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...Shopify and Zoho Books to help me with integrating the two platforms. The primary goal is to manage finances and ensure compliance with the GST requirements. Key tasks include: - Setting up the integration between Shopify and Zoho Books - Ensuring automatic and accurate data entry from sales transactions into Zoho Books - Configuring the system to manage GST compliance effectively Your abilities should include: - Proficiency in Shopify and Zoho Books - Experience in integrating different platforms - A clear understanding of GST compliance - Ability to automate and streamline processes Given that my current finance management is manual, I'm looking for a solution that will save time, reduce errors, and increase the efficiency of managing my finances a...
...Creation of users with different access of admin panel according to their role • User management: with updating and deletion of users • Statistics like current number of students. weekly growth, university listing, student meeting with experts • Expert login and expert will see his assigned students • Expert assigned student profile updating Key Integrations: - Google analytics integration - Zoho CRM integration Note: We don’t want to rely on 3rd party apis or integration for most of the functionalities so as to avoid any downtime or future dependencies Key Features: - University Search Tool: The website and app should come equipped with an intuitive university search tool. - Admission Requirements Database: A comprehensive database of admiss...
As a business using Zoho Creator, I'm looking for a skilled developer to create advanced workflows between Zoho Creator and Zoho applications. Key Requirements: - Integrating Zoho Creator with Zoho applications - Implementing triggered actions based on specific events - Implementing custom scripts for complex workflows The ideal candidate should have: - Proven experience in Zoho Creator development - Strong understanding of Zoho applications such as CRM, Books, and Invoice - Proficiency in creating complex workflows and custom scripts - Ability to understand business processes and translate them into effective automation Please include examples of similar projects you've worked on. I have two questionaire forms created on zo...
I am in need of a highly skilled developer who can create a chatbot integrated with Zoho Desk for my employees. This chatbot will fulfill the major role of answering common FAQs. Given the type and nature of questions expected, an ideal candidate should: - Have experience in creating chatbots - Show familiarity with Zoho Desk API - Demonstrate ability to create bots that can answer technical support-related questions Understanding of the common issues faced in a technical support environment is a big plus, as the chatbot is intended to be primarily query-based. A well-defined and intelligent bot will not only improve our workflow but also help us resolve employee queries faster. That being said, I'm looking for someone who can deliver a chatbot which can accurately...
Build Scalable, Responsive and Dynamic website, and mobile app (iOS and android): Key requirement from developers: • Looking for a team of qualified developers with knowledge of all the functionalities required for this proj...• Creation of users with different access of admin panel according to their role • User management: with updating and deletion of users • Statistics like current number of students. weekly growth, university listing, student meeting with experts • Expert login and expert will see his assigned students • Expert assigned student profile updating Key Integrations: - Google analytics integration - Zoho CRM integration Note: We don’t want to rely on 3rd party apis or integration for most of the functionalities so as to avoid a...
I am looking for a Zoho Books expert to help with managing my invoices and creating financial reports. Key Tasks: - Creating and Managing Invoices: - You will be responsible for setting up a streamlined process for creating and managing invoices in Zoho Books. - Generating Financial Reports: - I need help creating customized templates for financial reports that I can easily use in the future. Additional Information: - I already have an existing Zoho Books account set up. - The financial reports need to be generated just once, but I would like to have some templates that I can reuse. Ideal Skills and Experience: - Proficient in Zoho Books and its features. - Experience in creating and customizing invoicing and financial reporting templates. - Abilit...
If you already worked on this then apply otherwise not. We are looking to integrate WhatsApp into our existing CRM sol...delivery status Specific Requirements: - Integration of WhatsApp Business account with our CRM - Campaign management to support customer messaging - Real-time synchronization of WhatsApp conversations within the CRM - Development of comprehensive reporting features for all message activity Ideal Skills and Experience: - Proficiency with CRM integration, particularly in Salesforce, HubSpot, or Zoho CRM - Prior experience working with WhatsApp Business API - Strong understanding of customer messaging strategies - Ability to develop robust reporting and tracking functionalities within a CRM system If you have experience and skills in this area, we'd love to...
