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    Zoho administration Đã kết thúc left

    Quảng trị và phát triển hệ thống zoho của công ty

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    I'm looking for a versatile accountant in Singapore who can manage the bookkeeping, financial statement preparation, and tax preparation. A successful freelancer for this project should have: - Robust knowledge and experience in bookkeeping, financial statement preparation, and tax preparation. - Proven experience in managing accounting needs of medium-sized businesses. - Expertise in using Zoho Books as we are currently using this accounting software. Please make sure to include your related experience and skills in your proposal. Your ability to pay attention to details and meet deadlines will be a great asset. I look forward to working with a reliable and tech-savvy accounting professional who can help streamline our financial operations.

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    Example: Vyapar, swipe, odoo, zoho, Asset management and tracking Description: We are seeking an experienced developer with a proven track record to create ERP, CRM, and Asset Management software. This project requires expertise in database management, user interface design, and system integration. The ideal candidate will have prior experience in developing similar solutions and a portfolio showcasing their work. Requirements: Proven experience in developing ERP, CRM, and/or Asset Management software. Proficiency in relevant programming languages (e.g., Java, Python, C#). Strong understanding of database management systems (e.g., MySQL, MongoDB). Ability to design intuitive user interfaces. Experience with system integration and API development. Excellent communication skills an...

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    I am searching for a seasoned developer with expertise in Zoho Creator to revamp an application for my export import business. Ideal candidates would have demonstrable experience building similar functionality in Zoho applications, knowledge of export import business will be a plus. We look forward to seeing how you can enhance our existing app!

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    1. Payments not summing up 2. Amount due not updating or calculating automatically; received amount not showing 3. Modify the booking formula to 20% for the Elegance project only 4. Two buyers are not displaying 5. Set rows limit to 25 only 6. Clients claim not receiving emails sent to them 7. Inconsistency in deal representation across various Zoho accounts 8. Change email addresses containing "chaimaa avenue" as it is a project, not a company email 9. Closing this month not updating; still showing 2020 10. Deals by stage combining all projects 11. Unable to retrieve information for an existing contact while adding new deals for Elegance 12. CRM not sending payment reminders 13. Manual update required for payment information 14. Creating a new profile for an existing clie...

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    As a growing business, I'm in need of a competent and detail-oriented virtual administrator to offer assistance for 4-5 hours daily. Your primary role will be to manage my emails and coordinate the interaction with 10-20 clients, ensuring that they receive the most efficient and professional service. Key Responsibilities: - Email and Project management: You'll be in charge of organizing my inbox, categorizing emails, and responding on my behalf where necessary. - Client Coordination: This will be your primary task. I need you to seamlessly manage the back-and-forth with our clients, scheduling meetings, and ensuring they are well-served. Ideal Skills and Experience: - Proven experience as a virtual assistant or relevant role - Excellent organizational skills - Ability to mu...

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    Looking for an accurate, experienced estimator. Who will be able to • Analyze potential projects data, monitor, and review project documentation packages • Review and assess drawings and specifications. • Identify potential trades that accommodate the Company’s requirements by researching drawings, blueprints, and related documents.

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    Zoho CRM-WhatsApp Integration 3 ngày left
    ĐÃ XÁC THỰC

    I am urgently in need of an expert who can integrate Zoho CRM with WhatsApp. The integration should encompass the following features: - Automated Responses: The CRM should be able to send automated responses via WhatsApp. A deep understanding of Zoho CRM automated response functionalities is essential for this task. - Customer Data Logging: All customer conversations and transactions via WhatsApp should be logged in the CRM. Good database management skills and CRM data logging experience are therefore needed. - Message Scheduling: The CRM should have the ability to schedule WhatsApp messages. Experience with message scheduling tools or related CRM functionalities will be a bonus. This is an urgent project and I need it completed as soon as possible. Thus, a quick and resp...

