Zoho工作

通过Zoho creator建立联系人数据库、产品数据库、产品记录模板、单据自动化、数据库信息共享

I already have a Zoho Creator portal with basic customer functions like create account and login. Now I want customers to create and manage their own projects in the portal. When someone logs in, they should be able to click “New Project,” fill out a streamlined form and, once they submit, see the record instantly in a dashboard while the relevant people receive notifications. From there I will expand the solution, so a clean, well-structured foundation is critical. Please read attachment for full details. Budget non negotiable.

...Naturally operates with a "see a need, handle it" mindset to resolve operational challenges autonomously. - Preferred Experience: Past experience in executive/founder support, operations, or project management. Experience working within events, membership organizations, startups, or professional services (finance, consulting, M&A) is a major plus. Familiarity with prominent CRM platforms (such as Zoho, HubSpot, Salesforce, etc.) is highly valued. What Our Client Offers - Flexible remote work structure with a predictable operational cadence. - Direct access to the Founder and core leadership in a high-trust environment. - Meaningful ownership, autonomy, and valuable exposure to top-tier CEOs, investors, and M&A professionals. - Concrete opportunities to ...

My current Zoho Sites it feels dated and doesn’t reflect the polished, contemporary image I want to project. I’m ready for a complete redesign—front-to-back—built directly inside Zoho Sites (and, where helpful, Zoho Commerce components) with an end goal of a clean, modern and sleek informational website. Scope • Re-envision the overall layout, navigation flow, and page hierarchy. • Custom-style every template element to match a minimal, high-contrast aesthetic—think generous white space, crisp typography, subtle animations. • Ensure full responsiveness across desktop, tablet, and mobile devices without breaking the Zoho framework. • Configure on-brand forms, blog, and any Zoho Commerce pages I may add la...

...have Zoho CRM Standard already subscribed. We have not configured it. We do not have a sales playbook, ICP definition, lead qualification criteria, follow-up cadence, or nurture content. We are starting from zero on process. We are looking for a sales consultant or RevOps specialist (individual or small team) to either: Option A — Strategy only: Design the complete follow-up playbook — ICP for each channel, lead qualification framework (hot/warm/cold), stage definitions, automated cadence (Day 1 WhatsApp, Day 3 email, Day 7 call, etc.), content briefs for each touchpoint, handoff rules, dead-lead criteria, and KPIs. Deliverable: a documented playbook we can hand to any implementer. Expected duration: 2–4 weeks. Option B — Strategy + implementation: Everyth...

...consultation bookings straight into Zoho CRM, always keeping the original acquisition source intact rather than the conversion tool. Once in Zoho, these fields have to remain usable for future reporting on SEO performance, referral traffic, paid campaigns and overall ROI. The build has to be solid enough for executives to trust the numbers, yet light enough to maintain easily. I’m open to the technical approach—JavaScript listeners, hidden UTM fields, GTM, server-side calls, Zoho APIs—whatever delivers reliable, source-accurate records. Deliverables • Tracking logic and tags added to Gravity Forms and Acuity that store first- and last-touch data for every visitor • Automated mapping so those data points populate the correct custom f...

We need a Zoho Developer/Architect to build a custom Post-Quote Deal Control, Follow-up Enforcement, and Compliance System. The system will automatically bridge Zoho Books and Zoho Creator to track sent quotations , enforce a structured follow-up cadence , and calculate process compliance scores for our sales team. The core philosophies, data fields, and workflow flowcharts are already fully documented and ready for development. Core Modules to Build: 1. Automated Trigger: Create a Deal Record in Zoho Creator instantly when an Estimate in Zoho Books is set to “Sent”. 2. Readiness Control Block: A gatekeeper logic that halts the process if critical commercial data (like a Target Date) is missing. 3. Intelligent Cadence & Escalation Engin...

...resolve common customer inquiries on the first call • Securely schedule service calls on the technician calendar • Send automated appointment reminders by SMS The system also has to pass conversation data—caller name, issue, time slot chosen, and call recording—into each client’s existing CRM. I work with shops that run everything from proprietary databases to popular tools like Salesforce, Zoho, and HubSpot, so please design the integration layer to map easily to any of them; if middleware or custom webhooks are needed, outline that in your plan. Deliverables I expect: 1. A working AI call-flow built in Retell AI, fully trained on HVAC-specific FAQs and troubleshooting prompts 2. Automated scenarios (or equivalent) that handle calendar boo...

