Zoho jobs

We are building a high-trust, AI-optimized real estate brokerage system on Zoho. We already manage our properties in Zoho CRM, and it is integrated with our website. Our current setup is: Zoho CRM for property data management, a backend layer, and a frontend website. Property data flows between these systems through APIs. I already have a detailed blueprint with multiple workflows, objectives, and hundreds of fields. Though I am open to listen to more ideas, however my challenge is not the ideas, but my challenge is architecture, usability, and correct logic design. I need an expert who can guide me to structure everything in a way that is easy to navigate, not cognitively heavy for agents, and designed so that AI can improve the effectiveness of the system over time. ...

...roll straight into the rest of the launch tasks: configuring and refining Google Ads, refreshing the existing WordPress site, setting up the Zoho Billing application so it matches our pricing logic, and creating our branded email accounts through Hostinger. If anything else is still pending when you come on board, I’ll rely on your initiative to flag it and get it done. Deliverables • SEO foundation: full keyword list, on-page changes implemented, backlink strategy documented • Google Ads: campaign structure, ad copy, tracking tags, initial optimisation pass • WordPress: theme/plugin updates, speed tweaks, minor design fixes as needed • Zoho Billing: product catalogue, tax rules, template branding, payment gateway hookup • Hostinge...

We need Immediate support to recover it ,we need an tamil support Current Situation: Our old WhatsApp Business API account was connected with Zoho. The account has now been disabled in Meta. We recently connected a new number, but we want to: Recover the old disabled meta account and Reconnect the old number to the recovered account in Zoho. Ensure proper integration between Zoho and Meta WhatsApp Business Platform.

I manage a computer-training institute and need practical, results...and guiding them right through to enrolment. What I’m looking for is a clear, three-month action plan plus the assets to make it happen: 1. Strategy document mapping out workshop themes, referral mechanics and daily call targets. 2. Marketing collateral—ad copy, social posts, email templates, event invites and telephone scripts. 3. A lightweight tracking sheet or CRM setup (Google Sheets, Zoho, or similar) that reports weekly numbers for leads, calls, event attendance and confirmed admissions. 4. Brief hand-off session so my in-house staff can keep everything running. If you have a track record in education marketing, event promotion, tele-sales or all three, let’s talk and get enrollment...

I need a complete KPI framework built directly in Google Sheets—the platform I work in every day—while keeping the file easy to port into Excel or connect with Zoho CRM later on. The goal is simple: give me one place where I can open a tab and instantly understand how sales, marketing, and customer engagement are performing through a clean, interactive dashboard. Here is what I expect: • Architecture: clear data-entry or data-import sheets feeding a well-structured metrics table. • Metrics covered: Sales performance (pipeline stages, win rate, revenue vs. target), Marketing effectiveness (lead volume, CPL, campaign ROI), and Customer engagement (retention, repeat purchase, NPS). • Visualization: one consolidated dashboard that updates in real-time, u...

Role Overview Position: Operational Lead (Systems & Integration) - ZOHO, Hub Spot, Google, M365, API Experience: 2–3 years in professional services or IT operations Focus: Managing business systems, workflow automation, and cross-platform integration to drive efficiency. Core Technical Responsibilities Platform Management: Lead administration and integration for Zoho Suite (CRM, invoicing, billing), Google Workspace, and Microsoft 365. Workflow Automation: Design and implement automated workflows using tools like Zapier, Make, or native APIs (e.g., converting Google Forms to PDFs). Digital Infrastructure: Oversee domain hosting, WordPress updates, and website optimization; manage Google Search Console. Reporting & Insights: Develop management dashboards and ope...

I run an agency that helps service-based small businesses grow, and our sales cycle begins with a live discovery call. Your task is to pick up the phone, speak with owners or decision-makers, and secure those me...earn. Success metrics & acceptance criteria • At least 10 scheduled meetings per week. • Calendar invite includes prospect name, direct line, email, and brief call notes. • Updates logged in the CRM before day’s end. Prerequisites Fluent English, confident phone presence, and prior cold-calling experience with small business owners. Familiarity with any cloud dialer or CRM (e.g., HubSpot, Zoho, Pipedrive) is a plus; if you already have your own setup, even better. If setting high-intent appointments is second nature to you, let’s t...

