Zoho trabalhos

Integrar el boton de WhatsApp a CRM Zoho

I am looking for an experienced bookkeeper to help with various aspects of my accounting tasks....of my accounting tasks. Here's what I need: - General ledger maintenance: You'll keep my general ledger up-to-date with all transactions and adjustments. - Accounts payable and receivable management: I need someone to monitor all outgoing payments and money owed to us. - Financial statement preparation: You will be responsible for preparing all necessary financial statements. I currently use Zoho for my bookkeeping, so proficiency in this software is crucial for the role. While there aren't any specific categories or accounts I'd like you to track, having a broad understanding of all aspects of bookkeeping, including income, expenses, assets, liabilities and equit...

We're seeking Zoho Desk expertise for a multitude of functions. Specifically, we need assistance with: - Setting up Zoho Desk - Customizing ticket workflows - Managing customer support tickets - Adding new channels like email, phone and internal tickets integration Further, desired functionalities include: - Knowledge base for self-service - SLA management for timely ticket resolution - Automation of ticket routing and assignment The ideal freelancer should have thorough knowledge of Zoho Desk functionaries to assist us in setting up best practices as well. Your role will be pivotal in improving our customer support experience. Previous experience in similar roles will be advantageous.

I need help sorting out my Zoho Books software to accommodate my construction business. Here's what you need to do, - Setup Chart Accounts - Organize Ledgers - Reconcile Accounts - Data filling for VAT We've been using this program for invoicing, but now we need to take it a step further. Objectives: 1) Prepare to submit VAT. 2) Produce the following financial statements: - Balance Sheet - Income Statement - Cash Flow Statement I need this done as soon as possible. Ideal candidates would be those with: - Deep understanding of accounting principles - Extensive experience with Zoho Books - Experience in VAT filing for businesses - Knowledge in generating financial statements Please feel free to ask me any questions that will help you put toge...

I am looking for a freelancer to create a Zoho campaign template for email marketing. Specific requirements: - I have a general idea of the design but I am open to suggestions and creativity. - The template should be visually appealing and professional. Timeline: - The timeline for this project is flexible, with more than 7 days to complete the task. Ideal skills and experience: - Experience in designing Zoho campaign templates - Proficiency in email marketing and design - Strong attention to detail and ability to create visually appealing templates.

I have a small company and I'm looking for a freelancer who can manage our finance system using Odoo or Zoho or any other too for accounting systems. The professional I hire should have substantial knowledge of Odoo or Zoho and should be able to make the most out of its features. Specifically, I need someone to manage: - Invoicing: Creating, sending, and tracking invoices for all our transactions. - Inventory Management: Tracking our product inventory for efficient turnover. This task requires a level of expertise enough to support 1-5 users. Prospective freelancers should therefore have sufficient experience in handling a system with such user capacity. Prior experience in proving Odoo support for small businesses with a similar user scope would be an added advantag...

I'm keen on recruiting an expert in Zoho CRM who can assist with sophisticated marketing automation tasks. Specifically, I need help with: - Lead scoring and nurturing: Establishing parameters to rate potential customers based on their interaction with our brand and successfully nurturing these leads through personalized engagement. - Email marketing campaigns: Assisting in the delivery of tailored email marketing initiatives that can effectively amplify customer engagement and conversion rates. Ideal freelancers will have extensive expertise in Zoho CRM, particularly in facilitating marketing automation processes. Proven skills in lead scoring, nurturing, and designing strategic email marketing campaigns are also essential. The successful candidate will understand ho...

Hello potential Shopify and Zoho CRM integrators, I am seeking an expert who can aid me in seamlessly integrating Zoho CRM with my Shopify store. My main focus lies in: • Synchronizing Customer Data - The key task of this project is to ensure customer data from my Shopify store is consistently transferred to my Zoho CRM. • Hourly Updates - To maintain data consistency and accuracy, the synchronization should take place on an hourly basis. The right candidate for this job should possess sound knowledge and experience in both Zoho CRM and Shopify platforms. You should have an excellent track record of working on comparable integration projects. Proficiency in CRM systems and eCommerce platforms is a must along with a strong understanding of custome...

