Search Results for: Zoho Platform

We are seeking an experienced Zoho technology and configuration professional to provide expertise and advisory services for optimizing our Zoho CRM system. The focus will be on enhancing lead flow, managing contacts effectively, automating campaigns, and setting up comprehensive analytics, use of AI, and automation. The ideal candidate will possess a deep understanding of Zoho CRM functionalities ...

Job Type: Hourly: $50.00 - $100.00

Marketing Automation Zoho Platform Software Integration Zoho CRM Zoho Creator Zoho Analytics

We are seeking a highly skilled and proactive Finance & Accounting (F&A) Controller to lead financial operations for our growing franchise business. This role demands strategic leadership, hands-on operational involvement, and a franchise-savvy mindset to drive financial health and sustainable growth across our network. This role would specifically work on Financial Management & Report...

Job Type: Hourly: $22.00 - $45.00

Microsoft Excel Microsoft PowerPoint Google Zoho Platform Intuit QuickBooks Financial Analysis Cash Flow Analysis Budget Management Financial Report Accounting Principles & Practices

We're looking for an experienced Zoho One consultant to review our current setup—primarily focusing on Zoho CRM, Books, and WorkDrive—and provide expert guidance on how to streamline and optimize our use of the platform. For now this is a consultation-only job, but we'll eventually be looking for implementation as well. What We’re Looking For in This Consultation: -An expert who can evaluate our c...

Job Type: Hourly

Zoho CRM Zoho Books Zoho Platform

I have a very simple business selling a few retail products online. The WP website is built and live. We are using WooCommerce. I need to create a workflow that does the following: 1. Syncs customer info and online orders between WooCommerce, a CRM, and Quickbooks Online. 2. Creates and emails invoices to the customer when they place an order. More details: 1. I have not set up a CRM yet. I only n...

Job Type: Hourly: $45.00 - $70.00

WooCommerce Zoho Platform QuickBooks Online

I need an automation that triggers every time an estimate is created in zoho books. I need it to create a folder in Zoho Workdrive, with the estimate number and customer name, and then I need to fetch the items in the estimate, find the custom field attachment within every item in that estimate a upload them to the workdrive folder through an invokeURL command for the pdf file. In practical terms,...

Job Type: Hourly

CRM Software ERP Software Zoho CRM Zoho Books Zoho Analytics Zoho Creator Zoho Desk Zoho PageSense Zoho Projects Zoho Recruit Zoho Platform Zoho Sprints Zoho Survey Client Management Finance & Accounting

We are seeking an experienced Zoho technology and configuration professional to provide expertise and advisory services for optimizing our Zoho CRM system. The focus will be on enhancing lead flow, managing contacts effectively, automating campaigns, and setting up comprehensive analytics, use of AI, and automation. The ideal candidate will possess a deep understanding of Zoho CRM functionalities ...

Job Type: Hourly: $50.00 - $100.00

Zoho Platform Software Integration Zoho CRM Marketing Automation Zoho Creator Zoho Analytics

•   Expert in Zoho CRM (not just Creator)    •   Can build linked tables/modules (Prospect → Customer)    •   Can customize layouts, workflows, and email templates    •   Familiar with CRM logic and keeping data clean between stages    •   Honest and efficient — this is capped at 8 hours initially ⸻ Optional but Helpful:    •   Experience with monthly reminder automation    •   Understanding of pr...

Job Type: Hourly: $15.00 - $25.00

CRM Development Zoho Platform Automated Workflow

We’re seeking an experienced U.S.-based Zoho developer who specializes in Deluge scripting and has a proven track record of solving complex Zoho-related challenges. Ideally, you have a team or collaborate with other experts to provide comprehensive support. Our current priorities include transitioning to a new payroll system, finalizing our CRM, and developing custom apps to streamline our process...

Job Type: Hourly

Zoho Creator Business Applications Consultation Zoho Platform Zoho CRM JavaScript API