This engagement covers the complete first-time configuration of Zoho People and Zoho Payroll for our organisation. Everything begins from a clean slate—there is no historical data to import—so the focus is on getting the core HR environment working smoothly rather than cleansing or migrating legacy records. Deliverables • Employee Onboarding – design the onboarding flow, set up forms, assign default tasks and approvals, and ensure automated document generation is active. • Attendance Tracking – configure shift schedules, geofence or web check-in rules, and real-time dashboards so managers can monitor attendance instantly. • Leave Management – establish all leave types, custom accrual rules, holiday calendars and multi-level ...

Subject: Requirement for Zoho Books Implementation – Trading Business I have recently started a new trading business dealing in bodybuilding protein supplements. I purchase products in bulk at discounted wholesale prices and maintain stock in my office. Currently, I have three salespersons. Their role is to visit gyms in designated areas and sell our protein products to gym instructors, who then resell them to end customers. Each salesperson has assigned sales targets, and commissions are paid upon achieving those targets. At present, we are using an accounting software called Vaipar. However, we are facing several operational challenges: • The sales team is not very tech-savvy. • There are frequent duplicate entries of products and customers. • Invoices and pa...

My Zoho CRM account is already live and connected to a Cognito Form, yet several core pieces need correction: Data management. Records arriving from the form often land in the wrong fields, and exported CSVs don’t line up with what I see on-screen. I need the existing data cleaned for accuracy, a repeatable import/export process configured, and field-level validation so bad data cannot slip in again. Workflow automations. The logic I built fires, but in the wrong order; updates that should happen after a record is created sometimes run before dependent information is present. Please review each rule, rebuild sequences where necessary, and confirm that actions occur in the proper order every time. Integration stability. Every adjustment to the Cognito Form forces me to remap...

I run a medical clinic that already uses Zoho CRM with a custom “Patients” module, Zoho Bookings, Zoho Forms and the WhatsApp Business API. Several workflows are in place, but patient follow-up is still handled manually and too many tasks slip through the cracks. Here’s what I need: • Map and redesign the existing CRM workflows so every new appointment created through Zoho Bookings or Zoho Forms automatically triggers a follow-up sequence. • Build an automated cadence for Email and WhatsApp messages: confirmations, reminders, post-visit check-ins and missed-appointment nudges. I have WhatsApp template approvals in progress and want those templates inserted at the right steps. • Ensure data syncs cleanly across all mo...

I run a luxury car showroom and am ready to leave spreadsheets behind. I need a seasoned CRM professional to help me choose, license, and fully configure an off-the-shelf sales tracking platform—Salesforce, HubSpot, or Zoho CRM are all acceptable if they cover my needs, but i would like advise and also if theres others i am flexible. Core requirements • Lead tracking from first enquiry through purchase • Clear, real-time sales performance reports for management • Automated follow-ups (email/SMS) that feel personal to high-net-worth prospects The system must work flawlessly on our front-desk desktops and on the mobile phones that my salespeople carry during test drives and off-site events. We use auto trader for our advertising linking to that would be ...

...report Weekly growth analysis Suggest improvement strategies Highlight weak areas Recommend system improvements Growth Role Suggest automation ideas Suggest marketing improvements Identify revenue leakages Improve productivity systems Help implement SOP & CRM process Ideal Candidate Should Have: Strong leadership & follow-up skills Experience managing remote teams Basic CRM knowledge (Zoho preferred) Good Excel / Google Sheet knowledge Digital marketing understanding (basic) KPI tracking ability Growth mindset Important: We need someone who: Is digitally available during working hours Takes ownership Is proactive (not just task executor) Thinks like a business partner Can handle pressure Deliverables: Daily Task Sheet Daily Performance Report ...

Hello, We are looking for an experienced Zoho CRM Expert who can completely set up, customize, and automate Zoho CRM for our multi-department company. This is not basic setup work. We need full workflow automation, funnel structure, and reporting system. About Our Business: We operate in multiple verticals: Pathology & Diagnostics Media & Digital Marketing Education / Institution & University Tie-ups Sales & Field Operations HR & Hiring Scope of Work: The selected freelancer must: CRM Structure Setup Custom Modules creation Department-wise pipeline Lead stages (Enquiry → Follow-up → Hot → Converted → Closed) Separate funnel for each department Automation Workflow automation Auto lead assignment Follow-up reminders T...