I have HTML and CSS for a fill in form that operates correctly in terms of how it accepts and processes information, and I would like you to change the appearance and layout to match an existing form. o Provided code is a Zoho CRM form, and it is important to not mess up the functioning of the form. o Target look is our current form on our website: o Get rid of "Name (required)" and add the "(required)" after First Name and Last Name like the other labels o Otherwise, please have it match exactly: - Transparent background, so a background image or page color will show through - Color, size, font etc of the words - "Submit" button size shape color positioning - The exact layout of the white boxes, and how they change shape as you alter window

...am in search of a skilled freelancer to assist me in making Zoho Projects a more tailored tool for my workflow. This task calls for someone with proficiency in project planning, tracking and workflow automation on Zoho. Key Tasks: - Enhance project planning and tracking functions. - Automate workflows, making the process more efficient and scalable. - Design mails that will automatically notify clients of due tasks. I want basic customization for these email templates, which includes alterations in text and color. Data Integration: - Effectively integrate dynamic content into mails. This includes client data, project status updates and specific task information. Skills & Experience: Experience with Zoho toolset, specifically Zoho Projects, is a must to...

I'm seeking an experienced Zoho Solutions Architect for the implementation, modification, and customization of my existing Zoho Suite. Work required includes: - Zoho CRM: Modifications for improved sales and lead management, customization of fields and workflows, and enhancement of reporting and analytics. - Zoho Books: Tailoring for our specific inventory management needs. - Zoho Creator: Integration with third-party applications and development of a customer support and ticketing system. Ideal freelancers for this project would have demonstrable experience in Zoho Suite, including CRM, Books, and Creator. Knowledge of data analysis, workflow customization, and third-party integrations is crucial. Strong communication skills are desi...

ArcSite is a tool that my fencing company uses to draw up quotes for jobs ZoHo is my CRM I need help syncing the two up. It requires webhooks and API tokens. Im in over my head. I’m a construction guy not a web developer. Please reach out with relevant experience. I need some help with this integration as well as connecting to google calendar and my website Thanks!

I'm looking for a coder to create a sign up form inside of Zoho Campaigns and then input that code into our FunnelKit on WordPress. I will want an instructional video of how the process was done afterwards. Must be experienced in Zoho Campaigns/CRM and Wordpress/FunnelKit.

...customized Google Chrome plugin. Your primary task will be to add unique functionalities to this tool including: - Data scraping: The plugin must scrape relevant data from webpages per instructions. - Browser automation: It should implement various browser tasks in an automated way. - CRM Integration: A critical part of your job will be to enable open key integration with RedTail CRM, HubSpot, ZOHO, SalesForce, and Pipe Drive. - Zapier Capabilities: The plugin should also be compatible with Zapier for additional functionality. To qualify for this project, you must possess a strong understanding of the above-mentioned programming languages and have a demonstrated history of Google Chrome Plugin development. Prior experience working with the listed CRMs and Zapier is also very ...

I'm in need of immediate assistance with my helpdesk. As an intermediate-level expert, you'll be required to manage and supervise up to 10-25 tickets daily. Your key responsibilities will include: - Handling Technical issues: You should be well-versed in tackling a variety of technical questions that may arise. - Addressing General product inquiries: You need to have in-d...variety of technical questions that may arise. - Addressing General product inquiries: You need to have in-depth product knowledge to be able to provide accurate answers to customer questions. Ideally, you'll have prior experience in customer service, and your proactive and problem-solving nature will be highly appreciated. I look forward to working with someone who can ensure smooth and efficient ...

I'm looking for a versatile accountant in Singapore who can manage the bookkeeping, financial statement preparation, and tax preparation. A successful freelancer for this project should have: - Robust knowledge and experience in bookkeeping, financial statement preparation, and tax preparation. - Proven experience in managing accounting needs of medium-sized businesses. - Expertise in using Zoho Books as we are currently using this accounting software. Please make sure to include your related experience and skills in your proposal. Your ability to pay attention to details and meet deadlines will be a great asset. I look forward to working with a reliable and tech-savvy accounting professional who can help streamline our financial operations.

