Zoho Jobs

Project Overview We are looking for an experienced backend developer to build a middleware application that connects Zoho Books with the Mauritius Revenue Authority (MRA) E-Invoicing System. Zoho Books does not natively support MRA e-invoicing for the Global Edition, but it provides APIs and webhooks that can be used to build a custom integration. The objective is to allow our client to continue using Zoho Books while automatically submitting invoices to MRA in real time and storing the MRA response back into Zoho Books. ⸻ Preferred Technology * Laravel 11 * PHP 8.3+ * MySQL * REST APIs * OAuth 2.0 * Webhooks ⸻ Scope of Work The middleware should: * Receive invoice notifications from Zoho Books using Webhooks. * Retrieve complete invoice information from Zoho Books API. * Conver...

I’m rolling out a customer-first upgrade for my field-service business and need an experienced Zoho specialist who can tie everything together and give the front-end a modern, Uber-style feel. Project Scope 1. Zoho Stack Integration • Connect Zoho Facility Management to Zoho CRM and Zoho Books so customer data, job schedules, and full service history stay perfectly in sync. • Map the data flow with Zoho Flow or equivalent to keep invoices and inventory in Zoho Books up to date the moment a job is completed. 2. Live-Map Customer Portal • Build a web portal where customers can log in and see real-time technician tracking, current service-request status, and an accurate ETA on a live map. • Use the same portal to show dynamic, distance-based...

I need my ZOHO CRM instance to trigger rich, native messages the moment a contact enters or moves through specific stages of our pipeline. The goal is full-fledged automated messaging—welcome, follow-up, and occasional promotional blasts—delivered through RCS/SMS and the phone’s built-in notification layer rather than a third-party app. Here’s how I picture the flow: a lead is created or updated in ZOHO; a webhook or function hands the event to the RCS gateway; the contact receives a branded, media-rich message with dynamic fields pulled straight from the CRM. Replies, read receipts, and opt-outs should sync back so that every interaction is visible on the contact’s timeline. Key deliverables • Seamless link between ZOHO CRM Functions/Deluge and the c...

I run a stone-crushing operation and I’m ready to tidy up how we store and act on customer information. At the moment contacts, quotes, and follow-ups are scattered across spreadsheets and messaging apps; I want everything living inside a single CRM with a clear, industry-specific workflow. The heart of the job is customer relationship tracking: • import and clean the existing lead / customer data • design stages that mirror our real-world process—from first inquiry and sample dispatch to confirmed order and post-sale support • configure automated reminders so no follow-up or service visit slips through the cracks • surface quick-glance dashboards that show active opportunities, won business, and any stalled conversations If you prefer working in Z...

已开通 Stape 服务器端 GTM，但尚未完成具体配置。目标是在同一套服务器端环境里，把 Facebook、Instagram、LinkedIn 产生的所有事件与线索实时写入 Zoho CRM，并在 Zoho 内继续做自动化营销与数据分析。 项目范围 1. 在 Stape 后台创建并调试服务器端容器，确保三大平台像素 / Insight Tag 能完整回传转化数据。 2. 通过官方或自建 API，把 Facebook、Instagram、LinkedIn 的表单、广告线索和行为事件同步到指定的 Zoho 模块。 3. 利用 Zoho Flow / Campaigns（或您推荐的方式）搭建基础的自动化路径：线索评分、邮件触发与后续跟进。 4. 搭建一页可视化报表，让营销与销售团队可以在 Zoho Analytics 快速查看渠道表现与转化成本。 交付验收 • 所有事件在浏览器端与服务器端均可追踪，并且在 Meta Events Manager、LinkedIn Campaign Manager 中无红色告警。 • 新线索进入 Zoho 后，自动分配到相应销售并触发邮件或任务，流程全程可追溯。 • 报表数据与广告平台对齐，误差 <5%。 • 提供设置文档与一次线上培训，方便后续内部维护。 如有现成脚本或插件可使用，请直接提出；对实现方式持开放态度，只要结果稳定可靠。

I need help setting up ZOHO CRM specifically for sales pipeline tracking. This will primarily be used for managing our business brokerage sales. Key Tasks: - Set up sales pipeline stages: Lead qualification, Proposal/Price quote - Determine if custom fields are necessary and implement them if needed Ideal skills and experience: - Proficiency in ZOHO CRM - Experience with sales pipeline setup - Ability to customize fields based on business needs Please provide examples of similar work done.

I have roughly 8,000 names sitting in Microsoft Office 365 and I’m moving everything into HubSpot CRM. Before the import happens I want the database properly scrubbed: identify and merge duplicates, flag incomplete records, and send a one-time “permission to stay in touch” email to everyone who has an address. Any record that bounces or does not reply will be set aside so I can decide later whether to archive or delete it. Records that have no email at all need to be reviewed manually; when it makes sense, reach out via LinkedIn or other channels to confirm contact details. Once the list is clean, categorise every approved contact so that I can segment future campaigns. Current buckets are: • Clients • Partners • Contacts from past business init...

We're a digital solutions agency delivering CRM and sales-automation projects for small and mid-sized businesses. We're building a small bench of trusted specialists we can work with on an ongoing basis, project by project. This is white-label work: everything is delivered under our brand. You won't contact our clients directly, and our projects won't appear in your public portfolio. In return, we bring you a steady flow of well-scoped work without you having to find clients yourself. What you'll do (varies by project): Set up and configure CRMs (HubSpot, Zoho, Pipedrive, GoHighLevel, or Salesforce) so every lead is captured and nothing slips through Build automated follow-up sequences (email/SMS) that actually get replies Connect web forms, landing pages, and oth...

