Zoho show designpekerjaan
I have a folder packed with multi-angle clips from my most recent rock gig and I’m ready to turn them into one punchy Instagram Reel. The mood needs to be energetic and fast-paced from the very first frame—think tight cuts that ride the beat, seamless transitions, and a color grade that makes the stage lights pop. What absolutely has to shine through: • roaring crowd reactions, • our on-fire band performance, and • the laser and pyrotechnic moments that lit up the venue. No text overlays or captions—just raw attitude driven by the music and visuals. The final deliverable should be a 9:16 vertical MP4, optimized for Instagram Reels, around 25-30 seconds long, with audio leveled so it slams on phone speakers without clipping. I’ll supply you...
...key accounting staff—AP, AR, Controllers, Bookkeepers, Senior Accountants, and CFOs—with verified, ready-to-email addresses. You may pull from LinkedIn Sales Navigator, Zoho CRM, Apollo, Seamless or your own proprietary tools, but every record has to be recently validated so bounce rates stay minimal. Firmographics such as company name, city/state, and employee size should match what LinkedIn shows; no scraped junk or outdated lists, please. Deliverables (single CSV or XLSX): • Full name • Job title (AP, AR, Controller, Bookkeeper, Senior Accountant, CFO) • Company name & URL • LinkedIn profile URL • Work email (Zoho-hosted or corporate) • Phone (if available) • City, state, country I will run a random sam...
I own the production rights to a lineup of Broadway shows and need an experienced graphic artist I can return to every time a new title goes up. For each production you will: • Design an original show logo in a style that matches the material—sometimes modern and sleek, other times classic, or even vintage and retro. • Build a print-ready 4' × 8' landscape poster that features the Title, key Character images, our Theater Company name, plus the dates, time, and venue details. • Supply a matching 4" × 4" graphic optimised for the website and social channels. Acceptance criteria for every show • Vector logo (AI / EPS) and high-resolution raster versions. • Poster artwork at full size, 300 dpi, CMYK, ...
I'm looking for an expert to integrate Zoho Books with WooCommerce. The key focus is on synchronizing sales orders. Essential synchronization elements include: - Order status updates - Payment details - Customer information - Custom products Ideal skills and experience: - Proven experience with Zoho Books and WooCommerce integration - Strong understanding of sales order workflows - Attention to detail and accuracy - Ability to customize integration for specific product types Please share your relevant experience and approach to ensure seamless integration.
I need a full Environment, Health & Safety management application built in Zoho Creator as soon as possible. The solution must cover incident reporting, audit & inspection management, and compliance tracking in a single, streamlined workspace. Key deliverables Create a comprehensive EHS (Environment, Health & Safety) Management Application for an organization. The application must be web and mobile friendly, role-based, and workflow-driven. User Roles: Super Admin – Full access to all modules, edit/delete rights, dashboard analytics, user control. Admin / EHS Manager – Can create audits, templates, incidents, training, assign actions, manage documents, and generate reports. Auditor / Safety Officer – Can conduct audits, fill checklists, submit ...
I need a (Integromat) expert to finalize a partially completed automation. The flow is triggered by Zoho Mail, unzips an invoice file, parses a UBL 2.1 XML (DIAN Colombia standard), inserts data into a MySQL database, and saves the PDF in Dropbox. The current Make Blue print is attached to this project, and the full detail is in notion. **Current issues to fix (Day 1 work):** 1. **Relational Database Logic:** Ensure the `insertId` from the main invoice table is correctly mapped as a foreign key to the product detail table. 2. **Data Persistence between Router Branches:** Use a Data Store to pass variables (Supplier Name, Invoice Number) from the XML branch to the PDF branch to rename files correctly in dropbox. 3. **Optimization:** Remove inefficient "Repeater/Aggregator&qu...
