• Hourly: $15.00 - $30.00
  • Intermediate
  • Est. time: 1 to 3 months, 30+ hrs/week

Zoho Campaigns Configuration Specialist We are looking for a Zoho expert to help us optimize our email marketing efforts using the free version of Zoho CRM, Invoice, Billing, and Campaigns. The primary task is to configure Zoho Campaigns to efficiently create and target email campaigns. The ideal candidate should be well-versed in Zoho Campaigns and have a strong understanding of how to integrate it with other Zoho applications. Responsibilities: Configure Zoho Campaigns to effectively segment and target our audience. Set up email templates and workflows that align with our marketing strategy. Integrate Zoho Campaigns with Zoho CRM to ensure accurate data syncing. Provide recommendations for improving email marketing performance. Offer guidance on utilizing Zoho Invoice and Billing features for campaign-related transactions. Requirements: Proven experience with Zoho Campaigns and its integration with Zoho CRM. Understanding of Zoho Invoice and Billing features. Strong communication skills and the ability to provide actionable recommendations. Experience in setting up and optimizing email marketing campaigns. How to Apply: If you have the expertise to help us make the most out of Zoho Campaigns, please submit your application along with examples of previous work in Zoho configurations. sitesafetynet.org

Email AutomationMarketing Automation StrategyZoho CRMZoho CreatorEmail Campaign SetupMarketing Automation
Posted 2 days ago
  • Hourly: $75.00 - $100.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

Hi - I am looking for help in Zoho Inventory (or possibly another recommended tool) on what I would refer to as low code development in Zoho Inventory's invoice/item entry table. Our goal is to migrate our POS/Inventory management system to an online platform. We've reviewed many ERP systems and we prefer the customizable options of Zoho inventory. About 90% of our process can be migrated to Zoho Inventory "off-the-shelf", however, there are a few areas that we must update in order to make it work. Specifically, we sell steel roofing panels by the linear feet, so we need a more customize solution (i.e. calculated column) that captures feet and inches, not single units. I've created a screen recording and example file to better help explain this issue. https://komododecks.com/recordings/fFeHPVctCiq6sXdqt8y3 I've also attached an example of an invoice that represents the final product/functionality for what we would like to create.

Business Process AutomationAPI IntegrationZoho CRMZoho CreatorScripting
  • Hourly
  • Expert
  • Est. time: 1 to 3 months, 30+ hrs/week

Use Zoho to create a custom platform will provide comprehensive functionality to manage client budgets, vendor relationships, and staffing requirements effectively. Features: 1. Client Management Module (CRM) Annual Budget Management: Set up and manage client-specific annual budgets. Track vendor expenses and invoices. Generate up-to-date reports on actual vs. budgeted spend. Detailed drill-down reports for analysis. Vendor Management: Assign vetted vendors to client accounts. Reconcile vendor payments with client budgets. Client Portal: View annual budget status, invoices, and payments. Ability to communicate status updates and share files. Manage and approve vendor assignments. 2. Vendor Management Module Vendor Vetting: Conduct background checks and ensure compliance. Assign vetted vendors to client accounts. Vendor Portal: Allow vendors to upload invoices and receive payments. Display outstanding and historical payments. Manage background check requirements for good standing. Provide communication channels between vendors and clients. 3. Employee Management Module Hiring Process: Manage hiring workflows for assigning employees to client accounts. Document background checks, qualifications, and onboarding. Employee Assignment: Assign employees to specific client accounts. Track employee activities and performance on client projects. Employee Portal: Enable employees to manage their assignments and update personal details. Provide onboarding documents and resources. Allow employees to communicate with clients and staff. 4. Payment and Reconciliation Module Vendor Payment: Remit vendor payments on behalf of clients. Automatically reconcile payments with client budgets. Generate payment reports for auditing purposes. Payment Approvals: Client-side approval workflows for vendor payments. Ensure alignment with annual budget constraints. 5. Reporting and Analytics Module Spend Analysis: Visualize trends in spending across client accounts. Identify vendors with potential cost-saving opportunities. Budget Compliance: Monitor compliance with client budgets. Generate alerts and reports for over-budget spending. Employee Performance: Track employee performance against project deliverables. Identify training and skill development needs. 6. Communication and Collaboration Module File Sharing and Messaging: Secure file sharing between clients, vendors, and staff. Integrated messaging for real-time status updates. Notifications and Alerts: Notify clients, vendors, and staff about pending tasks. Customizable alerts for important deadlines or issues.

