Zoho CRM Jobs

I need my Immigration & Overseas Consultancy to run smoothly inside Zoho One. Everything from capturing a lead to archiving final documents should live in one well-organised workspace. Here’s what I expect you to set up and refine: • Client relationship management – full lead intake, nurturing, and conversion flows using Zoho CRM • Workflow automation focused on document management – automatic folder creation, version control, reminders for expiring paperwork, and status updates to clients and staff • Daily task management – clear dashboards so every counsellor, case officer, and admin knows what must be done today, what is pending, and what has been completed • Sales pipeline views that mirror our visa stages, with at-a-glance reve...

# Pansro Safar – No-Code/Low-Code Website Development Proposal ## Project Overview We are looking for a freelancer or development team to build a professional travel website and management system for Pansro Safar using primarily No-Code / Low-Code solutions to keep the system cost-effective, scalable, and easy to manage internally without depending heavily on developers in the future. The goal is to create a modern hybrid travel platform supporting: * B2C customer bookings * B2B agent/distributor management * Vendor management * Employee attendance/tracking * Centralized admin operations The platform should be simple to operate by non-technical staff after development. --- # Preferred Development Approach ## Important Requirement We prefer: * No-Code / Low-Code architecture...

# Pansro Safar – No-Code/Low-Code Website Development Proposal ## Project Overview We are looking for a freelancer or development team to build a professional travel website and management system for Pansro Safar using primarily No-Code / Low-Code solutions to keep the system cost-effective, scalable, and easy to manage internally without depending heavily on developers in the future. The goal is to create a modern hybrid travel platform supporting: * B2C customer bookings * B2B agent/distributor management * Vendor management * Employee attendance/tracking * Centralized admin operations The platform should be simple to operate by non-technical staff after development. --- # Preferred Development Approach ## Important Requirement We prefer: * No-Code / Low-Code architecture...

What You Will Build: • Zoho CRM + OpenAI API integration for auto query classification • WhatsApp Business API integration for automated workflows • AI-powered quotation engine inside Zoho Books • Vendor RFQ automation via WhatsApp + Email • Auto task creation from calls, WhatsApp, emails using AI • SO/PO auto generation workflow • Zoho Flow + n8n workflow automation • Voice to task using Whisper AI • Founder dashboard on Zoho Analytics • AI finance controls – credit limit, payment alerts, risk engine • Dispatch tracking automation • Multi-language AI communication layer Skills Required: • Zoho One (CRM, Books, Inventory, Projects, Flow, Analytics) • OpenAI API / Claude API • n...

I need a seasoned Zoho One consultant to roll out the entire platform for our multi-campus education group in India. My immediate priority is end-to-end help with Zoho One itself—from licensing and architecture through to post-go-live support—so please make that the centrepiece of your proposal. Scope Our Admissions department will go live first. Within that launch we expect a fully customised Zoho CRM for enquiries, applications, and student lifecycle management, automated workflows that mirror our admission stages, and a Creator-based portal where applicants can track status. Once that is stable we will layer in Desk for help-desk tickets, HR approval flows, finance integrations, and any other department we choose to onboard. Key expectations • Complete Zoho One set-up...

I’m moving our accounting and finance workflow into Zoho and need Zoho Inventory configured from scratch as soon as possible. The account is already created; what’s missing is the full-scale setup that lets my team start recording stock, purchase orders, and sales invoices without hiccups. Here’s what I expect once you’re done: • Company profile completed and taxes, currencies, and units defined • Opening stock imported from my Excel sheet and aligned with SKU codes • Automated reorder points, composite items, and warehouse locations set up • Integrations activated with Zoho Books (existing org), online sales channels, and Stripe • Two custom templates for invoices and packing slips matching our branding • Brief hand-off sess...

I need a seasoned Zoho CRM consultant who can jump in right away and bring my sales team fully up to speed. We already have the system running; what’s missing is the practical, day-to-day know-how that lets reps log calls, track deals, and build reports confidently without leaning on ad-hoc tips. Your mission is two-fold: teach and support. I want concise, live sessions (remote is fine) that walk the team through our actual pipeline, combined with follow-up materials they can reference after the call. Once training is complete, I’d like short-term on-call help to tackle the inevitable “how do I…?” questions that pop up while new habits form. Deliverables • Two to three instructor-led sessions tailored to our workflow (recorded for replay) • Qu...