Our day-to-day operations already sit inside Zoho, yet two core areas still slow the team down. Zoho CRM I need the customer database cleaned up and structured so every contact, account, and deal line up correctly. Once the data is reliable, set up dashboards and reports that let the sales team monitor pipeline health, conversion ratios, and individual performance in real time. The goal is simple: easy data entry, zero duplicates, and clear sales-activity visibility from lead to close. Zoho Books On the finance side, the chart of accounts, bank feeds, and recurring journals all have to speak the same language as our CRM. Help me tighten overall financial management by configuring taxes, automation rules, and management reports that give an up-to-date view of ca...
I need an experienced Zoho Creator specialist to turn my outline into a complete order-and-inventory app inside Zoho One. The system must keep stock levels up-to-date in real time and push each new order through an automated workflow so manual spreadsheets disappear from the process. Core build requirements • Real-time inventory tracking across all warehouses and sales channels • Automated order processing that raises packing slips and invoices the moment an order is approved GST integration Invoices must calculate GST automatically, using the correct Indian rates and placing those values where Zoho Books expects them. No external spreadsheet workarounds. Workflow automation 1. Order approval chain: salesperson → manager → accounts (tri...
Project Summary I need an experienced Zoho Creator developer to build a web-based internal HR / management app. This is NOT a mobile app and NOT custom code. It must be built entirely in Zoho Creator using forms, workflows, lookups, and Deluge. The app will manage: - Prospect → Employee lifecycle - New hire document collection & compliance tracking - Role-based access (Admin, Manager, Leads) - Asset issuance tracking with automatic history - Alerts for missing or incomplete items Vehicle maintenance is explicitly out of scope for this phase. Key Requirements - Prospect records are separate from employees - Prospect cannot be saved without interview & road test dates. - Prospects auto-expire after 10 days if not converted - Employees move through New Hire &rar...
I have three legacy SCORM courses that must be rebuilt from the ground up inside Zoho Trainer Central. All source content is ready in Word and PDF (files are 165 KB, 110 KB, and 45 KB respectively), so you can copy-paste into an AI creator directly while adjusting wording for clarity. The AI can adjust each Chapter for style and appearance. However it can NOT adjust the meaning of the material. I do not want AI to re-create the courses. I want AI to FORMAT the new courses. Once each chapter is converted, you will instruct AI to create a 1 minute audio file that will be gated at the beginning of each chapter (user must listen to it). AI will also re-create quizzes within each chapter. These are simple quizzes that can be made up of True/False or Multiple Choice. The quizzes can be...
Zoho Books Specialist (Individual Freelancer) – UAE Accounting | Long-Term Monthly Retainer Objective I am looking to engage an individual Zoho Books specialist on a long-term monthly retainer to manage and review bookkeeping for my UAE-based company. Scope of Work Maintain bookkeeping entries in Zoho Books Review and audit transactions entered by the internal team Ensure accuracy, consistency, and compliance with UAE accounting practices Prepare monthly or quarterly financial reports, depending on activity Act as a support resource for Zoho and accounting-related queries Workload Structure Current transaction volume is very controlled and low, allowing for clean processes and quick reviews Workload is expected to scale gradually, making this sui...
I run PM Surya Ghar, a residential-solar company that now needs an AI-driven WhatsApp sales agent focused squarely on sales conversion. My in-house team will wire the final output into Zoho CRM, so you can stay laser-focused on WhatsApp automation, AI logic and middleware. What I need you to build • Gupshup WhatsApp API integration, fully authenticated under my Business Account. • A ChatGPT / OpenAI powered conversational layer that replies in a natural mix of Hindi and English—free-text, no rigid button flows. • Prompt engineering and initial fine-tuning so the agent can: – greet prospects, collect their city & state, monthly electricity bill and interest level – qualify or disqualify leads automatically – hand off high-in...
I am migrating to the Zoho Ecosystem and need all setups tailored to my specific needs. I am a US-based compliance training company. The Zoho applications I need help with include: - Zoho One and CRM - 2 Way SMS and Voice - Flow and Creator - Trainer Central - Books - Full Integration between all Apps Additionally, I will need SCORM courses converted to Trainer Central Format. I can look to a different Expert for the Course Migration if necessary. Ideal skills and experience: - Proven expertise in Zoho One, CRM, and complete integration of multiple Zoho apps. - Familiarity with Trainer Central and Zoho Books. - Experience in SCORM course conversion. - Strong project management skills to ensure a seamless setup. Please provide a portfolio sho...