I have an issue with my Gmail email signature. When I try to add images to my signature by uploading directly, it's not displaying properly. I use gmail and zoho email client. Used to create the signature. Key requirements: - Image not displaying in email signature after uploading directly - Need a fix for the issue while keeping the signature design intact Ideal skills and experience: - Proficient with Gmail email signature settings - Previous experience in resolving image display issues in email signatures - Strong understanding of HTML/CSS would be a plus The goal is to have the images display correctly in the signature and ensure that it's a seamless experience for all recipients. Do not contact me on WhatsApp or Email!
I need a professional to assist me in fully leveraging the power of Zoho CRM+. I require expertise in all modules of Zoho Sales & Zoho Desk, including but not limited to lead management, opportunity management, and sales forecasting. This project does not only involve setting up, but also includes guiding me on how to effectively operate these tools and functionalities in order to optimize my business operations. The ideal freelancer for this task: - Has comprehensive knowledge of and experience with Zoho CRM+ particularly in Zoho Sales & Zoho Desk. - Can provide insightful strategies for lead and opportunity management as well as sales forecasting. - Possesses strong communication skills to make sure I am able to use these tools independ...
I need a skilled accounting professional who's experienced with ZOHO to help me reconcile my business's bank account for the past 5 months. Key Details: - Accounting Software: ZOHO - Bank Accounts: 1 - Timeframe: ASAP The ideal candidate for this project should: - Have a strong understanding of ZOHO - Possess extensive experience in bank reconciliation - Be able to work quickly and accurately to meet the urgent deadline Please provide your relevant experience in your proposal.
I need an experienced marketer to create a comprehensive email marketing plan for my Sports website. You'll be in charge of not only devising a strategy but implementing it as well. Key Responsibilities: - Develop an email marketing plan that will increase website traffic. - Craft engaging email campaigns that will appeal to our target audience: academy coaches, players and academies. - Utilize Zoho to create and send out the mailers. (Acct is created and list is uploaded) Ideal Skills: - Proficiency in Zoho's email marketing software. - Proven track record of creating successful email marketing campaigns. - Understanding of the sports industry, especially soccer. - Ability to target and tailor content for academy coaches, players and academies. I'm looking for so...
I'm looking for an expert technician familiar with Zoho to perform two key task: - Implement Zoho CRM: I already have a Zoho account, but I need a skilled freelancer to set it up properly, ensuring that all components are working as the should. - Configure Zoho Mail: Seamless synchronization between my Zoho CRM and Mail is crucial for my operations. I'm therefore in need of a professional who can configure Zoho Mail to function optimally. Additionally, a minor customization to the CRM to fit my company's unique needs is needed. You should not only have proficiency in Zoho but also possess a keen attention to detail to understand and implement these specific customizations. Experience in other Zoho integrations and se...
I need a skilled MongoDB specialist to help build a new appointment booking and management application using the MERN stack. Key Requirements: landing page, blog page, conatct us, about us, policy and terms page. user account registra...about us, policy and terms page. user account registration (email,social and phone) / verification using sms otp. user account to manage appointments and edit acount information. admin login page appointment plugin , cookies plugin deployment upi plugin ( By KnitPay) zoom intigration sms intigration for otp/and appointment reminders whatsaap intigration for chat social media handels intigration. zoho mail email intigrations for notification notification = paymnet, order confirmation, account creation, password reset, appointment time alerts, meeti...
I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.
I'm in need of a skilled Zoho expert to help me with the following tasks within Zoho CRM, Zoho Books, and Zoho Inventory, as well as integrations with Xero, QuickBooks, and Shopify. Key tasks include: - Data management and organization: Assist in setting up efficient data management structures within Zoho CRM, Zoho Books, and Zoho Inventory to help streamline our operations and enhance our understanding of client interactions. - Reporting and analytics: Create custom reports and set up analytical tools to help us better understand our business performance, customer interactions, and inventory management in Zoho. - Integration with other platforms: As we operate on Xero, QuickBooks, and Shopify for various financial and e-co...
