Zohopekerjaan

zoho crm +flow + tookan setup api

Zoho crm setup

I am looking for a freelancer to build a website on Zoho Sites for my accounting and bookkeeping service. Purpose of the website: - The website is informational, providing details about my services and expertise in accounting and bookkeeping. - It should also showcase my portfolio of past clients and successful projects. Design preferences: Refer competitors website Ideal skills and experience: - Experience in building websites on Zoho Sites - Strong design skills to incorporate my specific preferences - Ability to create an appealing and user-friendly interface - Knowledge of integrating contact forms into websites If you have the necessary skills and experience, please reach out to me with examples of your past work and your proposed

...integrate Zoho CRM API with our stylemix motors theme website listing. The main purpose of this integration is to automate our sales processes and generate reports. Preferred Method of Data Update: We would like to have real-time synchronization between Zoho CRM and our website, so any updates made in either system are immediately reflected in the other. Specific Features and Functionalities: We require custom fields and modules in the Zoho CRM API integration to meet our specific business needs. Ideal Skills and Experience: - Strong experience in integrating Zoho CRM API with website listings - Proficiency in automating sales processes and generating reports - Familiarity with customizing fields and modules in Zoho CRM API - Knowledge of real-...

Real Estate VA! We are seeking a ten...before 8AM or after 9PM depending on timezone and location of customer)? * Restrictions on robocalls and automated prerecorded messages. Software Knowledge: * Previous experience using a VoIP phone system (e.g., RingCentral, Dial Pad, OpenPhone, etc.) * Project management software (e.g.,Clickup, etc.) * Proficiency in CRM (Customer Relationship Management) software such as Salesforce, HubSpot, or Zoho CRM. - We use Followup Boss * Knowledge of communication and collaboration platforms - Slack,? * Ability to utilize productivity and organization tools - Google Workspace (Docs, Sheets, and Slides), or Trello.?? Put ORANGE as the first word in your application. Make sure to include a video of you in the application or your application will be di...

MAKE 5 REPORTS SQL IN ZOHO ANALYTICS, ONE DASHBOARD AND 5 WIDGETS ​ ​Tables to use:​ ​ Invoices Invoice Items Customers Credit notes DONNEES MANDATAIRE ACHAT ANNONCES OK ​ ​Columns in the 5 reports:​ ​ ​ Date​ ​ number​ ​ order​ ​ D'ORIGINE​ ​ name​ ​Invoice total (BCY)​ ​ DU JOURNAL​ ​ACHAT ANNONCES du lignage​ ​ACHAT ANNONCES de rétrocession du journal extérieur​ ​DONNEES du mandataire​ ​DONNEES de rétrocession​ ​Credit Note Number​ ​Credit Total (BCY)​ ​​ ​ ​ Make 5 reports different with these columns according to some filters in order to calculate 5 aggregate formulas (the result must be used

I am looking for a freelancer who can help me with writing books of accounts on Zoho Books on a weekly basis. I need assistance with both my personal and company book of accounts. The tasks involved in this project include uploading invoices, purchases, and journal entries. Requirements: - Proficiency in using Zoho Books for bookkeeping - Experience in managing both personal and company book of accounts - Attention to detail to ensure accurate recording of transactions - Ability to handle a weekly volume of transactions ranging from 50 to 100 Additional services: - I require assistance in generating financial reports on a regular basis If you have the necessary skills and experience, please reach out to me. Thank you.

...personal devices. We are working in this environment : - Windows laptops, with regular users (not administrators) - Microsoft Security Essentials fully enabled - no physical firewall - development softwares : Netbeans, PHPstorm, Tortoise SVN & Tortoise GIT, Sourcetree, PuTTY, Pageant, Filezilla - communication softwares : Thunderbird, Trello, Slack, 3CX, Anydesk - other softwares : ShareX, Zoho Workdrive sync, Spotify - some computers have a virtual machine installed on it (Oracle VM Virtualbox, Linux Debian OS, with a LAMP stack installed on it) I would like you to : - give me advice on which DLP solution I should choose - I need a solution capable of classifying data : Restricted, Confidential, Public - give me quotations/prices to use those solutions - ins...