I need my customer conversations from WhatsApp Business, RingCentral voice/SMS, and traditional email to flow into a single Zoho CRM workspace. Once everything sits in Zoho, I want an AI layer that can automatically handle common interactions so my team only steps in when a human touch is truly required. Scope of work • Connect WhatsApp Business, RingCentral, and my email domain to Zoho CRM so every new message or call is logged against the correct contact. • Build AI-driven automated responses inside Zoho (using Zoho’s native Zia tools or a third-party NLP engine if you prefer) that can: – Answer routine customer inquiries in real time – Send timely follow-ups when a lead goes quiet – Offer appointment slots ...
I need assistance with data entry involve inputting income, expenses, sales and purchases data into Zoho Books Key Details: - Record will be provided in Excel sheets and Bank Statement. - The project covers data entry for the years 2022-23, 2023-24, 2024-25 and 2025-26. - Create / Maintain proper records of clients, suppliers, vendors. - Record asset purchases and depreciation Ideal Skills: - Proficiency in Zoho Books software. - Good understanding of sales and purchases data. Looking forward to your bids.
...value script; the objective on each call is to secure a paid engagement or, when necessary, schedule a firm follow-up meeting with the prospect. Key expectations • Conduct outbound calls in flawless French and English, switching languages as the contact requires. • Articulate our consulting offer clearly, manage objections in real time, and keep conversation notes concise in the shared CRM zoho. • Achieve daily and weekly sales targets that we will set together at the start of the project. • Deliver end-of-day call reports so we can track progress and refine messaging quickly. Acceptance criteria • Minimum agreed-upon call volume reached each day. • Conversion rate (sale or booked meeting) meets or exceeds the target we establish before...
...features—yet every contact point must feed directly into Zoho CRM so I can trigger email campaigns the moment a visitor submits a form or starts checkout. Beyond the core pages (home, product/service, about, contact, checkout), I need: • Seamless Zoho CRM integration: each enquiry, sign-up or purchase automatically recorded as a lead and added to the correct email campaign list. • Google Analytics installed through GA-4 with enhanced e-commerce and event tracking, so I can measure traffic sources, conversions and campaign performance. • Mobile-responsive design, fast loading, and basic on-page SEO best practices baked in. I’ll provide branding assets, copy and any Zoho credentials you need. Hand-off should include clear ...
...registering cash payments on invoices, they stay stuck in "In Payment" status instead of going directly to "Paid". Statements and reconciliation views show as incomplete/unmatched. I don't want to force fake bank deposits for cash that is not deposited need proper setup for cash journal (e.g., bypassing outstanding receipts account or daily cash log reconciliation). I have had an accountant set up Odoo for me although he was new to Odoo. He used to take care of my accounts in Zoho Books prior to this. I need someone who is a very good communicator, who speaks very good English. I think what we will first need to do is have a team meeting, I will show you my Odoo setup. You can study it and then we can start training. I am not an accoun...
I'm seeking a talented 2D animator for my object show. Requirements: - Create engaging 2D animations featuring various objects - Bring inanimate objects to life with personality and movement - Collaborate on character design and animation sequences Ideal Skills: - Proficiency in 2D animation software (e.g., Adobe Animate, Toon Boom) - Strong artistic skills and creativity - Experience with animating inanimate objects - Ability to meet deadlines and communicate effectively Please provide a portfolio showcasing relevant work.
I’m ready to retire our old GoldMine setup and have every piece of customer information living smoothly inside Zoho CRM. The move must include all contacts along with their names, phone numbers, email addresses, the notes and history attached to each record, plus every custom field we have built over the years. I’ll rely on you to: • Extract the selected data from GoldMine, map it accurately to Zoho’s structure (creating the same custom fields where needed), and import it without duplicates or data loss. • Preserve the relationships so that notes and historical interactions stay linked to the right contact. • Provide a brief mapping sheet and run a post-migration check with me to confirm everything landed in the right place. If you have a...
