zoho Inventory inside out. Scope • Build the entire product catalogue directly in Zoho Inventory (all entries will be added manually, no legacy import required). • Create a handful of custom, product-specific fields so we can track the extra details our industry demands. • Connect Zoho Inventory to Xero, map accounts correctly, and confirm that stock movements, invoices, and purchase orders sync without discrepancies. • Walk me ...

...straightforward: contact prospects from the lists I supply, introduce our life and health packages, pre-qualify them, and book follow-up appointments on my calendar. My primary goal is to generate fresh, interested leads—not general brand awareness—so every call should aim to uncover real buying intent. If you already work with a dialer, CRM, or call-tracking tool, let me know; I’m happy to connect my Zoho account or adapt to yours. You’ll receive an initial script plus product sheets to get started, but I welcome your tweaks and proven openers. I’ll track success by the number of qualified appointments set each week and the completeness of your call notes. Once the calling routine is running smoothly, we can explore adding email or social medi...

Our Zoho Books file has grown messy and unreliable; every module—​invoices, expenses, chart of accounts, and the related bank feeds—​needs a thorough sweep. Data-entry errors have crept in (incorrect invoices, misclassified expenses, wrong account details), duplicates are scattered throughout the system, and monthly reconciliations no longer tie out. In short, the entire company database must be brought back to a clean, audit-ready state. Here’s what success looks like from my side: • All duplicate contacts, items, and transactions removed or merged without data loss. • Invoices corrected for amounts, customer details, and tax treatment, then re-posted so A/R aging is accurate. • Expenses re-classified to the proper chart-of-accounts structure,...

...YouTube review of Zoho, the all-in-one productivity suite I currently use. The goal is a clear, engaging video that walks viewers through the key apps (Mail, Projects, CRM, Docs, etc.), shows real-time screen captures, and gives an honest take on usability, pricing, and who will benefit most. You’ll be free to highlight strengths and any pain points you uncover, but keep the tone balanced and practical so the audience finishes with a solid yes-or-no decision on whether Zoho fits their workflow. Deliverables • A concise Tamil script (≈1,000–1,200 words) • Screen-recorded demo clips stitched with voice-over • Final edited video, 6–8 minutes, 1080p, ready for upload (intro/outro included) Acceptance ✓ Accurate Tamil pronun...

I have a handful of spreadsheets—fewer than one-hundred total rows—that need to be brought into my Zoho Books account. The files don’t share a common layout, so each sheet requires a quick review, light clean-up, and proper field mapping before upload. Three kinds of records are involved: Invoices, Contacts and Expenses. Once everything is imported I should be able to open Zoho Books and see each invoice matched to the correct contact, with the related expense coded to the right category. You’re free to use any combination of Zoho Books’ CSV template, manual entry, or the native import tool, as long as the end result is accurate and no duplicate contacts are created. A brief note describing the mapping you used will help me trace any iss...

I need simple, easy-to-use custom Zoho forms designed for my small business. We purchase, receive, inspect, and sell printers and parts. Require forms for: - Purchase Orders The forms must integrate with Zoho Inventory to: - Automatically update inventory - Print barcode labels Ideal skills and experience: - Proficiency in Zoho Creator and Zoho Inventory - Experience designing custom forms - Familiarity with inventory management processes Looking for a freelancer who can deliver a user-friendly solution.

Seeking experienced Xero specialist to migrate full financial records from Zoho Books to Xero & set up 4 new companies. Scope: Open Xero subscription, migrate all historical data (2019–H1 2026), redesign chart of accounts, reconcile to audited statements, train staff. Completion: Fully reconciled Xero live, new CoA documented, walkthrough provided. Ideal: Proven Zoho→Xero migration experience, strong reconciliation skills. Share similar project examples & timeline.

Xero Migration & Setup Expert Needed – Zoho to Xero (Sports Federation) Description: I am seeking an experienced Xero specialist to migrate our complete financial records from Zoho Books to Xero and set up four new companies within the same Xero subscription. Scope of Work: Subscription Setup: Open Xero subscription in my name. Data Migration: Bring across all historical data including: 2019 opening trial balance Year-end figures from 2019–2025 Current half-year results (Jan–June 2026) Full Zoho export files, financial statements, and detailed trial balances Chart of Accounts Redesign: Establish a fresh, clean chart of accounts that supports detailed expense tracking. Open to recommendations on structure—whether retaining legacy co...

