Zoho Jobs

Busco experto en ZOHO para configuración inicial de empresa fabricante de joyería. El trabajo consiste en 3 puntos exactos: Armar Base de Datos Maestra (Google Sheets): Llenar un archivo compartido con mis 400 modelos y sus variantes (aprox. 8 variantes por modelo). IMPORTANTE: El archivo debe incluir columnas listas para integración futura (SKU, Descripción, Precio y URL de Imagen). Ejecución de Carga en Zoho Inventory (Lo más importante): No solo quiero el Excel. El entregable es que los 400 modelos y sus variantes aparezcan cargados y organizados dentro de mi cuenta de Zoho Inventory. Se debe usar la función "Item Groups" (Grupos de Artículos) para que las variantes se generen correctamente. Configurar una Lista d...

I’m looking for a Zoho-savvy specialist who can take my half-configured CRM and turn it into a clean, structured, and fully functional workspace. Here’s the current situation: contacts, companies, and deals live in a mix of spreadsheets and an old system. I need those records migrated into Zoho CRM, then scrubbed to eliminate duplicates, bring outdated details up to date, and reorder information into the right fields so reporting finally makes sense. Once the data is spotless, I want the system tailored to fit our workflow. That means creating the right custom fields and page layouts, plus setting up workflow automation (think assignment rules, follow-up alerts, and task triggers) so the team spends less time clicking and more time closing deals. Deliverables • Impo...

Zoho One / Zoho CRM Migration – Fix, Complete, and Go Live We are looking for an experienced Zoho One developer to take over, audit, fix, and complete an existing Zoho migration that was left unfinished due to an unexpected interruption with our prior developer. This is not a new build. The system is partially built but not functional and cannot currently be used for daily operations. We need someone who can step in, assess quickly, and finish the job correctly. Where We Are Now Zoho One account is active Using: Zoho CRM Zoho Inventory Zoho Books / Finance (enabled) Customer, vendor, and product data exists but is incomplete or improperly linked Core transaction flow is broken Quotes, Sales Orders, Purchase Orders, Invoices, and Packing Slips exist in Deluge/HTML but are u...

We are looking for an experienced Zoho CRM and Zoho Books consultant to help us implement accurate profit and margin tracking on Estimates, using Zoho Books as the financial source of truth, with Estimates created in Zoho CRM and synced to Zoho Books. Our setup: • Estimates are created in Zoho CRM • Zoho CRM is integrated with Zoho Books • Products and cost pricing are maintained in Zoho Books • Margin calculations are currently done in an external spreadsheet, which we want to eliminate What we need implemented: • Ensure cost price is sourced from Zoho Books Products • Automatic calculation of: • Profit per line item (internal only) • Total profit and margin per estimate (internal only) • Profit and margin must not appear on customer...

Zoho One Business Integration (Transport | Packers & Movers | Insurance | Real Estate) Project Goal Build a fully integrated Zoho One ecosystem to manage multi-vertical operations with zero manual data entry, unified customer records, automated pipelines, document management, and real-time dashboards. Scope of Work 1. CRM Architecture • Custom CRM design (not everything in Leads) • Separate modules for: o Transport & Logistics o Packers & Movers o Insurance o Real Estate • Unified Contact view showing all services • Interlinked Deals, Activities, and Documents 2. Sales Pipelines & Automation • 4 separate deal pipelines (one per vertical) • Stage-based automations: o Auto task creation o WhatsApp / Email notifications o SLA-based follow-ups &...

I have an issue with a filter when i select a name it filters all widgets but one. I need this fix. Only apply if you are able now to jump on a call and talk me through the fix.

I’m moving our business from Zoho Books to ERPNext and need an experienced hand to make the transition smooth and GST-compliant. The implementation must cover Inventory Management, Sales & Purchasing, and the full Accounting & Finance stack, with India-GST configured end-to-end—tax masters, HSN codes, returns, and the correct postings for CGST, SGST, IGST. From Zoho I only need the Invoices and Billing history brought over. Every invoice, credit note, payment entry, and its attachments should land in ERPNext exactly as it sits in Zoho today, preserving numbering and date integrity so my auditors stay happy. I’m fine with ERPNext’s standard reports and dashboards, so no custom scripting on that front; the focus is solid data migration, clean chart-of-accoun...