I need to squeeze far more insight out of Zoho Books’ Financial Reporting module. Right now I manage about 100 individual stores, yet I can’t pull a clean store-level P&L without manually exporting and reshuffling data in spreadsheets. Your task is to build truly custom report formats inside Zoho Books so that, at the click of a button, I can see profit-and-loss for each location and an aggregate view for the whole business. If Zoho’s standard templates won’t bend far enough, I’m open to using Zoho Analytics or the Books-to-Analytics integration—whatever keeps everything syncing automatically. Key deliverables • A reusable custom report (or set of reports) that breaks out revenue, COGS, and expenses by store for all 10...
I run a growing leather-bag brand and I’m ready to move our entire customer journey into Zoho. My priorities are clear: strengthen relationship management, automate both sales and marketing workflows, and gain deeper insights through solid reporting. Here’s what I need: • End-to-end Zoho CRM deployment, including data migration from our current spreadsheets and sales tools. • Campaign-focused customization: I want a clean, intuitive campaign management module that lets my team build multi-stage promos, track ROI, and link each touchpoint back to the sales pipeline. • Contact management refinements: custom fields and modules that reflect our product lines, advanced filtering/segmentation for laser-targeted outreach, plus API-based integrations ...
...registering cash payments on invoices, they stay stuck in "In Payment" status instead of going directly to "Paid". Statements and reconciliation views show as incomplete/unmatched. I don't want to force fake bank deposits for cash that is not deposited need proper setup for cash journal (e.g., bypassing outstanding receipts account or daily cash log reconciliation). I have had an accountant set up Odoo for me although he was new to Odoo. He used to take care of my accounts in Zoho Books prior to this. I need someone who is a very good communicator, who speaks very good English. I think what we will first need to do is have a team meeting, I will show you my Odoo setup. You can study it and then we can start training. I am not an accou...
I need QuickBooks Online feeding Zoho Analytics continuously so that every sale, expense, supplier balance, customer balance and project-level profitability figure appears in my Zoho workspaces the moment it is entered in QBO. Scope • Build or configure an integration that listens to QBO in real time (webhooks/API) and pushes the data into Zoho Analytics through its Data Upload or in-built connector endpoints. • Map fields for the five data sets mentioned above, preserving historical records and incremental updates without duplicates. • Set up error handling and simple logging so I can trace failed uploads, if any. • Provide a short hand-off document (or quick Loom walkthrough) showing how to restart or adjust the sync if I change a field ...
...number so every conversation flows straight into my Zoho CRM. The goal is simple: once you are done, I want to open any contact or lead record and immediately see the full thread of emails and WhatsApp messages exchanged with that person, ready for follow-up or automation. Here is what must happen: • Connect my Outlook mailbox to the Zoho CRM email module, complete authentication, and verify that incoming + outgoing messages are being logged against the correct records without duplication. • Enable WhatsApp inside Zoho CRM (using the officially supported channel, e.g. Facebook Business API/Twilio or the native Zoho partner route), map the number, and make sure messages appear in the timeline exactly the way emails do. • Switch on relevant...
My Zoho CRM instance is live and in daily use, yet several structural gaps are starting to slow the team down. The biggest pain point is forecasting and analytics, reports don’t align with reality and the pipeline totals keep shifting. On top of that, dynamic fields in a handful of email templates refuse to populate, and data is drifting between modules. Data fluidity across entire CRM is crucial and is a big struggle were having. I need a Zoho specialist to review the current configuration and leave me with a clean, scalable system. The core items you will tackle include: • Standardizing data across modules ‑ Customer information ‑ Sales pipeline details ‑ Activity logs • Repairing email templates so every dynamic field pulls the correct valu...