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    Looking for an adept sales marketer with strong CRM skills to generate leads and significantly boost sales conversion for my retail busi...for my retail business. Our customers are primarily small businesses operating within Italy. Highlights of the task include: - Developing and implementing potent CRM strategies - Engaging identified leads and converting them to clients - Maintaining concise records of marketing efforts and their outcome A bit about our ideal candidate: - Proficient in CRM software usage, preferably HubSpot or Zoho - Excellent verbal and written communication skills in English and Italian - Extensive experience in B2B sales - In-depth knowledge of the retail sector in Italy If you've got what it takes to give our sales conversion a big boost, do bid fo...

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    The project is simple. I would like to migrate from my Align Books (INDIA) to Zoho Books. I want all my data transferred smoothly without missing a single transaction. There are only 8 months transactions

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    I require assistance in customizing a Zoho Analytics report, focusing on sales performance per salesperson. Key data to include are: - Sales volume per guest - Cancellation rates (both % and Volume) - Close rates for both Gross and Nett These components would be vital in accessory analyses, such as yearly comparisons, growth rate calculations, and trend predictions. The final report should be delivered in HTML format within Zoho Analytics () and be downloadable as a CSV or XLS. Freelancers adept at Zoho Analytics and experienced in sales performance reporting are highly preferred. Please ensure you view the example I have uploaded before bidding on this project.

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    NDA
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    I'm in need of an experienced Zoho CRM API expert who can help me integrate my Zoho CRM with a specific Electronic Medical Records (EMR) system. Key Tasks: - Develop a seamless integration between the two systems. Ideal Candidate: -Must possess ample experience and skills in using Zoho CRM API and understand how it interacts with external systems. -Previous experience with EMR systems would be advantageous. - Should ensure the integrated system effectively automates the medical record keeping process while maintaining accuracy and data integrity. Please include evidence of your Zoho CRM API skills and any relevant EMR integration in your proposal. This will be crucial in helping me select the right candidate.

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    ...functions created for pricing automation and creating records in zoho crm automatically from desk via custom desk button. ----- I'm looking to enhance my business's efficiency by using Zoho Deluge. The main goals for this project are: - Automating specific business processes - Customizing Zoho applications, specifically Zoho Desk and Zoho CRM In greater detail, the tasks needed to be completed are: 1. **Automation of Business Processes:** Specifically, I need Deluge scripting for both Desk and CRM. The key aim here is to streamline our workflow, reducing manual tasks and increasing productivity. 2. **Customization of Zoho Applications:** This pertains to custom-made workflows to refine and adapt our Zoho Desk and Zoh...

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    Comprehensive ZOHO Business Automation 15 giờ left
    ĐÃ XÁC THỰC

    I'm looking for a professional who can successfully automate various aspects of my business using ZOHO. Key areas that require automation include Sales and CRM, Marketing and Email Automation, as well as Accounting and Finance. - Specifics: The system should be capable of advanced reporting and analytics, integration with other software platforms, and custom workflow and rule creation. - Capacity: The application should be able to support 1-10 users. The ideal freelancer for this job must have a strong understanding of ZOHO and its capabilities. Their skills should also encompass the design of tailored systems, and the integration of multi-platform software. This project requires analytical thinking and problem-solving as you'll need to develop and implement an e...

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    ...management - Account Payable/Receivable - Financial Reporting I am a Professional Accountant with more than 12 years of experience of an International Organization. I have completed MBA in Finance and MBS in Accounting. I am a QuickBooks Pro-Advisor and Xero-certified user. Familiarity with transferring accounting data between different software platforms like Odoo, QuickBooks UK, Xero, Wave, Zoho Books, MYOB etc https://www.freelancer.com/projects/accounting/Seamless-QuickBooks-PennyLane-Migration/reviews https://www.freelancer.com/projects/accounting/expense-invoices-data-entering-around/payments https://www.freelancer.com/projects/accounting/Accountant-for-ISP/payments https://www.freelancer.com/projects/accounting/NEED-PAYROLL-ASSISTANCE-FOR-PAYSLIP/reviews • • ...