Software IntegrationBusiness Applications DevelopmentBusiness Applications ConsultationZoho CRMZoho CreatorAPICustomer Relationship ManagementWeb DevelopmentAPI IntegrationPrivate Labeling & White Labeling
  • Hourly: $35.00 - $100.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

Web Developer needed for creating highly engaging and converting websites What do you need help with? Closer To Our Dreams LLC is not looking for a Web Developer to just fill a job. We are a revolutionary Business Development and Marketing Consulting Company searching for the right individual who has the motivation, the commitment, and the skill-set to make the most of this opportunity. Someone who makes a personal commitment to giving top-quality, consistent performance because that’s just who they are and what we want. Our company is NOT looking for temporary workers who bounce from job to job. We've worked hard at becoming one of the best in our niche and we're still growing. The only thing we need is more professional, pro-active people to grow with us. If this has caught your interest, the job requirements are listed below. Please read them over and if you feel that your qualifications will be an asset to our team, please apply below with a quick note about yourself, career/business goals, qualifications, and work samples. We welcome any questions you may have about the position or our team as well. After reviewing all applications, Dovév will contact select applicants for a quick 5-10 min audio/video interview. Starting pay is based on experience ($35 -$100) per hour and all possibilities for raises are based on work performance. If I invited you to this job and your rate is more than the above amount I am willing to pay if you show the quality of your work is worth what you are asking. What will the freelancer be doing? There will be multiple tasks that need to be done to make this a successful partnership. Your first task will be to research other websites and seek out features that would make our site the most engaging and high converting site. Your second task will be to map out how the design would look for the site in order for us to see if it would be a great fit for our audience. Your third task will be to find the best platform for us to put the site on. Your fourth task will be to revamp our site so that we can start making sure it is functioning properly. (And test before launching) Your fifth and final task will be to do the same for external clients to make sure their sites are completed and managed properly. If you have any questions, please make sure you ask. Hint: (Those that ask questions in the interview will show us that they are serious about this job and the opportunity to work with our team in the future.) What Qualities are needed to be successful? Skills are something that can be learned and perfected over time. As corny as it sounds, there are five qualities that we are looking for: Integrity, Commitment, Communication, Creativity, and Organization. Integrity. You are a good fit if you can be honest with me and your fellow team members. Open communication and honesty are paramount to me and the team. If you can hit a deadline or not. Commitment. I've had freelancers for one project and looking to hire others for a longer period of time. I'm looking for someone who is looking for a long-term relationship with the expectations that this could become full time. Communication. It is very important for us to be able to communicate with you on this project. We do not expect you to work 7 days a week but we do require a 24-hour response if the message is sent during your working schedule. For example: If you only work Sunday through Thursday. If we send you a message on Thursday evening, we don't expect a reply until Sunday. If you need more clarification on that please ask. Creativity. We want this person to be ethical in their approach but nothing is off the table. If you come up with a way to sell our program that is unique from the market and it works then we will run with that. Organization. In order for this partnership to work, we will need to be extremely organized in how we send documents and keep things together. This includes Excel spreadsheets, emails, etc. (Only if this applies to what your day to day job is) As the business grows, I will be looking to hire staff to join our growing team. If this sounds like you, please apply below and I will personally read your application, work samples and answer any questions you may have (seriously, the more questions the better!). In your proposal please start the first line with "CTOD 2022" so that I know you read the complete job description. (I know that may be silly but it helps me weed out the people that just read the first part of the description and not the rest.)