I run an Overseas compliance firm serving clients in the United States and the United Kingdom. I’m looking for a driven Business Development Representative who ca...Clear activity logs: call notes, email metrics, and social engagement screenshots or CRM exports. • Smooth hand-offs—detailed prospect background and next-step recommendations—so I can convert quickly. • At least one signed client in the first 45 days (baseline target; higher numbers raise your payout fast). Helpful tools Feel free to leverage the platforms you know best—HubSpot, Salesforce, Zoho, Mailchimp, Apollo, or native LinkedIn Sales Navigator. I only ask that data is exportable for verification. If you thrive on uncapped commission and can demonstrate past wins in US/UK t...

...compliance for retail and service-based businesses. GSTR-1 & GSTR-3B filing Input Tax Credit reconciliation GST working preparation Outcome: Ensured timely filing and avoided late penalties. 3. Bookkeeping & Bank Reconciliation Project: Maintained day-to-day bookkeeping for a startup company. Sales & purchase entries Ledger maintenance Bank reconciliation Vendor payment tracking Tools Used: Zoho Books, Microsoft Excel Outcome: Improved accuracy in financial records and reduced accounting errors. 4. Payroll Processing Project Project: Processed employee payroll for a company with 25+ employees. Salary computation PF & ESI calculations Payslip generation Attendance reconciliation Outcome: Streamlined monthly payroll operations and ensured compliance. 5. ...

...email outreach. The goal is a single, well-structured CRM connected to an automated email engine that nurtures new leads, tracks every opportunity, and keeps past customers engaged without manual effort. Here’s what I need from you: • Evaluate my current contact spreadsheets and proposal logs, then recommend the best CRM platform for a small but growing abatement company. I’m open to HubSpot, Zoho, Salesforce, or any option you can justify. • Configure custom deal stages that mirror our workflow—from site visit and estimate through contract signing and project completion. • Build automated email sequences for new inquiries, follow-ups on sent estimates, and periodic check-ins with previous clients. Messages must be easy for me to tweak later. ...

...all active mail for 11 users moved from our current Zoho Mail tenants into their matching Microsoft 365 mailboxes. Only live email messages are in scope—no archives, calendars, or contacts—so the job is straightforward: grab what is in each Zoho inbox today and place it, intact and fully searchable, into the corresponding Microsoft 365 mailbox. The user accounts in Microsoft 365 are already provisioned; I simply want a clean cut-over with minimal downtime and zero data loss. You may choose the migration method you are most comfortable with (IMAP, PST export/import, third-party tool, or the native Microsoft Migration Center), as long as the result meets the criteria below. Acceptance criteria: • Every message currently visible in each Zoho mail...

Customer will sign up and verify email, then after login they will be redirected to their profile page where they can edit and manage their details (First Name, Last Name, Company). All customer data will automatically create/update records in Zoho CRM Leads.

I need a skilled Zoho Creator developer to integrate it with other Zoho apps. The goal is to build customized software tailored to our business needs using Zoho Creator Key requirements include: - Seamless integration with Zoho CRM, Zoho Books, and Zoho Projects - Custom application development to automate and streamline our business processes - Building data collection forms, custom workflows, and reports/dashboards as per our requirements Ideal skills and experience: - Proficiency in Zoho Creator and other Zoho apps - Strong experience in custom application development - Ability to design and implement complex workflows - Excellent problem-solving skills and attention to detail Please provide examples of similar projects complete...