Example: Vyapar, swipe, odoo, zoho, Asset management and tracking Description: We are seeking an experienced developer with a proven track record to create ERP, CRM, and Asset Management software. This project requires expertise in database management, user interface design, and system integration. The ideal candidate will have prior experience in developing similar solutions and a portfolio showcasing their work. Requirements: Proven experience in developing ERP, CRM, and/or Asset Management software. Proficiency in relevant programming languages (e.g., Java, Python, C#). Strong understanding of database management systems (e.g., MySQL, MongoDB). Ability to design intuitive user interfaces. Experience with system integration and API development. Excellent communication skills an...

I am searching for a seasoned developer with expertise in Zoho Creator to revamp an application for my export import business. Ideal candidates would have demonstrable experience building similar functionality in Zoho applications, knowledge of export import business will be a plus. We look forward to seeing how you can enhance our existing app!

1. Payments not summing up 2. Amount due not updating or calculating automatically; received amount not showing 3. Modify the booking formula to 20% for the Elegance project only 4. Two buyers are not displaying 5. Set rows limit to 25 only 6. Clients claim not receiving emails sent to them 7. Inconsistency in deal representation across various Zoho accounts 8. Change email addresses containing "chaimaa avenue" as it is a project, not a company email 9. Closing this month not updating; still showing 2020 10. Deals by stage combining all projects 11. Unable to retrieve information for an existing contact while adding new deals for Elegance 12. CRM not sending payment reminders 13. Manual update required for payment information 14. Creating a new profile for an existing clie...

As a growing business, I'm in need of a competent and detail-oriented virtual administrator to offer assistance for 4-5 hours daily. Your primary role will be to manage my emails and coordinate the interaction with 10-20 clients, ensuring that they receive the most efficient and professional service. Key Responsibilities: - Email and Project management: You'll be in charge of organizing my inbox, categorizing emails, and responding on my behalf where necessary. - Client Coordination: This will be your primary task. I need you to seamlessly manage the back-and-forth with our clients, scheduling meetings, and ensuring they are well-served. Ideal Skills and Experience: - Proven experience as a virtual assistant or relevant role - Excellent organizational skills - Ability to mu...

Looking for an accurate, experienced estimator. Who will be able to • Analyze potential projects data, monitor, and review project documentation packages • Review and assess drawings and specifications. • Identify potential trades that accommodate the Company’s requirements by researching drawings, blueprints, and related documents.

I am urgently in need of an expert who can integrate Zoho CRM with WhatsApp. The integration should encompass the following features: - Automated Responses: The CRM should be able to send automated responses via WhatsApp. A deep understanding of Zoho CRM automated response functionalities is essential for this task. - Customer Data Logging: All customer conversations and transactions via WhatsApp should be logged in the CRM. Good database management skills and CRM data logging experience are therefore needed. - Message Scheduling: The CRM should have the ability to schedule WhatsApp messages. Experience with message scheduling tools or related CRM functionalities will be a bonus. This is an urgent project and I need it completed as soon as possible. Thus, a quick and resp...

Looking for an adept sales marketer with strong CRM skills to generate leads and significantly boost sales conversion for my retail busi...for my retail business. Our customers are primarily small businesses operating within Italy. Highlights of the task include: - Developing and implementing potent CRM strategies - Engaging identified leads and converting them to clients - Maintaining concise records of marketing efforts and their outcome A bit about our ideal candidate: - Proficient in CRM software usage, preferably HubSpot or Zoho - Excellent verbal and written communication skills in English and Italian - Extensive experience in B2B sales - In-depth knowledge of the retail sector in Italy If you've got what it takes to give our sales conversion a big boost, do bid fo...

Zoho work

The project is simple. I would like to migrate from my Align Books (INDIA) to Zoho Books. I want all my data transferred smoothly without missing a single transaction. There are only 8 months transactions

I require assistance in customizing a Zoho Analytics report, focusing on sales performance per salesperson. Key data to include are: - Sales volume per guest - Cancellation rates (both % and Volume) - Close rates for both Gross and Nett These components would be vital in accessory analyses, such as yearly comparisons, growth rate calculations, and trend predictions. The final report should be delivered in HTML format within Zoho Analytics () and be downloadable as a CSV or XLS. Freelancers adept at Zoho Analytics and experienced in sales performance reporting are highly preferred. Please ensure you view the example I have uploaded before bidding on this project.