I need an experienced Odoo facilitator to help migrate invoices from Zoho Books to Odoo. Key requirements: - Migrate invoices only - Experience with both Zoho Books and Odoo - Ensure data integrity and accuracy during migration Ideal skills and experience: - Proficiency in Odoo and Zoho Books - Previous experience with data migration between these platforms - Attention to detail and problem-solving skills Looking for a reliable freelancer who can complete this task efficiently.

...launch Zoho One company-wide and need an expert to move our existing data into the platform smoothly and accurately. All information currently lives in a series of Excel/CSV files—around 1 GB to 10 GB in total—and must be mapped and imported into the appropriate Zoho One modules (primarily CRM, Books, and Projects). Here’s what I’m looking for: • Review my spreadsheets, clean duplicates, and match each column to the correct Zoho fields. • Configure any custom fields or modules needed so the data lands exactly where users expect it. • Perform the bulk import, then run spot checks and full reconciliations to confirm nothing is missing or corrupted. • Provide a brief hand-off document outlining the steps taken and any ...

I’m ready to roll out a brand–new CRM and I want it to do more than just store contacts. The core aim is to automate my marketing efforts end-to-end, from nurturing leads inside the database to launching high-performing social media ads without consta...start using the system immediately. Acceptance criteria: 1. I can enter a new contact and, within minutes, see the appropriate nurture workflow activate. 2. I can draft and publish a social ad from the same interface (or an integrated pane) without exporting lists manually. 3. Performance metrics for both email sequences and ads appear in one consolidated view. If you’re familiar with HubSpot, Zoho, Salesforce Marketing Cloud, ActiveCampaign, or similar stacks—and comfortable wiring them to Meta Ads Mana...

...preferred email platform, tell me how you will fold them into the plan and how you will measure results. Accounting A qualified accountant is essential to keep the books clean as the marketing effort scales. Monthly financial statements, compliance, cash-flow oversight and straightforward reporting are the core expectations. Familiarity with GST filings and popular Indian accounting suites (Tally, Zoho Books or similar) will be a plus. Interior Design We have an empty workspace that needs to be transformed into a sleek, corporate-style office. Help me develop a layout, select materials and finishes, and coordinate with local vendors so the space feels professional while remaining functional for a growing team. Key Deliverables • 3-month marketing roadmap covering offline ...

Lead Generation & Performance Marketing Specialist (Meta Ads + Google Ads + Zoho CRM) – Real Estate ProjectProject Overview:We are launching a residential real estate development brand (Dykaa) in Jaipur, featuring residential plots, flats, and are looking for an experienced Full-Funnel Performance Marketer / Digital Ads Specialist to set up, launch, and manage multi-channel paid ad campaigns across Meta Ads (Facebook & Instagram) and Google Search / Display Ads, fully integrated with our Zoho One ecosystem (Zoho CRM & WhatsApp Business API).Key Responsibilities:1. Meta Ads (Click-to-WhatsApp & Lead Gen)Create, manage, and optimize Click-to-WhatsApp and Instant Lead Form campaigns on Facebook and relevant buyer segments (local homebuyers, propert...

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

I need three clean, easy-to-read dashboards built directly inside my Zoho CRM so the sales team can glance at live numbers without digging through reports. The focus is on tracking sales performance, customer engagement, and conversion rates, all pulled from data that already lives in the system—no custom coding or outside integrations should be necessary. Here’s how I picture the job: • Dashboard 1 – Overall Sales Performance Pipeline value, deals closed/won, average sales cycle, and quarterly targets vs. actuals. • Dashboard 2 – Customer Engagement New leads vs. contacted leads, follow-up activity counts, email/phone touchpoints, and response rates. • Dashboard 3 – Conversion Rates Lead-to-opportunity, opportunity-to-dea...

...Webflow while following basic SEO best practices (metadata, internal linking, indexing, etc.). Coordinating marketing and sales processes to improve lead management and operational efficiency. Creating dashboards and reports using Looker Studio and Google Sheets. Identifying opportunities to automate repetitive tasks and improve overall workflow efficiency. Required Skills: CRM Management (HubSpot, Zoho CRM, or similar) Zapier, Make, n8n Google Analytics (GA4) Google Tag Manager (GTM) Google Search Console Meta Business Manager & Meta Pixel WhatsApp Business Platform Google Sheets Looker Studio WordPress and/or Webflow Basic SEO Marketing Automation Process Management Please apply only if you have proven experience with these tools. When submitting your proposal, include: You...

