Klipfolio zoho işler
Se realizará una aplicación que se encargue de pasar los productos de una cotización en zoho books a zoho creator como un pedidos. Los pedidos en zoho creator tendrán etapas que deberán poderse manejar como un kanban, al llegar a la etapa final, deberá crear los productos del pedido con ZOHO Inventory. Deberá dar acceso a zoho books, zoho creator y zoho inventory. Es responsabilidad del usuario adquirir las suscripciones necesarias para poder soportar el flujo del programa.
...strong portfolio showcasing previous sales flow automations and fully automated follow-up campaigns. Proven track record of integrating AI tools like and AI Chat into the sales process. Evidence of previous successful GHL setups for sales teams, including details of the setup and the outcomes achieved. Proficiency in using Zapier & Make for automation purposes. (Preferred) Experience with Zoho CRM customization and integration. Excellent communication skills, with the ability to make our project a priority for a quick rollout. What We Offer: The opportunity to work on an impactful project with the potential for rapid implementation and significant results. A chance to establish a long-term partnership, contributing to automation projects for our clients. A collaborative and...
The project comprises three main components: OpenAI Operations: This phase involves managing all OpenAI-related tasks. UI and Settings Page: Development of a user interface for prompt control, addition of API keys, and integration of a new column into the existing PHP page. Implementation of error handling and secure password protection is also included. Zoho Integration: Execution of Zoho API operations, encompassing all necessary steps from zapier
While transitioning our website from Zoho to Wordpress, we're also looking to inject some freshness in the user interface and overall aesthetic aspect. Key Tasks: - Migrate page content and blog posts from Zoho to WordPress. (around 150 pages) - Redesign our website layout to make it more user-friendly and contemporary. Ideal freelancer would have extensive experience with both Zoho and Wordpress, along with a knack for creative, intuitive design. Strong skills in handling migration efficiently, preserving SEO wherever applicable will be a bonus. Flexible adaptability is appreciated, as there will likely be some back-and-forths till we reach the perfect design.
Acto Seguido es una PYME de formación y comunicación que trabaja B2B. Trabajamos con ZOHO desde hace 10 años. Nuestra base de prospects es de unos 3500 contactos. Estamos buscando un/a especilista en ZOHO CRM y ZOHO Campaigns para hacer un diagnóstico de nuestro CRM y definir porque nuestra tasa de apertura esta bajando progresivamente (desde hace 1 año) así como el número de envios possibles. En base a este diagnóstico facilitarnos un plan de acción para remediar a esta tendencia. Gracias.
In need of a highly skilled and creative designer to create a unique door sticker to elevate my brand's ...of a highly skilled and creative designer to create a unique door sticker to elevate my brand's visibility. The door sticker must: - Incorporate my company logo. - Prominently feature business tagline. - Include important business contact information — email, phone number, location. - Display our signature services: Digital Marketing, NFC Business Cards, Google Review Cards , social media cards, zoho authorized partners and ERP Solutions Size: h 206 x W 89 Your existing portfolio should demonstrate a creative flair and a keen eye for branding. Prior experience in similar projects will be beneficial. The key is creating an engaging, informational yet visually a...
Somos un broker de seguros en Panamá, utilizamos Zoho one y queremos conectarnos a diferentes aseguradoras del mercado
With a primary goal to track advertising effectiveness, I require an expert who can adapt my existing webform on Zoho Form and enable it to record the parameter details from the URL and page landing information. Upon the user's submission of the form, such data will help us analyze where the user originated from, which in turn aids in our advertising strategies. Ideal Skills / Experience: - Profound understanding of webforms and their functionality - Previous work with Zoho Form - Expertise in web tracking and data collection - Knowledge of URL parameters and landing page data Please bid if you possess these skills and are ready to contribute to enhancing our advertising effectiveness.
I am in need of a capable Full Stack Developer with a solid background in Cloud DevOps and experience with No Code platforms such as Bubble, FlutterFlow, and Zoho Creator. The project involves developing a dashboard, employing a No Code solution for the front end and ensuring seamless integration with existing systems. The role extends to configuring and deploying a Node.js backend, with an emphasis on achieving a balance between performance and maintainability. Responsibilities: - Develop a user-friendly client dashboard using a chosen No Code platform. - Facilitate the integration of the dashboard with pre-existing applications via JavaScript frameworks. - Craft and maintain backend services utilizing Node.js, focusing on system efficiency. - Strategize and execute a deployment p...
