Zoho Jobs

I run a growing remote insurance sales agency that operates entirely inside GoHighLevel. We onboard new agents weekly, and I am moving all technical setup and troubleshooting away from myself and into a dedicated support role. This is not a one-time project. This is an ongoing position where you become the primary technical contact for agents during onboarding and daily usage of the platform. Agents will message you directly when they need help inside the CRM. Your job is to guide them, troubleshoot issues, and make sure they are operational. You are NOT responsible for sales, coaching, or insurance — only platform support. What You’ll Help Agents With • CRM login issues • Connecting Google calendar & email • LeadConnector mobile app setup • Phone...

I’m refreshing my Zoho Books file as of 1 April 2025. Historical activity will stay archived in the same organisation, but from that date forward I want a clean ledger driven by accurate opening balances. Here’s what I need from you, ideally in a live one-hour session we schedule immediately after you accept the job: • Post opening balances for every customer, vendor, and the remaining balance-sheet accounts so the 31 Mar 2025 closing trial balance rolls forward perfectly. • Use the existing control accounts—I’ve already created them—so no redesign is necessary; just make sure the journal entries hit the right ledgers. • Maintain data integrity: no alteration or deletion of pre-01-Apr-2025 transactions. • Finish with a reconciled ...

I need an experienced Microsoft 365 specialist to move our logistics company, NUVECA, completely off Zoho Mail (1–10 accounts) and onto a new Microsoft 365 tenant. Every message and folder must arrive intact. Our domain is registered on Porkbun and server access is handled by an internal IT teammate. You will supply him with the exact DNS records—MX plus the correct SPF, DKIM and DMARC entries—and stay on top of propagation until all checks pass. Once mail is flowing through Microsoft 365, I also want our website contact form to relay through the new SMTP service so that enquiries hit the right mailbox without fail. We currently open mail in Thunderbird, Outlook and Webmail, so those clients have to connect smoothly after the cut-over, with clear instructions we can han...

Necesito trasladar todo mi ecosistema ERP actual a la suite Zoho y quiero asegurarme de que cada módulo quede totalmente operativo y alineado a nuestros procesos internos. El alcance incluye: • Ventas (Zoho CRM): traspaso de clientes, oportunidades, cotizaciones y flujos de seguimiento. • Finanzas y Contabilidad (Zoho Books): importación de catálogos, pólizas, facturas y conciliaciones bancarias. • Inventario (Zoho Inventory): migración de productos, SKUs, existencias, series y alertas de reabastecimiento. • Mercadeo (Zoho Campaigns/Marketing Hub): configuración de listas, plantillas, automatizaciones y reportes. Además de la migración de datos, requiero: – Mapeo y limpieza previa de la informaci&oa...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows cleanly in both directions....

I have just chosen Zoho Books for my small consulting practice and need someone to walk me through a clean, one-user setup. The goal is to start issuing invoices and tracking expenses without any messy trial-and-error work on my side. Here’s what I expect from you: • Configure the organisation profile, fiscal year, GST/VAT or relevant tax settings, and an appropriate chart of accounts for a service-based business. • Activate online banking feeds, import my opening balances, and create sample transactions so I can see the flow end-to-end. • Set up branded invoice and payment receipt templates and make sure my Stripe payment gateway connects smoothly. • Give me a concise Zoom hand-over session (recorded) explaining daily workflows—creating invoices, reconcili...

Hello, We are using Zoho Books (UAE VAT module enabled) for both B2C and B2B invoicing. Currently, each invoice contains multiple services (often 10–15+), and each service consists of: Government fees (VAT exempt) Service/processing charges (VAT @ 5%) Typing or administrative charges (VAT @ 5%) Our challenge is invoice presentation. If each component is shown as a separate line item, the invoice becomes too long and difficult for customers to read. Desired outcome: We want the invoice to display a summarized table with limited rows, while still maintaining correct VAT treatment and accounting accuracy in Zoho Books. Specifically, we would like to explore whether customization (Deluge + template customization) can achieve the following: A summarized invoice table with grouped...