Project: Zoho CRM + Inventory + Books Implementation – Demo Required to Bid Timeline: 10–12 Weeks Project Overview We need an experienced Zoho implementation partner to configure and integrate Zoho CRM, Zoho Inventory, and Zoho Books for a solar energy distribution company with 100 users across Sales, Operations, and IT teams. Scope of Work Zoho CRM 3 custom sales pipelines, lead source setup (calls + digital), custom fields, role-based permissions for 100 users, ~3,000 contact migration from Excel, automated lead assignment, follow-up reminders, sales dashboards Zoho Inventory 4-warehouse configuration, 2,400 SKU catalogue (400 active), kit/bundle setup, daily dispatch workflow, 3PL logistics integration, reorder alerts, real-time stock monitoring per warehouse Zoho Books F...

I run a fast-growing solar installation company in Australia and I’m ready to move the entire sales, marketing, and finance operation into Zoho CRM. I need a true “from-scratch” build: custom modules, workflows, dashboards, and all the key integrations that will let my team work from one place. Scope of work • Sales team management – design our pipeline from lead to install, set up roles, profiles, blueprints, and real-time dashboards so every rep and manager can track performance at a glance. • Marketing automation – connect Meta lead ads, create nurturing journeys, and synchronise campaigns so marketing metrics flow straight back into the CRM. • Financial integrations – push approved quotes and invoices into Xero automatically, th...

The work covers the full European business day—Monday to Friday, 09:00–17:00 (UTC +2) I’m looking for a reliable Dutch-speaking bookkeeper who can step straight into our Exact Online environment and keep our day-to-day finances running smoothly. Your core focus will be: • Issuing accurate invoices the same day orders close • Reconciling incoming payments and flagging any discrepancies • Processing refunds within our standard SLA • Answering client questions about invoices, payment status or refund progress in clear, friendly Dutch Everything is already set up in Exact Online, so you’ll simply pick up the existing workflows and maintain them. I’ll provide written procedures plus direct Slack access for quick questions. Weekly summari...

I already have a one-page flyer that explains my business and workshops I offer; now I need that content transformed into a creative, vibrant landing page inside SpeakerFlow (built on zoho). The page’s single focus is to promote the workshop and to help organizations know what is available. Eventually it will also serve as a starting place for virtual sessions where individuals can sign up. Core sections I want to see are a concise workshop-details block, a compelling testimonial area (I’ll supply quotes), and an embedded form that lets visitors either register interest or at least join my mailing list. I also offer a free downloadable resource as a lead magnet; when someone grabs it their contact should be captured in the CRM so I can continue the conversation. I’m ha...

I already have a detailed build plan and workflow diagram that map every trigger, action, and data field for our JazzHR hiring pipeline. What I need now is a seasoned Zapier-Twilio troubleshooter who can turn that plan into a working, rock-solid SMS layer. The priority is clear: stronger candidate messaging. All SMS notifications—application status updates, interview reminders, and any future HR alerts—must fire reliably from Twilio, pick up the right JazzHR data, and log back into our ATS without manual touch-points. Zapier will still orchestrate the logic, while Claude handles the small bits of AI text generation we outline in the plan. You’ll receive: • The step-by-step build document and flow diagram (already approved by our team). • Sandbox credentials ...

I need an experienced Zoho Projects specialist to turn the default reporting area into a set of meaningful, easy-to-read dashboards. My main focus is customization—specifically custom reports and dashboards that quickly surface the metrics my team relies on every day. Here’s what I want to walk away with: • Tailored visual dashboards inside Zoho Projects that highlight project progress, task status, and any other KPIs you recommend once you review our current setup. • Custom report templates I can refresh at any time without touching the underlying configuration. • Clear documentation (or a short Loom video) so my team understands how to access, filter, and modify the new views. You’ll have full admin access during the project, and I’m hap...