... • Exceptional presentation and reporting skills. • Proactive and self-motivated with the ability to manage multiple projects simultaneously. • Excellent interpersonal and communication skills. Confirm with a Yes or No if you have experience with the following; • Wordpress • Optimizing Landing Pages • Managing Ad Campaigns • Tracking Lead Form Conversions • Working with a SaaS company • Using Zoho CRM • Using ChurnZero • Reducing Churn The ideal candidate will be able to review our landing pages and suggest/make changes to improve the conversion rate. They would then track the conversation rate of each landing page/source. They would know how many people land on the page and how many fill out the form. From there they ...

...proyectos grandes de Zoho como integraciones con otras aplicaciones, aplicaciones en php, desarrollos en creator... También temas mas pequeños a nivel técnico como hacer funciones, client scripts, etc. siendo apoyo de nuestro departamento técnico. Buscamos a una persona resolutiva, que se le plantee un tema y sepa encontrarle una solución y ejecutarlo, que le guste aprender cosas nuevas y el trato con los clientes. Buscamos una persona con la que podamos contar con frecuencia, establecer una relacion durarera no solo puntual. --------- I am looking for a Zoho developer and technical support . The specific Zoho application that I need programming and technical support for is Zoho CRM, Creator, Analytics... but the most ...

I am looking for a Freelancer who can create a sales performance report in Zoho Reports on analytics.zoho.com. The report should include the following metrics: - Conversion Rates (Nett and Gross) - Volume (Nett and Gross) - Units Sold - Appointments Completed The preferred layout for the report is a tabular format. I do not need the report to be interactive, a static report will suffice. Ideal skills and experience for this project include: - Proficiency in Zoho Reports and - Experience in creating sales performance reports - Strong understanding of data visualization and tabular formatting Please provide examples of previous work or relevant experience when submitting a proposal.

WordPress Site Purpose of the website: E-commerce Zoho integrations and WordPress Plugins to be implemented. Design and functionality requirements: - The client has specific requirements for the design and functionality of the website - The design should be modern and visually appealing - The website should have a user-friendly interface with easy navigation - The client requires a secure payment gateway for online transactions - The website should have product categories and search functionality - The client needs a shopping cart feature for users to add products and proceed to checkout Mobile-friendly website: - The client needs the website to be mobile-friendly - The website should be responsive and compatible with different screen sizes and devices Ideal skills and experienc...

I am looking for a freelancer to help me with the various workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integration with email, calendar bookings, and...workflow processes related to my customer onboarding, communication, and service delivery tracking needs. Specifically, I need assistance with lead generation and management, customer onboarding and retention, and sales pipeline management. The process requires integration with email, calendar bookings, and invoicing. If you have experience with any of the CRM systems such as Salesforce, HubSpot, or Zoho that would be a ...

Setting up Zoho Dashboard for orders and categorizing by the following custom fields - Numero lotto - Data di scadenza

I am looking for help integrating Zoho CRM with Lead Dyno. I have a general idea of the features I would like to see in the integration, but I'm open to suggestions. The timeline for the project completion is within one week.

I am looking for a freelancer who can assist me with data migration and integration tasks in Zoho CRM and Lead Dyno. The ideal candidate should have experience in these platforms and be able to complete the tasks within a tight timeframe. Specific requirements for the project include: - Data migration and integration in Zoho CRM and Lead Dyno - No specific data formats or structures need to be maintained during the migration, open to recommendations - Urgent completion of the tasks within 1-2 weeks If you have the necessary skills and experience in Zoho CRM and Lead Dyno, and can meet the urgent timeline, please submit your proposal.

We have enterprise emails with Zoho and when we setup the account we used info @ domain However, now we can not remove the info @ domain from zoho profile and we are also not getting emails on it.. customers are getting a bounce back. When we try to add it as a new email user.. it says email is already exists. Need someone to fix the issue. I have already emailed support for zoho but have not heard back.

I am looking for an experienced Zoho Creator specialist to create an automated workflow for me. I have a rough idea of what I need, but I'm open to suggestions from the freelancer on the best course of action. I need this implemented within a week. The ideal freelancer has worked with Zoho Creator previously and has experience in creating automated workflow and custom applications. If you think you would be able to help me with my project, please get in touch. Thank you!

