Zoho trabalhos

Preciso de ajuda pontual dentro do ecossistema Zoho, especificamente na suíte de Produtividade e Colaboração. O foco agora é o Zoho Mail: quero deixá-lo pronto para uso com nosso domínio próprio, sem dores de cabeça com DNS ou segurança. O que espero de você • Configurar a conta no Zoho Mail e validar o domínio • Ajustar registros MX, SPF, DKIM e DMARC diretamente no provedor de DNS • Criar usuários, aliases e grupos essenciais, garantindo permissões corretas • Testar envio e recebimento para confirmar que tudo está 100 % funcional Critério de aceite 1. Domínio verificado dentro do painel Zoho Mail 2. Registros DNS pr...

Sou uma agente de seguros e preciso aprender a mexer na plataforma para cadastro de clientes, lembretes de tarefas, envio de emails e outras atividades.

...afirmar a ter a Atenção na Casa Da Mata para aos Freelancer ter ao seu Serviço em Atividade vista "FreeWork" podendo receber até mais de 50 Mil nesse Processo em Serviço na Casa De Sorteios Somos uma Casa De Sorteio Real em Destino a CNPJ em Itajaí no Estado de Santa Catarina e já dês de o Início aplicamos a nossa Segurança sermos um Verdadeiro Negócio tendo a nossa Comodidade obtendo Assinatura com Zoho Forms e também uma Loja Aberta no Mercado Pago (Também usamos ao Banco Infinity Pay ao Negócio e Empreendimento), agora ao dia 14 de Maio podendo festejar a 15 de Maio nesse Ano em 2025 buscamos ter a nossa Total Afirmação ao Sistema antes de poder ter a chama...

O Zoho CRM já está em uso há 12 meses com implantação básica dos módulos leads, contas, contatos e negócios. Precisamos aprimorar o ciclo de vendas e detalhes na estruturação, durante a criação da oportunidade, principalmente utilização de produtos de serviços para a composição da proposta, além de melhor controle sobre o variável do time de vendas.

Tenho um email profissional hospedado no google (03 contas) quero tranferir as mesmas para o zoho que é gratuito.

Preciso de um site para ser aprovado no rótulo de anúncios do Facebook para campanha eleitoral já tenho domínio no e também já tenho e-mail Zoho funcionando.

Realizar a configuração do zoho crm, fluxos, automações.

Ola Danilo, Tenho que executar o disparo de um email (template HTML ja esta pronto) para um grupo de 40 mil leads (ja tenho tambem a BD). Tentei fazer por conta propia pelo Zoho Campaings mas a taxa de abertura/interaçoes esta bem baixa. Precisaria de um especialista no assunto para melhorar esses resultados. Aguardo seu retorno

Setup e configuração da solução Zoho CRM Suporte técnico e manutenção Configurações de segurança Serviços de formação Fluxos de Trabalho e Automatização Relatórios Personalizados Planeamento da implementação Integração com outros serviços (Zoho, Google Apps, FB …)

Integração de ERP com ZOHO via api webservice.

Boa tarde . me chamo Anderson Estou precisando de programador da plataforma zoho que programe as funcionalidades email marketing captação de leads programação de chat na web e sistema de automação via whatzapp zoho . De preferencia que seja de Curitiba Paraná.

Necessito profissional de TI com experiencia em integração de ERP e CRM via API/WEBHOOK. Sistemas envolvidos: Conta Azul, Omie, Quickbooks. Zoho Books, Zoho CRM, Bitrix24

Pessoas para aplicar treinamento PRESENCIAL em Belo Horizonte-MG Brasil na ferramenta ZORO CRM. Estou criando pequena empresa e busco software de CRM como ZOHO e SuiteCRM para poucos usuários. A fim de fazer telemarketing ativo, relacionamento e prospecção com a base de prospects e clientes. Gostaria de receber um treinamento do ZOHO Crm em Belo Horizonte.

Preciso de um módulo para aceitar pagamentos na Plataforma Zoho-commerce via , é um intermediador de recebíveis, que processa pagamentos através de boleto bancário. O projeto deve contemplar algumas funções básicas: * Possibilidade de emitir boletos bancários através do paghiper, dentro da plataforma Zoho Commerce * Mostrar informações do boleto na tela final do pedido. (linha digitavel, url do boleto etc..) * Na lista de pedidos, na visão do cliente, ele tenha acesso ao boleto caso necessite reimprimi-lo * Integração com campo cpf/cnpj existente ou possibilidade de criação de um campo personalizável. (pois a partir de janeiro 2017, passou a se...