...provide access and marketing collateral), and convert them to one of our recurring subscription plans. • Every successful sign-up is tracked in our partner portal, letting us both monitor performance in real time. • Commissions are paid immediately after the first invoice clears; the structure is generous and scales with volume. Ideal familiarity: SaaS B2B selling, CRM tools like HubSpot or Zoho, and basic knowledge of ERP terminology so you can answer first-level questions without waiting on me. If you already have a network in manufacturing, wholesale, or services, that’s a strong advantage—we’ve seen the quickest uptake there. Deliverables I’ll review: 1. Weekly report of leads approached, demos booked, and deals closed. 2. Feedback on o...
This custom-fabricated display piece is a functional, decorative showpiece designed specifically for the Nisku Oil & Gas Trade Show, brand activations, and similar public event environments. The installation takes direct visual inspiration from a traditional oil derrick and is engineered to serve as a bold, industrial centerpiece that reflects the strength and heritage of the energy sector. The structure will be fully fabricated from steel and finished with a rugged, industrial aesthetic consistent with oilfield equipment. The derrick tower will be constructed as an open-frame lattice structure on all four sides, tapering vertically to create a strong visual presence. Overall height will be approximately 5 to 6 feet, mounted on a circular steel base measuring approximately 24 to...
Add "No Show" note type to the Therapy Notes Database application.
1. The "Magic" Payment Engine (The Core) This is the part that will make shopkeepers say "Wow." * The Android Listener: A background service on an Andro...| Feature | What it does | Why it's "No-Mercy" | |---|---|---| | Verification | Reads SMS to confirm UPI. | Stops fake "Success" screenshots instantly. | | Audit Log | Tracks every name/time change. | Makes it impossible for staff to pocket cash. | | Ad-Receipt | Prints bank offers on bills. | Turns a "Paper Cost" into "Ad Revenue." | | Local Sync | Connects devices via Wi-Fi. | 10x faster than Zoho/Odoo; works offline. | Your Solo Battle Plan: The Next Step Since you are building this alone, don't try to build everything at once. Focus on the "Verificatio...
I’m looking for a freelance billing engineer in Udaipur who can j...responsibilities will be to raise fully compliant GST invoices, keep our compact set of accounts tidy, and follow up with clients until each payment lands in the bank. Work comes in bursts, so I need someone comfortable with an on-call rhythm rather than a fixed daily schedule. As long as the books stay current and every invoice is uploaded on time, you can choose the tools you prefer—Tally ERP, Zoho Books, QuickBooks, or any other software you’re already efficient with. Clear communication is everything else is flexible. If you understand Indian GST rules inside-out, enjoy managing lean accounts, and don’t mind picking up the phone for the occasional payment reminder, let’s conne...
I need an experienced Zoho technician to jump in and steady the ship across our Zoho One environment—specifically Zoho CRM, Bigin, Zoho MAil, Campgain, Zoho Commerce, Zoho Projects and Zoho Books. Right now the suite is live but we keep running into three recurring Some headaches: persistent API errors, unreliable third-party app connections and unpredictable data-sync glitches. On top of that, Need we looking for regular Support on demad better to have in language of English and tamil. Here’s what I’d like to achieve: • Diagnose and clear the API errors that are interrupting communication between the Zoho apps and our external systems. • Restore and document rock-solid connections with the third-party ...
...high-velocity lead engine, ensuring a consistent flow of high-quality prospects into our Zoho CRM for the sales team to convert. Key Performance Objectives (KPOs) 1. Scalable Lead Generation & Ad Management ● Target: Manage and optimize multi-channel digital campaigns (Google & Meta) to hit specific Monthly Lead Volume and Cost Per Acquisition (CPA) targets. ● Responsibility: You will be responsible for the full lifecycle of paid media, from creative testing to budget scaling, ensuring every dollar spent contributes to the bottom line. 2. High-Conversion Email Marketing ● Target: Increase Customer Lifetime Value (CLV) and prospect conversion rates through aggressive email segmentation. ● Responsibility: Design and execute weekly performance-based email campaigns...