Our visa-application and travel-booking startup is brand new, so Zoho CRM is still a blank slate. I need someone to walk me through a clean, future-proof launch and leave me with a working system I can rely on every day. Here’s what I have in mind. First, configure core Zoho CRM modules so every enquiry that lands—whether from the website, a walk-in, or a referral—instantly becomes a Lead, then moves smoothly through Contacts and Deals. The lead-management rules, sales pipeline stages and basic contact fields have to match the realities of visa processing and flight-package sales, but stay flexible enough for new product lines later. Second, weave WhatsApp straight into that flow. I want: • Automated welcome and follow-up messages the moment a lead i...

I’m rolling out Zoho CRM across my AI-focused professional-services firm and need an expert who can get the system production-ready fast. The immediate priority is building out marketing campaigns: email journeys, lead scoring, list segmentation, template design, and the analytics that prove what’s working. Once this foundation is solid, we’ll connect the dots to sales and product workflows so every prospect interaction feeds the pipeline automatically. Here’s what I expect as concrete deliverables: • A fully configured Campaigns module with at least two live, automated journeys tied to defined buyer personas • Lead assignment, nurturing and scoring rules that hand off qualified prospects to Sales without manual intervention • Custom field...

I’m ready to launch a fresh Zoho Commerce storefront dedicated to selling physical products and I want the technical foundation done right from day one. My priority is having a fully functional, visually appealing store that is already wired into Zoho’s native ecosystem (Inventory, CRM, Books, and Checkout) so I can begin uploading products the moment your work is complete—I’ll handle all product listings and categorisation myself. Here’s what I need from you: • Configure a brand-new Zoho Commerce site under my existing Zoho account, including domain mapping, SSL, tax zones, shipping rules, and payment gateways (Razorpay to start). • Custom-design or adapt a theme so it matches my brand guidelines, is mobile-responsive, and l...

We are a UK-based business running paid ad campaigns (Meta & Google) to generate ceremony booking enquiries. We use: Zoho CRM Zoho Books Zoho Analytics Zoho Flow (if required) We need an experienced Zoho specialist to build a fully automated, campaign-level reporting system inside Zoho Analytics that shows accurate: Cost Per Lead (CPL) Cost Per Acquisition (CAC – paying ceremony client) Revenue per Campaign ROI per Campaign Lead → Booking → Paid conversion rates This must be accurate at campaign level (not just “Facebook vs Google”). Scope of Work 1. Audit & Attribution Setup Review current CRM setup Confirm UTM capture from Meta & Google Ads Ensure UTMs pass from Lead → Deal Standardise campaign naming ...

...coordinating internal communications, and supporting administrative functions across the gallery. This role requires someone who understands client lifecycle management, is comfortable working with high-end clientele, and can maintain confidentiality and professionalism at all times. ⸻ Key Responsibilities CRM Management & Optimization • Manage and maintain CRM systems (e.g., HubSpot, Salesforce, Zoho, , Airtable, or similar platforms) • Update client records, collector profiles, and transaction history • Segment contacts (collectors, artists, partners, prospects, VIP clients) • Create automated workflows for email follow-ups and lead nurturing • Track sales pipelines and generate performance reports • Monitor inquiries from website, so...

I need my existing WordPress site duplicated onto a brand-new domain (I’ll give you the exact URL as soon as we start). Once the c...every title, meta description, redirect and schema configuration carries across. • Insert and verify every required Google meta tag—Analytics, Search Console, Tag Manager and any additional codes I supply—making sure each service reports correctly on the new property. • Add the Zoho PageSense tracking script globally and confirm it’s firing on every page. Acceptance will be: the new URL loads flawlessly, Yoast Premium shows as active with settings migrated, Google tools recognise the site without errors, and Zoho PageSense starts recording visits. I’ll provide hosting and platform logins, licence key,...

ab Landlords, Canada Realtors regular scraping

...Payment → Accounting 3. Important Architectural Direction The client mentioned Zoho during discussion. Meaning: The expectation is likely NOT building everything from scratch, but: A system that either: integrates with Zoho ecosystem, or extends Zoho as the operational backbone. So the project direction becomes: Custom Business Layer Zoho services Automation rather than full standalone ERP development. 4. Expected Role of Zoho Zoho can serve as base infrastructure for: CRM Database Workflow automation User management Basic reporting Possible mapping: Zoho CRM Customer / Lead management Zoho Creator Custom business app (Order / Inventory / Workflow) Zoho Books Accounting linkage Zoho Flow Automation between serv...