وصف المشروع نبحث عن خبير IT محترف (Top Rank) لديه خبرة قوية وعملية في Zoho One، للعمل مع شركة سعودية باسم Legends. نحتاج إلى شخص: لديه فهم عميق وشامل لمنظومة Zoho One قادر على تصميم Workflows مخصصة بالكامل حسب طبيعة عمل الشركة لديه خبرة سابقة مع شركات سعودية أو خليجية يتحدث اللغة العربية بطلاقة (شرط أساسي) قادر على شرح الـ Workflow والنظام للفريق بشكل واضح واحترافي سريع في التنفيذ وقادر على الإنجاز في وقت قياسي تصنيفه Top Rated / Top Rank على المنصة نطاق العمل تحليل احتياجات الشركة الحالية تصميم Workflow خاص بالشركة ربط تطبيقات Zoho One مع بعضها بشكل احترافي اختبار الـ Workflow والتأكد من كفاءته شرح وتدريب الفريق على النظام تسليم Documentation مبسطة (يفضل باللغة العربية) المتطلبات خبرة مثبتة في Zoho One (يرجى إرسال أمثلة أعمال) خبرة قوية في Workflow Automation اللغة الع...

About Us We are a B2B business selling into aged care providers, including organisations with multiple sites and complex stakeholder structures. We currently use Zoho CRM as our live sales system, but our configuration does not reflect best practice for B2B sales. Specifically, our sales pipeline has been incorrectly managed in the Leads module, rather than through Accounts, Contacts, and Deals. This has limited our ability to manage multi-site organisations, forecast accurately, and scale our sales process. We now want to reconfigure Zoho correctly, working within our existing system and data. The Problem We Are Solving • Sales pipeline stages currently exist in Leads (incorrect for B2B) • Deals are underutilised or inconsistently used • Many customers have multiple sites...

STAGE 1: Lead Created Owner: Sales Status: Draft Mandatory Fields • Client Name • Opportunity Description • Estimated Deal Value • Expected Closing Date • Country / City • RFP / RFQ / PEQ (if any) Rules • No Cost • No Margin • No Vendor Info Allowed Actions • Save Draft • Submit Deal ⸻ STAGE 2: Deal Submitted Owner: Sales Trigger: Submit Deal System Actions • Lock editing on core fields • Start Silence Timer (Day 0) • Ask: “Is Pre-Sales Required?” (Yes / No) ⸻ DECISION NODE: Is Pre-Sales Required? ⸻ FLOW A — Pre-Sales NOT Required STAGE 3A: Cost Preparation Owner: Sales Mandatory Fields • Internal Cost Estimate (Hidden from Sales UI after submit) • Assumptions...

Over the past few months we have accumulated a stack of unanswered calls and messages. I’d like you to clear that backlog and keep the lines running smoothly from here on. Your day will start inside our CRM (Salesforce, HubSpot or a similar platform we’ll grant access to). There you’ll find the call logs and voicemails that need attention. For every entry you will: • Call the customer back, confirm the single piece of data I’m tracking—the precise reason they reached out (product inquiry, order issue or technical support). • Log that reason in the CRM along with any notes that help our internal teams act quickly. • Mark the ticket resolved or escalate it inside the system if you spot something urgent. When live calls come in, simply answe...

Il ruolo ruota intorno all’intero ciclo di prospezione: dall’avvio di conversazioni con nuovi account fino al passaggio del lead qualificato al nostro closer. Attività principali • Primo contatto con prospect B2B via telefono, e-mail e LinkedIn • Qualificazione: parto sempre dall’analisi delle esigenze del potenziale cliente, così da capire se il problema che risolviamo coincide con le sue priorità di business • Follow-up mirati per alimentare l’interesse e mantenere viva la relazione • Aggiornamento costante del CRM: preferisco report settimanali chiari, sincronizzati con le metriche di pipeline • Consegna del lead caldo al team sales per la chiusura della trattativa Requisiti chiave – Esperienza...