I’m rolling out Zoho CRM and Zoho Projects across Sales, Customer Support, and Marketing with one clear objective—streamlining daily operations. I already have the licences; what I need now is an expert who knows the platform inside-out, from profile and role permissions to module customisation, workflow automation, and cross-app integrations. Here’s how I picture the engagement: • We jump on focused screen-share sessions (a few hours at a time) where you configure, demonstrate, and fine-tune settings live. • You advise on best-practice data architecture, user roles, and security settings, then build the agreed changes directly in my account. • Light documentation after each session keeps track of what was done, why, and how to adjust it later. Phas...

We are From Finedots Visual Technology Pvt Ltd … We have created an online store in Zoho commerce and we have completed some of setups … And some of the setups are not completed ... We want to complete those steps and also want to complete Backend works ....which are Mentioned Below Integration of shipment partners shipRocket and Delivery details available within the system for reference Zoho Configuration Setup of SalesIQ chat widget on the website tracking and real-time chat configuration capture from chat conversations Zoho Marketing Automation email campaigns based on user actions Lead segmentation and scoring setup Zoho PageSense 8 Website behaviour tracking and analytics setup visitor activity, interests, and engagement across Website pages v...

Die Einführung von Close CRM steht kurz bevor und soll vollständig remote umgesetzt werden. Dabei geht es nicht nur um die technische Einrichtung, sondern um einen reibungslosen Übergang aller Vertriebsprozesse hin zu einer automatisierten B2B-Pipeline. Kernaufgaben • Datenmigration: Bestehende Kontakte, Aktivitäten und Deals müssen strukturiert, fehlerfrei und DSGVO-konform in Close CRM übertragen werden. • System-Integrationen: Anbindung der vorhandenen Tools (z. B. E-Mail-Marketing, Kalender, Buchhaltung oder Zapier/API-Workflows), damit alle Informationen zentral vorliegen und Trigger zuverlässig ausgelöst werden. • Vertriebs-Automatisierung für B2B: – Lead-Generierung: Automatische Erfassung, Zuordnung und An...

I'm seeking an experienced Zoho automation specialist to integrate Zoho CRM with Outlook, Facebook, and LinkedIn, and to create bespoke automations. Key Requirements: - Integrate Zoho CRM with Outlook to: - Sync emails - Create tasks from emails - Calendar integration - Manage leads - Automate the following processes in Zoho CRM: - Lead management - Email marketing campaigns - Customer follow-ups Ideal Skills and Experience: - Proven experience with Zoho CRM and its automation capabilities - Familiarity with Outlook, Facebook, and LinkedIn integrations - Strong organizational skills and attention to detail - Ability to create custom automation workflows Looking forward to your proposals!

I need a Zoho-native chat bot that can sit inside SalesIQ, greet website visitors, answer their sales-related questions in real time, qualify each lead, and push enriched data straight into Zoho CRM. The flow I’m picturing is: • The bot opens with a friendly prompt, asks a few qualifying questions, and scores the lead. • It replies instantly to common product queries (pricing, features, availability, etc.) using an AI knowledge base you’ll train from my existing FAQs, brochures, and web pages. • When the prospect meets my criteria, it should schedule a follow-up task or create a deal record automatically; if not, it tags them for nurture. I’ve already connected SalesIQ and CRM; you’ll focus on configuring the bot rules, training the AI responses...

I am looking for an experienced Zoho developer / automation expert to build a fully automated omnichannel chatbot-based seat booking system using the Zoho ecosystem. This will be a 100% online system (no cash handling) and must automate everything from customer booking to payment, cancellation, refund, vendor payout, notifications, and feedback. PLATFORMS & TOOLS (MANDATORY) The system must be built using: Zoho SalesIQ (Chatbot + Omnichannel) Zoho Sheets or Zoho Creator (seat inventory management) Zoho Checkout Zoho Payments Zoho Books Razorpay WhatsApp Business API (Zoho BSP or approved provider) Email & SMS notifications BOOKING CHATBOT FLOW (REQUIRED) Customer sends a message to our business number Chatbot greets the customer Customer selects: Travel date Time ...