...- Order Tracking: Easy tracking of distributors' orders, invoice wise and product wise. - Invoice Generation: Functionalities to generate invoices for distributors' orders. - Accounting software Integration: The system must integrate seamlessly with Zoho Books for efficient invoice management. The ideal freelancer for this project will possess a strong background in CRM development. In particular, experience with integrating CRM systems with accounting software and creating login services for users will be beneficial. Experience with Zoho Books is preferred but not mandatory. Understanding the entire distributor management process from lead conversion to delivery will be an added bonus. The freelancer must focus on creating a user-friendly, efficient platform ...
...- Order Tracking: Easy tracking of distributors' orders, invoice wise and product wise. - Invoice Generation: Functionalities to generate invoices for distributors' orders. - Accounting software Integration: The system must integrate seamlessly with Zoho Books for efficient invoice management. The ideal freelancer for this project will possess a strong background in CRM development. In particular, experience with integrating CRM systems with accounting software and creating login services for users will be beneficial. Experience with Zoho Books is preferred but not mandatory. Understanding the entire distributor management process from lead conversion to delivery will be an added bonus. The freelancer must focus on creating a user-friendly, efficient platform ...
We are a recruitment firm with sales representatives located in PAN India. We are seeking a ZOHO Product Consultant to assist us in effectively setting up our ZOHO CRM. Review our deployment and help in improving the same. Help in automation. Help in cross app integration. Bring in data from apps outside Zoho and integrate it inside Zoho. Help in generating api from Zoho for consumption in external apps. Required Skills: Expertise in ZOHO CRM Familiarity with ZOHO Survey, Zoho Campaigns, and 3rd Party APIs Ability to customize ZOHO CRM according to specific requirements Check our current blueprints & optimize the flow. In Deals blueprint, an approval process to be implemented.. 2) Create dashboard to understand da...
...the first point of contact for our potential clients. Your primary role will be to engage with leads that reach out to us, ensuring they’re seamlessly integrated into our CRM system. You’ll be on the frontline, making phone calls to schedule initial discovery sessions, where the magic of first impressions happens. Responsibilities: • Actively manage incoming leads, adding them promptly to our Zoho CRM system. • Reach out via phone to schedule discovery calls, acting as the warm and welcoming voice of our company. • Respond to basic queries, providing clear, concise information about our services. • Ensure a smooth hand-off to the relevant team for scheduled calls. • Maintain a high standard of verbal and written communication in English...
I need an expert to set up a Zoho CRM dashboard for my employees. The dashboard should be designed to provide real-time sales data, task management, and lead tracking. Here's a more specific rundown of what's required: Dashboard: - Display real-time sales data - Implement task management components - Incorporate lead tracking KPIs: - Track revenue generation - Monitor conversion rates Reports: - Create a system for generating sales performance reports - Enable the creation of lead conversion reports - Allow the generation of task completion reports The ideal freelancer for this job would be well-versed in Zoho CRM and have strong experience in dashboard setup and customization. A background in sales analytics would be a plus.
I'm in need of a proficient Data Entry operator who can efficiently handle tasks like data entry, content management, and file organization on a daily basis. The job requires some familiarity with basic Web and Network technologies like Wordpress, Godaddy, etc . General understanding of website operation are needed. Workloads will vary, as the work requirements are no...and file organization on a daily basis. The job requires some familiarity with basic Web and Network technologies like Wordpress, Godaddy, etc . General understanding of website operation are needed. Workloads will vary, as the work requirements are not on a fixed schedule or volume. Proficiency with data related software is highly advantageous. Excel knowledge is must. If worked on Tools like Zoho etc, it wil...