I need a working bridge between Zoho CRM and SignalWire that lets every record in my Leads, Contacts, Deals and a few custom modules receive timed text messages without triggering carrier spam filters (i don't know if number rotation will prevent this anyways, but i want text sent every 5 to 10 sec i guess?) I also want the system to pull in a fresh sending number—ideally one per day—and choose it by region when that matters for the module the record sits in. Then keep the number then cancel the number automatically before the next billing cycle so i am only charged for 1 month. Each module will use its own script; I’ll share the full copy and follow-up sequence after we start. When someone replies, their SMS must forward straight to my VA (to email or to tx...

...rebuilding my sales stack around Zoho CRM and its RPM add-on and need a specialist who can get everything talking to each other smoothly. The essentials include: • Structuring the CRM and RPM modules so my pipelines, custom fields, and scoring rules line up exactly with our current sales process. • Establishing clean API connections—both inbound and outbound—to the third-party platforms we already rely on (marketing automation, billing, and a proprietary dashboard), using REST where available and Deluge when it makes more sense. • Documenting each endpoint, key, and trigger so my in-house developer can maintain it without digging through code later. Acceptance criteria • All mapped fields sync bidirectionally without data loss. • API...

...a driven, on-the-ground sales professional to make that happen. You’ll handle the full sales cycle—prospecting, pitching, closing, and reporting—while building relationships with retailers, distributors, and end users as appropriate to the product line we agree on. A strong local network, fluent Swahili and English communication skills, and confidence using common CRM tools such as HubSpot or Zoho are essential. Your weekly numbers and field insights will guide our market strategy, so accurate, timely reporting matters just as much as closing deals. Deliverables I expect: • An agreed-upon target list of prospects within the first week • Weekly progress reports pulled from your CRM dashboard • Verified purchase orders or signed contracts th...

...(VICIdial + Amazon Polly + Zoho CRM) 1️⃣ Project Overview We are looking for an experienced VICIdial expert to configure and deploy a complete Voice Blaster Survey Campaign with IVR-based product selection and negotiation tracking. Important Clarifications TTS is already configured using Amazon Polly – Aditi voice Pre-recorded WAV audio files are already available SSL is NOT yet configured CRM integration required with Zoho CRM The freelancer’s role is to properly configure campaign logic, IVR flow, DTMF capture, reporting, and CRM integration. 2️⃣ Existing Infrastructure Dialer: VICIdial (ViciBox 12, Asterisk 16.x) TTS Engine: Amazon Polly (Aditi voice configured) Audio: Pre-recorded WAV files ready GSM Gateway: Dinstar Server: On-prem Linux (Public IP availab...

...signals the moment a form is submitted or a prospect engages. • Lead scoring & prioritisation: I want configurable rules—price range, location, timeline, engagement level—that surface hot prospects first and tag colder ones for nurture sequences. • Seamless CRM integration: the scored lead, campaign metadata, and follow-up tasks must flow into my current CRM (I’m open to HubSpot, Salesforce, Zoho, or a lightweight alternative you recommend) with no manual export-import. Once inside the CRM, the system should trigger an email/SMS drip and set reminders so my agents always know the next best action. A simple dashboard that shows daily lead counts, average scores, and pipeline progress will help us see ROI at a glance. Acceptance criteria &n...

...fields in Zoho CRM, and seamlessly hands off the data to your workflow rules. How It Will Work (The Workflow) The Trigger: A realtor uploads a conveyancing form (PDF/Image) into the file field of a deal in your Zoho CRM Conveyancing Transaction module. Extraction (OCR): The file is securely sent to a top-tier OCR engine (like Google Document AI, which is specifically optimized for forms). It will extract names, addresses, dates, and financial figures. AI Validation (The "Hard Part"): The extracted data is passed through an AI logic layer. This layer will cross-reference the extracted text against a predefined checklist to flag if anything is missing (e.g., missing signatures, incomplete schedules, or missing buyer/seller details). Auto-Fill & Review Stat...

Requirement : ZOHO Expert with Experience I’m on a paid Zoho CRM plan and the customised set-up no longer matches our requirement. I need a Zoho specialist to reshape the existing structure—no new modules, just smarter use of what’s already there. Primary focus • Reduce Data redundancy. Current data is not linked to a unique identifier (like a Mobile number) and hence multiple leads are created even for the same mobile number. . Clearly marking ISD codes (like India, US, Unknown) for easy data Filtration. I’ll provide admin access and a sandbox to work in. Please share your Zoho CRM experience, estimated turnaround, and any clarifying questions up front so we can move quickly.