I need a Zoho Creator expert to build and launch a fully functional customer portal. I am running Zoho One, with an entire array of Zoho apps. Scope of work 1. Customer sign up/register, sign in, forgot password a. Sign up fields Email and Password, Terms and conditions only 2. Sign up/register email verification 3. Accessibility features, My Account page (come standard with portals) 4. My Profile page showing customer details, with edit feature a. FN, LN, Company 5. Home page (blank) 6. All throughout, use fields “First Name” and “Last Name”, never “Full Name” 7. Add new customer to ZOHO CRM Leads Budget non negotiable

...working in a virtual call center, remote customer service, or high-volume phone-based support role Comfortable making and receiving calls throughout the workday Strong verbal communication skills with a professional phone presence Excellent written communication and follow-up skills Highly organized with strong attention to detail Comfortable using Google Workspace, Excel/Sheets, CRMs (HubSpot, Zoho, Salesforce, etc.), dialers, and virtual communication tools Able to multitask and work efficiently in a fast-paced remote environment Reliable, proactive, and able to work independently with minimal supervision Bonus: Experience with lead intake, application processing, appointment setting, or sales support What We Offer Flexible working hours Remote-first culture Opportunity to grow...

...summaries and reports on application volume and status - Provide general administrative support as needed Who You Are: - Proven experience in virtual administration, customer service, or applicant processing - Excellent written and verbal communication skills - Strong organizational and time management abilities - Comfortable with tools like Google Workspace, Excel/Sheets, CRMs (e.g., HubSpot, Zoho), and file-sharing platforms - Reliable, proactive, and able to work independently with minimal supervision - Bonus: Experience working in a high-volume, fast-paced environment What We Offer - Flexible working hours - Remote-first culture - Opportunity to grow into a team lead or operations role - Supportive and collaborative team environment...

I need the complete accounting history for FY 2022-23 and FY 2023-24 moved out of Zoho Books and recreated inside Tally with zero loss of fidelity. The scope covers every invoice, expense, and all customer / vendor master data captured during those two financial years. After import, I want a full cross-check: opening and closing balances, document counts, tax amounts, and any other control totals must match exactly between the two systems. Please plan for exhaustive validation rather than just spot checks. In addition, I have a handful of custom reports in Zoho Books that I rely on for monthly management reviews. Replicating those same reports in Tally is part of the job; standard templates can stay as they are. Deliverables • Clean Tally company files for FY ...

...Everything starts and ends in Zoho CRM, so the solution must plug straight into that environment while letting me: Automate outreach & follow-ups • Build reusable email templates, marketing sequences and SMS triggers that fire automatically from Zoho when a lead is added, moved or closed. • Track every send, open and click so the CRM timeline stays complete and reporting is effortless. Gather high-value prospect data • Deploy web scrapers (Python, Scrapy, Selenium or a stack you recommend) to pull fresh contact details, direct mobile numbers and behaviour indicators from public sites and niche industry sources. • Clean, deduplicate and enrich the data before it reaches Zoho, keeping everything GDPR compliant. Acceptance criteri...

...BD, partnerships, customer success, or product → Existing relationships with CTOs, VPs of Engineering, or Heads of AI at Indian SaaS companies → Ability to explain a technical product clearly without needing to be an engineer → Self-starter — you own your pipeline, no one will follow up with you Good to have: → Previous experience at or selling to companies like Freshworks, Zoho, Chargebee, Keka, WebEngage, Razorpay, or similar → Active on LinkedIn with an engaged network of tech professionals → Familiarity with AI/ML concepts — you don't need to be technical, but you should be able to say "model fine-tuning" without googling it → Part of SaaSBoomi, iSPIRT, or Bangalore/Pune AI ...

I will share my screen with you over AnyDesk or Zoom so you can work directly inside my Vyapar file. All outstanding invoice, payment, and journal entries must be recorded, using the detailed templates and field-by-field guidelines I’ll supply before we connect. Accuracy is essential—each entry should reconcile with it...guidelines I’ll supply before we connect. Accuracy is essential—each entry should reconcile with its source document and leave the ledgers balanced. Once finished, export a quick summary report so I can verify totals at a glance, and note any discrepancies you spot along the way. If you already know Vyapar, this should feel straightforward; if your background is primarily in Tally, QuickBooks, or Zoho Books, just be sure you can adapt to Vyap...

I have a Zoho Commerce store that will handle a catalogue of physical products, and I need every order, customer profile, and inventory movement to flow automatically into our CRM. My goal is one source of truth for sales and marketing, without manual exports or data-entry gaps. Your task is to plan and implement the connection between Zoho Commerce and the CRM (Zoho CRM is preferred, but I am open to another platform if you can justify the benefit). Whether you use Zoho’s native connectors, custom API calls, or Deluge scripts, what matters to me is reliability, real-time sync, and clean data mapping. Key deliverables • Configure or build the integration so new customers, orders, products and stock changes in Zoho Commerce appear in the CRM with...