We are a premium boutique fitness brand (BeatBox Fitness) based in India running Meta (Facebook & Instagram) lead generation campaigns for free trials and memberships. We are looking for an experienced Zoho CRM expert who can set up our CRM end-to-end including lead capture, automation, and WhatsApp integration. Scope of Work: 1. Meta Lead Ads Integration • Connect Facebook & Instagram Lead Forms to Zoho CRM • Auto-create leads in CRM instantly • Map all fields correctly (Name, Phone, Email, Location, Campaign, etc.) 2. Lead Pipeline Setup Create sales pipeline stages: • New Lead • Contacted • Trial Booked • Trial Completed • Membership Closed • Follow-up / Lost 3. Task & Automation Workflows • Auto-assign leads to sales t...

We are looking for an experienced Accountant / Bookkeeper to handle routine accounting and financial reporting tasks. The ideal candidate should be detail-oriented and able to work independently. Scope of Work Bank Reconciliation Statements (BRS) Trial Balance & Ledger Maintenance Profit & Loss Statements Balance Sheet Preparation Accounts Payable & Receivable Data Entry & Financial Records Requirements Proven accounting or bookkeeping experience Strong knowledge of BRS, P&L, Balance Sheet Proficiency in Excel / Google Sheets Experience with QuickBooks, Xero, or Zoho (preferred) Accurate, reliable, and deadline-focused Project Type Freelance / Remote Long-term work possible for the right candidate Skills Required Accounting, Bookkeeping, Finance, Bank ...

I need a new “/student” page built on that promotes a Student Package priced at 10,000 Gdes. The page must carry the label “Student Discount – Valid ID Required” and sit in the main navigation under “Student Offer.” What has to happen: • Build a clean WordPress page and make sure it’s fully responsive on all screen sizes. • Add seven short forms that collect contact information, academic information, payment information, and an ID file upload. I want the data to feed directly into our Zoho CRM and also forward to our notification email. • Integrate MonCash, NatCash, and Stripe payment buttons so students can pay the 10,000 Gdes fee without leaving the page. • Ensure the forms and payment sections look great on mobi...

Job Title: Zoho Specialist Developer Company: We are a System Strategy and Implementation Australian company Location: Remote / WFH Type: Full-time Salary: Based on skills and Experience; paid in AU currency. Company Overview: Our company is a fast-growing Systems Agency company that provides innovative system solutions to businesses worldwide. We are looking for a Zoho Specialist Developer to join our team and help us build cutting-edge Zoho solutions that empower our clients to achieve their business goals. Job Description: As a Zoho Specialist Developer, you will be responsible for designing, developing, and maintaining system strategic solutions using the Zoho platform. Our team has a focus on providing our clients with 'Evergreen' Zoho system solutions. We focus on imp...

I’m rolling out a new ERP with the immediate focus on Finance & Accounting, and I need an implementation partner who can take me from requirements gathering straight through to a smooth go-live. The core scope centres on three functions: • Invoicing & billing that ties cleanly to our chart of accounts and customer master data • Expense management with automated approval flows and policy controls • Financial reporting that delivers real-time insights and audit-ready statements Whether you prefer SAP, Oracle, Microsoft Dynamics, or another tier-one/two platform, the critical piece is your proven ability to configure these finance features, migrate historical data, integrate with upstream systems (banks, payroll, CRM), and train my team so they can run...

I want to see exactly how each member of my sales team spends the hours between 08:00 and 18:00, and I’d like to do it without jumping between Zoho reports. Your task is to build a custom dashboard inside Zoho CRM (or Zoho Analytics, if that is the more efficient route) that pulls call, email, notes, and task data for every rep and arranges it in an hourly bar-chart view. Key functions I need: • A bar chart that stacks or groups the three activity types for every hour so I can spot peaks and gaps in productivity at a glance. • Toggle filters that let me narrow the data by any date range and by individual salesperson; other dimensions can stay out of sight for now. • Quick-scan tables placed beneath the charts that summarise totals for the chosen period and in...

