Zoho CRM Jobs

I run my store on Zoho Commerce and need a reliable hand to keep the site perfectly in-sync with the rest of my Zoho apps. The immediate tasks are straightforward but important: • Add or clean up product listings so every item shows correct descriptions, images, prices, and inventory levels. • Update customer information pulled from Zoho CRM and make sure any changes flow smoothly between the store and the CRM. • Configure or fine-tune payment gateways to guarantee a friction-free checkout that reflects any gateway-specific settings inside Zoho Books or other connected apps. While I have no fixed layout in mind, I’m happy to hear design suggestions that improve usability or conversion. Solid experience with Zoho Commerce is essential, and familiarity with syn...

We are a small B2B consulting firm (Zoho One Enterprise license) redesigning our CRM sales pipeline from scratch. We have a detailed configuration specification document ready to hand over on hiring. This role covers Zoho CRM configuration only — no external system integration, no coding. We need an experienced Zoho CRM specialist to complete a focused Phase 1 setup. Everything is within Zoho's native UI and admin settings. SCOPE OF WORK — 7 TASKS 1 Configure a new custom pipeline (Sales View) in the Deals module with our defined stage names and probability values 2 Add approximately 28 custom fields to the Deals module (text, picklist, multi-select picklist, and date types) 3 Set up all picklist and dropdown values for each custom field per our specification 4 Map custo...

I need an experienced hand to streamline my Zoho Books account. The priority is to build reliable, easy-to-maintain automations that cut down on repetitive entry and ensure every transaction flows smoothly from quote to reconciliation. Here is what I want to walk away with: • Smart, documented workflows inside Zoho Books that trigger the right actions at the right time—think automated invoicing, payment reminders, journal postings and GST-ready reporting. • A clean Chart of Accounts that matches my business model, with tax codes mapped correctly. • Tax settings tuned for Australian GST so returns can be generated with zero manual prep. • Invoice and payment templates connected to my preferred gateways, plus automatic allocation rules. • Bank feeds a...

I am looking for an experienced and Smartlead specialist to audit, fix and maintain my existing marketing automations. The system currently connects , Smartlead, Google Sheets, Twilio and Zoho CRM. It manages landlord email campaigns, SMS follow-ups, replies, campaign pauses and lead data. The initial work will include: * Reviewing all existing scenarios and Smartlead campaigns * Identifying and fixing errors, incorrect data mapping and duplicate messages * Ensuring lead details are always entered into the correct fields * Checking that email and SMS replies correctly stop further outreach * Improving reliability and reducing unnecessary credit usage * Testing the complete system safely before it goes live * Clearly documenting any changes made After the initial audit, I would like ...

I’m ready to roll out Zoho CRM in my small service-based business, starting with everything that will let me serve clients better from day one. The priority is the Customer Support module, specifically the built-in Knowledge Base. Here’s what I need: • A clean Zoho CRM deployment configured for customer support only, leaving Sales and Lead Management untouched for now but future-ready. • A well-structured Knowledge Base: categories, article templates, permission levels, search optimization, and a simple workflow so my team can publish updates without touching code. • Branding tweaks so the help articles feel native when they appear on our website. • Basic automation for article feedback loops and update reminders. • Walk-through or short Lo...

TITLE Independent Odoo ERP Solution Architect / Owner’s Representative — CRM, CPQ, eCommerce and Operations PROJECT DESCRIPTION Seaquatic Aquariums designs and builds custom aquariums, acrylic viewing panels, life-support systems, and large commercial/public-aquarium projects. We are planning an Odoo Enterprise implementation for approximately 10 internal users. Odoo will become the central operating system for our website, eCommerce, CRM, quotations, CPQ, projects, purchasing, inventory, job costing, accounting, construction billing, and service. We already have: A consolidated ERP implementation scope containing approximately 88 requirements and 16 acceptance scenarios A functional specification and proposal from a bidding Odoo contractor An existing Zoho CRM/Zoho One e...