Project Overview We are migrating from Zoho/Excel to Odoo (Enterprise preferred) and need an experienced Odoo developer/team to implement: Core Odoo ERP setup Odoo Website + E-commerce Custom CPQ application (Python) for acrylic panel pricing Clean, secure, maintainable architecture (minimal hacks) This is not a beginner project. Scope of Work 1. Odoo Core Setup Sales, Invoicing, Purchasing Role-based permissions (management only ~10 users) Quote → Order → Invoice workflows Approval rules (margin / price overrides) No manufacturing floor access required 2. Website & E-Commerce Odoo Website (Community or Enterprise-compatible) Fully custom frontend styling (HTML/CSS/Bootstrap) Pages: About, Services, Case Studies, Gallery Product catalog + checkout Onl...

Project Overview We are migrating from Zoho/Excel to Odoo (Enterprise preferred) and need an experienced Odoo developer/team to implement: Core Odoo ERP setup Odoo Website + E-commerce Custom CPQ application (Python) for acrylic panel pricing Clean, secure, maintainable architecture (minimal hacks) This is not a beginner project. Scope of Work 1. Odoo Core Setup Sales, Invoicing, Purchasing Role-based permissions (management only ~10 users) Quote → Order → Invoice workflows Approval rules (margin / price overrides) No manufacturing floor access required 2. Website & E-Commerce Odoo Website (Community or Enterprise-compatible) Fully custom frontend styling (HTML/CSS/Bootstrap) Pages: About, Services, Case Studies, Gallery Product catalog + checkout Onl...

...keeping hospitals and assisted-living managers on the radar for future follow-ups. Your core task is straightforward: pick up the phone, introduce our services, underline our 24/7 availability, and open the door to client referrals. I will supply a brief capability statement, service brochures, and a list of rehab facilities in Essex County; if you already have a preferred call-tracking CRM (HubSpot, Zoho, Salesforce, etc.), we can sync it with my records, or you may log calls in a shared Google Sheet. Deliverables • Customized call script reflecting our value proposition • Daily call log with contact name, title, outcome, and next action • Weekly summary highlighting hot leads, follow-up needs, and any market feedback Acceptance Criteria • Minimu...

Project Overview We are migrating from Zoho/Excel to Odoo (Enterprise preferred) and need an experienced Odoo developer/team to implement: Core Odoo ERP setup Odoo Website + E-commerce Custom CPQ application (Python) for acrylic panel pricing Clean, secure, maintainable architecture (minimal hacks) This is not a beginner project. Scope of Work 1. Odoo Core Setup Sales, Invoicing, Purchasing Role-based permissions (management only ~10 users) Quote → Order → Invoice workflows Approval rules (margin / price overrides) No manufacturing floor access required 2. Website & E-Commerce Odoo Website (Community or Enterprise-compatible) Fully custom frontend styling (HTML/CSS/Bootstrap) Pages: About, Services, Case Studies, Gallery Product catalog + checkout Onl...

...can rely on for management decisions and upcoming tax filings. You’ll be pulling data from my existing records, reconciling any discrepancies, and delivering polished statements—ready for my accountant—by an agreed-upon date every quarter. I currently track transactions in QuickBooks Online, so proficiency with that platform (or a seamless workflow for exporting/importing if you prefer Xero or Zoho Books) is essential. Deliverables each quarter: • Reconciled accounts in QuickBooks Online • Balance Sheet • Income Statement • Cash Flow Statement • Brief commentary noting any anomalies or trends Accuracy and timeliness are my top priorities, and I’m happy to answer questions quickly so you have the numbers you need....

I already have the agreement template and i want someone to insert it inside Zoho Sign, and align it with a proper design; what I now need is a fully automated workflow. The goal is simple: I send a single link, the supplier opens it, fills in the required fields, signs, and the completed agreement routes itself back to me—no manual intervention at any stage. Here is what must happen inside Zoho Sign: • Convert my ready-made agreement into a self-service template with dynamic merge fields so suppliers can enter their company details, personal information and any other data I provide. • Generate a public signing link I can drop into an email or message; suppliers should never need individual invites. • Configure the signing order (single signer) an...