The project comprises three main components: OpenAI Operations: This phase involves managing all OpenAI-related tasks. UI and Settings Page: Development of a user interface for prompt control, addition of API keys, and integration of a new column into the existing PHP page. Implementation of error handling and secure password protection is also included. Zoho Integration: Execution of Zoho API operations, encompassing all necessary steps. Completion 2 weeks
...small team, I'm looking to streamline our business processes by implementing Zoho in our organization. Our main objectives are: - CRM System Implementation: We need expert assistance to set up Zoho's customer relationship management effectively to improve customer interactions. - Project Management: We need guidance in integrating Zoho's project management capabilities into our workflow to increase efficiency. - Comprehensive Financial Management: We require help in managing Zoho Books, Zoho Sign, Invoice, Expense, and Billing for seamless financial operations. In essence, I'm seeking a Zoho expert who can accommodate between 1 to 10 users. If you have exceptional knowledge in setting up and implementing Zoho applications and c...
Looking for a Zoho Creator developer to create a database with the following specs Provide an estimate for the following project in Zoho Creator. 3 - Tables (forms) 1 - Items 1 - Item_Warehouse 1 - Warehouse Name - One to many relationship between items and item_warehouse - A form for users to be able to lookup an item and display availability in each warehouse in a sub-form - Users would not be able to enter ANY data, all data would be imported via a csv file from a FTP daily. Thanks Rudy
Work for zoho crm. I need to write a function. I want that the contact and account information (phone, cell number, addres, mail) appears in the opportunity module
I'm seeking a Zoho consultant who can work consistently to develop a Zoho CRM system for my small business. Here's what I need: - Complete Setup: I am going to setup the system from scratch and cover the requirements as and when they come. The system should be designed for a small-sized company with 1-10 users. Ideal candidates should have extensive experience with Zoho CRM and its functionalities, understanding of small business workflows, and excellent problem-solving skills for any potential CRM issues. Please note, this is an ongoing project, and I'm looking for someone who is available on a regular basis.
I’m looking for an experienced developer who can develop emailers. I am using - Zoho
I want someone who can help me set up Zoho books for Making goods and service invoice in USD’s Set up the invoices templates for both of them Add all my products with cost prices that are present in excel sheet
...or graphics that represent the recruitment process. Attract top talent: Implement strong candidate-centric features that allow us to effectively source, engage, and manage high-caliber candidates. Showcase services and expertise: Clearly communicate our service offerings, target industries, and value proposition to potential clients. Streamline operational efficiency: Integrate seamlessly with ZOHO recruit our existing Applicant Tracking System (ATS) – Code shall be provided. Generate leads and inquiries: Encourage visitors to contact us for specific services or job opportunities. Link of our old website figma design can be found here just for the purpose of content. The content needs to be updated somewhat.
I'm looking for a CRM software expert to set up a free version of a suitable CRM system for myself and three salesperson. One of this 3 1. Zoho 2. Salesforce 3. Zendesk Key Features Needed: - Contact Management: Maintaining and updating our entire client database efficiently is crucial for the operation. - Sales Pipeline Tracking: We need functionality that helps us monitor our sales process, providing a visual representation of our pipeline. - Email Integration: The system should integrate with our existing email for seamless communication with clients. - Custom Quotation Pricing: We require the ability to quote our services based on square meter pricing. Purpose: - The primary purpose of the CRM software is for accurate sales forecasting. We want to be able to predict an...
...location must be in the following countries: England Wales Scotland Northern Ireland (known as the UK) plus IRELAND Key Abilities: - Develop a bot compatible with Website, Facebook, Instagram, and LinkedIn - Must be able to identify potential leads for "wood-fired pizza oven" Additional Features: - Bot should have a feature of integration with our existing CRM system - Bigin (owned by Zoho) Experience in CRM systems and bot development is necessary, with a firm understanding of the nwood-fired pizza business being a definite plus. We wish to harvest the following information: name of business summary of business url links from web sites and social media e-mail address telephone numbers. We wish this information to be captured in a table, su...
Hi, I understood all the requirement of compiling the Restaurants data for Zoho and bigin emails campaigns. Also the validation of emails and their stats for each email campaign Thank you so much for the opportunity.