...business on Zoho and now need Stripe woven in so customers can pay seamlessly with Apple Pay. Here’s where I’m at and what I need from you: • Zoho is live (CRM, Books and Checkout modules enabled) but no payment gateway is connected yet. • I have an active Stripe account. Apple Pay is approved there, it just hasn’t been wired into the flow. • The goal is a smooth checkout experience where a customer clicks “Pay with Apple Pay”, the charge is processed through Stripe, and the transaction details (invoice status, customer record, payment confirmation) sync back to the relevant Zoho apps automatically. You’ll be responsible for: – Connecting Stripe to the correct Zoho modules. – Enabling and ...

...Review caching, acceleration, and optimization systems - Improve compatibility between backend optimizations and paid traffic scripts - Reduce technical conflicts affecting tracking or page behavior - Create a more stable operational environment for ongoing paid campaigns Current Environment - WordPress - Elementor - Cloudflare - WP Engine - Seraphinite Accelerator - Meta Payload& Conversion API - Zoho CRM integrations - Custom tracking scripts and payloads Ideal Candidate We are looking for someone with experience in: - high-paid traffic environments, - technical implementation and maintenance of complex paid traffic LP funnels, - backend WordPress optimization, - Meta payload and technical backend development, - server-side tracking, - landing page & funnel infrastructu...

I need help configuring a brand-new Zoho CRM to mirror the three-level account hierarchy we use in our ERP system: National Account → Customer → Ship-To This is a brand-new CRM setup. We are NOT importing legacy data at this stage and, for now, I only want to focus on the Accounts/account hierarchy structure. No Leads, marketing automation, or complex integrations yet. The initial project will be done together over a live screen-share session. Scope of work: • Configure the Accounts structure to support: National Accounts Customer/Bill-To Accounts Ship-To locations • Create the appropriate: custom fields lookup relationships layouts related lists views and filters • Ensure users can easily drill down from: National Account → Customer → Shi...

My team and I rely on Zoho Mail linked with Zoho CRM for all correspondence, yet occasional clients keep telling us they do not see our messages. Some get delivered. Ohters do not. We have confirmed nothing lands in their spam folders, and the problem seems to hit both our transactional notices and our marketing campaigns. At this stage I honestly don’t know if every recipient is affected or just a subset, so I need someone who can quickly pinpoint what is going wrong inside the Zoho environment and tell us how to fix it. We have increased our subsequent telephone confirmations and additional email confirmations. Here is what I expect once you jump in: • A full review of our current Zoho Mail setup—DNS records (SPF, DKIM, DMARC), bounce confi...

...demostrables en automatización de ventas respaldados por métricas claras. • Mentalidad estratégica, obsesión por el ROI y comunicación directa. • Capacidad para conectar generación de leads, publicidad pagada y chatbots basados en IA dentro de un modelo de ingresos recurrentes. Me interesa especialmente tu experiencia real con herramientas de CRM y marketing automation (HubSpot, Salesforce, Zoho o la que mejor domines) y cómo las has usado para multiplicar conversiones. Para avanzar, envíame en tu propuesta: 1. Breve resumen de tu trayectoria. 2. Ejemplos concretos de proyectos donde la automatización de ventas impulsó el crecimiento (datos antes/después). 3. Habilidades clave ...

More details: Is this project for business or personal use? For an existing business What information should successful freelancers include in their application? Experience How soon do you need your project completed? ASAP

Zoho books setup and manage old data

More details: Is this project for business or personal use? Personal What information should successful freelancers include in their application? This question was skipped by the user How soon do you need your project completed? This question was skipped by the user

I need an experienced Zoho specialist to streamline our day-to-day operations inside Zoho Creator. The priority is to design and implement robust workflow automation that captures our exact business logic, routes data flawlessly between forms, and triggers the right actions in real time. Scope of work • Analyse our current app structure and pinpoint friction points. • Build or refine Zoho Creator workflows (Deluge scripting, custom functions, schedule-based logic) so every record moves through its lifecycle automatically. • When a workflow touches data living in Zoho CRM or other third-party tools, set up the required connections through Zoho Flow or direct API calls. • Test thoroughly, provide clear documentation, and train m...