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    I need professional help with Zoho One. My main requirements are: 1. The initial focus should be on integrating basic functionalities. Progression may include payment integrations, order management integration, and inventory syncing. 2. Ability to integrate with multiple payment systems initially and accommodate additional systems inthe future. 3. Consider integrating telephony systems with Zoho CRM. Explore options to handle calls within Freshdesk. 4. Consider implementing the Minimum Viable Product (MVP) stage to evaluate the effectiveness of the Zoho CRM and Desk setup. 5. Consider scalability and future enhancements beyond the MVP stage, such as adding additional integrations or features. 6. Start with integrating emails and begin working with CRM, while planning ...

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    I'm seeking a knowledgeable and efficient professional to integrate my WordPress + Angular website with Zoho CRM. The key functionalities I'm interested in are: - Contact form submissions - Lead captures - Sales pipeline synchronization - Checkout process These processes should be conducted through real-time synchronization, ensuring my website and Zoho CRM operate in harmony without delay. The ideal candidate for this project should have considerable experience in CRM integration and a proficiency in navigating WordPress and Angular frameworks. A deep understanding of how Zoho CRM works, including its functionalities and synchronization processes, is essential. Outstanding problem-solving skills and attention to detail are also heavily sought after for ...

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    Hello! I’m in need of a Freelancer to develop two ZOHO books invoice html templates for me; one for invoices and one for estimates. As requested, the templates need to be in HTML format and I’m hoping for a custom design for both. No further features or functionalities such as automated emails or text reminders are needed, just the template is fine. If you think you have the skills necessary for this project, then I’d love to hear from you. Looking forward to working with you soon!

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    ...gateway and Zoho Books. The goal of the project is to integrate the two systems to enable automatic transaction records and to generate reconciliation reports. If you have prior experience with such integrations, you would be a perfect fit for this project. Key Requirements: - Familiarity with the CCAvenue payment gateway - Experienced in Zoho Books for accounting - Skills in Integrating different systems What We're Looking For: - Experience in multi-system integration - Ability to work effectively without direct supervision - Solid understanding of the specific functionality of automatic transaction records and reconciliation reports in payment gateways Please take note that handling multiple currencies is not a requirement for this task. The key focus is to con...

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    Currently, I'm aiming to create an effective email marketing template using Zoho Campaigns. To accomplish these tasks, desired candidates should possess the following skills and experiences: - Extensive marketing experience, specifically with Zoho Campaigns - Knowledge of creating engaging and professional email templates - Proven track record of successful call-to-action designs, particularly to prompt recipients to request meetings. The goal of this project is to encourage email recipients to schedule a meeting. Hence, the emphasis will be more on persuasive writing and designing. Focusing on enhancing the readability of emails is crucial, coupled with compelling visuals which may increase the possibility of communication. Please present any past work that aligns wit...

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    I'm in need of a Zoho expert who can assist with customization and automation for our CRM, currently utilized by a team of 1-10. Key Responsibilities: - Zoho CRM Customization: Tailor our Zoho CRM to better fit our specific needs. - Zoho CRM Automation: Streamline our processes through effective automatic configurations. The ideal candidate brings significant experience in both customization and automation within the Zoho CRM platform. An expert level of understanding and proficiency in Zoho CRM is requested. The ability to work independently with minimal direction to accomplish task objectives is also important. Your expertise will play a crucial role in streamlining our business operations and improving overall productivity. I look forw...

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    Hello there! We're in need of a knowledgeable and proficient individual who can successfully integrate both our payment gateway and Zoho Checkout - specifically accommodating for both one-time AND recurring payments. This will be integrated into our Zoho checkout page. Having previous experience with neither system for recurring payments, it would be advantageous for a freelancer to have: - Working knowledge and experience with CCAvenue and Zoho Checkout - Advanced understanding of payment gateway integration - Proficiency integrating systems into pre-built check-out pages Thank you for considering our project!