Looking for a seasoned Drupal developer to help on an intranet project. Roughly 10-15h/week to start with. Mostly UI tasks and minor bug fixing to start with, so that you can get familiar with the current state of affairs, then gradually more hours and more interesting tickets if all goes well. You will be working with another developer. 2 standup meetings per week, one hour each. Th...Roughly 10-15h/week to start with. Mostly UI tasks and minor bug fixing to start with, so that you can get familiar with the current state of affairs, then gradually more hours and more interesting tickets if all goes well. You will be working with another developer. 2 standup meetings per week, one hour each. The project is expected to last for another 5 to 6 months. Ticket management is done in Zoho...
As I venture to streamline business processes, I am seeking an experienced professional to assist with setting up Zoho CRM. The key features we require include: - Lead Management - Contact Management - Sales Pipeline Tracking Added to this, we envision enhancing our team collaboration through integration with our existing collaboration tools. We request a highly skilled individual with a history of successful Zoho CRM implementations, and expertise in creating seamlessly integrated work environments. Competitive bids from freelancers with a keen understanding of lead, contact, and sales pipeline management are highly encouraged.
Buenas tardes nos encontramos en la búsqueda de un creador de funnel con conocimiento en clientify y zoho
I need a professional ...systems to assist in integrating a CRM into my existing booking platform. The goal of this project is to automate customer booking and enhance workflow. As for the CRM system, I am open to any that will fit my specific needs and requirements, however, Salesforce, Hubspot, or Zoho experience is preferable. Key Functionalities: * Contact Management: Ability to systemically manage and track all customer interactions within the platform is a must. Ideal Skills: * CRM Systems Experience (Salesforce, Hubspot or Zoho preferred) * Workflow Automation * Contact Management Expertise * Excellent Understanding of Third Party Integrations * Systems Configuration & Setup Experience Please include examples of past CRM integration and automation work whe...
Necesitamos expertos en soporte TI para empresas. Tenemos un plan llamado STO que consiste en garantizar el funcionamiento de los equipos de cóm...de cómputos. Buscamos personas con experiencia para este campo, donde puedan dar respuesta o atención en un máximo de 24 horas de manera remota o presencial en horarios de oficina de lunes a viernes. ya que hay casos que no se pueden resolver de manera remota. Lo fundamental es que tenemos un script que se instala y se programa para mantenimiento mensual y así generar menos casos. Trabajamos con Zoho Desk para los tickets que se asignan. deseamos que nos entregen un precio por equipo. el proyecto ya está en venta y a partir de mayo se empezará a asignar equipos, se empezará con 30 eq...
I need an expert in data migration, specifically between Zoho Books and Odoo. The task involves migrating 7000 transactions (from 2015 to present), including Invoices, Purchase Orders, Sales Orders, and all other transaction types. It's critical to preserve specific data formats or structures during this migration process. I also require a step-by-step documentation of the entire operation for future reference. Ideal candidates should: - Have proven experience with both Zoho and Odoo platforms - Strong expertise in data migration, ensuring data integrity in the transfer - Excellent documentation skills - Be able to complete the project within a month - Work within a $500 budget.
I need an expert for a comprehensive setup of my Zoho CRM that includes managing leads and contacts. I have a sizeable customer base of over 500 and need the CRM to be effective and efficient. The ideal freelancer for this role should: - Have proven experience in Zoho CRM setup and management - Have a strong understanding of lead and contact management - Be able to integrate Zoho CRM with other platforms, as I require: - Integration with an email marketing tool - Synching with accounting software - Connection to social media platforms Your task will be to configure Zoho CRM to meet these requirements and manage the system to maintain its efficiency. I look forward to working with a proficient Zoho CRM specialist who can streamline my customer-...
...React.js, UI/UX design, and user authentication. Proficiency in data structuring and real-time socket communication would be a plus, as they are crucial for the project. This project requires someone with keen attention to detail, excellent problem-solving skills and a flair for vibrant aesthetics. Responsibilities: • Develop responsive and intuitive user interfaces using React.js. • Integrate Zoho and Stripe for recurring subscription payments. • Create visually appealing landing pages with dynamic content creation capabilities. • Implement features to allow users to manage subscriptions and view invoices. • Collaborate with cross-functional teams to gather requirements and translate them into technical solutions. • Ensure the technical feasibilit...