Hi, I need someone expert in connect Zoho CRM with 3cx, we have connected the software but we have an issue: when we receive a call a lead is not created in zoho crm. We want to fix this issue. Thanks

I am looking for a freelancer who can help me download a report automatically from Zoho CRM on a daily basis. The specific data that needs to be included in the report is customer data. The report should be in Excel format. Skills and Experience: - Experience with Zoho CRM and its reporting capabilities - Proficiency in automating data extraction and report generation - Strong knowledge of Excel and its functions - Attention to detail to ensure accurate and reliable data extraction

Zoho Bookings Customization Brief for "Debra Stevens Training and Coaching (DSTC)" Background: DSTC offers bespoke in-house training workshops to various clientele. Our primary contact points range from HR professionals and training departments to managerial stakeholders. Our key objective is to simplify and systemize the booking process, facilitator allocation, and post-course actions with the Zoho Bookings app, all while keeping costs to a minimum. Primary Requirements: Cost-Efficiency: The setup and customization should emphasize minimal user involvement to reduce costs associated with multiple user licenses. Recommend and implement strategies or features within Zoho Bookings that can help minimize user-based charges. Course Offerings Customization: A...

As we have discussed I'll implement Zoho inventory for you.

...professional Zoho Inventory specialist to assist me with setting up my inventory system. Tasks to be completed include: - Setting up the inventory system in Zoho Inventory - Managing inventory levels and ensuring accurate tracking - Generating reports to analyze inventory performance and make informed decisions The ideal candidate should have: - Extensive experience with Zoho Inventory and a strong understanding of its features and capabilities - A proven track record of successfully setting up and managing inventory systems - Excellent attention to detail and the ability to ensure accurate data entry and tracking Additionally, I have existing data that needs to be migrated into Zoho Inventory, so experience with data migration would be highly preferred. ...

Project Title: Manage billing of clients in Zoho Books Description: I am looking for a freelancer who can help me manage the billing of my clients in Zoho Books. The ideal candidate should have experience in payment tracking and be able to handle a large number of clients. Skills and Experience: - Proficient in using Zoho Books for payment tracking - Experience in managing billing for 100 clients - Knowledge of financial reporting to provide accurate and detailed reports to me. We use billed time for some zoho projects, which syncs and creates clients in zoho books. Key person will have experience collecting on past due accounts, and tracking them so that we don’t work the client for free.

I am looking for a freelancer who has experience with Zoho Books and can assist me with reconciling more than 7 accounts within a week. We have recently moved over from Xero to Zoho Books and these transactions need to be balanced for the same amounts to be present. There are a number of transactions that need to be reconciled. Pls only apply if you committed to finishing the task.

My company is in need of a website and CRM solution. We will be providing financial services and alternative le...need of a website and CRM solution. We will be providing financial services and alternative lending solutions. The website needs to be an e-commerce platform that can take an credit application online and transfer the information to the CRM. We anticipate the website will have only 1-5 pages including services, values and call to action buttons. For our CRM, we are currently leaning towards using Zoho due to its ease of use and its integration with our current systems. We are open to other options if they offer compelling advantages. We are looking for help in getting our website and CRM up and running quickly with expert and quality service. Thank you for considering ou...

...LINE ***** Asap. 36 Hours. We need it by Monday Sunday Night or Monday Morning 18 September. ***DEAD LINE****** We need someone to setup the Front End pixel perfect Ensure Ux is exactly the same as Ensure that all clean coding practices have been followed FRONT END - React.js BACK END - Node.js + Mongo DB Payment gateway - Square OTP with Twilio CRM integration with ZOHO CRM where you push the contact details through from the front end form We need pixel perfect code Clean code, nil issues with the work Ensure That the product is delivered asap. Google speed optimised 95+ score Backend We are looking for 1. Database Setup (MongoDB) Database Schema Design: 3 hours Database Implementation: 2 hours 2. API Development (Node.js) User Authentication (OTP Login): 4

I am looking for a freelancer who can assist me in creating a mail agent using Zoho ZeptoMail for my transactional email service. Transactional Emails: - I need assistance in setting up the technical aspects of sending password reset emails. Zoho ZeptoMail: - I already have a Zoho ZeptoMail account. Scope of Work: - I only require help with the technical setup of the mail agent, not the content of the emails. Ideal Skills and Experience: - Experience with Zoho ZeptoMail and its technical setup. - Strong understanding of transactional email services. - Proficient in setting up email systems and ensuring deliverability. - Attention to detail and ability to troubleshoot any technical issues that may arise.