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    Advanced ONLINE TMS. Đã kết thúc left

    I am in need of an experienced developer or group of developers who can create and customize an online application to serve as a TMS (transportation management system) or a complex CRM, preferably to be hosted independently or based on an existing online CRM like Zoho CRM Plus. The TMS has to support specific sales, marketing, customer interaction, as well, as warehouse database, office operation to include all aspect of a complete transportation system. Key Requirements: - Understand and implement advanced customization options, including tailored workflows, specific fields, and unique modules. - Understand all processes of transportation of goods by ocean, air and land, including warehousing. - Integration of accounting processes. - Able to build and integrate an applica...

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    ...in Zoho Creator who can build a custom equipment booking app to integrate with Zoho Projects. The app will require functionalities including: - Equipment availability tracking - Equipment reservation management - Equipment booking notifications - Equipment inventory control with integrated barcode scanning The applicant should also forge a Projects template for my video production company. The key elements I expect integrated in the template are: - Project scheduling - Task management - Team collaboration - Project management and team allocation across the entire production lifecycle The design for both should follow a clean and minimalist design aesthetic. Applicants with previous experience in designing similar apps and templates will be given priority. Familia...

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    As someone with experience in both Tally and Zoho Books, I have a significant project at hand. I need to migrate financial transactions, customer and supplier details, as well as inventory records from Tally to Zoho Books. Relevant skills and experience include: - Proficiency in Zoho Books and Tally - Extensive accounting knowledge - Proven experience in data migration, especially financial data - Strong attention to detail I have Tally Data with me. The templates and other details need to be created by user for proper import/transition

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    I need an experienced Zoho Deluge professional to help me create custom functions within Zoho People. You should be equipped in sending automated bot notifications on Zoho Cliq, particularly: - Task notifications: Details, due date, and user assigned must be included. - Attendance notifications - Leave notifications The preferred mode of delivery is chat messages. In your bid, please share relevant examples of similar projects you have handled in the past. Expertise in Zoho People, Zoho Cliq, and Deluge scripting will be highly beneficial.

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    I'm searching for a seasoned developer for the integration of my Zoho CRM with my current Custom DB for more efficient lead management. Key tasks: - Establish integration between Zoho CRM and our event emitter Database - Implement OAuth2 Ideal skills and experiences: - Proficiency in Zoho CRM and Rest Note: Applicants should focus on proven experiences around the ZOHO Language: You should be able to implement in either Typescript or Python. We could conider some other strongly typed languages a well if required.

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    ...of an experienced migration expert who can efficiently transfer my data and users from Zoho to HostGator cPanel. Currently, I have a domain parked at GoDaddy with emails hosted at Zoho. However, I'm finding it necessary to shift gears and move all my stuff over to HostGator where my site will now be hosted. Here's what you need to assist me with: 1. Migrating 10 users and their data from Zoho to HostGator cPanel. 2. Redirecting the MX records from GoDaddy to HostGator cPanel. 3. Discontinuing our subscription with Zoho The ideal freelancer for this job should have: - Solid experience in both email and website migration - Deep understanding of DNS and MX record setups - Familiarity with GoDaddy, Zoho, and HostGator platforms - Demonstrate...

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    I'm in need of a skilled and experienced Zoho creator app developer. The project involves creating an app that integrates data collection and management, customizable forms and templates, and compatibility with other applications and platforms. This app is intended for enterprise use. Key Initial Functionalities: - Client Information Management: This is a critical functionality. The app should have the ability to efficiently manage and store client details. Get infomation from Web form on Website. - Task Scheduling and Management: The app should incorporate a task management feature that allows tasks to be scheduled and tracked. - Clients can request booking for an exam for certification - Once approved, various triggers at the time of validation of training, actual tes...

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    Hello, We are looking to create an A5 foldable brochure 4 pages preferably promoting one of our product and also have some information about our company. We would like to have 2 variations to pick from. Designer must ...an A5 foldable brochure 4 pages preferably promoting one of our product and also have some information about our company. We would like to have 2 variations to pick from. Designer must have access to stock photos to get the best result out for us. We also would like 2 EDM designs to choose from will make 1 EDM for email marketing as well should be compatible for all devices and will be sent via ZOHO mailing marketing service Thanks looking forward to collaborate with best designers this can be on going work as we have many clients who are looking to do somethin...

