Upwork home
Sign up
Project Catalog
DesignDesign
Video & AudioVideo & Audio
Development & ITDevelopment & IT
MarketingMarketing
Writing & TranslationWriting & Translation
MoreMore

You will get a Zoho CRM dashboard to track suppliers, purchase orders and shipments

Gisela C.Status: Offline
Gisela C. Gisela C.
Preview image

Let a pro handle the details

Buy Data Entry services from Gisela, priced and ready to go.
Gisela C.Status: Offline
Gisela C. Gisela C.
Preview image

Let a pro handle the details

Buy Data Entry services from Gisela, priced and ready to go.

Project details

You will get your purchasing, suppliers and imports centralized inside Zoho CRM, with a clear dashboard and automated workflows. I set up supplier and purchase order modules, a stage-based PO pipeline (quote, PO issued, production, in transit/customs, received) and shipment tracking with incoterm, customs status and value. I build live reports and a dashboard with your key metrics (open POs, value in transit, lead time, on-time delivery), plus automations such as reorder alerts that create draft POs. With 15+ years in operations, procurement, logistics and imports, I know how purchasing teams actually work. I deliver 100% in writing and asynchronously, so everything stays documented and no calls are required.
Data Entry Type
Copy Paste, Data Cleansing, Error Detection, Online Research
Data Entry Tool
CRM Software, ERP Software, Google Sheets, Microsoft Excel
What's included
Service Tiers Starter
$90
Standard
$220
Advanced
$420
Delivery Time 4 days 7 days 10 days
Number of Revisions
123
Number of Hours of Work
61428
Formatting & Clean Up
Graph & Table Creation
-
Optional add-ons You can add these on the next page.
Fast Delivery
+$40 - $80
Additional Revision
+$20
Additional Hour of Work
+$15

Frequently asked questions

Gisela C.Status: Offline

About Gisela

Gisela C.Status: Offline
Virtual Administrative Assistant | Zoho Expert | Logistics & Import Sp
Jesus Maria, Mexico - 11:19 am local time
Mechanical Engineer with 15+ years of international experience across oil & gas (Schlumberger), metrology, quality systems (ISO 17025), and business administration. I founded and managed two engineering companies in Mexico, where I handled all administrative operations including payments, collections, bank account management, supplier coordination, and 100+ import processes with multiple customs agencies.
I'm proficient in Zoho (CRM & Books), Excel, and administrative workflows. I bring a rare combination of technical background and hands-on business operations experience — which means I understand your business deeply, not just the tasks.
What I can do for you:
- Calendar, meeting & call scheduling
- Email handling & correspondence
- Accounts payable & receivable / collections
- Import coordination & logistics follow-up
- Supplier management & purchasing
- Zoho CRM & Zoho Books support
- Bank reconciliation & financial tracking
- Document review & administrative reporting
Available part-time, Monday to Friday. Reliable, detail-oriented, and committed to deadlines.

Steps for completing your project

After purchasing the project, send requirements so Gisela can start the project.

Delivery time starts when Gisela receives requirements from you.

Gisela works on your project following the steps below.

Revisions may occur after the delivery date.

Kickoff and access

I review your current purchasing process and files, confirm Zoho CRM access and agree on the dashboard metrics and PO stages with you, all in writing.

CRM setup

I configure your supplier and purchase order modules, custom fields and the stage-based PO pipeline inside Zoho CRM.

Review the work, release payment, and leave feedback to Gisela.