Zoho CRM Jobs

I'm in need of a Zoho Books professional who can assist with the setup and configuration of Zoho Books, specifically focusing on data import and migration, as well as customization and integrations. Key Requirements: - Importing large Excel files containing product information into Zoho Books - Customizing and integrating Zoho Books to suit my business needs - Initial setup and configuration of Zoho Books Ideal Skills and Experience: - Extensive experience with Zoho Books - Proficiency in data import from Excel to Zoho Books - Ability to customize and integrate Zoho Books - Previous experience in setting up Zoho Books

I'm in need of a skilled freelancer with extensive experience in Zoho CRM and database management to synchronize our Zoho CRM with our database. Key Responsibilities: 1. Data Update & Cleanup: - Align our CRM with the database by adding missing fields, such as 'Subscription', 'Rating'. - Identify and clean duplicate and dead records, i.e. blocked email addresses. 2. Database Synchronization: - Develop a Python script for fetching data from our database and updating or adding records in Zoho CRM. - Ensure the script is capable of handling incremental updates and can operate on a set schedule. 3. Documentation & Automation: - Create clear and concise documentation detailing the cleanup and synchronization processes. - Automate the sync ...

I am seeking a highly skilled Zoho developer with extensive expertise in Deluge scripting to customize my Zoho CRM. The primary focus of this project is optimizing workflows, automation, and seamless integration across Zoho tools included in Zoho One. A basic understanding of business processes is also preferred. Project Details: - No external tool integrations are required. - The work involves deep customization within Zoho CRM, including creating custom modules, fields, and workflow automations. - Specific tasks include managing workflows, automating customer follow-up tasks, and setting up email notifications to streamline operations. - Enable emails to function seamlessly within Zoho CRM while maintaining the ability to use Outlook for email communication. Ideal Candidate Qualificati...

I'm seeking a professional skilled in workflow automation, specifically within the Zoho environment. The primary task at hand is to automate word document merge and upload to the client record and this needs to be done for all records created in the crm. Ideal candidates should have: - Extensive experience with Zoho and its automation features - Strong understanding of workflow automation principles - Proven track record in enhancing operational efficiency through email automation

I need assistance with designing a tax invoice in Zoho Books for Saudi VAT. The program is already set up to work with us, but the invoice needs to be customized to meet our requirements. Key Requirements: - Incorporate our company logo and branding into the invoice - Provide a detailed tax breakdown on the invoice - Include our payment terms and conditions Additionally, the invoice needs to contain: - Our customers' contact details - The invoice's due date - An itemized list of products/services Ideal Skills and Experience: - Proficiency in Zoho Books - Experience with Saudi VAT compliance - Graphic design skills to incorporate company branding - Understanding of creating detailed and clear tax breakdowns Please ensure your proposal demonstrates your experience with similar...

I am seeking a Zoho CRM Report expert. The task involves building a Lead Status Report and a Deal Pipeline sheet, like an excel sheet, these sheets must be able to filter by seller, will be based on data from Zoho CRM data reports and will need to be AUTOMATICALLY updated daily (access to Zoho will be granted upon hiring). The Lead Status Report should include the concepts shown in the reference screenshots. The ideal candidate will have: - Proficiency in Excel and data visualization - Proven experience with Zoho CRM - Ability to set up automated reporting systems is A MUST - Strong attention to detail - Excellent communication skills to explain the data clearly.