I'm looking for a Zoho One expert, specifically versed in Zoho People, to customize and configure an colleagues dashboard. Key functionalities include: - Displaying all aspects surrounding the annual leave, ensuring the smooth running of our organization's leave management. - Enabling visibility of the remaining leave balance, highlighting the upcoming leaves, and any pending leave requests. Ideal candidate: - Proven experience in tailoring Zoho People to respond to specific organizational requirements. - Understands the access rights and limitations of an Administrator within Zoho People. - Can deliver this project promptly and efficiently. Your expertise in manipulating Zoho People for optimized leave management is crucial for this projec...
In search of a qualified freelancer to assist with specific tasks in Zoho Books software. Your responsibilities will primarily include: - Managing sales transactions - Handling bank transactions The ideal candidate should have: - Profound experience with Zoho Books - Expertise in bookkeeping - High attention to detail in managing transactions Your supreme task is to keep things running smoothly and ensure accurate management of all the transactions. You must be detail-oriented, proficient in bookkeeping, and capable of handling both sales and bank transactions effectively.
Seeking a skilled Zoho accountant to handle specific bookkeeping responsibilities for my business. - Key Task: Your main responsibility will be managing the bookkeeping of my business, primarily dealing with invoices and payments. - Scope: The focus will be on incoming transactions only. You will need to track and manage all incoming invoices and payments efficiently. - Skills and Experience: Ideally, you should have prior experience in a similar role, able to manage financial transactions effectively using the Zoho system, and possess a strong understanding of bookkeeping practices. A keen attention to detail is vital for accurate tracking and recording of transactions. Passion for financial management and a proactive, problem-solving mindset is an advantage in this r...
More details: What specific features would you like to have in the online invoice platform? manual to online Do you have any specific preferences for the online platform to be used for the invoices? Zoho Books Which components in Zoho Books would you like the freelancer to focus on the most? Invoicing and Billing, Expense Tracking, Financial Reports
I'm looking for an experienced professional who can effectively set up and manage a Zoho CRM system for my organization. The ideal candidate will know how to: - Set up Zoho CRM for 1-5 users - Enable features for email marketing, sales automation, and customer support - Customize fields and workflows specific to my organization's needs Preferred skills include experience with Zoho CRM, understanding of CRM best practices, and proficiency in customizing fields. An understanding of email marketing, sales automation, and customer support would be an advantage.
I require accomplished Zoho developers for creating an ecommerce website. Specific requirements include: -Payment Gateway Integration: We need Razor Pay to be our main payment gateway. -Design: I already have a specific design for the website which I’d like to implement. -Level of Customization: I'm looking for a website design that is intermediate - a blend of existing themes with unique layouts. Candidates suitable for this job must have extensive experience with Zoho framework and need to be skilled in ecommerce site development, Razor Pay integration and comfortable with blending standard and unique layout designs. Your portfolio showcasing similar projects will be advantageous for this opportunity. our existig site
As a business looking to streamline our operations, I'm in need of an expert to set up a comprehensive Zoho system. This system should encompass Zoho CRM, coupled with Zoho Recruit, Zoho Campaigns, and Zoho Invoices. Requirements: * Proficiency with multiple Zoho Applications. * Familiarity with designing customized workflows within Zoho CRM. Skills and Experience: Ideal candidates would have demonstrated experience with: * Zoho CRM and the specific modules mentioned above. * Creating customized workflows in Zoho. * Integrating Zoho CRM with existing systems, specifically email servers. For the successful implementation of this project, in-depth Zoho knowledge and a comprehensive understanding of CRM syst...
...a dynamic workload for a translation services agency in the US. Ideal candidates should be proficient in digital tools like Canva, Zoho CRM, and Campaigns, and must manage a social media presence with posts - that includes Google My Business, Instagram, Facebook, and LinkedIn. Responsibilities will vary, requiring adaptability and a proactive approach to using technology for efficiency and creativity in tasks such as content creation, social media management, and email campaigns. Tasks will increase to weekly Blog writing for WordPress and more as hours will increase after the first few weeks of probation period. Requirements: • Proficiency in ZOHO CRM and ZOHO Campaigns • Skilled in Canva and social media platforms. • Experienced in Email Marketing...