I’m looking for a Claude-powered virtual assistant who can comfortably move between three core responsibilities: handling day-to-day customer support inquiries, pulling insights from existing datasets, and keeping my personal and business calendars in sync. Everything funnels through Zoho CRM, so you’ll need to be fluent in that environment and able to pair it with solid spreadsheet work (Google Sheets or Excel) whenever deeper analysis or reporting is required. For customer support, I’ll route incoming tickets straight to you; accurate tagging and prompt, friendly responses are essential. On the data side, I’ll provide raw exports, and I’ll count on you to clean, organize, and surface trends that inform weekly decisions. Finally, calendar management involves...

We are looking for an experienced Zoho CRM freelancer to configure and implement Zoho CRM for a small service business. The requirement is primarily configuration and workflow setup rather than custom development. Broad Scope - Initial Zoho CRM setup and customization - Lead and customer management - Sales/service pipeline configuration - WhatsApp integration - User roles and permissions - Basic workflow automation and follow-up reminders - Quotation creation and management - Invoice creation and tracking - Basic dashboards and reports - Testing and final handover - Brief training/guidance on managing the system after implementation We already have our business processes and broad workflow defined and can provide a more detailed requirement document to shortlisted candidates. Preferre...

Zoho CRM Lead Nurturing Automation Here’s what I need you to do: • Map our current inquiry paths and build Zoho CRM workflows and/or blueprints that trigger timely, context-aware follow-up messages. • Configure automated emails, tasks, or SMS (using Zoho Campaigns or Flow if required) so contacts receive the right touch without manual intervention. • Implement a simple lead-scoring logic so the hottest leads surface quickly for the sales team. • Create two or three reusable email templates inside Zoho that can be personalized but keep branding intact. • Provide a quick hand-off: a short Loom video or screen-share session plus written steps so my team can tweak rules later. Acceptance criteria – A test lead moves through the full sequence an...

I am rolling out Zoho CRM with the clear goal of improving customer relationship management while giving my team tighter sales-tracking visibility. To get there, I need an experienced Zoho freelancer who can take the system from a blank slate to a ready-to-use environment, with the Deals/Inquiries module receiving top-priority customization. Here is what I expect you to deliver: • Configure core entities – Users, Roles, Profiles, Permissions, Products, Accounts, Contacts and especially Deals/Inquiries – so the pipeline stages mirror our real-world process. • Build the custom fields and picklists we outline, map record ownership rules and set up workflow automation (emails, task triggers, follow-ups). • Integrate email so every conversation stays inside Zoho...

I need an expert to set up and integrate both ZOHO CRM and ZOHO One for my business. Key Requirements: - Setup of ZOHO CRM to enhance our sales pipeline and customer relationship management. - Configuration of ZOHO One modules, particularly in Finance, Operations, and Human Resources. - Seamless integration between ZOHO CRM and ZOHO One to ensure data consistency and workflow automation. - Customization of dashboards and reports for better analytics and insights. Ideal Skills and Experience: - Proven experience with ZOHO CRM and ZOHO One. - Strong understanding of business processes in finance, operations, and HR. - Ability to customize ZOHO applications according to specific business needs. - Excellent problem-solving skills and attention to detail. - Prior experience with similar proj...

Our small Danish company runs entirely on Zoho. I need steady support keeping both Zoho Books and Zoho CRM clean, up-to-date, and fully reconciled. In Zoho Books the day-to-day work is classic bookkeeping: issuing and sending invoices, recording supplier bills, matching bank feeds, and closing each month with a full reconciliation. Expenses arrive in both English and Danish; a light grasp of Danish will help you spot VAT codes and line-item details quickly. On the CRM side I want every prospect and customer record to stay accurate. Leads move through our pipeline, contacts sync to Books, and simple sales automations trigger follow-ups. That means regular checks for duplicates, completing missing data, and refining workflow rules so finance and sales talk to each other seamlessly. Beyond...