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...functions created for pricing automation and creating records in zoho crm automatically from desk via custom desk button. ----- I'm looking to enhance my business's efficiency by using Zoho Deluge. The main goals for this project are: - Automating specific business processes - Customizing Zoho applications, specifically Zoho Desk and Zoho CRM In greater detail, the tasks needed to be completed are: 1. **Automation of Business Processes:** Specifically, I need Deluge scripting for both Desk and CRM. The key aim here is to streamline our workflow, reducing manual tasks and increasing productivity. 2. **Customization of Zoho Applications:** This pertains to custom-made workflows to refine and adapt our Zoho Desk and Zoh...

I'm looking for a professional who can successfully automate various aspects of my business using ZOHO. Key areas that require automation include Sales and CRM, Marketing and Email Automation, as well as Accounting and Finance. - Specifics: The system should be capable of advanced reporting and analytics, integration with other software platforms, and custom workflow and rule creation. - Capacity: The application should be able to support 1-10 users. The ideal freelancer for this job must have a strong understanding of ZOHO and its capabilities. Their skills should also encompass the design of tailored systems, and the integration of multi-platform software. This project requires analytical thinking and problem-solving as you'll need to develop and implement an e...

...management - Account Payable/Receivable - Financial Reporting I am a Professional Accountant with more than 12 years of experience of an International Organization. I have completed MBA in Finance and MBS in Accounting. I am a QuickBooks Pro-Advisor and Xero-certified user. Familiarity with transferring accounting data between different software platforms like Odoo, QuickBooks UK, Xero, Wave, Zoho Books, MYOB etc https://www.freelancer.com/projects/accounting/Seamless-QuickBooks-PennyLane-Migration/reviews https://www.freelancer.com/projects/accounting/expense-invoices-data-entering-around/payments https://www.freelancer.com/projects/accounting/Accountant-for-ISP/payments https://www.freelancer.com/projects/accounting/NEED-PAYROLL-ASSISTANCE-FOR-PAYSLIP/reviews • • ...

I need professional help with Zoho One. My main requirements are: 1. The initial focus should be on integrating basic functionalities. Progression may include payment integrations, order management integration, and inventory syncing. 2. Ability to integrate with multiple payment systems initially and accommodate additional systems inthe future. 3. Consider integrating telephony systems with Zoho CRM. Explore options to handle calls within Freshdesk. 4. Consider implementing the Minimum Viable Product (MVP) stage to evaluate the effectiveness of the Zoho CRM and Desk setup. 5. Consider scalability and future enhancements beyond the MVP stage, such as adding additional integrations or features. 6. Start with integrating emails and begin working with CRM, while planning ...

I'm seeking a knowledgeable and efficient professional to integrate my WordPress + Angular website with Zoho CRM. The key functionalities I'm interested in are: - Contact form submissions - Lead captures - Sales pipeline synchronization - Checkout process These processes should be conducted through real-time synchronization, ensuring my website and Zoho CRM operate in harmony without delay. The ideal candidate for this project should have considerable experience in CRM integration and a proficiency in navigating WordPress and Angular frameworks. A deep understanding of how Zoho CRM works, including its functionalities and synchronization processes, is essential. Outstanding problem-solving skills and attention to detail are also heavily sought after for ...

Hello! I’m in need of a Freelancer to develop two ZOHO books invoice html templates for me; one for invoices and one for estimates. As requested, the templates need to be in HTML format and I’m hoping for a custom design for both. No further features or functionalities such as automated emails or text reminders are needed, just the template is fine. If you think you have the skills necessary for this project, then I’d love to hear from you. Looking forward to working with you soon!

...gateway and Zoho Books. The goal of the project is to integrate the two systems to enable automatic transaction records and to generate reconciliation reports. If you have prior experience with such integrations, you would be a perfect fit for this project. Key Requirements: - Familiarity with the CCAvenue payment gateway - Experienced in Zoho Books for accounting - Skills in Integrating different systems What We're Looking For: - Experience in multi-system integration - Ability to work effectively without direct supervision - Solid understanding of the specific functionality of automatic transaction records and reconciliation reports in payment gateways Please take note that handling multiple currencies is not a requirement for this task. The key focus is to con...