I'm in need of a professional who can create a web-based file sharing script much like Dropbox or Zoho Wedrive. This project is geared towards individuals and requires the following key functionalities: - File Uploading and Downloading: The ability to upload and download files securely and seamlessly is a must. - File Versioning: Implementing a system that tracks and allows users to access previous versions of files is critical for this project. Ideal candidates should have extensive experience in web-based application development, particularly within the file-sharing niche. A solid understanding of data security, user experience, and scalability is also a plus. I'm looking for a proactive and highly skilled professional who can deliver a reliable, full-featured file sha...
I have carefully reviewed the description and I am confident in my ability to complete the tasks you outlined with precision and professionalism. Before proceeding, I would appreciate the opportunity to discuss the project's budget and deadline further. Please feel free to initiate a chat so that we can collaborate effectively and ensure a successful outcome. Thank you for considering my services.
...an need for setting up Zoho Inventory with a specific focus on segregating inventory based on brands and categories. This is a straightforward task but I need it done swiftly. Key Requirements: - Basic Zoho Inventory Setup: I need a freelancer who is proficient in setting up Zoho Inventory. The system should accurately reflect the inventory I have and allow for easy tracking and management. - Brand Segregation: The primary focus of this project is to segregate the inventory based on brands. This means I need to be able to easily identify different brands and their respective inventory. - Keeping track of inventory Going in and out. Ideal Experience and Skills: - Zoho Inventory Proficiency: The freelancer should have prior experience in setting up and config...
I'm seeking an experienced software developer to create an accounting application that is compatible with the Windows operating system. It's a high priority that this application seamlessly integrates with Zoho Books. Key Features: - Integration with Zoho Books Required Skills and Experience: - Software development - Familiarity with accounting software - Knowledge in developing Windows applications - Experience working with Zoho Books API would be a significant advantage Timeline: - The project needs to be completed within a month. This role is perfect for a problem solver who has an eye for detail and understands the importance of creating user-friendly applications. If you think this project aligns with your skills, I'd love to hear from you.
...developer to create a new, customized solution. While experience with Zoho Creator is not a strict requirement, it would be beneficial. The main goal of this project is to develop an ERP system that will handle inventory management and sales/order processing. We will need to connect for already created ERP system first. Key aspects of this project will include: - Developing a customized ERP solution from scratch - Implementing inventory management features - Integrating sales and order processing functionalities Ideal candidates should have: - Proven experience in developing ERP systems - Strong understanding of inventory management and sales/order processing - Proficiency in Zoho Creator (or any other ERP system if not Zoho Creator) This is an urgent requirement...
... My organization is currently leveraging several Zoho applications including CRM, Books, Inventory, People, Recruit, Shifts, Project, Survey, and Forms. I am seeking a skilled freelancer who can effectively integrate these applications with our existing ERP system. Key project aims include: - Customer data synchronization: Ensuring consistent, accurate customer information across platforms. - Order management integration: Streamlining order processes for increased business efficiency. - Inventory management synchronization: Maintaining real-time, synchronized inventory data between Zoho and ERP. With 11-50 users expected to utilize this integrated system, the ideal freelancer should not only possess strong experience with Zoho One and ERP integrations b...
I'm seeking a Zoho expert to set up and configure Zoho One for my organization. We currently do not use any specific software or tools that need to be integrated with Zoho One. The main objective is to implement Zoho One for less than 10 users. Key Responsibilities: - Customize Zoho One to meet our business needs - Implement CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Provide necessary training to less than 10 team members on the use of Zoho One. Ideal Skills and Experience: - Extensive experience with Zoho One implementation and customization. - Proficiency in CRM, Sales Management, Email and Communication, and Finance and Accounting modules of Zoho One. - Ability ...
I'm looking for an experienced Zoho developer to help with my Zoho CRM data analytics and dashboards. Key Responsibilities: - Develop a Zoho Analytics dashboard incorporating Sales performance tracking, Lead conversion analysis, and Customer segmentation. - Integrate Google Analytics Data and Google Adwords Data into the dashboard. - Create visual representations of the data using Bar charts, Line graphs, and Pie charts. Ideal Skills: - Previous experience working with Zoho Analytics and Zoho CRM. - Proficiency in integrating third-party data, specifically Google Analytics and Google Adwords. - Strong visualization skills, with expertise in Bar charts, Line graphs, and Pie charts. This project is crucial for me to understand my business performan...