...managing leads) • Zoho CRM (Admin control) • Zoho Inventory • Zoho Books We need an expert to integrate and automate everything professionally. ⸻ Project Objective Build a structured Hybrid ERP system: Wetroo → Zoho CRM → Zoho Inventory → Zoho Books With full automation, role-based permissions, and reporting dashboards. ⸻ Scope of Work Wetroo → Zoho CRM Integration • API-based integration (NOT manual) • When “Advance Received” is marked in Wetroo: • Create/Update Deal in Zoho CRM • Update Deal Stage to “Advance Confirmed” • Avoid duplicate records • Unique ID mapping • Error handling system ⸻ Zoho CRM Setup &...

...attendance records straight into Zoho People, in real time, through the ZAttendance plugin running on my Apache Tomcat server. Scope of the work • Connect to the existing MSSQL instance, detect new attendance rows and push them instantly to Zoho People. • Use the ZAttendance Zoho plugin on Tomcat as the integration layer; configure, customise if needed, and document every step so the sync survives updates or server reboots. • Make sure the check-in and check-out timestamps are mapped accurately along with the relevant employee ID that Zoho expects. • Validate end-to-end by producing live punches on the device and confirming they appear in Zoho People with no noticeable delay. Acceptance criteria 1. A punch recorded on th...

Our Zoho One licenses are active. We now need Zoho CRM and Zoho Projects configured so the team can operate from a single, structured system. ### Scope **CRM** * Ticketing * Work distribution * WhatsApp integration **Marketing** * Newsletter * Landing pages * Campaign management * Marketing reporting **Sales** * Proposal generation * Approval workflows * Sales pipeline * Sales reporting **Vendor Management** * Vendor onboarding * Contract management * Quality / performance tracking * Inbound invoice management **Project Management** * Task sheets * Knowledge base * AI assistance * Incident management --- ### CRM Priority The primary objective is robust sales tracking: * Structured lead management * A pipeline aligned with our real sales stages * Accurate...

I need an experienced Zoho CRM specialist to set up workflows for Sales and Marketing modules. Sales Module: - Lead Management: Automate lead assignment and status updates. - Deal Management: Set up deal stages and notifications. - Sales Forecasting: Create reports and dashboards for sales predictions. Marketing Module: - Email Automation: Design and automate targeted email campaigns. - Campaign Management: Organize and manage marketing campaigns. - Lead Nurturing: Develop workflows to nurture leads through the funnel. Ideal Skills: - Proficiency in Zoho CRM Plus - Experience with workflow automation - Strong understanding of sales and marketing processes - Ability to create reports and dashboards Please provide examples of similar work done.

...flow runs on Claude’s Team plan for AI-powered chat and Zoho Desk for ticket management. I want Zapier in the middle so the two tools talk to each other without manual copy-paste. Core objectives • Whenever a support interaction starts or an existing one changes in Claude, a matching ticket should be created or updated in Zoho Desk with the right subject, description, requester and tags. • Key moments in the ticket life-cycle—new ticket created, status moved to “Waiting on Customer”, “Resolved”, or similar—must trigger automatic notifications so my team never misses the next action. Email is essential; I am open to in-app or other channels if they make sense. Scope of work 1. Map fields between Claude conversa...

Senior Zoho CRM Expert Needed: Build Full Sales System + Email + Lead Capture (5 Users, Jaipur Timezone) Project Summary I need an experienced Zoho CRM implementation specialist who can build a complete, usable sales system for my team. This is not a basic setup or “add fields and leave” job. We are a small team (5 users) and we want a proper CRM that captures leads from multiple sources, assigns leads correctly, enforces follow ups, logs emails, and gives clean reporting. Team Size and Users Total users: 5 1 owner (me), 1 senior manager , 2 BD executives, 1 intern Location and Working Style Remote project Working hours overlap with India time preferred Calls on Zoom or Google Meet for discovery and review Current Situation We have just started. Data is ...