Currently, I'm aiming to create an effective email marketing template using Zoho Campaigns. To accomplish these tasks, desired candidates should possess the following skills and experiences: - Extensive marketing experience, specifically with Zoho Campaigns - Knowledge of creating engaging and professional email templates - Proven track record of successful call-to-action designs, particularly to prompt recipients to request meetings. The goal of this project is to encourage email recipients to schedule a meeting. Hence, the emphasis will be more on persuasive writing and designing. Focusing on enhancing the readability of emails is crucial, coupled with compelling visuals which may increase the possibility of communication. Please present any past work that aligns wit...

I'm in need of a Zoho expert who can assist with customization and automation for our CRM, currently utilized by a team of 1-10. Key Responsibilities: - Zoho CRM Customization: Tailor our Zoho CRM to better fit our specific needs. - Zoho CRM Automation: Streamline our processes through effective automatic configurations. The ideal candidate brings significant experience in both customization and automation within the Zoho CRM platform. An expert level of understanding and proficiency in Zoho CRM is requested. The ability to work independently with minimal direction to accomplish task objectives is also important. Your expertise will play a crucial role in streamlining our business operations and improving overall productivity. I look forw...

Hello there! We're in need of a knowledgeable and proficient individual who can successfully integrate both our payment gateway and Zoho Checkout - specifically accommodating for both one-time AND recurring payments. This will be integrated into our Zoho checkout page. Having previous experience with neither system for recurring payments, it would be advantageous for a freelancer to have: - Working knowledge and experience with CCAvenue and Zoho Checkout - Advanced understanding of payment gateway integration - Proficiency integrating systems into pre-built check-out pages Thank you for considering our project!

I am in need of an experienced developer or group of developers who can create and customize an online application to serve as a TMS (transportation management system) or a complex CRM, preferably to be hosted independently or based on an existing online CRM like Zoho CRM Plus. The TMS has to support specific sales, marketing, customer interaction, as well, as warehouse database, office operation to include all aspect of a complete transportation system. Key Requirements: - Understand and implement advanced customization options, including tailored workflows, specific fields, and unique modules. - Understand all processes of transportation of goods by ocean, air and land, including warehousing. - Integration of accounting processes. - Able to build and integrate an applica...

...in Zoho Creator who can build a custom equipment booking app to integrate with Zoho Projects. The app will require functionalities including: - Equipment availability tracking - Equipment reservation management - Equipment booking notifications - Equipment inventory control with integrated barcode scanning The applicant should also forge a Projects template for my video production company. The key elements I expect integrated in the template are: - Project scheduling - Task management - Team collaboration - Project management and team allocation across the entire production lifecycle The design for both should follow a clean and minimalist design aesthetic. Applicants with previous experience in designing similar apps and templates will be given priority. Familia...

As someone with experience in both Tally and Zoho Books, I have a significant project at hand. I need to migrate financial transactions, customer and supplier details, as well as inventory records from Tally to Zoho Books. Relevant skills and experience include: - Proficiency in Zoho Books and Tally - Extensive accounting knowledge - Proven experience in data migration, especially financial data - Strong attention to detail I have Tally Data with me. The templates and other details need to be created by user for proper import/transition

I need an experienced Zoho Deluge professional to help me create custom functions within Zoho People. You should be equipped in sending automated bot notifications on Zoho Cliq, particularly: - Task notifications: Details, due date, and user assigned must be included. - Attendance notifications - Leave notifications The preferred mode of delivery is chat messages. In your bid, please share relevant examples of similar projects you have handled in the past. Expertise in Zoho People, Zoho Cliq, and Deluge scripting will be highly beneficial.

I'm searching for a seasoned developer for the integration of my Zoho CRM with my current Custom DB for more efficient lead management. Key tasks: - Establish integration between Zoho CRM and our event emitter Database - Implement OAuth2 Ideal skills and experiences: - Proficiency in Zoho CRM and Rest Note: Applicants should focus on proven experiences around the ZOHO Language: You should be able to implement in either Typescript or Python. We could conider some other strongly typed languages a well if required.

...of an experienced migration expert who can efficiently transfer my data and users from Zoho to HostGator cPanel. Currently, I have a domain parked at GoDaddy with emails hosted at Zoho. However, I'm finding it necessary to shift gears and move all my stuff over to HostGator where my site will now be hosted. Here's what you need to assist me with: 1. Migrating 10 users and their data from Zoho to HostGator cPanel. 2. Redirecting the MX records from GoDaddy to HostGator cPanel. 3. Discontinuing our subscription with Zoho The ideal freelancer for this job should have: - Solid experience in both email and website migration - Deep understanding of DNS and MX record setups - Familiarity with GoDaddy, Zoho, and HostGator platforms - Demonstrate...