We are seeking a skilled freelancer to assist our email marketing agency with automation workflows and integrations. Rate: $6 per h...our team Slack Responsibilities: Set up and maintain email marketing automation workflows and campaigns Utilize HTML as needed for integrations and troubleshooting Segment audiences for targeted campaigns Troubleshoot and resolve technical issues related to email delivery and automation Use Zapier to integrate marketing platforms and tools like Square, Calendly, etc. Required Expertise: HubSpot Zoho Klaviyo GoHighLevel MailChimp Please apply only if your rate is $6 per hour, as we are working within a tight budget. When applying, include examples of automation flows you have set up on the backend of different platforms. We look forward to hearing...

I need a clean, well-structured Google Tag Manager container that captures every meaningful interaction on my corporate site. The priority is to link GTM with Google Analytics so I can see full traffic, engagement, and conversion data in one place, so I can put the GTA data into Zoho Analytics for analysis. Also need a cleanup analysis of the Wordpress Site, it probably needs updated. Replace the WordPress contact me form, with Zoho Form linked to my Zoho One account. From there, each advertising platform must fire its own pixel through GTM: • Meta (Facebook, Instagram, Threads) • LinkedIn Insight Tag • TikTok Pixel • X / Twitter Pixel • YouTube remarketing tag or conversion tracking (whichever is standard for site traffic) Events ...

...work is firmly data-entry focused: every new lead, purchase, or support touchpoint needs to be logged accurately inside our cloud-based CRM. At the same time, you’ll handle the first-line customer inquiries—confirming order status, updating contact details, or directing more complex issues to me when needed. Typical tools you’ll touch include Google Sheets, Excel, and a CRM such as HubSpot or Zoho; if you already know keyboard shortcuts and basic lookup formulas, you’ll feel right at home. Clear, polite written English is essential because customers will see your replies. Deliverables I expect • Daily CRM updates reflecting the latest customer information • A tidy inbox or ticket queue at the end of each shift, with all routine question...

...configure the logic/settings, test the survey, and hand over a professional version that is ready to send to customers. Preferred platforms may include Jotform, Typeform, SurveyMonkey, Tally, Zoho Survey, or another suitable tool. The freelancer should recommend the best option based on UI/UX, reporting dashboard, ease of use, and cost. Scope of work The freelancer must complete the following: Review the existing Google Form and understand all questions, sections, required fields, and any existing logic. Recommend the best survey platform for this project, such as Jotform, Typeform, SurveyMonkey, Tally, Zoho Survey, or similar. Rebuild the full survey in the selected platform using the same questions and flow. Improve the survey design to look professional and customer...

My Zoho mailbox receives every message that is sent to it, but anything I try to send just sits in the outbox and never reaches the recipient. Since the service provider in question is Zoho, I suspect the trouble lies in the SMTP configuration—possibly the port, authentication method, or a missing DNS record. Here’s what I need you to do: • Pin-point the exact cause of the sending failure inside Zoho Mail. • Correct the SMTP settings and, if required, update SPF, DKIM or DMARC records at the DNS host so external servers accept my mail. • Prove the fix works by sending test emails that successfully reach major providers such as Gmail and Outlook. • Leave me a short note outlining what you changed so I can maintain the setup in fut...

I run a real-estate website geared toward attracting serious property buyers and I’m ready to step up both our organic and paid visibility. I need one partner who can handle the full spectrum of SEO—on-page, off-page, and the neces...Suspension revival, if it happens 2. ⁠Ad’s spend on your Google ad’s account 3. ⁠Daily campaign management 4. ⁠Daily site visits to booking KPI management 5. ⁠Keywords optimisation 6. ⁠Blocking of spam clickers 7. ⁠Blocking spam ip address 8. ⁠Keeping website always on top 9. ⁠User friendly website which looks more like of developer 10. ⁠Lead notification on WhatsApp and crm 11. ⁠Integration with zoho crm or Privyr 12. ⁠Daily ad spend tracker with enquiry ratio 13. ⁠Website never down - website always active 14. ⁠Fast loading web...

