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Zoho Crm Jobs

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Hourly - Expert ($$$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
“We are looking for someone to completely customize Zoho based on our business requirements.” Approved Zoho partner Criteria: Must be Zoho expert and have worked on similar projects to this: Task: integrate our Zoho Crm with Our accounting back end or whether we use Zoho as our Accounting system ideally or in two stages A little bit about us: We are a telemarking team who approach business for office supplies. I currently have Zoho Professional. We currently use Gmail for our hosting with an Outlook face and our accounting system is Myob What I need Zoho to do for us. – Lead aspect • upload leads into system • create leads • customize lead information to suit our business (where did lead come from, call in etc) • allocate leads to certain sales people • name lead types for each campaign • create customized email for quoting • allow leads to receive emails for a campaign or follow up email • capture all emails into email. • manage net to view leads called and action been made Customer/Account • Customize information needed for account • assign account owner to customer • create sales order • create price book for agents to look up price and price code to fill in order • upload our product and product codes • automatically send welcome emails and reorder emails • customize follow up for reorders • show customer history of sales orders • create credit application from to be sent to customer • commission structure on certain products Management Back/Accounting program • Which accounting program is best to use: • How do we revive orders in Zoho from ales team? • Send sales order to be approved • sending purchase orders to suppliers • invoicing customers Other important factors • sales person has pacific access then management access • train the trainer • budget and target tracker dashboard • debtors section in the crm
Skills: Zoho CRM
Hourly - Expert ($$$) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
Our company is growing and we are in need of an admin who can support a growing company of 5-10 people. Looking for someone who can work 3-6 hours daily. we do offer flex time. Admin must be very proficient with Google Suite of products. Especially: 1) Google document, 2) google spreadsheet 3) Gmail Must be familiar and proficient with zoho crm. We will screen all candidates via Skype video Chat where you will demonstrate that you are proficient in these areas. Day to day activities include: 1) entering data from Crm to google Spreadsheet 2) responding to email inquiries 3) data entry 4) assist with phone calls when necessary
Skills: Zoho CRM Customer service Email Handling Email Marketing
Hourly - Expert ($$$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
We are looking for someone who is an expert with ZohoCRM who can help us to set up the system before we go live with our team. We need help with: -Working out the best way to integrate Zoho with our other apps -Advising us on any custom fields we might need and setting them up s -Setting up the integrations between Zoho and our other apps - including MailChimp, BigCommerce and Xero -Migrating data from our previous CRM -Setting up Reports using the Advanced Reports feature in Zoho.
Skills: Zoho CRM CRM Software Configuration Management Zoho Creator
Hourly - Entry Level ($) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
we have a zoho crm. We need it to give us all the information of each stage of the sales process We currently use Myob and Zoho and find we need to double input information in both programs , when we want Zoho to do everything and communicate with Myob for my accountant. Our business has leads than turn in to sales. our problem is really here: We need to develop a process from the sale and what happens after the sale in our backend ie invoicing/ welcome emails purchase order for supplier and create customer invoice. customer file needs emails any emails from customer goes in customer history customize a sales order for sales team customer history pricebook product codes hopefully this makes sense.
Skills: Zoho CRM
Hourly - Intermediate ($$) - Est. Time: More than 6 months, Less than 10 hrs/week - Posted
We are looking for a programmer or IT professional who has extensive experience in building customizations and reports in ZOHO and similar systems. Immediate start, continuous basis for multiple projects and additions. Requirements: ZOHO CRM/CREATOR/BOOKS/REPORTS, good English, ability to work fast and smart Some of the initial projects include: - Automate to pre-fill 6 custom documents from one form - Automate to create auto-email delivery for PDF package based on certain criteria , including invoices and another custom documents) - Build multiple custom reports for efficiency, effectiveness and cost analysis - Automate through OCR (or something similar) recognition from e-mail fax documents into ZOHO CRM
Skills: Zoho CRM Zoho Creator
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
I'm looking for a developer to help me develop a company intra net portal utilizing zoho creator with similar functionalities to https://www.jostle.me/ and https://www.bitrix24.com/
Skills: Zoho CRM Zoho Creator
Fixed-Price - Intermediate ($$) - Est. Budget: $50 - Posted
We connected Twilio to ZOHO and we also tried to build a twilio send/receive sms application from ZOHO CRM. We need to get the application working AND some tweaks on the incoming/outgoing call from tilio.
Skills: Zoho CRM Twilio API
Fixed-Price - Intermediate ($$) - Est. Budget: $1,000 - Posted
Hello, I am looking for a developer who can assist in making a donor database management tool with zoho. We should be able to create/manage/track donors and all their donations. we should be able to have 10-15 types of donations. (one time, recurring, naming, in honor off etc)(i will supply all types) we should be able to create mail merge word docs for each donation type and year end giving totals. (I will supply templates) This should be able to sync to mailchimp or using the zoho email tool and admin users roles as well. and this should be able to sync to quick books. I am not looking for a payment gateway, just the management of the information.
Skills: Zoho CRM Zoho Creator
Fixed-Price - Intermediate ($$) - Est. Budget: $250 - Posted
I have a call log from an iPhone. See program iPhone extractor at: http://www.iphonebackupextractor.com . I want to import these call logs into Zoho crm leads module. We have a Zoho Proffesional account with API acces. The iphone extractor logs are in csv format. We need a script (prefer php that we can host on or own server) a single webpage with upload function so we can upload the .csv file. The script connects to the Zoho CRM api and will insert the call logs to the leads that are in the Zoho CRM leads module.
Skills: Zoho CRM
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