You will get Zoho Books setup, invoicing, payments, CRM integration, and automation
Rising Talent
Rising Talent
Project details
If your invoicing, payments, customers, and finance records feel scattered, I will help you set up Zoho Books so your business can manage everything in one clean and organized system.
Many businesses struggle with manual invoices, poor payment tracking, messy customer records, unclear financial reports, tax setup issues, and disconnected sales or accounting processes. I will help you set up, customize, and automate Zoho Books so it supports your daily finance workflow more smoothly.
This project can include Zoho Books setup, invoice customization, estimate setup, customer and vendor setup, item setup, payment settings, tax configuration, recurring invoices, payment reminders, sales and finance reports, workflow automation, and CRM integration.
I can also help connect Zoho Books with Zoho CRM, Zoho One, Zoho Flow, Zoho Analytics, Stripe, PayPal, Shopify, QuickBooks, Xero, APIs, webhooks, Zapier, or Make.
The goal is to reduce manual finance work, improve invoice accuracy, track payments better, connect your sales and accounting workflow, and give your business a cleaner system for managing customers, invoices, payments, and reports.
Many businesses struggle with manual invoices, poor payment tracking, messy customer records, unclear financial reports, tax setup issues, and disconnected sales or accounting processes. I will help you set up, customize, and automate Zoho Books so it supports your daily finance workflow more smoothly.
This project can include Zoho Books setup, invoice customization, estimate setup, customer and vendor setup, item setup, payment settings, tax configuration, recurring invoices, payment reminders, sales and finance reports, workflow automation, and CRM integration.
I can also help connect Zoho Books with Zoho CRM, Zoho One, Zoho Flow, Zoho Analytics, Stripe, PayPal, Shopify, QuickBooks, Xero, APIs, webhooks, Zapier, or Make.
The goal is to reduce manual finance work, improve invoice accuracy, track payments better, connect your sales and accounting workflow, and give your business a cleaner system for managing customers, invoices, payments, and reports.
Programming Languages
HTML & CSS, PythonCoding Expertise
Cross Browser & Device Compatibility, Performance Optimization, DesignWhat's included
| Service Tiers |
Starter
$80
|
Standard
$200
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 7 days |
Number of Revisions | 0 | 0 | 0 |
Design Customization | |||
Content Upload | - | - | - |
Responsive Design | |||
Source Code | - | - | - |
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EO
Emma O.
Apr 29, 2026
Zoho CRM Expert Needed for Setup, Automation & Lead Management Optimization
Delivered fast with a high standard of quality. I would definitely recommend him and look forward to working together again.
ZA
Zabeth A.
Apr 29, 2026
Zoho One Developer Needed for Full Business Automation & System Integration
Great experience working with Jeremiah. He showed strong expertise, and delivered exactly what we needed. Communication was clear and consistent. Proactive in suggesting improvements.
About Jeremiah
Zoho CRM & Zoho One Expert | Automation, Deluge & Integrations
100%
Job Success
Lagos, Nigeria - 2:11 pm local time
I help growing businesses implement, repair and automate Zoho systems that improve lead follow-up, pipeline visibility, data quality and day-to-day operations.
My first two Zoho projects on Upwork both received 5-star feedback. These projects involved Zoho CRM setup, lead-management optimization, Zoho One business automation and system integration. Clients highlighted the quality of my work, clear communication, Zoho expertise and proactive recommendations.
I can help you with:
- Zoho CRM and Zoho One implementation
- Custom modules, fields, layouts and sales pipelines
- Blueprint, assignment rules and validation rules
- Workflow automation and Deluge custom functions
- Zoho Flow, API, webhook, Zapier and Make integrations
- Data migration, cleanup, deduplication and field mapping
- Zoho Books, Creator, Desk, Analytics, Forms and Campaigns
- Dashboards, reports, forecasting and team training
My implementation process:
1. Audit your current workflow and identify the bottlenecks.
2. Map the required CRM structure, user roles and automation logic.
3. Configure and test the system using real business scenarios.
4. Document the setup and train the people who will use it.
5. Provide post-launch support and corrections where required.
You will receive a practical Zoho system designed around your actual sales and operational process, not a generic CRM template.
Send me a message explaining the Zoho applications you currently use, the process that is not working and the result you need. I will recommend the clearest next step.
Steps for completing your project
After purchasing the project, send requirements so Jeremiah can start the project.
Delivery time starts when Jeremiah receives requirements from you.
Jeremiah works on your project following the steps below.
Revisions may occur after the delivery date.
Review your finance process
I will understand how your business handles customers, invoices, estimates, payments, expenses, items, and financial records.
Set up Zoho Books structure
I will configure your company profile, currency, customers, vendors, items, services, invoice settings, taxes, payment terms, and basic finance settings.