Zoho CRM Jobs

Zoho System – Issue & Requirement List 1. Department Boards Setup (Zoho CRM) • Create separate boards/views for each department to manage their tasks and records. • Ensure each department can track their own leads, deals, and activities. • Implement clear workflow stages for different departments. ________________________________________ 2. Permission & Access Control Issues • Review and configure user roles and permissions. • Restrict access so employees can only view/edit relevant modules and records. Define permissions for: • Admin • Sales Team • Finance Team • Operations • Management ________________________________________ 3. Lead Module Issues • Review the Lead module structure and fields. • Fix issues with lea...

My Zoho Creator application handles daily operations through multiple Forms, automated Workflows, and analytical Reports, and I now need steady hands to keep everything running smoothly. The work involves three continuous strands: • Bug fixes – identify and squash logic or scripting errors in Deluge so every form submission and workflow trigger behaves exactly as designed. • Feature updates – refine existing functionality or introduce small enhancements as new business needs arise, making smart use of Zoho Creator’s newer components and REST & Zapier integrations when helpful. • Performance optimisation – monitor load times, script execution, and database structure, then tune queries, indexes, and pagination to keep the app responsive for all...

Automation & CRM Specialist (Contract) We are hiring a contractor to build automation systems for SMEs. Responsibilities: Create WhatsApp chatbot workflows Build CRM pipelines Set up appointment booking systems Create automated follow-ups Integrate payment tracking systems Requirements: Experience with CRM systems Experience building automation workflows Strong problem-solving skills Important: Applicants must attach proof of previous work, including: chatbot screenshots CRM pipelines built automation workflows client case studies Applications without proof will not be reviewed.

We are looking for an experienced Zoho CRM specialist to help implement a structured lead management system for our ecommerce business. Our company sells custom sports uniforms to teams, schools, and organizations across the United States. We receive inquiries through email, website quote requests, chat, and phone calls. The goal of this project is to ensure every lead is properly tracked, followed up with, and moved through a clear pipeline. We have already designed the CRM structure and need someone to implement the workflows, automations, and task system inside Zoho CRM. This should be straightforward work for someone experienced with Zoho workflows.

Project Overview We are looking for a Zoho Expert to configure Zoho SalesIQ and Zoho CRM to automate our support/sales routing and establish a robust performance tracking system. The goal is to streamline customer interactions through our website and provide branch-level visibility on key sales metrics. Scope of Work 1. Zoho SalesIQ: Customer Support Bot Integration Bot Configuration: Develop and deploy a chatbot on our website to handle support inquiries. Ticket Logging: The bot must allow customers to log support calls/tickets. Direct Routing: Configure the bot so that these logs are pushed directly to the designated support staff (via Zoho Desk or Zoho CRM Cases). 2. Zoho SalesIQ: Branch-Specific Sales Routing Lead Capture: Setup the chatbot to ask users to select their nearest or p...

I have a fresh Zoho CRM account that I want taken from blank slate to production-ready. The build must cover the full lead-to-deal workflow, include sales automation rules that match standard B2B pipelines, and surface the right numbers through meaningful dashboards and reports. What I already know I need • Lead management: custom web-to-lead forms, scoring, assignment rules and duplicate control • Sales automation: stage-based pipelines, task & follow-up triggers, email templates, blueprint or command center (whichever fits best) • Reports & analytics: role-based dashboards, sales velocity metrics, conversion reports, scheduled email summaries Essential integrations – Microsoft Teams chat: instant lead notifications and deal stage updates pushed to c...

I already use Zoho Sheet to take meeting notes and I’d like every note I enter—specifically the agenda items, the action items with deadlines, and the attendee names and roles—to travel automatically into Zoho Projects as individual tasks. Each set of tasks should land neatly inside the appropriate task list for that meeting. I began building the workflow myself in Zoho Flow, but mapping the columns, setting up the triggers, and parsing multiple action items from a single row turned out to be more involved than expected. I need someone who can: • Design a clear, reusable Zoho Sheet template that captures the three details above. • Configure Zoho Flow so each time I add or update a row, the flow creates or updates the corresponding tasks in Zoho Projects un...

I need a system to manage sales inquiries efficiently. Sales inquiries tickets should be received in Zoho CRM. When a sales inquiry ticket is created, a lead should also be injected into the Nextiva dialer with no more than a 5-minute lag time. Requirements: - Sales inquiry tickets in Zoho CRM - Capture: - Customer contact details - Product interest details - Urgency level - Prioritize based on urgency level Ideal Skills and Experience: - Zoho CRM integration expertise - Familiarity with Nextiva dialer - Experience with automation and ticket management systems - Strong organizational skills

entation lifecycle — from data migration through to team training. The ideal candidate has hands-on Zoho CRM experience and a proven track record of successful CRM migrations and deployments. Scope of Work 1. Data Migration Export, clean, and map all existing contact and account data from Contact Science into Zoho CRM Ensure data integrity throughout the migration process with validation and deduplication Conduct a post-migration audit to confirm all records transferred accurately 2. Contact & Account Setup Configure contact, account, and lead modules to align with our business structure Set up custom fields, views, and layouts tailored to our team's workflow Establish proper data segmentation and tagging conventions 3. Workflow Setup Design and implement automated wor...

This engagement covers the complete first-time configuration of Zoho People and Zoho Payroll for our organisation. Everything begins from a clean slate—there is no historical data to import—so the focus is on getting the core HR environment working smoothly rather than cleansing or migrating legacy records. Deliverables • Employee Onboarding – design the onboarding flow, set up forms, assign default tasks and approvals, and ensure automated document generation is active. • Attendance Tracking – configure shift schedules, geofence or web check-in rules, and real-time dashboards so managers can monitor attendance instantly. • Leave Management – establish all leave types, custom accrual rules, holiday calendars and multi-level approval paths...