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    Niêm phong
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    Je suis à la recherche d'un freelance talentueux pour affiner la stratégie de référencement de notre site web (équipements industriels, B2B, site vitrine WP), afin d'amplifier notre trafic organique, d'améliorer notre classement dans les moteurs de recherche, le but ultime étant une augmentation notaire des conversions...des marchés concurrentiels. Si vous êtes passionné par l'idée d'avoir un impact tangible sur le succès d'un site web, nous serions ravis d'entendre parler de vous. Autres points à considérer : - Site B2B français (pas de commerce électronique) => français langue maternelle exigé - Equipements industriels => c...

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    I’m looking for someone experienced in API integrations with expertise on Zoho CRM and Melissa.com. The task involves: - Pulling and pushing customer and business contact information between Zoho CRM and - Cleaning, reformatting, and deduplicating entries prior to pushing them into the API ** See Footnote Below Exposure to Zapier or Zoho Flow would be advantageous as I currently have Zoho One and use Zoho CRM. Additionally, familiarity with the API as shown in their documentation will be required. - - Ideal skills for this project would include: - Zoho CRM - API development and integration - Data cleaning and reformatting - Deduplication techniques - Melissa

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    I’m looking for someone experienced in API integrations with expertise on Zoho CRM and Melissa.com. The task involves: - Pulling and pushing customer and business contact information between Zoho CRM and - Cleaning, reformatting, and deduplicating entries prior to pushing them into the API ** See Footnote Below Exposure to Zapier or Zoho Flow would be advantageous as I currently have Zoho One and use Zoho CRM. Additionally, familiarity with the API as shown in their documentation will be required. - - Ideal skills for this project would include: - Zoho CRM - API development and integration - Data cleaning and reformatting - Deduplication techniques - Melissa

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    I'm seeking a talented freelancer to refine our website's SEO strategy, magnifying our organic traffic, boosting our search engine rankings, and enhancing the overall user experience. Currently, our site gracefully sits on the first page of search engine results for only a little of our offer, positions we're eager to solidify res...practices and a proven track record of enhancing website performance in competitive markets. If you're passionate about making a tangible impact on a website's success, we would love to hear from you. Other points to consider: - French B2B website (no ecommerce) => french as mother language requires - Industrial equipments => technical background required - Access available to Zoho Marketing Automation, Zoho Page Se...

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    ...hours per day. Your role will be crucial in ensuring that the back-end activities of my business run smoothly and efficiently. This role will eventually grow into a full time position We are an online training company based in the UK and as a result, the ability to read, write and speak English to a high level is essential **Key Responsibilities:** -Creating class registers with data taken from ZOHO CRM and transferred onto a word document Creating emails with certificates that are to be sent to students upon completion of courses entering new customers into the CRM **Skills and Experience:** - **Experience Level:** I am seeking someone with an intermediate level of experience in administrative roles. This means you should already be familiar with the tasks listed and can p...

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    Zoho Billing Customization Đã kết thúc left

    ...custom function within Zoho Billing to enhance our subscription management process. This function is critical for our financial operations, and we need someone who can deliver a robust solution. **Primary Task:** - Implement a custom function to apply new pricing to each active subscription within our Zoho Billing system. **Specific Requirements:** - **Update Mechanism:** The custom function must be capable of updating the prices for all active subscriptions within our platform. - **Timing:** These price updates should take effect at the start of the next billing cycle, ensuring a smooth transition for our subscribers. **Ideal Skills and Experience:** - Proficiency in Zoho CRM and Zoho Billing API. - Experienced in developing custom functions and automatio...

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    I need some stock reports creating in Zoho Analytics to show how many pallets of stock I sell and hold in stock using the data from Zoho books/ Zoho Inventory.