I know what an Affiliate program is I have never developed one before. I am sure there are some things missing here but feel free to add your input. I do think this should give you a somewhat decent idea. Affiliates can sign up from CF Website or by invitation. (email) Affiliates have portal they can see activity Post Training Materials Marketing Materials Post messages to “group.” CF has ability to send group emails to all affiliates CF has ability to Block/Remove Affiliates Links they use for sales generation tracks which Plan Package their client signed up for. Affiliate receives a commish based on: Sale with Demo but no Training provided by Affiliate Sale with Demo and no Training No Demo, No Training Lead only Ability to create Sales reports for each Affiliate...
I'm seeking a Zoho Desk specialist to set up my Zoho Desk account. My primary objective is to streamline and optimize our support operations. Key requirements: - Setting up Zoho Desk - Configuring Automation & Workflows - No ongoing support and maintenance required, just the initial setup Ideal skills and experience: - Proficiency in Zoho Desk - Experience with configuring Automation & Workflows - Strong understanding of customer support operations If you think you can help me achieve my goals, please get in touch with your relevant experience and a brief outline of your approach.
I need someone well-versed in Zoho CRM and Magento2 to assist me with creating and publishing API endpoints. Key Requirements: - Experience in creating API endpoints in Zoho CRM and Magento2. - Proficiency in publishing these endpoints. The Job: - The primary tasks will revolve around developing API endpoints. - This will involve working with Zoho CRM and Magento2. Data Access: - The endpoints are intended to give access to order and product data. Ideal Candidate: - You should have previous experience with similar integrations. - Knowledge of Zoho CRM and Magento2 is crucial. Please include any relevant samples of your previous work when applying.
...an expert in Zoho Commerce to build a custom theme for my website. This platform will serve the dual purpose of showcasing and selling my products, so it's important that the design is both visually appealing and user-friendly. Key Aspects: - Custom Theme: I need a unique theme that aligns with my brand identity and appeals to my target audience. - Minimal & Clean Aesthetics: My preference leans towards a minimalistic and clean design. The site should be elegant and easy to navigate. - Large Inventory: I plan to market and sell more than 100 products on this platform, so the design should accommodate a significant number of listings without compromising user experience. Skills & Experience: - Proficiency in Zoho Commerce: It's essential that you have pr...
...experience in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Proficiency in building cus...
Hi please help, very quick project making a VIN decoder. I need an expert to help me integrate a Zoho Creator form with rapidAPI.com. Here are the details: 1. I have a simple zoho creator form with following fields: Input fields: Rego State Output fields: Vehicle_Make Vehicle_Model Year_field Vehicle_Type 2. Field "Rego" should have dummy data "830IC3" Field "State" should have dummy data "QLD" By entering dummy data into input fields, I need script to fetch vehicle details from this API: API has free subscription. 3. I have made the attached Deluge script, but something is broke, it's not working. Can you please make a deluge script to pull data out of this API? Thank you
I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers ...
...WORKING SAMPLE VIDEO, YOU WILL BE MARKED SPAM I am seeking a skilled professional who can help me find a solution to bypass Godaddy Website Builder's limitations, specifically around custom code implementation and plugin integration. Since Godaddy has removed the ability to add Zoho SalesIQ snippets to all pages simultaneously in their website editor, I am looking for someone who can find a workaround that would allow us to add Zoho SalesIQ simultaneously to all pages. Key requirements: - Find a way to integrate Zoho SalesIQ functionality into my Godaddy Website Builder page. This means the solution you will provide, ~A solution to add the code somewhere within the Godaddy Website Builder, and it will automatically show on every page of the site without ...
I'm in need of a professional who can set up Zoho CRM and Inventory Management for me. Although I don't currently have a Zoho CRM account, I'm well aware of its capabilities and I believe it could significantly streamline my sales process and improve customer relationship management. I have less than 100 products in my inventory and I'm looking to automate my inventory management. Key Responsibilities: - Set up Zoho CRM from scratch - Implement Zoho Inventory Management - Ensure smooth integration between the two systems - Provide recommendations for streamlining sales process Desired Skills: - Proficiency in Zoho CRM and Inventory Management - Prior experience in setting up Zoho CRM and Inventory - Strong understanding of sa...