I'm in need of a skilled and experienced Zoho creator app developer. The project involves creating an app that integrates data collection and management, customizable forms and templates, and compatibility with other applications and platforms. This app is intended for enterprise use. Key Initial Functionalities: - Client Information Management: This is a critical functionality. The app should have the ability to efficiently manage and store client details. Get infomation from Web form on Website. - Task Scheduling and Management: The app should incorporate a task management feature that allows tasks to be scheduled and tracked. - Clients can request booking for an exam for certification - Once approved, various triggers at the time of validation of training, actual tes...

Hello, We are looking to create an A5 foldable brochure 4 pages preferably promoting one of our product and also have some information about our company. We would like to have 2 variations to pick from. Designer must ...an A5 foldable brochure 4 pages preferably promoting one of our product and also have some information about our company. We would like to have 2 variations to pick from. Designer must have access to stock photos to get the best result out for us. We also would like 2 EDM designs to choose from will make 1 EDM for email marketing as well should be compatible for all devices and will be sent via ZOHO mailing marketing service Thanks looking forward to collaborate with best designers this can be on going work as we have many clients who are looking to do somethin...

...something that stands out and can also kinda be adapted to the future products we will create inside the brand. Think Google for example. They have the logo and colors right? But those colors are then used to kinda represent the logos of their different products and tools. Checkout their products, logos and icons and you'll see that the colors are all over the place. Another logo you can check is "Zoho", google it. They actually mimicked Google in a way by using the same colors but created a unique concept. I need to create something similar so give us one that is similar concept (multi-colored) based on these 2, then give us at least 3 totally unique concepts. (Not based on those 2, original) I also need your help in picking up an amazing color scheme/palett...

Je suis à la recherche d'un freelance talentueux pour affiner la stratégie de référencement de notre site web (équipements industriels, B2B, site vitrine WP), afin d'amplifier notre trafic organique, d'améliorer notre classement dans les moteurs de recherche, le but ultime étant une augmentation notaire des conversions...des marchés concurrentiels. Si vous êtes passionné par l'idée d'avoir un impact tangible sur le succès d'un site web, nous serions ravis d'entendre parler de vous. Autres points à considérer : - Site B2B français (pas de commerce électronique) => français langue maternelle exigé - Equipements industriels => c...

I’m looking for someone experienced in API integrations with expertise on Zoho CRM and Melissa.com. The task involves: - Pulling and pushing customer and business contact information between Zoho CRM and - Cleaning, reformatting, and deduplicating entries prior to pushing them into the API ** See Footnote Below Exposure to Zapier or Zoho Flow would be advantageous as I currently have Zoho One and use Zoho CRM. Additionally, familiarity with the API as shown in their documentation will be required. - - Ideal skills for this project would include: - Zoho CRM - API development and integration - Data cleaning and reformatting - Deduplication techniques - Melissa

I’m looking for someone experienced in API integrations with expertise on Zoho CRM and Melissa.com. The task involves: - Pulling and pushing customer and business contact information between Zoho CRM and - Cleaning, reformatting, and deduplicating entries prior to pushing them into the API ** See Footnote Below Exposure to Zapier or Zoho Flow would be advantageous as I currently have Zoho One and use Zoho CRM. Additionally, familiarity with the API as shown in their documentation will be required. - - Ideal skills for this project would include: - Zoho CRM - API development and integration - Data cleaning and reformatting - Deduplication techniques - Melissa

I'm seeking a talented freelancer to refine our website's SEO strategy, magnifying our organic traffic, boosting our search engine rankings, and enhancing the overall user experience. Currently, our site gracefully sits on the first page of search engine results for only a little of our offer, positions we're eager to solidify res...practices and a proven track record of enhancing website performance in competitive markets. If you're passionate about making a tangible impact on a website's success, we would love to hear from you. Other points to consider: - French B2B website (no ecommerce) => french as mother language requires - Industrial equipments => technical background required - Access available to Zoho Marketing Automation, Zoho Page Se...