...are essential for this role. 1- Escalations from the team 2- Troubleshooting network and infrastructure issues for our client base You'll join a team who priorities quality and maintaining good relationships with users. That means a happier day for you. Your success will be defined by KPIs focused on: quality notes first time fixes good feedback from users Key Requirements: Zoho Ticketing system Cisco CCNP certification or demonstratable experience to that level. knowledge of a variety of networking hardware, preferably Cisco. Understanding of both IPv4 & v6 addressing. Have daily experience of working with routing protocols Understanding of MPLS, VRF’s and creating L2 or L3 tunnels over MPLS. Solid understanding o...

...automated email functionalities based on the data. ## Key Performance Indicators (KPIs): 1. Number of requests sent vs target 2. Number of approved camps vs target 3. Number of camps conducted vs target 4. Secondary sales - total revenue generated 5. Number of boxes/month/conversion 6. Duration to conversion 7. Cost vs return ## Data Sources: 1. Sales Force Automation (SFA) 2. Zoho CRM 3. YouTube Analytics 4. Excel files ## Data Update Frequency: 1. Weekly Reports 2. Monthly Reports 3. Alternate day Reports (Every two days between the 10th and 15th of each month) ## Security and Compliance: 1. Data privacy and confidentiality should be maintained. ## Email Automation: 1. Alerts 2. Summaries ## Technology Stack: 1. BI Framework or Mi...

I am looking for an appointment setter to join our SAAS Tech Startup team. This is a long-term ongoing project with both a base pay and commission structure. We...customers. Ideal Skills and Experience: - Excellent communication and interpersonal skills. - Previous experience in appointment setting or sales is preferred. - Knowledge of SAAS products and the tech industry is a plus. - Ability to effectively present and demonstrate the product's features and benefits. - Self-motivated and goal-oriented individual who can work independently. We use ZOHO or Salesforce CRM and Dialpad app for calling If you are a motivated individual with a passion for sales and technology and are looking for a long-term commitment with the potential for high earnings, we would love to...

I am looking for a freelancer who can create a report in Zoho Analytics for my business. The specific data or metrics that I want to include in the report are sales data. I have a preferred layout or design for the report and I can provide an example for reference. Additionally, I am open to any suggestions or ideas for the design. The report can be either interactive or static, and either option is fine for me. Ideal skills and experience for this job include: - Proficiency in Zoho Analytics - Experience in creating reports and visualizations - Ability to understand and analyze sales data - Strong attention to detail and ability to organize data effectively - Good communication skills to discuss requirements and provide updates throughout the project.

We are looking to implement Odoo Cloud for our IT ...subscription services like Office 365 and Google emails, on top of other services. We are looking for a certified and experienced Odoo implementor to help us implement Odoo successfully. We might need some level of customization as well. (e.g.: quote revisions for generated quotes with the same number & history). We will need to implement almost all modules of Odoo. Currently, we are using Zoho Desk and Zoho Books for our operations. Old data might need to be imported, but that will be decided later after going live. What is your expected timeline for this project? Within 1 month NOTE: Should have previous experience in Odoo implementation and customization. We will need to see the product you have implemented. Sho...

...presence. Responsibilities: > Develop and implement a social media strategy to enhance our online visibility and engage with our target audience > Create and schedule 15 high-quality posts per month across various platforms, including Facebook, Instagram, Twitter, LinkedIn, YouTube, Pinterest, and TikTok. > 4 Blogs a month > Utilize Zoho Social to manage our social media accounts efficiently, ensuring timely posting and tracking performance metrics. Proficiency in Zoho Social for scheduling and managing posts. > Design visually appealing posts using Canva, incorporating captivating images, compelling copy, and relevant hashtags. > Strong graphic design skills using Canva or similar tools to create eye-catching visuals. > Exceptional written and verb...

We are a SAAS company in need of 2-3 team members who have 2+ years of experience with live customer support in the SaaS online software field. We provide online software to construction companies. They use our system to create estimates, invoices, etc. Our support team providers live chat and ticket support using Zoho CRM, Zoho Desk, and Zoho SalesIQ. Experience with the following IS required. Reply with a Yes or No beside each item. If helpful, provide additional details. -- Live Chat: -- CRM's: -- Ticket Management: These are NOT requirements, I am just curious about your knowledge (even if just a little). Reply with a Yes or No beside each item. If helpful, provide additional details. -- Construction Experience/Knowledge: -- Adding/Modifying Knowledge Bases...

