Zoho CRM Jobs

I'm looking for someone with advanced experience in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Proficie...

I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead ...

Company Overview: We are a dynamic and rapidly growing company based in Vancouver, British Columbia. Our culture is built on innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaini...

I'm seeking an expert in Zoho Creator to help with the development and integration. Key Responsibilities: - Event Creation: I'm looking to have a ticketing system integrated into the event creation process. This should allow for easy, seamless ticket sales and registration. - Attendance Registration: Attendees should be able to register for the event through an online form. This form should capture key details and contact information. - Payment Integration: The system should facilitate ticket purchases by integrating Credit/Debit Cards and PayPal or other options too. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designing registratio...

I'm on the lookout for a proficient Zoho Creator specialist to assist me in developing an efficient event management system with integrated payment options. Key requirements include: - Assistance in creating event templates for 1-5 different types of events. - Setting up customized attendance registration forms with Zoho Creator. - Integrating secure and user-friendly credit/debit/online payment systems. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designing registration forms. Looking forward to discussing the project further with you.

PLEASE DO NOT CONTACT US DIRECTLY. WE WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER. We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation. Relevant skills: - Zoho CRM customization - Field and layout updates - Custom field and workflow creation - Third-party applic...

I'm looking for a Zoho CRM expert who can help me automate lead generation and contact management tasks within the platform. I need the Zoho CRM and Google Sheets to be synced forward and backward. I am open to using connector tools like Zoho Flow or Pabbly Connect.

We are small startup. We're looking to map out our sales process through, add automation (mainly reminders) and integration with Zoho accounting module. Key Deliverables: - **Customization of Forms**: add custom fields, design the layout, and implement conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Automation of the Sales Process**: automate few steps in our sales process (lead > client proposal > active client > lost client > ongoing engagements. - **Reminder System**: The reminders are crucial in ensuring that our sales team stays on track. The reminders should be sent via both email and push notifications, to cater to varying preferences of our team members. Ideal Skills and Experience: -...

I'm looking for a skilled CRM developer who can make some strategic adjustments to our CRM system. The goal is to enhance the platform with new features, optimize existing ones, and refine the user interface. Key Tasks: - Add new features: The new functionalities we're looking to introduce revolve around advanced reporting and analytics, and task automation. - Improve existing features: Your expertise in CRM development will be pivotal in refining the current features to make them more efficient and user-friendly. - Customization of user interface: A customized user interface is essential for a better user experience. The ideal candidate should have: - Proven experience in CRM development - Proficiency in integrating third-party software - Strong background in creating visual g...

We are in search of a ZOHO expert available for hourly consultancy to assist us in mastering various ZOHO applications. Over the past 2-3 months, we've successfully integrated Zoho Projects, CRM, Invoices, and Calendar into our workflow. Our next step is to streamline and enhance our processes and pipelines by effectively linking these applications. Our goal is to engage in video calls with screen sharing sessions, where you will guide us through the optimal use of all features, focusing on refining and automating our processes. Confidentiality is paramount, as we aim to safeguard our customer information within the ZOHO apps. Therefore, this collaboration model is essential. We are looking to schedule 2-hour sessions, multiple times a week, on an ongoing basis. If you are proficie...

I'm in need of a professional to help populate my BIGIN CRM with contact information from an Excel file. The task will involve: - Transferring data from Columns A, B, C of my Excel file to BIGIN CRM. - Achieving appropriate data segregation based on geographic location within the CRM. This task will require a keen attention to detail and strong experience in and BIGIN CRM and integrate emails to Outlook. A solid understanding and experience in data segregation & bIGIN PLATFORM is also key for successful delivery of this project. The aim is to streamline my contacts for easier management. Your keen knowledge of geography and ability to dissect contact data is highly needed.

I'm in need of a highly experienced API developer to design an API for the integration of Zoho CRM and Zoho FSM. The API should include the following functionalities: - Automatic updates Additional important specifications include: - The level of security should be OAuth 2.0. - Automatic update of ZoHo CRM custom field when scheduled installation date changes in FSM. - Automatic update of ZoHo CRM custom fields when Service Appointment completed in FSM. Ideal skills and experience: - Expert knowledge in API development - Strong understanding of OAuth 2.0 - Prior experience in Zoho platform integrations, specifically FSM - Excellent knowledge in data synchronization. Please bid confidently if you are capable of delivering these requirements.