Zoho Projects
Looking for freelance Zoho jobs and project work? PeoplePerHour has you covered.
I need my Zoho account optimised
I have a paid Zoho account with many fields, I need it stripped right back to the free account, so all the fields that have a small amount of Txt on to be placed in a notes section all as one. Thanks!
9 days ago18 proposalsRemoteSeeking responsive B2B account manager/VPA
Are you an adept communicator and relationship-builder, who’s smart, tech-savvy and capable of managing multiple people, projects & tasks? We are a dynamic Birmingham-based web development agency, specialising in building and maintaining high-performing websites for businesses & charities - with a large client portfolio and a focus on trust and top-notch customer service. The business has grown, and we now need a reliable & responsive part-time account manager/virtual assistant (preferably UK-based) who can commit to 10-15 hours per week and be available to respond between 9am-5pm. Initially, you’ll take the lead as the primary point of contact for our partner agencies - mediating between them and our dev team to solve one-off website issues and facilitate development upgrades. Finding the right person is key, and the role will inevitably be developed as the business continues to grow. In this role, you’ll be primarily responsible for: - Responding promptly to all messages from clients & partner agencies, maintaining our sub 2-hour response time in normal office hours. (We’re really hot on our service and this is extremely important - so you’ll need to commit to this response time.) - Understanding & clarifying their requests - and delegating tasks to our dev team - Overseeing task progress & completion - and updating/staying in comms with clients - Managing/sending invoices for billable work - Utilising our new suite of CRM, Helpdesk, Projects & Billing software (Zoho app suite), and working with the internal team to help streamline & automate these processes Secondly, we also need help with time-sensitive admin work, including: - Setting up and sending client contracts for web build projects - Diary / email management - Other one-off admin work We’re looking for a partner who can help us take our business to the next level. You’ll need to be: - Native English speaking and UK-based - A natural rapport & relationship-builder - Excellent at spoken & written communication - Organised, diligent & a fast learner - Available between the hours of 9am-5pm GMT - Responsive - committing to a sub 2-hour response time for all messages Beyond these, we'd love to know what other skills you could bring to the table to help us take our business to the next level. We look forward to hearing from you!
4 days ago16 proposalsRemote
Past "Zoho" Projects
Need an image created for login screen of program
Need an image created for the login screen of our software, with screens and annotations of new features coming to our software. We want this to be Zoho and Zendesk style quality images.
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Zoho CRM Enhancement
We are seeking a freelancer to assist us with enhancing our Zoho CRM system. Specifically, we are looking for improvements in appointment management and customer communication. Our current appointment management system is inadequate, and we need a more efficient and user-friendly solution. We are interested in exploring options such as scheduling software or integrating Zoho CRM with a calendar app. In addition to appointment management, we also need to improve our communication with customers regarding upcoming installation appointments. We want to find a way to send automated reminders and updates to keep customers informed and up-to-date. We are open to suggestions and recommendations on how to enhance our Zoho CRM system. We are looking for a freelancer who has experience with Zoho CRM and can provide us with practical solutions that meet our needs. If you are interested in this project, please provide us with your proposal, including a breakdown of the costs and timeline for completion. We would also appreciate it if you could provide us with some examples of your previous work or references that we can contact. Thank you for your interest in this project, and we look forward to hearing from you soon.
Zoho Email Templates
Hi We need 5 emails created which automatically take emails from our forms, enters them into our database and emails them * straight away * after 3 days * after 7 days * after 14 days * after 28 days * then monthly It will need to exclude anyone automatically who becomes a client. You will need to design each template. Thanks
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Zoho One - CRM / Campaigns and Marketing Automation
Brief for ZOHO One - CRM / Campaigns and Marketing Automation • 3 x Email Marketing templates – inline with our website layout and branding • Set up of email campaigns to 3 segmented groups from our CRM • Support on delivery of first email campaign and feeding into CRM leads • Creation of PDF for downloading on social media to feed into marketing automation
Whatsapp Zoho Desk Issue
I am currently trying to integrate WhatsApp with Zoho Desk but I have done everything except verify my phone number with META, can you help me solve this problem? please see attached video of issue?
I need someone to set up a sales funnel for my business
I don't need an expert but I do need someone with experience understanding how sales funnels work. I have my lead magnet ready, I'd like feedback on that and also for them to set up email automation in order to build my email list and be able to convert those people into clients. I currently use Zoho as a CRM but I don't care what email software we use as long as it works. Knowledge of squarespace and calendly would also be ideal as I have no idea how to do anything technical. I'm a very small business so the budget isn't huge. Someone who wants to build their client base or experience would be ideal but I need them to be available as I'd like this done fairly quickly. Within the next 2 weeks.