...their personal devices. We are working in this environment : - Windows laptops, with regular users (not administrators) - Microsoft Security Essentials fully enabled - no physical firewall - development softwares : Netbeans, PHPstorm, Tortoise SVN & Tortoise GIT, Sourcetree, PuTTY, Pageant, Filezilla - communication softwares : Thunderbird, Trello, Slack, 3CX, Anydesk - other softwares : ShareX, Zoho Workdrive sync, Spotify - some computers have a virtual machine installed on it (Oracle VM Virtualbox, Linux Debian OS, with a LAMP stack installed on it) - we have 5 Debian servers, with a LAMP stack installed on it. I would like you to give me advice on which DLP solution I should choose, and help me install this DLP solution. I would like to see the entire installation/confi...

Hi Prasanta K., I noticed your profile and would like to offer you my project. We can discuss any details over chat. What is your availability? How much time can you give per week. I am looking for data analytics expert to develop dashboard and reports using zoho analytics. Thanks

I am looking for a freelancer who can create a report in Zoho Analytics for my business. The specific data or metrics that I want to include in the report are sales data. I have a preferred layout or design for the report and I can provide an example for reference. Additionally, I am open to any suggestions or ideas for the design. The report can be either interactive or static, and either option is fine for me. Ideal skills and experience for this job include: - Proficiency in Zoho Analytics - Experience in creating reports and visualizations - Ability to understand and analyze sales data - Strong attention to detail and ability to organize data effectively - Good communication skills to discuss requirements and provide updates throughout the project.

Hello! We are a small company with a team of 3-4 people, providing printing and embroidery services for our clients. We have made the decision to implement Zoho One and have started configuring deal stages and required fields for our sales team. However, we've encountered some challenges in setting up the CRM as per our requirements. Our marketing specialist has outlined the actions that should be available for our sales team in the CRM: Configure deal stages Define mandatory and optional fields Set up conditions for automated actions Enable email sending and receiving through the CRM Configure automatic email notifications based on specific actions in the deal Integrate with Square and synchronize specific fields Set up lead creation for each incoming call and the ability to...

...site, for instance if a client books on the site a client account must be made, if a client makes a payment on the website the clients account must update etc. We would also like the CRM to track the website. See which hotels, destinations, pages etc have had the most visits. Emails must also be integrated into the CRM. We do not have a server so it would need to be cloud based. Something like Zoho or Salesforce. The CRM must have the following: Ability to add clients’ details name, address, telephone number, email address. Also, to add the client’s location of travel, travel party, dates, preferred departure airport. We would need to be able to generate a booking via third party API feeds which will need to be inputted into the CRM. One for flights, one for h...

...their personal devices. We are working in this environment : - Windows laptops, with regular users (not administrators) - Microsoft Security Essentials fully enabled - no physical firewall - development softwares : Netbeans, PHPstorm, Tortoise SVN & Tortoise GIT, Sourcetree, PuTTY, Pageant, Filezilla - communication softwares : Thunderbird, Trello, Slack, 3CX, Anydesk - other softwares : ShareX, Zoho Workdrive sync, Spotify - some computers have a virtual machine installed on it (Oracle VM Virtualbox, Linux Debian OS, with a LAMP stack installed on it) I would like you to give me advice on which DLP solution I should choose, and help me install this DLP solution. I would like to see the entire installation/configuration of the solution (with online meetings). Of course, I w...

I am looking for a freelancer who can help me with a project involving bulk updating transfer order statuses in Zoho. Here are the details: Transfer Order Status: In Transit or Pending Criteria for Updating: No specific criteria, update all transfer orders Number of Transfer Orders: Less than 100 Ideal Skills and Experience: - Proficiency in Zoho and experience with bulk updating transfer order statuses - Attention to detail to ensure accurate and timely updates - Ability to work efficiently and meet deadlines - Strong communication skills to provide updates on progress and any issues encountered If you have the necessary skills and experience, please submit your proposal.