I'm looking for an API integration specialist who can...seamlessly sync my mobile application's inventory and back-end systems with Zoho's inventory management in real-time. Key requirements for this project: - Strong proficiency in Node.JS is required as it is the primary language used in my mobile application. - The ideal candidate should have extensive experience with API integration, particularly around Zoho. - The ability to handle real-time synchronization of inventory data between Zoho and my mobile application. - Experience with back-end integration tasks is crucial. - It is also essential that you have prior experience or a solid understanding of inventory management systems. I look forward to your bid and learning about your experience with rea...
I am in need of essential software development for lead finder with key functionalities for my Python project. Ideally, y...Results by any columns 9. Results in 3 minutes or less 10. Get social data such as number of followers on Instagram, average like count etc New Feature 11. Get review scores for each lead from Yelp, Facebook and Google New Feature 12. Track which leads are actively running paid ads on Facebook/Messenger/Instagram or Yelp New Feature 13. Detect Leads Email Provider Detection - ie Google Apps, Outlook. Zoho etc. New Feature 14. Track which leads are using Facebook Pixel or Google Remarketing 15. Find Worldwide Leads 16. Detect if business website is Mobile Friendly or uses Google Analytics/Schema/Wordpress etc 17. CSV/Excel/PDF/Print Export Options 18. Paymen...
As an established user of Zoho CRM, I'm seeking an expert to perform new company setup and deliver seamless integration with my existing WhatsApp line. This task requires the ability to automate messages, provide customer service functions, and enable marketing communication, all through WhatsApp integration. Key Requirements: - Demonstrated Zoho CRM experience - Ability to establish message automation, both for individual clients and mass communication - Creation of a holistic customer service experience through WhatsApp - Enable marketing campaigns to be conducted through WhatsApp Potential bidders should have substantial expertise in both Zoho CRM and WhatsApp and be able to deliver a streamlined solution that combines the best features of both. They should ...
I'm seeking an expert in telephony and CRM setup to work on a project integrating Zoho CRM and 3CX for fewer than 10 users. The key goal of this integration is to set up 3CX telephony within Zoho CRM. I tried but failed and don't know what I'm doing wrong. Key responsibilities: - Calls are to be looked at via the Zoho CRM telephony function and lookup contacts to show who is calling. Looking for: 1. Jump on a call via Zoom 2. Help me read: 3. Via Zoom guide me or provide support on what I'm setting up wrong. 4. Test solution or help me contact support if needed. This project offers the opportunity to bring significant improvements to our CRM and telephony capabilities. I look forward to engaging with seasoned professionals who can efficient...
...not then I can share some responsive designs similar and The design will be similar to Faire.com. HELCIM the only payment processor on the website? Yes, for now, Helcim is the only payment processor on the website. per the document, I can see we need integration with ERP and CRM software, can you please elaborate more about the same?We are considering Zoho for ERP and CRM integration, but this will be implemented later, not at this time. order by CSV Upload: OOTB, the registered user can reorder the already placed order from my account, do you need a bulk order placement by CSV import? If users upload a CSV in our format, it’s a fast way to order. Real-time Inventory check, do we have any existing API, if yes then do we need the real-time
As a small service business, I am in need of a Zoho Specialist to build out several components for my operation. These aspects include: - Quotation System: This system must be capable of automatically generating quotes, sending them out via email, and tracking the status throughout the life span of each quote. - Work order generation: Work orders should be generated directly from the aforementioned quotes. An efficient implementation of time and resource planning for these work orders is a necessary element of this project. - Tracking Work Order Progress: The system should provide precise tracking of work order progress, including percentage completion and status updates. In addition, time and material expenses must be carefully and accurately tracked. - Progress Site Reports: I...
I'm looking for an expert in Zoho to develop a robust and efficient automation for my email marketing tasks. To enable an informed bid, here are the specifics: - Task: The primary task involved is automating the email marketing process, where your role will be to set up the software, guide us through the functionalities, and effectively make the system autonomous. - Email List Size: I didn't specify the size of the email list, however, the automation system should be scalable and capable of handling various sizes efficiently. Details about the timeline weren't specified, but I look forward to hearing about your estimated completion times. Ideal Skills/Experience: - Expertise in Zoho - Familiarity with Email Marketing systems - Proven record in setting up su...
