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Zoho one set up and task automation

  • Posted:
  • Proposals: 19
  • Remote
  • #4491069
  • OPPORTUNITY
  • Open for Proposals
David O.Yasir Ali M.CYTNHIA W.Harminder K.Micheal B. + 14 others have already sent a proposal.
  • 1

Description

Experience Level: Expert
We require an experienced Zoho One specialist to configure and customize the platform for a property management firm. Responsibilities include tailoring relevant apps, designing authorization roles, creating workflows and automations for lead generation, rent collection, maintenance management, compliance reminders, and tenant communications. Integrate messaging channels such as WhatsApp and Facebook, optimize processes for efficiency, and deliver comprehensive setup and documentation to ensure smooth operation and scalable automation.

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Clarification Board Ask a Question

  • Nirmal S.

    How are you currently managing your tenant lifecycle, from lead capture to lease renewal, and where do you experience the most manual work or inefficiencies?

  • Naresh S.

    Which apps within Zoho One do you plan to use for your property management workflows (e.g., CRM, Books, Creator, Desk), so the automation, roles, and integrations can be designed correctly from the start?