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    Bookkeeping work Đã kết thúc left

    ...management - Account Payable/Receivable - Financial Reporting I am a Professional Accountant with more than 12 years of experience of an International Organization. I have completed MBA in Finance and MBS in Accounting. I am a QuickBooks Pro-Advisor and Xero-certified user. Familiarity with transferring accounting data between different software platforms like Odoo, QuickBooks UK, Xero, Wave, Zoho Books, MYOB etc https://www.freelancer.com/projects/accounting/Seamless-QuickBooks-PennyLane-Migration/reviews https://www.freelancer.com/projects/accounting/expense-invoices-data-entering-around/payments https://www.freelancer.com/projects/accounting/Accountant-for-ISP/payments https://www.freelancer.com/projects/accounting/NEED-PAYROLL-ASSISTANCE-FOR-PAYSLIP/reviews • • ...

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    Zoho CRM Expert Đã kết thúc left

    I'm seeking an experienced Zoho CRM developer to enhance my current system swiftly. Here's what I need: - Implement Workflow Automation for increased efficiency. - Create Custom Modules/Fields tailored to my business. - Integrate external software seamlessly with Zoho CRM. Required skills: - Proven expertise in Zoho CRM development. - Strong understanding of workflow automation. - Experience in creating custom Zoho modules and fields. - Ability to integrate Zoho CRM with other software. I value quick and quality work, so I'm looking for someone who can prioritize this project and deliver it ASAP. If you have a track record of doing this, I'd love to hear from you.

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    I am searching for an expert in cost accounting to help manage my small business finances. The ideal candidate will be highly skilled in cost accounting and will be comfortable working in an evolving and dynamic small business environment. Key Requirements: - Extensive knowledge in cost accounting principles - Ability to develop efficient cost accounting strate...in cost accounting principles - Ability to develop efficient cost accounting strategies - Excellent problem-solving skills - Strong organizational skills and an exceptional attention to detail - Previous experience working with small businesses is a big plus Please note that knowledge of specific accounting software is not a requirement for this role but familiarity with QuickBooks, Tally, or Zoho Books will also be b...

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    Whatsapp for Business Đã kết thúc left

    ...their online sales and improve customer experiences at scale. The solution will allow the client to: Apply for WhatsApp Business API and link their Facebook business page with Interakt Engage customers with personalized and interactive messages on WhatsApp, using templates, list messages, and reply buttons Qualify leads and assign them to sales reps based on predefined rules Integrate leads with Zoho CRM, a cloud-based software that helps manage customer relationships, sales pipelines, and marketing campaigns Track and measure the performance of WhatsApp campaigns and sales activities using analytics and reports The project will follow an agile methodology, with sprints of one week each. The project will be completed in 15 days, with a budget of less than 20,000 INR. Project Scop...

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    I'm in search of a freelancer with expertise in Zoho One, particularly focusing on the Zoho CRM, Zoho Desk, and Zoho Books modules. While the decision on specific modules to implement has yet to be finalized, the project will require at least moderate customization, including the addition of custom fields and workflows tailored to an educational training institute's needs. Ideal Candidate Skills and Experience: - Profound knowledge of Zoho One suite, especially Zoho CRM, Zoho Desk, and Zoho Books - Proven experience in executing moderate to advanced Zoho CRM customizations - Previous work on Zoho implementations for educational or training institutions is a plus - Ability to suggest and implement workflows th...

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    Zoho Implementación Esp-COL Đã kết thúc left

    Estoy en busca de un experto en Zoho que me asista en la implementación de este software tanto en España como en Colombia y Mexico Mi proyecto requiere integrar de forma efectiva Zoho CRM y Zoho Books para un equipo de tamaño medio, específicamente entre 10 a 50 usuarios. **Requisitos Clave:** - Profundo conocimiento en Zoho CRM y Zoho Books. - Experiencia previa en proyectos de implementación de Zoho en un contexto bilingüe (Español, inglés ). - Capacidad para adaptar soluciones a las regulaciones locales de España y Colombia. - Excelentes habilidades de comunicación y trabajos anteriores que puedan demostrar su experiencia. **Buscamos a alguien con:** - Habilidad para trabajar...

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