Configuração de email na Plataforma Zoho Workplace. Versão Free Plan. Deve-se configurar o domínio adquirido no Registro BR: nanasantos.com.br. Grato,

Eu trabalho em curso relacionadas com o nosso projeto anterior 'Configuração de Email no Zoho Workplace - Versão Free Plan'

Configuração de email na Plataforma Zoho Workplace. Versão Free Plan. Deve-se configurar o domínio adquirido no Registro BR: nanasantos.com.br. Grato

Preciso de um freela bem experiente em hospedagem que saiba preparar um VPS junto com outro servidor proxy. Eu tentei o combo mais fácil e conhecido que é o DigitalOcean + ServerPivot + CloudFlare + Zoho Email mas não consegui. Consegui tudo, menos conectar ao database. Além disso, esse combo não é offshore. Eu quero servidores fora dos Estados Unidos, quero no Panama, na Russia, Paises Baixos et cetera. Meu site não é ".," é ".com", e é todo em inglês. Então, também não quero hospedar em servidores brasileiros. Eu já tenho uma boa ideia em quais servers eu quero hospedar, mas não sei fazer o proxy.

Viva, temos neste momento uma aplicação que foi desenvolvida em laravel por um consultor externo. Neste momento, a aplicação já esta em produção, mas necessita de alguns melhoramentos. Esta aplicação recebe informação de leads e contactos de uma aplicação de CRM (Zoho), que, por sua vez permite gerar simulações de propostas e propostas para depois apresentar aos potenciais clientes. Atualmente, no que diz respeito à integração com o CRM, será necessário disponibilizar forma de forçar update de forma manual (em vez do schedule). Acrescentar um campo memo num formulário - para observações; Depois de preencher um fo...

Trabalhar em projecto no Zoho Creator

os e-mails da nossa loja estavam disparando indevidamente, resolvemos mudar para porém, o zoho exige que confirme o dns do dominio, acessei a cpanel e somente abri algumas pastas e a loja saiu do ar, inclusive na mcbrasil está mostrando uma msg na parte superior, qdo se clica em comprar um produto, não continua.

Preciso integrar o meu FreePBX como o Zoho (CRM ou Support) para fins de geração automática de tickets de atendimento das chamadas de entrada. Need integration between FreePBX and Zoho (not sur if CRM or Support) to get ticket numbers in incoming calls.

Preciso fazer uma integração da MundiPagg com as ferramentas citadas.

Tenho uma empresa de Coaching e agora que estou iniciando as atividades de forma mais agressiva. O objetivo é termos uma plataforma única para todas as ações comercias e marketing. Analisei algumas soluções, no entanto a que mais chamou a atenção foi o Zoho pois é ampla e possibilita a integração de várias atividades. Minha intenção é que o freelancer ofereça os serviços de configuração e gestão da plataforma.

...coordinating internal communications, and supporting administrative functions across the gallery. This role requires someone who understands client lifecycle management, is comfortable working with high-end clientele, and can maintain confidentiality and professionalism at all times. ⸻ Key Responsibilities CRM Management & Optimization • Manage and maintain CRM systems (e.g., HubSpot, Salesforce, Zoho, , Airtable, or similar platforms) • Update client records, collector profiles, and transaction history • Segment contacts (collectors, artists, partners, prospects, VIP clients) • Create automated workflows for email follow-ups and lead nurturing • Track sales pipelines and generate performance reports • Monitor inquiries from website, so...

Our Zoho Bigin account needs a clean, reliable bridge to Meta Ads. The immediate priority is the WhatsApp lead flow: conversations arrive, but the data does not always map back to the correct contact or deal, so I am fighting constant data-sync issues. Once that pipeline is solid, I also want the existing Meta Ads Forms connection reviewed and adjusted so every new form submission lands in Bigin with the right fields populated. Here is what I expect from you: • Fix the WhatsApp integration so every message, name, phone number, and ad set identifier syncs to the right place in Zoho Bigin without manual intervention. • Audit and tune the Meta Ads Forms integration to the same standard of reliability. • Document the configuration and any custom functions (De...