...project done: • Lead capture forms that plug into my website and landing pages, feeding directly into the CRM. • Automated follow-ups that trigger the right email, text, or task the moment a lead fills a form or changes status. • Lead scoring and prioritization rules that sort hot prospects from cold inquiries, surfacing the next best action for me automatically. Whether you prefer HubSpot, Zoho, Salesforce, or a Zapier-driven stack, I’m open—as long as the final system is reliable, easy for a non-technical user to tweak, and fully documented. A clean, intuitive reporting dashboard that shows real-time pipeline health will earn bonus points. You’ll hand over the configured toolset, clear instructions (video or written), and a quick liv...

...Application: Apache (Internal ports) running PHP 8.3-FPM + APCu. CMS & DOM: Joomla + Gridbox (handling dynamic overlay CTAs and mega menus). Form Processing: ChronoForms8 (Strict server-side PHP event handling). Security Layer: CleanTalk + WAF/ModSecurity. Asset Pipeline: JCH Pro (Aggressive defer/combine) + 1-year immutable static cache policy. Telemetry & Tracking: GTM -> GA4 -> Google Ads + Zoho SalesIQ. Core Engineering Challenges: Payload Integrity & "Ghost Lead" Remediation: We are detecting race conditions or bypasses where ChronoForms8 executes downstream actions (email/CRM) with empty payload fields. You must architect a bulletproof server-side Gatekeeper in the OnSubmit flow. Canonical success semantics dictate that the lead_appointmen...

...Consulting Business We are looking for a CRM & automation specialist to set up a structured lead management system for a small consulting business. Currently, leads are being managed manually and follow-ups are inconsistent. We need a clean CRM environment with automated workflows to improve tracking, response times, and pipeline visibility. Scope of Work: • CRM setup and configuration (HubSpot, Zoho, or GoHighLevel – recommendation welcome) • Creation of sales pipeline stages with structured fields • Automated lead routing and task assignment • Basic follow-up email automation sequence • Integration with website lead capture form • Setup of simple reporting dashboard for pipeline visibility The goal is to centralize all lead data, aut...

I need a confident, English-speaking telemarketer who can pick up the phone every day and reconnect with customers who have already bought...point, product details, and login access to the CRM. You bring the phone etiquette, persistence, and the ability to turn a friendly chat into repeat revenue. To be considered, tell me about the campaigns or roles where you handled similar sales follow-up or customer care calls. A brief outline of your experience, the industries you worked in, and any tools or CRMs you’ve mastered (e.g., HubSpot, Zoho, Salesforce) is enough—I’m prioritizing a proven track record over lengthy proposals. I’m looking to start as soon as I find the right fit and will test performance during the first week with a smaller call batch before ex...

...refunds—against the correct GST treatment, including place-of-supply rules, TDS/TCS under Section 194-O, and marketplace-specific obligations. 2) Design a billing architecture that supports e-invoicing, auto-population of GSTR-1/3B, and reconciliation with the GSTN via API. 3) Establish payment workflows that split funds at source (buyer → escrow → seller/commission/GST) while keeping books consistent in Zoho Books, QuickBooks, or a similar ERP. Define financial, tax, and compliance clauses required in seller agreements, including: 1) GST responsibilities and registration requirements 2) Invoicing obligations (seller → customer) 3) Commission, settlement, and payout terms 4) TDS/TCS handling under Section 194-O 5) Refunds, chargebacks, and financial liabili...

About Us We are a cybersecurity and compliance consulting company providing services such as ISO 27001, SOC 2 readiness, and managed security service...KPIs required. Scope of Work 1. Review or create ad accounts 2. Setup conversion tracking and pixels 3. Configure Google Tag Manager events 4. Create initial campaigns 5. Suggest keywords and targeting 6. Setup remarketing audiences 7. Connect landing page forms to Zoho CRM (leads must automatically create records with source tracking) 8. Provide a handover session explaining how to manage campaigns Deliverables 1. Working ad accounts 2. Conversion tracking tested 3. At least one campaign per platform 4. Leads flowing into Zoho CRM Requirements 1. Experience with Google, Meta, and LinkedIn Ads 2. Able to guide and explain ...

I’m building an imitation-jewellery store and need a custom theme that works out of the box on both Zoho Commerce and Shopify. The reference look is , but with a clearly Traditional and elegant aesthetic throughout typography, palette, and iconography. The theme must be coded so the same design assets and layout logic can be packaged as: • a Shopify theme (Liquid, sections, JSON templates) • a Zoho Commerce template (Drag-and-drop blocks, custom HTML/CSS) Core pages to be included: • Homepage • Product listings / collection grid • Contact-us page • Any additional utility pages required for a smooth checkout flow Homepage elements I want ready for easy merchandising: • Featured products spotlight • Customer testimonial...