I need a Zoho expert to help me set up a system where emails that match certain keywords in the subject are copied to a specific WorkDrive folder. Ideal Skills and Experience: - Proficiency in Zoho Mail - Experience in email filtering - Knowledge of WorkDrive system Please note that I want the emails to be copied, not moved, to the WorkDrive folder. I need both incoming and outgoing emails to follow the same method. I work in an office with 15 others and we get new cases meaning new filters frequently, so I'd like a method to be able to update their filters without needing them to redownload anything, sort of like a central hub from my computer. If there is any way for that to be done, I'd like to know the method.
I need a Zoho Creator expert for my project to increase efficiency, streamline data management and improve collaboration in my team. The main features required include: - Building data entry forms: This will allow for standardized and organized input of data. - Workflow automation: To streamline the operations and reduce the manual workload. - Report generation: For quick and easy access to the information when required. There are no third-party applications integration needed for this project. Ideal freelancers for this task have a strong background in Zoho Creator and understand workflows. A proven track record of creating efficient systems will be a significant advantage.
I'm looking for an accountant(Freelance / Intern / Permanent Employment) who is well-versed in Zoho Books and Zoho Payroll to set up and manage the financial aspects of my startup. Key Responsibilities: - Initial setup of Zoho Books & Payroll software - Bank account reconciliation - Bookkeeping - Managing payroll and salaries Additional Details: - Preferably no specific requirements for the initial setup. You can set up the software based on the needs of my business. - The tasks will need to be managed on a weekly basis. Ideal Candidate: - Proficient in Zoho Books and Zoho Payroll - Experience in bank account reconciliation, bookkeeping, and payroll management - Strong organizational skills and attention to detail - Good understanding of a...
I am seeking a savvy and experienced freelancer who can meticulously reconcile my entire accounting l...payments. Here's a snapshot of what I need: - Accounting reconciliation: Thoroughly reconcile my entire accounting ledger, identifying and correcting any discrepancies. - Payment Tracking: Identify any outstanding payments and create a simple, effective system for future tracking. Although I did not specify an accounting software, familiarity with common systems like QuickBooks, Xero, and Zoho Books will be advantageous. You should excel in number-crunching, have a keen eye for detail, and a track record in similar projects. Advanced knowledge of accounting principles is also expected. Applying freelancers should bear in mind that precision and accuracy are paramount...
...innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to impro...
I'm seeking an expert in Zoho Creator to help with the development and integration. Key Responsibilities: - Event Creation: I'm looking to have a ticketing system integrated into the event creation process. This should allow for easy, seamless ticket sales and registration. - Attendance Registration: Attendees should be able to register for the event through an online form. This form should capture key details and contact information. - Payment Integration: The system should facilitate ticket purchases by integrating Credit/Debit Cards and PayPal or other options too. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designi...
I'm on the lookout for a proficient Zoho Creator specialist to assist me in developing an efficient event management system with integrated payment options. Key requirements include: - Assistance in creating event templates for 1-5 different types of events. - Setting up customized attendance registration forms with Zoho Creator. - Integrating secure and user-friendly credit/debit/online payment systems. Ideal candidates should possess: - Proven experience with Zoho Creator. - Strong understanding of event management systems. - Expertise in payment gateway integrations. - Prior experience in designing registration forms. Looking forward to discussing the project further with you.
I need a skilled developer who can integrate Screenconnect. We have a React+Node app having Zoho integrated in it. We want to replace zoho functionality with screenconnect. Our requirement will be : - First user will click on Remote button - Second user will get a link of screenconnect having dynamic session id within the link - Both user will connect remotely Key requirements: - Strong knowledge of Screenconnect and its features. - Strong knowledge of ReactJs + NodeJs - Ensure the integration is seamless and fully functional on Windows, Mac, and Linux.