...identify and approach independent retailers, home-goods chains, online marketplace buyers, interior designers or hospitality purchasers; present the catalogue; negotiate pricing tiers and close orders. • I provide product samples and marketing collateral on request and can fulfil via drop-shipping or bulk pallet. • Pipeline transparency matters, so quick weekly updates (spreadsheet, HubSpot, Zoho—whatever you already use) keep us aligned. • Commission is a flat percentage of every confirmed purchase order with no cap; payments clear the moment the customer’s invoice is settled. Deliverables • Signed purchase orders or live marketplace listings that convert to shipped units • Concise weekly pipeline report showing lead status and proje...

Create a modern GST accounting and business management software for Indian businesses similar to Vyapar TaxOne. The software should support desktop, web, and mobile platforms with a clean and user-friendly interface. Core Features Required: GST billing and invoicing Purchase and sales management Inventory & stock management Ledger and accounting reports Profit & loss sta...Modules: Payroll & salary management Manufacturing module Retail POS billing Transport & challan management CRM integration AI-based sales and GST insights Target Users: Retail shops Wholesalers Manufacturers CA firms Small & medium businesses in India Goal: Build an affordable, scalable, and easy-to-use Indian accounting ERP software that competes with TallyPrime⁠�, BUSY Accounting Software⁠�, and ...

...need someone to help me manage email marketing properly. I am looking for an Email Marketing Assistant, not a full copywriter. I will provide the email content, brand direction, and campaign ideas. Your role will be to help with the technical setup, formatting, scheduling, automation, list management, and reporting. You should be comfortable working with tools like Mailchimp, Brevo, MailerLite, Zoho Campaigns, ConvertKit, or similar platforms. Main Responsibilities You will help with: Setting up email campaigns Uploading and formatting email copy Adding links, buttons, and basic visuals Scheduling email campaigns Creating simple automation flows Segmenting email lists based on interest or purchase behavior Cleaning and organizing email lists Testing emails before sending Ch...

I have just moved my organisation to Zoho and now need both Zoho Books and Zoho Inventory configured from the ground up. The goal is to go live with a fully working accounting and stock-control environment that mirrors our current records and lets the team take over daily processing straight away. The work starts with a clean implementation: configuring chart of accounts, tax rules, invoice templates, banking feeds, and then connecting Inventory so that stock movements instantly update the books. Although my immediate request is “implementation”, I will happily adopt any best-practice workflows you recommend for stock tracking, order management and reporting so the system scales with us. All legacy data has to come across intact. I will supply spreadsheet...

...Analytics Orders Management Inventory Management Vendors & Customers Billing & Invoices Reports User Management Settings Notifications Role & Permissions Design Style We Prefer We are looking for: Modern SaaS-style UI Minimal yet premium design Smooth UX for enterprise users Clean tables, charts, forms, and workflows Unique branding (not copied templates) Reference inspiration: Linear Notion Zoho Odoo Salesforce Lightning Required Skills Strong experience in Figma SaaS / ERP / CRM design experience UI/UX case studies or portfolio Design systems & component libraries Experience designing complex web applications Understanding of developer handoff Deliverables Complete Figma source file Design System / Component Library Responsive screens Developer-ready design...

...mailbox currently tied to GoDaddy moved over to Zoho Mail so I’m no longer paying the premium rates. What I need from you right now • Export the existing sites and rebuild them as static assets suitable for Cloudflare Pages. • Configure the repositories, build settings, and custom domains inside Cloudflare so traffic switches seamlessly once DNS is cut over. • Transfer DNS and nameservers away from GoDaddy without downtime. • Set up Zoho Mail for all existing addresses, create any required DKIM/SPF/DMARC records, and verify deliverability. • Document the process so I can trace what was changed and why. What comes next (and why I’d like an ongoing relationship) – Migrate my third site, , using the same Cloudflare Page...