I run a small, Dubai-based company and I’m ready to hand the numbers over to a professional who can work entirely online. I need one reliable point of contact who can handle three core duties for me: day-to-day bookkeeping, quarterly tax/VAT preparation, and an end-of-year financial audit that satisfies UAE regulations. My books are on cloud software (QuickBooks Online, but I’m open to Xero or Zoho if you prefer). Bank feeds are already connected; invoices and receipts are scanned and stored in Google Drive. You’ll be given secure, read-only bank access and a dedicated workspace in our Microsoft Teams environment. Deliverables I expect: • Clean, reconciled ledgers every month • Quarterly VAT returns filed on time through the FTA portal • Year-end fi...

I need a modern, responsive website that serves two purposes: a full-featured online store and a concise company profile. On the store side, shoppers must be able to browse a clear product catalog with fast search, complete their purchase through secure online payment processing, and leave customer reviews and ratings that display automatically on the relevant product pages. For our corporate visitors, I want an “About Us” section that tells our story and a “Client Testimonials” area that rotates real feedback. Both sections should be easy for my team to update from the back-end without touching code. All of this has to sit neatly inside the Zoho ecosystem. New leads and orders should flow straight into Zoho CRM, while product details, stock levels, and order ...

My team runs on Zoho CRM, Books, Projects and Campaigns, yet the data still lives in silos and too many manual touches slow everything down. I want a single, streamlined ecosystem that speaks fluently with the rest of our tech stack and leverages Zoho API connections—plus an OpenAI component for smart automations—to lift overall operational efficiency. Scope of work • Integration with other systems: map and sync contacts, invoices, tasks and marketing data between Zoho apps and our external platforms (details shared once the NDA is signed). • Data migration: pull historical records into the new structure without breaking links or losing audit trails. • Workflow automation setup: design and build Deluge- or Flow-based rules that cut repetitive work and surf...

I'm looking for an experienced Zoho CRM specialist to configure my existing account. Key Features to Configure: - Lead Management - Email Integration - Sales Reporting Ideal Skills and Experience: - Proficiency in Zoho CRM - Experience with lead management setup - Knowledge of email integration processes - Strong sales reporting configuration skills Please provide your experience and approach to this task.

I need a modern, responsive website that serves two purposes: a full-featured online store and a concise company profile. On the store side, shoppers must be able to browse a clear product catalog with fast search, complete their purchase through secure online payment processing, and leave customer reviews and ratings that display automatically on the relevant product pages. For our corporate visitors, I want an “About Us” section that tells our story and a “Client Testimonials” area that rotates real feedback. Both sections should be easy for my team to update from the back-end without touching code. All of this has to sit neatly inside the Zoho ecosystem. New leads and orders should flow straight into Zoho CRM, while product details, stock levels, and order ...

Title: RPA / Automation Engineer (Python + AI Agents) — 1-month contract (Google Workspace, Kafka, S3, Redshift, Jira, Zendesk, Zoho) We’re a Voice AI company hiring a freelancer to build code-first automations across Ops Engineering + Finance. Many workflows are manual and spreadsheet-based (Google Sheets/Excel). We want production-ready automations shipped weekly (bug-free and deployable as soon as finished). Stack/Systems: Google Workspace, Kafka, S3, Amazon Redshift, Jira, Zendesk, Zoho CRM, Presto One (internal), Hex (nice-to-have). Preference: code-first integrations; open to Zapier for basic trigger/routing automations. Engagement structure (important) * This is intended as a 1-month contract, but Week 1 is a paid trial. * At the end of Week 1, we will decide whether t...

I need an experienced Smartsheet specialist to create projects for my department. The main purpose is tracking progress, with a focus on milestones and deadlines. Key Requirements: - Setup projects in Smartsheet - Track milestones and deadlines - Visualize data in Smartsheet Ideal Skills and Experience: - Proficiency in Smartsheet - Project management experience - Attention to detail - Ability to create user-friendly dashboards Please provide examples of previous work and your approach to this task.