...WE WILL NOT HIRE YOU IF YOU DO. ALL COMMUNICATIONS MUST BE DONE THROUGH FREELANCER. We are looking for a freelancer who is experienced in Zoho CRM editing. The job involves making necessary modifications to our existing Zoho CRM system to meet our specific needs. The freelancer should be familiar with the functionality and customization options within Zoho CRM. The responsibilities of this job include updating fields, layouts, and modules, creating custom fields and workflows, and integrating third-party applications. Additionally, the freelancer should have knowledge in data migration, data cleaning, and report generation. Relevant skills: - Zoho CRM customization - Field and layout updates - Custom field and workflow creation - Third-party application...
I'm looking for a Zoho CRM expert who can help me automate lead generation and contact management tasks within the platform. I need the Zoho CRM and Google Sheets to be synced forward and backward. I am open to using connector tools like Zoho Flow or Pabbly Connect.
DO NOT BID UNLESS YOU ARE BASE...of the individual Key Responsibilities: - Book keeping, reconcilliation of payments & invoices - Assisting with keeping track of repairs using Zoho Desk - Handle customer support inquiries via Email, Phone, and Live chat --Respond directly to basic queries --Forward on relevant information to our local staff - Execute order management tasks The ideal candidate should have: - Excellent written and verbal communication skills - Data management and excel skills are critical - Ability to manage multiple tasks simultaneously - Familiarity with various customer support and order management tools - Available for 4-8 hours per day. - Experience with Zoho one - Understanding of laptop parts or experience in the laptop repair industry Please qu...
I'm in need of a detail-orient...of the individual Key Responsibilities: - Book keeping, reconcilliation of payments & invoices - Assisting with keeping track of repairs using Zoho Desk - Handle customer support inquiries via Email, Phone, and Live chat --Respond directly to basic queries --Forward on relevant information to our local staff - Execute order management tasks The ideal candidate should have: - Excellent written and verbal communication skills - Data management and excel skills are critical - Ability to manage multiple tasks simultaneously - Familiarity with various customer support and order management tools - Available for 4-8 hours per day. - Experience with Zoho one - Understanding of laptop parts or experience in the laptop repair industry Plea...
I am looking for a Zoho developer to assist me with a project involving an abandon form solution that integrates with Zoho CRM. Key points: - The primary task is to integrate the abandon form solution with Zoho CRM - Specific requirements include abandoned form tracking, email notifications, and CRM record creation - Troubleshooting and fixing issues may be required - This project may also involve some work on CRM, including form to CRM integration and creating a fillable PDF form template from CRM data Ideal skills and experience: - Strong Zoho development experience, with a proven track record of successful CRM integrations - Proficient in developing abandon form solutions - Experience in working with form to CRM integration and creating fillable PDF form t...
...software could be designed primarily for use on the web or an app - The main purpose of the software is allow customers to each have there own portal where jobs can be viewed and any proceed or comments will be sent via email Ideal Skills: - Prior experience developing process automation software. - Proficiency in web development. This program will be very similar to how estimates work in Zoho books but Zoho books is a full bookkeeping software. I'm just needing the portal part for job estimates. It's like a repair management software but the only actions needed are for myself and customers to be notified and the options to comment, proceed or decline. So an example would be i add a customer to the software including their email address. They get notified and ...
We are small startup. We're looking to map out our sales process through, add automation (mainly reminders) and integration with Zoho accounting module. Key Deliverables: - **Customization of Forms**: add custom fields, design the layout, and implement conditional logic for form fields. This will streamline our data collection and make the sales process more efficient. - **Automation of the Sales Process**: automate few steps in our sales process (lead > client proposal > active client > lost client > ongoing engagements. - **Reminder System**: The reminders are crucial in ensuring that our sales team stays on track. The reminders should be sent via both email and push notifications, to cater to varying preferences of our team members. Ideal Skills and Experi...
I'm seeking a skilled pr...seeking a skilled programmer familiar with Zoho and smart calendar applications. Key deliverables should include: - Developing a smart calendar with strong app integration features - Ensuring compatibility with the Zoho Creator platform - Designing the calendar to display as a timeline with columns - Using one table to show detailed information about apartments - Each row should represent a separate apartment. The main information to be displayed is the availability of the apartments. This calendar must interact seamlessly with Zoho Creator, pulling the necessary data in real time. Well-rounded knowledge of Zoho Creator and smart calendar integration will be essential for this project. every change in the calendar will checked in...
