Zoho Jobs

I need an expert to customize Zoho CRM for effective client communication and management of our prospective order pipeline. Key Requirements: - Customize records for: - Contacts - Meetings - Formal communications - Promotional events - Streamline client communication logs: - Client contacts - Meetings - Formal communications Ideal Skills & Experience: - Proficiency in Zoho CRM customization - Strong understanding of client relationship management tools - Experience in automating and organizing client communication records - Ability to tailor the CRM to fit specific business needs Please provide examples of previous Zoho CRM customization projects.

I run a growing logistics business and I’m ready to move our day-to-day work into Zoho One. My immediate focus is to design a solid solution in Zoho Creator and configure the accompanying workflow automations so that every shipment is tracked without manual intervention. Here’s what I want to accomplish: • Map our current order-tracking process into Zoho Creator, capturing each status change from pickup to delivery. • Build or refine the underlying workflows so notifications, task assignments and exception alerts fire automatically. • Ensure the overall Zoho One environment is set up correctly, with the right connections between Creator, CRM, Inventory (where needed) and any other Zoho apps that make sense for logistics. The end goal is a streamlined oper...

The heavy lifting is done: the domain is already verified and my Google Workspace account is live. I now need the final pieces handled quickly so I can retire Zoho this week. Here’s what’s left on my side: • Migrate every bit of email and all contact data (one primary Zoho mailbox plus several aliases) into the matching Google Workspace account via IMAP. • Point the MX record in Namecheap to Google and double-check that no other DNS entries are disturbed in the process. • Build on the configuration I’ve set up—please don’t start over or change anything that’s already working. Access will be via a temporary secondary Workspace admin login and an app-specific Zoho IMAP password; I’ll revoke both when the job is finished. I&rsquo...

Our organisation has just moved onto the Zoho platform and Zoho Books needs to be production-ready as soon as possible. The priority is Zoho Books (Zoho Billing and Zoho CRM will follow, but they are out of scope for this engagement unless the work naturally overlaps). Here is what has to be delivered: • Accounts & Workflows – Create and verify all Bank, Customer and Vendor accounts. – Build the core bookkeeping workflows that drive invoicing, payments, expense approvals and recurring transactions so my finance team can use them without manual tweaks. • Systems Integration – Connect Zoho Books to the other apps we already rely on (e.g. payment gateways, e-commerce, CRM). The intent is zero double-entry. REST API, Zoho Flow or any native connec...

Project Title Zoho + Supabase Developer / Team for Data Migration & Ongoing Backend Support Project Description We are looking for an experienced Zoho developer, backend developer, or small development team to help migrate data from our existing Zoho environment into a new Supabase/PostgreSQL backend. This project may also develop into ongoing backend development and maintenance work through Freelancer.com after the initial migration is completed. Our organization currently uses Zoho Recruit, Zoho CRM, Zoho Books, and other Zoho applications to manage recruitment, candidates, employers, clients, and operational data. We are developing a new recruitment and job platform with Supabase/PostgreSQL as the primary backend. The platform already has an initial backend and application ar...