Zoho CRM Portal Customization for Channel Partner ManagementZoho CRM Portal Customization for Channel Partner Management Objective: Implement a user-friendly Channel Partner portal using Zoho CRM's built-in portal feature to manage lead registration, approval, tracking, and potential channel conflicts. Project Flow: Initial Setup: Activate and set up the Zoho CRM portal feature. Customize portal design Lead Registration: Create a lead submission form within the portal where Channel Partners can register their leads. The form should capture essential lead details such as company name, contact person, contact details, lead source, etc. Implement a mechanism that allows Channel Partners to attach relevant documents or notes while submitting the lead. Once submi...

We are a car insurance broker. Different businesses...smash repairers, make their customers fillout our webform which is based on Jotform. From there, data is sent via Zapier to our app which is based on Zoho Creator. We need help to make the whole thing better. We need a developer who has experience with complicated Zoho Creator projects. Our goal is to improve order processing. I would like to consult with developer as to what exactly we want done so we can make an initial, small, quick project to release v1.0 of our app. After that, I'd like to make a plan for a second, larger scale project to make v2.0 release at a later date, with a diffrent budget. Please provide examples of your work with Zoho Creator, Jotform, Zapier. Please consult with us to determin...

I am looking for a freelancer to help me set up Zoho Books for my accounting needs. Current Accounting Software: None, starting from scratch Importing Chart of Accounts: Yes, I have an existing chart of accounts that I would like to import Level of Customization: I require moderate customization in Zoho Books Ideal Skills and Experience: - Experience in setting up Zoho Books is essential - Knowledge of chart of accounts and importing data tax rules - Ability to customize Zoho Books to meet my specific requirements

I am looking for a Senior Functional Analyst with expertise in the Accounts & Finance field. The ideal candidate should have experience in financial analysis and reporting. Job Description - Knowledge about Accounting, Finance and Bookkeeping. - Accounting Software knowledge is added Advantage. - Translate and simplify requirements and break them into implementable tasks. - Define, ...this role include: - Conducting financial analysis and generating reports - Identifying the competitors - Domain knowledge sharing to Developers - Budgeting and forecasting - Risk management and compliance The Senior Functional Analyst should have specific software expertise in financial systems. The desired level of experience for this position is Senior Level. Location: Chennai Tools: Tally, ...

Data Analytics using Zoho Analytics - Looking for a Zoho Analytics expert to develop dashboards and provide insights - Required Skills: Experience in Zoho Analytics Platform - I have all the necessary data ready for analysis - Regular updates on the analysis process are requested - This is long term project. Submit your bid only if you have experience in Zoho analytics platform. - Should be able to demonstrate that you have solid experience in Zoho analytics. - Need to sign our company specific NDA and IP agreements.

I am looking for a Senior Functional Analyst with expertise in the Accounts & Finance field. The ideal candidate should have experience in financial analysis and reporting. Job Description - Knowledge about Accounting, Finance and Bookkeeping. - Accounting Software knowledge is added Advantage. - Translate and simplify requirements and break them into implementable tasks. - Define, ...this role include: - Conducting financial analysis and generating reports - Identifying the competitors - Domain knowledge sharing to Developers - Budgeting and forecasting - Risk management and compliance The Senior Functional Analyst should have specific software expertise in financial systems. The desired level of experience for this position is Senior Level. Location: Chennai Tools: Tally, ...

I am looking for a freelancer to customize my Zoho CRM. Specifically, I need custom fields and modules created. I have a rough idea of what I want, but I need guidance and assistance in finalizing the details. All data that will go into these custom fields and modules will be new, so I don't need any existing data to be migrated. If you have the experience and expertise with Zoho CRM customization, I would love to work with you. Together, we can make sure that all of my specific requirements are met, and that my CRM is tailored to my business needs.

...format, or alternatively, migrate to a more practical solution like "AirTable." Ideally, the email/PDF should automatically generate an entry in the database using AI to parse the relevant booking information. However, it would be helpful to have a prompt for me to submit any missing information. This process can then trigger the generation of an invoice for the client using "Zoho Books." The invoice can remain in Zoho Books until manually reviewed and sent. A centralised dashboard is also needed to track open tickets, financial analysis, profits, unpaid invoices, and other relevant information. One of the challenges I face is entering new client contact information and keeping it automatically synced with other systems such as the customer service h...