Zoho ERP Integration Specialist Project Overview A leading service contractor company in Kenya, seeks an experienced Zoho ERP Integration Specialist to implement a comprehensive Zoho One ecosystem. The project involves configuring and integrating 11 Zoho modules with external systems including KRA eTIMS and M-Pesa APIs, tailored for Kenya's regulatory environment. Project Details Duration: 2-4 weeks (0-1 months) Work Model: Remote with occasional on-site visits to Nairobi Modules: 11 Zoho modules + 3 custom Zoho Creator applications Key Integrations: KRA eTIMS Type C, M-Pesa B2C API, Inter-module automation Budget: Competitive - Based on experience and proposal Note: Detailed Scope of Work document will be shared with shortlisted candidates. R...

Scope Overview (High Level): We are a startup and we are looking for an experienced Zoho FSM resource to implement and support: • Zoho FSM core setup and configuration • FSM Technician App for PSOs • FSM Customer App for service booking, tracking, payment, notifications • WhatsApp Business API integration for booking, Payment link and notifications • Custom company website – with the ability to intake service requests into Zoho FSM as requests Automated workflows for: o Request intake from FSM Customer App and WhatsApp o Work order creation > Service o Technician assignment based on availability and location o Job acknowledgment and execution • Payment gateway integration (UPI, cards, net banking) • Auto invoicing (Defin...

...**Systems to be used** * **Sirvoy PMS** – for room bookings and front desk * **Loyverse POS** – for restaurant and bar sales with inventory control * **Zoho Books** – for accounting, expenses, payables, and financial reports * **Zapier** – to automate data flow between the systems **Scope of Work** 1. Configure **Sirvoy PMS** * Room types, rates, taxes * Basic reservation and checkout workflow * Ensure checkout/folio totals can be sent to Zapier 2. Configure **Loyverse POS** * Menu items (food & drinks) * Categories and modifiers * Inventory and basic recipes/ingredients for bar control * Daily sales reporting 3. Configure **Zoho Books** * Chart of accounts (Rooms Revenue, Bar Revenue, Restaurant Revenue, Expenses...

...inside Zoho CRM and need someone to keep the lead-status field perfectly up to date. Each month you will log in, review the leads I flag, and adjust their status so the pipeline reflects reality. The job is strictly about lead status updates—no contact-info edits or product data work required. Here’s how I see it working: I’ll share an export or a view link at the start of every month that shows which records changed stage. You confirm any questions with me, then update the corresponding status values directly in Zoho. When you finish, send back a brief summary (number of records touched, any issues encountered) so I can close the reporting loop on my end. Accuracy matters more than speed; the key acceptance criteria are that every designated lead recor...

...work with us month after month. ⸻ Scope of Work 1. Email Marketing (Primary Focus) • Plan and execute 2–4 email campaigns per month • Product promotions, new arrivals, offers, seasonal campaigns • Target audiences: • Businesses • Councils • Schools • Sports clubs • Healthcare & trade customers • Write clear, professional B2B-focused email content • Use tools like Mailchimp / Klaviyo / Zoho Campaigns (experience with any is fine) • Basic reporting: open rates, click rates, recommendations ⸻ 2. Social Media Management • Manage Facebook & Instagram • 3–4 posts per week • Content types: • Product highlights • Custom branding work (embroidery/printing) • Offer...

BaseTend is seeking an experienced Zoho Specialist to help design, integrate, and extend our Zoho ecosystem across multiple brands. This role is both strategic and hands-on, covering Zoho architecture, automation, and advanced integrations. A strong portion of this role involves AI and automation tooling, including ChatGPT-style workflows and external orchestration platforms. This is not a one-off task. We are intentionally looking for a long-term working relationship. Core Responsibilities Architect, configure, and optimize our Zoho infrastructure (Zoho One environment) Integrate ChatGPT / OpenAI (MCP-style workflows, APIs, or assistants) into Zoho applications Manage and connect multi-brand operations within Zoho (CRM, Creator, Desk, ...

I run a private limited company and need a qualified Chartered Accountant to prepare and submit our Income-Tax Return. All income this year is classified as bu...before the deadline. Please handle: • Collation and reconciliation of transactions • Preparation of financial statements compliant with Indian Companies Act and Income-tax Act • Computation of tax liability, including any advance-tax adjustments or carry-forward losses • Online filing of the ITR and delivery of the acknowledgment I prefer someone who is comfortable working with Tally or Zoho Books (whichever you find easier) and can walk me through any queries the CPC might raise later. Accuracy and timely completion are crucial; once the return is accepted by the Income Tax Department, the job...

Fix TimeTracker application for zoho.