...QUICK FACTS: - Freelancing/Contracting - Start: ASAP - 100% remote - Duration: long-term 12+ months - Capacity: full-time, part-time also possible - Language: English - Middle East business hours REQUIREMENTS: - Experience in data strategy and consulting, ideally in a CRM or MarTech context. - Knowledge of CRM platforms, especially Salesforce CRM, and other tools such as HubSpot, MS Dynamics, or Zoho. - Experience with Customer Data Platforms, especially Salesforce Data Cloud or Adobe Experience Platform / RTCDP. - Familiarity with MarTech analytics, customer journey analysis, and reporting tools such as Power BI, Tableau, or Looker Studio. - Understanding of API integrations in data, CRM, or MarTech environments. - Experience in a lead role, guiding data-related workstreams, st...

...conversion rates, and appointment outcomes. Collaboration — Work with marketing and sales teams to refine ICPs, messaging, and funnels. Required Skills & Experience Proven experience in digital marketing sales, SEO/SEM lead generation, or appointment setting. Strong understanding of SEO, Google Ads, PPC funnels, and digital marketing terminology. Experience with CRM tools (HubSpot, GoHighLevel, Zoho, Pipedrive, etc.). Excellent written and verbal communication skills. Ability to hit KPIs consistently and manage a predictable pipeline. Experience with automation tools (Apollo, Lemlist, Instantly, LinkedIn Sales Navigator, etc.) is a plus. Key Performance Indicators (KPIs) These KPIs ensure clarity and accountability from day one. Qualified Leads per Week — 2...

...unnecessary complexity ________________________________________ Business Context We operate event venues. Current stack: • Zoho CRM • Zapier • Google Sheets (temporary sync) • Website enquiry system • Booking automation in progress Our clients: • 90% price-sensitive • Mostly one-time event bookings (not recurring app users) We want to improve: • Guest engagement • Event management • RSVP handling • Bar tab / POS capability (future-ready) ________________________________________ What We Are Looking For We prefer a developer who: ✔ Has already built a hospitality/event mobile app ✔ Has experience with RSVP systems ✔ Has integrated CRM systems (preferably Zoho) ✔ Has implemented POS or hospitality ...

Post Use this: :::writing{variant="standard" id="48372"} Need Zoho Books setup for export + eCommerce business. Business includes: - Amazon USA - Etsy - Shopify website - Flipkart - Export invoices - GST purchase bills - Logistics expenses - Vendor bills - CSB export documents Need: - Proper accounting setup - GST setup - Expense categories - Amazon integration - Easy monthly workflow for CA Looking for someone experienced with: - Zoho Books - GST - Export accounting - Amazon/e

...module won’t cover what I want, so I’m after a developer who can dive into the GHL API, webhooks and any necessary middleware to build a reliable two-way sync—contacts, tags, pipeline stages, notes and basic custom fields. The work is limited to the Integrations portion only; no changes to Dashboards or Automations are required right now. Although premade connectors exist for Salesforce, HubSpot and Zoho CRM, my goal is to replicate that same smooth experience for my proprietary platform. What I expect from you • Map out the data flow between GoHighLevel and my community system, highlighting endpoints, required tokens and rate-limit considerations. • Develop the integration (likely REST/JSON; open to your preferred stack) and deploy it in a way tha...

Hi, I run a small automation and web solutions business focused on helping maintenance, electrical, and local service companies organize their operations and generate more business. My services include: * Zoho CRM setup & automation * Lead management systems * Workflow automation * Job assignment systems * WhatsApp/email follow-up systems * Website development for local businesses I am looking for someone experienced in cold calling, outreach, or lead generation who can help me find serious business owners interested in improving their systems and operations. Target clients: * Electrical companies * Maintenance companies * Local service businesses * Mainly in the UK, Australia, and UAE Your role: * Reach out to potential businesses * Introduce services professionally * G...

...cold-caller who can open doors with small businesses and spark their interest in two core offers: our Zoho automation packages and our custom website design service. You’ll be responsible for sourcing or polishing call lists, making the calls, handling objections, and booking qualified appointments into my calendar. I’ll have marketing collateral ready, but I’m counting on you to refine the phone script, track every touch in Zoho CRM, and keep detailed notes so I can seamlessly pick up the conversation. Please attach a detailed project proposal that explains: • how many calls you can realistically complete per day, • the cadence you follow for follow-ups, • any tools you prefer to dial or record (I’m on Zoho CRM and open to Ri...