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Zoho Crm Jobs

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Hourly - Intermediate ($$) - Est. Time: 1 to 3 months, 10-30 hrs/week - Posted
We are adopting Zoho CRM, and we have a number of automated processes that we would like to integrate into the platform, as well as a lot of customization. We would need you to set up the processes and show us how to fine tune them going forward. Training in the flow of data through the CRM would be helpful as well. We have a mind map of our ideas as to the things we would like to have done, and will share this via email.
Skills: Zoho CRM Zoho Creator
Hourly - Intermediate ($$) - Est. Time: More than 6 months, Less than 10 hrs/week - Posted
Looking for a Zoho Recruit Expert to help customize and set up the system to meet the needs of our company and provide ongoing support.
Skills: Zoho CRM
Hourly - Entry Level ($) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
We need a Zoho expert to assist our team to setup Zapier webhooks for integration to Cyfe. There's various segments of data we want to be able to house on Cyfe dashboards. You must have extensive experience with Zapier and Zoho webhooks. The ideal person can also setup Cyfe integration using office online spreadsheets.
Skills: Zoho CRM Zoho Creator
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, 10-30 hrs/week - Posted
Review/Refine the Leads module for best practices and conversion process. Setup Business Card and Activities layouts. Set up needed Views to support business needs. Include set up of appropriate Views, and custom fields to track sources. Discover and then complete of work to support website lead capture and integration with Zoho CRM. Review existing screen layouts, and fields for the Contacts and Accounts modules. Identify, create and place any custom fields on the layouts as required. Setup Business Card and Activities layouts. Set up needed Views to support business needs. Custom Training for all staff involved in the entry, data management and use of the Leads, Contacts and Accounts Modules. Will include training on the normal flow of Leads to Prospects, and day to day use of Zoho for taking notes, sending emails, etc. Discover and refine the Tracker (Potentials) Firm up use of Tracker versus other modules to provide required reporting and metrics for sales and all support activities. Custom training related to the Sales/Estimate business process using the Tracker module. Discover and design of Inventory module to support Company business processes and needs. Plan import or data entry of all inventory items and initial update of inventory controls for going live with inventory module. Custom training for all staff involved in Inventory related activities. Custom Training on the use of Zoho CRM Activities which includes Tasks, calls, and Events.
Skills: Zoho CRM Zoho Creator
Hourly - Intermediate ($$) - Est. Time: Less than 1 month, Less than 10 hrs/week - Posted
Research Internet, Social Media profiles, and provide contact information for small to midsize insurance companies in the following US states: North Carolina, South Carolina, Georgia, Virginia, Florida Name of Insurance Agency or Company Address(Corporate and Site Location) Contact Name (Office Manager, Site Supervisor, Regional Director, Decision maker) Phone(Contact and Main 800 number) Email Website Social Media (Facebook, Twitter, Instagram) Information must be entered into provided google sheets format Google Apps Zoho CRM Successful Work could lead to additional projects.
  • Number of freelancers needed: 3
Skills: Zoho CRM Administrative Support Data Entry Google Apps
Fixed-Price - Intermediate ($$) - Est. Budget: $1,200 - Posted
We have a need to be able to send a View/Filtered List/Query of Contacts from Zoho CRM to Google Maps or some other mapping software and drop pins on the map of that list. 1. Need to have experience with Zoho CRM api 2. would like to have it go to Google as that is what clients are familiar with but could be a different mapping program. 3. Should be automated - do not want to have to do an export or copy and paste. 4. Happy to answer additional questions 5. Will need to know number of hours it will take and project cost.
Skills: Zoho CRM Google Maps API
Hourly - Intermediate ($$) - Est. Time: 1 to 3 months, Less than 10 hrs/week - Posted
Hello, We are looking for a Zoho CRM expert to assist us with building out our workflow. We'll also need your help with planning the workflow to ensure it's as streamlined as possible. We may also need your help with Zoho Projects and Zoho Books.
Skills: Zoho CRM
Fixed-Price - Entry Level ($) - Est. Budget: $1,000 - Posted
Need quick programmer for API integration between Zoho CRM and: 1. cVent event registration system. (www.cvent.com) 2. OpenWater awards systems (www.getopenwater.com) 3. LinkedIn (www.linkedin.com) Please give us quote and how long it would take. Quickest, least expensive, reliable and experienced proposal will get selected. Please let us know if you've done this before. Provide references that we contact. Let me know your quote if it's higher than budget.
Skills: Zoho CRM LinkedIn Development
Fixed-Price - Intermediate ($$) - Est. Budget: $100 - Posted
I have an excel spreadsheet with multiple sheets. The spreadsheet has macros and formulas. I need to be able to have multiple users be able to open up such a spreadsheet and still be able to run the same macros. It also has to print nice and neat onto a regular sheet of paper and legal size paper (depends on the sheet). Here is a link to the spreadsheet: https://www.dropbox.com/s/qtpd3yrql5bimbt/SALE_DAILY_REPORT.xlsm?dl=0 The problem now is that the users may not have the right version of Excel or they may open without enabling macros, etc. and this causes issues. The idea is if there is a solution like Zoho Docs that will be tweaked to allow this spreadsheet to be used. Attached is the spreadsheet. The main thing are the first 3 colored tabs. Users should be able to just input rows of information. The other sheets in the workbook are used as reference. I need someone to be able to convert this spreadsheet, not write a custom database program. Thanks p.s. budget is just a number. Provide me a quote
Skills: Zoho CRM Excel VBA Microsoft Excel Spreadsheets
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