I’m refreshing my Zoho Books file as of 1 April 2025. Historical activity will stay archived in the same organisation, but from that date forward I want a clean ledger driven by accurate opening balances. Here’s what I need from you, ideally in a live one-hour session we schedule immediately after you accept the job: • Post opening balances for every customer, vendor, and the remaining balance-sheet accounts so the 31 Mar 2025 closing trial balance rolls forward perfectly. • Use the existing control accounts—I’ve already created them—so no redesign is necessary; just make sure the journal entries hit the right ledgers. • Maintain data integrity: no alteration or deletion of pre-01-Apr-2025 transactions. • Finish with a reco...

I need an experienced Microsoft 365 specialist to move our logistics company, NUVECA, completely off Zoho Mail (1–10 accounts) and onto a new Microsoft 365 tenant. Every message and folder must arrive intact. Our domain is registered on Porkbun and server access is handled by an internal IT teammate. You will supply him with the exact DNS records—MX plus the correct SPF, DKIM and DMARC entries—and stay on top of propagation until all checks pass. Once mail is flowing through Microsoft 365, I also want our website contact form to relay through the new SMTP service so that enquiries hit the right mailbox without fail. We currently open mail in Thunderbird, Outlook and Webmail, so those clients have to connect smoothly after the cut-over, with clear instructions we ...

I need an expert to set up Zoho CRM with a focus on: - Lead Management: Organizing and tracking potential leads effectively. - Workflow Automation: Streamlining processes to enhance productivity. - Custom Reports: Generating tailored reports to meet specific business needs. Data migration is not required. Ideal candidates should have extensive experience with Zoho CRM, especially in the specified areas, and a proven track record of successful implementations. Please provide examples of previous work and relevant certifications if available.

...external APIs, then logs the full interaction—audio plus structured summary—into Zoho CRM under the correct contact or ticket. • At hang-up, the caller receives a follow-up email (template supplied) triggered from Zoho. Must-haves • End-to-end voice model only—no separate speech-to-text or text-to-speech layers. • Latency comparable to human conversation. • Natural turn-taking, interruption handling, and sentiment detection to decide whether to escalate. • Dockerised deployment with environment variables for RingCentral SIP creds, Zoho OAuth, and knowledge-base endpoints. • Clear documentation and a short demo video showing a live call routed through RingCentral into the agent and the resulting Zoho l...

...actual a la suite Zoho y quiero asegurarme de que cada módulo quede totalmente operativo y alineado a nuestros procesos internos. El alcance incluye: • Ventas (Zoho CRM): traspaso de clientes, oportunidades, cotizaciones y flujos de seguimiento. • Finanzas y Contabilidad (Zoho Books): importación de catálogos, pólizas, facturas y conciliaciones bancarias. • Inventario (Zoho Inventory): migración de productos, SKUs, existencias, series y alertas de reabastecimiento. • Mercadeo (Zoho Campaigns/Marketing Hub): configuración de listas, plantillas, automatizaciones y reportes. Además de la migración de datos, requiero: – Mapeo y limpieza previa de la informació...

...Provide periodic financial summaries and insights Identify discrepancies, inefficiencies, or accounting improvements Requirements: Strong experience with Zoho Books (required) Prior experience in real estate bookkeeping (investments, SPVs, holding companies, management entities preferred) Ability to work independently and part-time on an ongoing basis Detail-oriented with a strong understanding of bookkeeping best practices Comfortable providing insight and recommendations, not just data entry Engagement: Remote Part-time, ongoing Opportunity to grow with the company Please include a brief overview of your experience, Zoho Books proficiency, and any real estate-related bookkeeping background....

I am MBA (Finance) qualified & specialized in Finance & word processing programs and have 15 years of experience in different kinds o...position in the worldwide market. During my practice and work, I was handling different tasks concerning Auditing & budgets, but I mastered skills like Financial Analysis, Financial Reports Preparation, Budgeting & Forecasting, Financial Decision Making, Staff Management, Development of Computerized Solutions & their administration, payroll management, invoicing & Proficient in QuickBooks, Sage, Xero, Zoho, MYOB, Freshbooks, Tally, Wave, Quicken and other, etc. Those experiences made me feel comfortable learning new methods and techniques and finding my place in a team working environment, which I believe will be usable at n...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows...