I need a single Zoho Creator application that replaces the spreadsheets I currently juggle for complaint tickets and inventory, while also giving each client a simple portal to check the status of their project. Core modules I expect: • Complaint Ticketing – open, assign, track, and resolve issues with automated email/App notifications. • Inventory Management – real-time stock counts, reorder alerts, and basic purchase/issue logs. • Client Status Portal – a secure view where clients can log in, see progress updates, add notes, and receive push/email messages. Acceptance criteria: the app must sit entirely inside my Zoho One environment, run smoothly on both web and mobile, and produce downloadable reports (CSV/PDF) for tickets and in...

...or remove features, and view usage statistics for billing. • Plug-and-play modules for additional automations—think live-chat bots, auto-reply email flows or ticketing integrations—that I can enable per client. • Full white-label controls (logo, colours, domain mapping) so my end users never see the underlying provider. • Simple API or web-hook options for common CRMs (HubSpot, Salesforce, Zoho) and calendars (Google, Outlook) so I can advertise “one-click” set-ups. • Clear documentation plus short video walk-throughs I can share with clients and sales partners. Acceptance criteria 1. I can onboard a new test company in under 15 minutes, brand it, assign a phone number and prove that calls flow correctly. 2. Chat, email or ...

Milestone 1: CRM structure, module setup, duplicate logic, and base reconciliation validation. 25k Milestone 2: WordPress sync, WhatsApp integration, QR logic, Zoho Flow automation, and live integration validation. 25k Milestone 3: Zoho Analytics dashboards, Zoho Books sync provision, Campaigns & Desk integration, training, documentation, and final UAT sign-off. 25k

I need a Zoho specialist to get my newly created CRM and Invoice accounts ready for day-to-day use. In Zoho CRM, I want lead management, sales automation, and customer support modules configured so that every new inquiry drops neatly into a streamlined sales pipeline, moves through automated follow-ups, and converts into tickets when clients need help. On the finance side, Zoho Invoice must reflect my branding and workflow. That means designing clean, professional invoice templates and setting up automatic payment reminders and tracking so I always know who has paid and who needs a nudge. There is no legacy data to import, so you can work with a fresh environment. Deliverables • Fully configured CRM with tested lead, deal, and support processes &bu...

...Analytics and Tracking Setup Install Google Analytics 4 Install Google Tag Manager Install Meta (Facebook) Pixel Set up conversion tracking for: Contact form submissions WhatsApp button clicks Product page visits Verify tracking is working properly Lead Capture and CRM Setup Create professional RFQ / Inquiry form Make form mobile-friendly Store leads in database Integrate leads with CRM (Zoho or similar free CRM) Set up auto confirmation email Set up structured lead notification system Content and Structure Improvements Improve homepage structure for better conversion Improve product page layout Add clear call-to-action buttons Add WhatsApp floating button Make contact details clearly visible Improve trust elements (client list, testimonials, certifications ...

I need my existing Zoho Commerce store rebuilt on WordPress without losing a single product, order record, or bit of customer data. The live site’s look can evolve, but the catalogue, page hierarchy and every current URL must stay intact so our search visibility remains untouched. Here’s the full scope: • Copy all content, product data, images, customer accounts and order history from Zoho Commerce into WordPress, configuring WooCommerce (or a comparable plug-in you recommend) for smooth e-commerce operation. • Re-create user account functionality so returning shoppers can log in with their previous credentials and see past orders. • Implement solid SEO foundations: 301 redirects for any altered URLs, accurate meta titles and descriptions, plu...

We ...highly experienced Zoho One specialist who understands the platform inside and out — not just basic CRM setup. We want someone who can help us fully utilise the benefits of the Zoho One premium package, particularly for: Zoho CRM setup and optimisation Zoho Campaigns / Marketing Automation SalesIQ (website visitor tracking & live chat) Linking application/contact forms to our website and CRM Automation workflows Integration between Zoho and Xero Dashboard reporting and analytics Requirements: Proven experience implementing Zoho One end-to-end, in the cleaning services industry if possible. Strong understanding of CRM architecture and automation Experience integrating Zoho with websites Ability to advise on best ...

Looking for someoen to help with Zoho CRM settings and Analytics