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 want to sell a customer-relationship management solution tailored to the needs of a growing medium-sized company. The platform has to give my sales team an intuitive way to store and segment contacts, follow every deal through the pipeline, and pull clear performance insights from built-in analytics dashboards. I am open to either a well-chosen off-the-shelf platform (Salesforce, HubSpot, Zoho, etc.) that you can configure to match our workflow, or a lightweight custom build if you can prove it will scale and remain cost-effective. What matters is that the finished system lets us: • Manage and tag contacts without duplicate headaches • Track opportunities, stages, forecasted revenue, and win-loss reasons in real time • Generate actionable reports and visual a...
I need an experienced Zoho technician to jump in and steady the ship across our Zoho One environment—specifically Zoho CRM, Bigin, Zoho MAil, Campgain, Zoho Commerce, Zoho Projects and Zoho Books. Right now the suite is live but we keep running into three recurring Some headaches: persistent API errors, unreliable third-party app connections and unpredictable data-sync glitches. On top of that, Need we looking for regular Support on demad better to have in language of English and tamil. Here’s what I’d like to achieve: • Diagnose and clear the API errors that are interrupting communication between the Zoho apps and our external systems. • Restore and document rock-solid connections with the third-party ...
I’m ready to leave Yandex and take ten company mailboxes – along with every email, contact, and calendar entry – to a new provider. I haven’t locked in the destination yet, so if you’re comfortable moving data into Google Workspace, Microsoft 365 / Outlook, Zoho Mail or another solid platform, feel free to recommend the best fit. Scope of work • Export all data from each Yandex account and import it into the chosen service, preserving folder structure, labels, contacts and calendars. • Keep mail flow uninterrupted during the cut-over; update MX, SPF, DKIM and DMARC records when we flip the switch so nothing lands in spam or bounces. • Set up the ten fresh accounts on every device we use – macOS and Windows laptops plus a mix ...
... Your day-to-day will involve sourcing and calling fresh importer contacts, introducing our product line, nurturing interest with brief follow-up calls or emails, and finally scheduling a discovery meeting in my calendar. I’ll provide a product brief, a sample call script, and access to our cloud CRM so every interaction is logged and trackable. Experience with cold calling, CRM tools (HubSpot, Zoho, or similar), and clear spoken English is essential. Deliverables • 40–50 qualified importer leads per week, entered in the CRM • Call notes and status for each lead • Confirmed calendar appointments with decision makers in Europe and Australia I measure success by the number of vetted appointments kept and the completeness of CRM data, so accura...
... Your day-to-day will involve sourcing and calling fresh importer contacts, introducing our product line, nurturing interest with brief follow-up calls or emails, and finally scheduling a discovery meeting in my calendar. I’ll provide a product brief, a sample call script, and access to our cloud CRM so every interaction is logged and trackable. Experience with cold calling, CRM tools (HubSpot, Zoho, or similar), and clear spoken English is essential. Deliverables • 40–50 qualified importer leads per week, entered in the CRM • Call notes and status for each lead • Confirmed calendar appointments with decision makers in Europe and Australia I measure success by the number of vetted appointments kept and the completeness of CRM data, so accura...
...Zendesk, historical tickets migrated over from Zoho Desk, and all support addresses redirected so nothing slips through the cracks. Finally, internal email and support rules have to be locked down to keep the flow tidy and secure. Deliverables • Google Workspace (Business) fully deployed for WL, added as secondary domain • 11-50 staff users created with brand-appropriate aliases • Department role addresses implemented via Google Groups • Zendesk configured with two brands (WL + GS) • Zoho Desk tickets migrated into Zendesk with intact metadata • Support mail routing switched to Zendesk and verified • Internal routing and security rules documented and enforced I’ll provide domain registrar access, existing Zoho...