WebflowWeb DesignHTMLZoho CreatorWeb DevelopmentWordPressShopifySearch Engine Optimization
Posted last week
  • Hourly: $25.00 - $55.00
  • Expert
  • Est. time: Less than 1 month, Less than 30 hrs/week

Set up Zoho CRM. Connect email, create custom fields, sales lead pipelines, get data from our web form into zoho crm. Help us to determine what to setup in zoho to best help our company.

Email AutomationCRM AutomationLead Management AutomationZoho CRMZoho Creator
  • Hourly: $20.00 - $120.00
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

We are a metal recycling company seeking a skilled programmer to assist us with programming our Zoho software. Our goal is to create an efficient and effective inventory tracking system, and we need help with the final touches and process workflow. The ideal candidate should have experience working with Zoho software and be familiar with inventory management systems. Attention to detail and the ability to troubleshoot and solve problems is crucial. The main tasks will include programming and customization of the software, as well as ensuring smooth workflow integration. Our current software is roughly 75% complete... maybe a little less... but we desperately need help taking it all the way to 100% completion. Required Skills: - Zoho software development - Inventory tracking systems Preferred Skills: - Zoho Creator - Zoho CRM If you are a highly skilled programmer who is passionate about creating functional and optimized software solutions, we would love to hear from you. Rate is negotiable.

Zoho CRMZoho CreatorAPICustomer Relationship ManagementAutomation
  • Hourly: $40.00 - $75.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

Hello, We are a small sized startup. We have recently subscribed to Zoho One and would like assistance in helping us set it up, design, and configure the modules based on our processes and requirements. Additionally, we would like a consultation on the in-app integrations based on the available integrations that can help us leverage them and optimise the software in the best way possible for our business. Initially we are looking at a 1-to-2-hour consultation (1 hour to explain our business and requirements, and the second hour to understand the possible solutions). Based on these sessions, we would be able to determine the effort involved for the set-up and configurations in Zoho One.

Zoho PlatformBusiness Applications ConsultationZoho BooksZoho AnalyticsZoho CRMZoho ProjectsZoho DeskZoho CreatorZoho PageSenseZoho Sprints
Posted 2 weeks ago
  • Hourly
  • Intermediate
  • Est. time: Less than 1 month, Less than 30 hrs/week

We are seeking a highly skilled and experienced programmer specializing in Deluge scripting for a project focused on integrating various Zoho applications. The successful candidate will be responsible for creating seamless connections between different Zoho objects, enhancing functionality, and streamlining our workflows. **Responsibilities:** - Develop and maintain scripts in Deluge to automate processes and integrate Zoho services. - Design solutions that connect Zoho Deals, Zoho Contracts, Books, and other Zoho apps to optimize operational efficiency. - Troubleshoot and refine integration systems based on performance feedback. **Requirements:** - Proven expertise in Deluge scripting and a strong understanding of Zoho's architecture. - Experience in integrating multiple Zoho applications. - Ability to write clean, maintainable, and efficient code. - Excellent problem-solving skills and attention to detail. **Rate:** Negotiable based on experience

Zoho CRMZoho CreatorAPIPythonJavaScriptHTMLCustomer Relationship ManagementAutomationAPI Development
Posted 3 weeks ago
  • Hourly: $30.00 - $50.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

Looking for an expert in Zoho (Books/Creator) who can look at my business processes and optimize them with automation or custom modules to get better insights into my data.

Zoho CreatorZoho Books
  • Hourly: $40.00 - $75.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

Hello, We are a small sized startup. We have recently subscribed to Zoho One and would like assistance in helping us set it up, design, and configure the modules based on our processes and requirements. Additionally, we would like a consultation on the in-app integrations based on the available integrations that can help us leverage them and optimise the software in the best way possible for our business. Initially we are looking at a 1-to-2-hour consultation (1 hour to explain our business and requirements, and the second hour to understand the possible solutions). Based on these sessions, we would be able to determine the effort involved for the set-up and configurations in Zoho One.

Zoho PlatformBusiness Applications ConsultationZoho BooksZoho AnalyticsZoho CRMZoho ProjectsZoho DeskZoho CreatorZoho PageSenseZoho Sprints
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