Zoho Jobs

I need to move all historical data from my current Tally Prime system into Zoho Books and would like a specialist who has done this end-to-end before. The job covers two clear phases. Phase 1 – Data Migration • Extract every past transaction, ledger, and supporting master record from Tally Prime, prepare it for Zoho’s import format, then import and reconcile it in Zoho Books. • Validate that balances, references, and tax totals tie back perfectly to Tally’s closing trial balance so nothing is lost in translation. Phase 2 – Post-Migration Setup Once the data sits correctly in Zoho Books, I’ll need hands-on help configuring the application: chart of accounts, tax rules, invoice and payment templates, user roles, automation rules, and basic repo...

Zoho System – Issue & Requirement List 1. Department Boards Setup (Zoho CRM) • Create separate boards/views for each department to manage their tasks and records. • Ensure each department can track their own leads, deals, and activities. • Implement clear workflow stages for different departments. ________________________________________ 2. Permission & Access Control Issues • Review and configure user roles and permissions. • Restrict access so employees can only view/edit relevant modules and records. Define permissions for: • Admin • Sales Team • Finance Team • Operations • Management ________________________________________ 3. Lead Module Issues • Review the Lead module structure and fields. • Fix issues with lea...

I need an experienced person to set up Zoho Books for my Saudi business and integrate it with WordPress / WooCommerce. The work must include ZATCA-compliant invoicing, Arabic and English invoices, correct handling of adult / child / group pricing, and creation of all required items/services in Zoho Books. I need a proper automated setup. I do not want manual invoice creation, manual item creation, or manual re-entry of WooCommerce orders into Zoho Books. Scope: Full Zoho Books setup Saudi VAT / tax configuration ZATCA invoice setup Branded Arabic and English invoice templates WooCommerce / WordPress integration with Zoho Books Correct mapping of customers, items, taxes, discounts, totals, and invoices Setup of all required items/services in Zoho Books Support for adult / child / group ...

I’m ready to present my service offering through a single, high-impact landing page built entirely inside Zoho’s ecosystem. The page’s sole purpose is to showcase what the service does and why visitors should choose it, so visual storytelling and clean UX are crucial. Core sections I need: • About the service – a concise, benefits-driven overview I can edit later in Zoho. • Customer testimonials – styled quotations or a slider that I can update through Zoho CRM data or manually. • Pricing details – a clear, comparison-style block with call-to-action buttons tied to a Zoho form or subscription link. Please design and develop the page so it: – Is created with Zoho LandingPage / Zoho Sites (whichever best fits) and remains fully e...

I operate a food pantry once a month and need a system to manage registration and attendance verification. Requirements: - Web-based contact database - Registration form capturing: - Name and contact details - Household size - Income qualifications - Attendance verification by monitors using tablets or smartphones - Post-event analysis of data collected -Would like to integrate with ZOHO CRM Ideal Skills & Experience: - Experience with web-based applications - Knowledge in database management and form creation - Familiarity with data analysis and reporting tools

We are looking for an experienced Zoho CRM specialist to help implement a structured lead management system for our ecommerce business. Our company sells custom sports uniforms to teams, schools, and organizations across the United States. We receive inquiries through email, website quote requests, chat, and phone calls. The goal of this project is to ensure every lead is properly tracked, followed up with, and moved through a clear pipeline. We have already designed the CRM structure and need someone to implement the workflows, automations, and task system inside Zoho CRM. This should be straightforward work for someone experienced with Zoho workflows.

Project Overview We are looking for a Zoho Expert to configure Zoho SalesIQ and Zoho CRM to automate our support/sales routing and establish a robust performance tracking system. The goal is to streamline customer interactions through our website and provide branch-level visibility on key sales metrics. Scope of Work 1. Zoho SalesIQ: Customer Support Bot Integration Bot Configuration: Develop and deploy a chatbot on our website to handle support inquiries. Ticket Logging: The bot must allow customers to log support calls/tickets. Direct Routing: Configure the bot so that these logs are pushed directly to the designated support staff (via Zoho Desk or Zoho CRM Cases). 2. Zoho SalesIQ: Branch-Specific Sales Routing Lead Capture: Setup the chatbot to ask users to select their nearest or p...

I already use Zoho Sheet to take meeting notes and I’d like every note I enter—specifically the agenda items, the action items with deadlines, and the attendee names and roles—to travel automatically into Zoho Projects as individual tasks. Each set of tasks should land neatly inside the appropriate task list for that meeting. I began building the workflow myself in Zoho Flow, but mapping the columns, setting up the triggers, and parsing multiple action items from a single row turned out to be more involved than expected. I need someone who can: • Design a clear, reusable Zoho Sheet template that captures the three details above. • Configure Zoho Flow so each time I add or update a row, the flow creates or updates the corresponding tasks in Zoho Projects un...

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. The system must suppo...

Its Startup so Low Budget I have Please. I’ve just opened a new business and need an experienced digital professional to bring every piece of my online presence to life. The first—and most urgent—item on my list is search engine optimization. I want thorough keyword research, airtight on-page optimisation, and a sustainable backlink-building plan that will put the site on solid footing from day one. Once the SEO groundwork is laid, I’d like you to 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&...

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.

Arts Work Gallery is dedicated to showcasing contemporary and traditional artworks from emerging and established artists. We collaborate with collectors, designers, corporate buyers, and art enthusiasts across Nevada and beyond. Our gallery hosts exhibitions, private viewings, community art events, and online sales initiatives. Position Overview The Detailed Typist & Email Handler will be responsible for managing high-volume email correspondence, preparing accurate documentation, maintaining digital records, and supporting daily gallery operations. This role requires exceptional typing speed, impeccable grammar, strong organizational skills, and the ability to communicate professionally with artists, collectors, vendors, and clients. Key Responsibilities Email Management & Com...

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 a bonus...