Email list building - Lead magnet optimisation
I currently use Zoho as a CRM tool. Zoho also has campaigns and a landing page builder. I want to build my email list and then nurture those clients on a weekly basis with unique content. I have a lead magnet but currently struggling to get it up anywhere as I have no idea about tech. Please help.
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Develop Zoho Desk Extension
Relisting due to timewaster that thought chatgpt would do it for him. We use Zoho One as our CRM for the business. We have a busy ticket system in Zoho Desk. What we want to achieve is in Zoho Desk. We want to be able to add a "label" to an account. We want it to clearly show on the user pane if they have any labels: - Account On Hold (colour in red) - Support Package (colour green) - Hosted (colour blue) Budget is £350 or £500 if you can do it by 20th Feb 2024 Please only apply if you know how to do this
CRM - Multi year / Subscription
I am looking for someone who can help customise our zoho platform so we can add multiyear deals and subscription process to the CRM
Automation
Here is our website https://www.londonpropertyinspections.co.uk/ We required below works The bookings we are receiving in our wordpress website via gravity form should automatically go to a calendar where we can assign the jobs to our field workers. We also need to set up accounting software to mark the invoices paid or unpaid in our records We also want to set up our call system at one place We have below Plugins and Add ons Gravity Pro Version (already working) GravityPDF (already built in our system and automated emails are going to the customers) We also have Hubspot and Zapier. We are not sure if we can use Zoho or not for our quickbooks. Please let me know how much will you charge and what is better options for us. Kind regards Mahtab
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Zoho CRM Extension Development
Hi there We use Zoho One as our CRM for the business. We have a busy ticket system in Zoho Desk. What we want to achieve is in Zoho Desk, we want it to clearly show on the user if they have any tags: - Account On Hold (colour in red) - Support Package (colour green) - Hosted (colour blue) You might be able to do this with the footer js, but I think an extension is needed. Please only apply if you know how to do this
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We need a NextJS App developing
We need a NextJS App Developing to link into our CRM (Zoho CRM) & allow our installers to access their own jobs
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Zoho Invoice/Estimate Creation
As discused on previous chat, can you give me an email address, to I can invite you as a developer
From tailor maded CRM to Zoho CRM + some automation
1)We are an employment agency hiring and recruiting. 2)We have one tailor made CRM system using currently 3)We want to migrate it to set it up in Zoho CRM so that we can fully automate it and make minor adjustment by ourself (add chatbot and auto-fillup) 4) User friendly Interface needed with buttons export pdf and dashboard adustment. 5)Create link for fill up form and arrange 6)Communication is very important since we need to change from our current CRM system and automate some of our procedures. (I will show you in details and very specific)
Need a stunning image created of Saas platform
I need a stunning image created of our SaaS platform for our login page. Something that is on Zoho/pipedrive creatives level that would suit our brand guidelines. I will provide an image of our software and I want you to make a creative visual from it that highlights the features, and is visually stunning. I will need unlimited revisions and a sample before moving ahead with the project. The price of the job can be further negotiated. Thanks
Phone calls scripted
My client requires phone calls to be made by English speakers, calling the UK on our phone system which wiill be with on zoho crm or square talk. I would need fixed and consistent hours each week. Is this something we could organise? Thank-You
Fix Zohomail connection issue to my server
I need to someone to fix a "refuse server connection" from Zohomail to my Server and also explain what was wrong. I have full Admin Access to my Server on Ionos using Plesk and SSH and of course to Zoho One as Super Admin. I still have access to my old server but it will stop in a few days. I have a few domains, but I'm looking to have one particular email address sending and receiving through zohomail. The other domains are not yet pointing to the new server. If I can understand and fix this one, then then I should be able to correct and point the other ones. I am fairly conversant with the interfaces, and both Zoho and Ionos are blaming each other. I can send and receive in webmail using Roundcube, so Ionos say it's not their problem. Zoho say it's the fault of the server. To someone who knows what they are doing, this should be a fairly quick fix. We can surely see this fixed by using remote screen sharing, so you should be able to work with me on that front, or we can use a teams/zoom session at a mutually convenient time. I may have other Zoho One work in the near future as well, as we are going to launch our new site soon.
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Shopify B2B and B2B config crm zoho
Hi following criteria -B2B and B2B Shopify sites. - 20 products - registration page B2B - Easy ordering B2C -One landing page with a separate login for B2B - Easy manual for Sales to set up and send an order payment link to customers that, call, text, whatsApp in an order -CRM integration Zoho -Configure CRM Zoho, so sales can add new customers and also place orders with payment link, new contacts on CRM also update the Shopify customer database - WhatsApp integration CRM so all customers placing a whats App orders get into the CRM or support. -3PL integration