I have just chosen Zoho Books for my small consulting practice and need someone to walk me through a clean, one-user setup. The goal is to start issuing invoices and tracking expenses without any messy trial-and-error work on my side. Here’s what I expect from you: • Configure the organisation profile, fiscal year, GST/VAT or relevant tax settings, and an appropriate chart of accounts for a service-based business. • Activate online banking feeds, import my opening balances, and create sample transactions so I can see the flow end-to-end. • Set up branded invoice and payment receipt templates and make sure my Stripe payment gateway connects smoothly. • Give me a concise Zoom hand-over session (recorded) explaining daily workflows—creating invoices, re...

Hello, We are using Zoho Books (UAE VAT module enabled) for both B2C and B2B invoicing. Currently, each invoice contains multiple services (often 10–15+), and each service consists of: Government fees (VAT exempt) Service/processing charges (VAT @ 5%) Typing or administrative charges (VAT @ 5%) Our challenge is invoice presentation. If each component is shown as a separate line item, the invoice becomes too long and difficult for customers to read. Desired outcome: We want the invoice to display a summarized table with limited rows, while still maintaining correct VAT treatment and accounting accuracy in Zoho Books. Specifically, we would like to explore whether customization (Deluge + template customization) can achieve the following: A summarized invoice tabl...

I’m rolling out Zoho CRM and Zoho Projects across Sales, Customer Support, and Marketing with one clear objective—streamlining daily operations. I already have the licences; what I need now is an expert who knows the platform inside-out, from profile and role permissions to module customisation, workflow automation, and cross-app integrations. Here’s how I picture the engagement: • We jump on focused screen-share sessions (a few hours at a time) where you configure, demonstrate, and fine-tune settings live. • You advise on best-practice data architecture, user roles, and security settings, then build the agreed changes directly in my account. • Light documentation after each session keeps track of what was done, why, and how to adjust it ...

...are From Finedots Visual Technology Pvt Ltd … We have created an online store in Zoho commerce and we have completed some of setups … And some of the setups are not completed ... We want to complete those steps and also want to complete Backend works ....which are Mentioned Below Integration of shipment partners shipRocket and Delivery details available within the system for reference Zoho Configuration Setup of SalesIQ chat widget on the website tracking and real-time chat configuration capture from chat conversations Zoho Marketing Automation email campaigns based on user actions Lead segmentation and scoring setup Zoho PageSense 8 Website behaviour tracking and analytics setup visitor activity

...Action plan for continuous improvement Freelancer Requirements Must share previous lead generation case studies Experience with India + US campaigns Ability to communicate clearly and meet deadlines Available for regular updates and performance discussions Nice to Have (Optional) Experience in our industry/niche Copywriting skills for ads & landing pages CRM integration experience (HubSpot, Zoho, etc.)...

I'm seeking an experienced Zoho automation specialist to integrate Zoho CRM with Outlook, Facebook, and LinkedIn, and to create bespoke automations. Key Requirements: - Integrate Zoho CRM with Outlook to: - Sync emails - Create tasks from emails - Calendar integration - Manage leads - Automate the following processes in Zoho CRM: - Lead management - Email marketing campaigns - Customer follow-ups Ideal Skills and Experience: - Proven experience with Zoho CRM and its automation capabilities - Familiarity with Outlook, Facebook, and LinkedIn integrations - Strong organizational skills and attention to detail - Ability to create custom automation workflows Looking forward to your proposals!

I need a Zoho-native chat bot that can sit inside SalesIQ, greet website visitors, answer their sales-related questions in real time, qualify each lead, and push enriched data straight into Zoho CRM. The flow I’m picturing is: • The bot opens with a friendly prompt, asks a few qualifying questions, and scores the lead. • It replies instantly to common product queries (pricing, features, availability, etc.) using an AI knowledge base you’ll train from my existing FAQs, brochures, and web pages. • When the prospect meets my criteria, it should schedule a follow-up task or create a deal record automatically; if not, it tags them for nurture. I’ve already connected SalesIQ and CRM; you’ll focus on configuring the bot rules, training th...

I’ve already built a quotation template inside Zoho CRM; it just needs our JPEG logo placed in the top-right corner without disturbing the current layout or merge fields. Alongside that, I want a fresh invoice template created in the same system so both documents share a consistent look and feel. For the invoice, please structure it to show our company details and logo, the client’s information with line-itemised products or services, plus clear payment terms and due dates. I’ll send the existing quote file, the logo, and any branding colours as soon as we start. Deliverables: • Updated quotation template with logo correctly positioned and tested inside my Zoho CRM account • New invoice template matching the quote’s style, containing all ...