...rely on Zoho to keep everything moving. Right now I have several workflows live in Zoho CRM, Zoho Flow and a few related apps, but they grew piece-by-piece and now feel disjointed. Before a new staff member joins next month I want the entire system cleaned up, streamlined and expanded so it can scale with the business. The focus areas are clear: • Leads management – capturing, qualifying and nurturing sales and rental enquiries. • Tenant management – onboarding, communication, maintenance tracking and renewals. • Integration with our booking platforms and website – data must sync both ways without manual exports. • Overall organisation and data structure – consistent fields, pipelines and permissions so reports are ...
...experience similar to and Zoho CRM. Key Objectives: • Install SuiteCRM 8.9 on our web server (latest version). • Build a custom SuiteCRM theme (no prebuilt themes) to match our provided designs. • Streamline the sales process: intuitive in-line edits, pop-up windows, quick lead management that matches the visual styling of and Zoho CRM. • Develop and refine multiple modules • Integrate with Google Calendar (2-way), email sync, and lead enrichment APIs (, Apollo, , etc.). • Implement duplicate lead checking, user-level access controls, and responsive UI adjustments. • Deliver clean, well-documented, and scalable code. What We Provide: • New SuiteCRM 8.9 installation with full admin & FTP access. • Design files (...
I am looking for an experienced Zoho CRM professional based in Bangalore to configure Zoho CRM end to end for my real estate and services focused business. The scope includes setting up modules, fields, layouts, lead and deal pipelines aligned to the actual sales process, workflow automation for lead assignment, follow ups, reminders and alerts, custom views, reports and dashboards, user roles and access permissions, email and WhatsApp integration using Zoho supported tools, data import and basic cleanup if required, mobile app setup for the sales team, and a short walkthrough with documentation after completion. The CRM will be used primarily for lead management, site visits, follow ups and closures, and I am looking for a practical, easy to use, and scalable setup. T...
I need a straightforward, browser-based tool that lets me feed incoming insurance enquiries into one dashbo...CSV/Excel import • Manual assignment and easy re-assignment of leads to any active agent • Timeline for each lead: call notes, comments, next action date • Visual dashboard with filters (agent / status / date range) • One-click exports to Excel or PDF for weekly reports • Role-based access: admin (full view) and agent (own leads only) I’m flexible on the stack—Laravel, Django, Node.js, or Zoho Creator all work for me—so long as the interface stays clean, loads fast on desktop and mobile, and can be deployed on my current hosting. Final deliverable is a fully working system with a short hand-off guide that lets me add ag...
I'm seeking a seasoned accountant to oversee my monthly payments and transaction reconciliations via Zoho. Key Responsibilities: - Managing and tracking payments - Reconciling transactions Requirements: - Proficiency in Zoho Invoice - Solid understanding of accounting principles - Experience in monthly payment management and transaction reconciliation Please provide details about your experience and availability in your proposal.
...experience similar to and Zoho CRM. Key Objectives: • Install SuiteCRM 8.9 on our web server (latest version). • Build a custom SuiteCRM theme (no prebuilt themes) to match our provided designs. • Streamline the sales process: intuitive in-line edits, pop-up windows, quick lead management that matches the visual styling of and Zoho CRM. • Develop and refine multiple modules • Integrate with Google Calendar (2-way), email sync, and lead enrichment APIs (, Apollo, , etc.). • Implement duplicate lead checking, user-level access controls, and responsive UI adjustments. • Deliver clean, well-documented, and scalable code. What We Provide: • New SuiteCRM 8.9 installation with full admin & FTP access. • Design files (...
My business has grown to the point where daily numbers can no longer live in spreadsheets, so I’m moving everything into Zoho Books/Tally and need a dependable professional to keep it running smoothly. Here’s what I’ll count on you for each week and month: • Record every sales, expense, and journal entry promptly in Zoho Books/Tally. • Reconcile all bank and credit-card accounts so balances match statements to the cent. • Stay on top of accounts payable and receivable: enter bills, schedule payments, apply customer receipts, and flag anything overdue. I already have Zoho Books set up with a chart of accounts and bank feeds connected. You can expect secure, read-only access to statements and receipts through a shared drive, pl...