SALES CRM REQUIREMENT DOCUMENT Company Profile: We are a PEB (Pre-Engineered Building) manufacturing company. We are planning to implement Zoho CRM primarily for our sales department to manage leads, inquiries, follow-ups, activities, and reporting. Team Structure: • Sales Executive/ CRM Administrator – 1 User • Sales Executive – 2 Users (Hiring in Progress) • Director / Management Dashboard – 1 User Total Expected Users: 4 Current Sales Process: 1. Business Development Activities Our sales team generates business through: • Cold Calling •Field Visits (Architect, Consultant, Engineer, civil contractor) •Site Visits •Google Research •LinkedIn Research •Networking and References 2. Lead Management When a prospect shows interest...

I need an expert to optimize our Zoho CRM setup and automation, focusing on lead management. We are a concierge medical practice that is membership based. We need to be able to track leads through the sales process and track memberships, referral sources, renewal dates, revenue. We are currently using Zoho CRM professional edition with add on of zoho analytics. I do need to also stay HIPAA compliant. Key areas for improvement: - Lead Capture: Web forms, email campaigns, social media, direct mail, phone calls, and walk-ins. - Lead Scoring: Establish a more effective scoring system. - Lead Nurturing: Develop better nurturing workflows. Ideal skills and experience: - Proficiency in Zoho CRM - Experience with lead management - Automation setup expertise - Strong analytical skills Your exp...

Title: Zoho CRM Expert Needed for Team Training (6 People) Description: We're looking for an experienced, fluent English-speaking Zoho CRM consultant to conduct a comprehensive training session for a team of 6 people. Our goal is to move the team from basic usage to full confidence in managing our client pipeline. Key Training Objectives: Lead Management: capturing, managing, and qualifying leads Conversion Workflow: converting a Lead into an Account, Contact, and Deal/Potential Onboarding & Sales Pipelines: tracking the client onboarding journey in the CRM Proposals & Documents: creating, sending, and tracking proposals/estimates linked to clients Activities & Reminders: setting up tasks, logging calls, and configuring reminders Best Practices: walkthrough of standard t...

The role centres on accurately entering and maintaining my customer information so that every record is complete, current, and easy to retrieve. All the data you will touch comes from email enquiries, order confirmations, and support threads. I need it transferred into the appropriate fields of my CRM and occasionally cross-checked against a shared Google Sheet. You will be working with three kinds of customer data: • Contact details • Purchase history • Support tickets Consistency and confidentiality are paramount, so please be comfortable handling personal information, following a naming convention, and double-checking your work before marking a task complete. Familiarity with spreadsheets or any mainstream CRM (Salesforce, HubSpot, Zoho, etc.) will help you get ...

I need a complete business-grade website built inside Zoho Sites, followed by full configuration of my company email on Zoho Mail. The site itself is still a blank canvas—I do not have a theme picked out, so I’ll rely on your design skills to propose a clean, professional look that matches a modern B2B brand. Once we agree on the visual direction, you will build and publish the site inside my Zoho account, keeping navigation, copy blocks and imagery modular so I can add or adjust sections later without touching code. At the same time, I expect my domain’s DNS updated and verified for Zoho Mail, plus creation of the initial business addresses (info@, support@, etc.) and SPF/DKIM records so everything passes deliverability checks. Deliverables • Custom Zoho Sites...

Customize additional columns inside zogo books

I need an expert to implement Bitrix24 for CRM, focusing on large employee base management and automated workflows (purchase process, holiday requests, IT tickets, etc...). It must be an expert on whatsapp integration, use and customer experience. Non negotiable skills: - Proficiency in Bitrix24 - Strong CRM implementation background - Experience designing and deploying outstanding customer experiences - Excels at business understanding and modeling the tool for the business Please provide examples of previous work and relevant certifications.

I need an expert who can turn my current service-based email list into a reliable, repeatable sales engine. The goal is simple: more revenue from every send. Here’s what I expect: • A full review of my existing flows and broadcast emails, followed by a clear automation roadmap that shows where each sequence fits in the buyer journey. • Fresh, conversion-focused copy and designs for key emails—welcome, nurture, cross-sell, and re-engagement—built directly in my platform (I’m flexible if you prefer Klaviyo, Mailchimp, ActiveCampaign, or similar). • A/B testing plans for subject lines, offers, and send times so we can learn quickly and scale what works. • Reporting dashboards that surface sales, open rates, click-throughs, and revenue per...

I am preparing an e-invoice extension for the Zoho Books, Xero, and QuickBooks marketplaces and need a developer who can take the project from concept to approved listing. The core purpose is to let our users create invoices automatically and have taxes calculated correctly every time, no matter which of the three ecosystems they work in. Key scope • Platforms: Zoho Books, Xero, QuickBooks • Functions: automated invoice generation and precise tax calculation • User access: Administrators, Accountants, and Sales Team must each see only the controls relevant to their role. Technical expectations The add-on should rely on each platform’s official SDK or REST API, respect rate limits, and follow their branding and security guidelines so that it passes marketplace rev...