Zoho Jobs

Required Expert in ZOHO PEOPLE - Package Professional to preform the full setup from scratch for all features and automation process

I'm seeking an expert to help me create lead nurturing workflows and automations in Zoho Marketing Automation. Key tasks include: - Developing comprehensive email sequences - Setting up automated follow-ups - Crafting personalized content Ideal skills and experience: - Proficiency in Zoho Marketing Automation - Experience with lead nurturing strategies - Strong content creation and automation skills

I need Zoho FSM configured from the ground up for our small repair service center (we’re a 1–10-person team). The goal is to walk into a fully functional system that lets us create work orders in seconds, schedule and dispatch technicians effortlessly, track parts, and keep every customer fully informed — all without touching spreadsheets again. Here’s what I expect to receive: • Account & org configuration, including service territories, work-type templates, skills, and user roles • End-to-end work-order flow: request → estimate → approval → job completion, with automated email/SMS updates • Dispatch console rules that match our single-location, small-team reality while staying ready for future growth • Parts and wareh...

My Zoho One licence is active, yet nothing is wired together. I need an expert to turn it into a working sales-campaign engine that lets me: • Work inside Zoho CRM, Zoho Campaigns, and Zoho SalesIQ without hopping between tools. • Blast emails through Brevo (Sendinblue) once sender domains, SPF/DKIM and account approvals are in place. • Take card payments, handle subscriptions and pull consolidated revenue reports via Stripe. • Trigger and receive voice calls through Twilio, linking every call record back to the right lead or contact. The flow I’m picturing is simple: a visitor engages through SalesIQ, drops into CRM, receives an automated Brevo email, and—if they buy—completes checkout on a Stripe-hosted page. Post-payment, Twilio can fire a c...

I'm looking for an experienced Zoho One setup specialist to help me with Zoho CRM, Zoho Books, and Zoho Projects. My primary goal is to improve project management. Lead-to-Customer Process Document — LED Manufacturing Business This document maps the full journey of a lead — from the moment they land on Instagram or WhatsApp, through Zoho CRM, automated follow-ups, and email campaigns, to becoming a converted customer. Use it as your team's SOP (Standard Operating Procedure) and as a checklist for what still needs to be set up. 1. Lead Capture (Instagram + WhatsApp + Website) Every lead needs a single entry point into the system so nothing gets lost. Leads typically arrive through three channels: Instagram DMs/comments, WhatsApp messages (Click-to-WhatsApp ads or orga...

I'm looking for a skilled freelancer to help me with monthly data cleansing in Salesforce. The volume of data that requires cleansing typically falls in the range of 1,000 to 10,000 records. Key Responsibilities: - Regularly cleanse data within Salesforce - Ensure data quality and cleanliness - Identify and rectify any errors - Keep data as up-to-date as possible Ideal Skills & Experience: - Proficiency in Salesforce - Experience with data cleansing - Attention to detail - Ability to work with large datasets - Regular availability for monthly tasks

More details: Which Zoho products do you need help implementing? Zoho CRM, Zoho Campaigns, Zoho Social What specific tasks do you need assistance with in Zoho CRM? Data migration, Workflow automation, Custom reporting What specific tasks do you need assistance with in Zoho Campaigns? This question was skipped by the user

I need two complementary skill-sets to keep our growing group running smoothly. First, an accounting and admin assistant who can jump straight into both Petro Israël LLC and Pinto Distributor LLC. Your immediate mission is to clean and order every ledger entry, then match each line to the corresponding bank transaction. Petro Israël runs on QuickBooks, while Pinto’s files live in Zoho/Xero, so you must be comfortable moving between those platforms without losing pace. When you finish, the books for both companies should be fully reconciled, clearly categorised, and ready for our CPA’s review. Second, I am opening the door to sales professionals or international commodity traders who can represent the same two companies worldwide. If you already negotiate fuel, agric...

I need an expert to customize Zoho CRM for effective client communication and management of our prospective order pipeline. Key Requirements: - Customize records for: - Contacts - Meetings - Formal communications - Promotional events - Streamline client communication logs: - Client contacts - Meetings - Formal communications Ideal Skills & Experience: - Proficiency in Zoho CRM customization - Strong understanding of client relationship management tools - Experience in automating and organizing client communication records - Ability to tailor the CRM to fit specific business needs Please provide examples of previous Zoho CRM customization projects.

I run a growing logistics business and I’m ready to move our day-to-day work into Zoho One. My immediate focus is to design a solid solution in Zoho Creator and configure the accompanying workflow automations so that every shipment is tracked without manual intervention. Here’s what I want to accomplish: • Map our current order-tracking process into Zoho Creator, capturing each status change from pickup to delivery. • Build or refine the underlying workflows so notifications, task assignments and exception alerts fire automatically. • Ensure the overall Zoho One environment is set up correctly, with the right connections between Creator, CRM, Inventory (where needed) and any other Zoho apps that make sense for logistics. The end goal is a streamlined oper...

The heavy lifting is done: the domain is already verified and my Google Workspace account is live. I now need the final pieces handled quickly so I can retire Zoho this week. Here’s what’s left on my side: • Migrate every bit of email and all contact data (one primary Zoho mailbox plus several aliases) into the matching Google Workspace account via IMAP. • Point the MX record in Namecheap to Google and double-check that no other DNS entries are disturbed in the process. • Build on the configuration I’ve set up—please don’t start over or change anything that’s already working. Access will be via a temporary secondary Workspace admin login and an app-specific Zoho IMAP password; I’ll revoke both when the job is finished. I&rsquo...