Freepbx zoho jobs
I am looking for Zohobooks expert to analyze the bookkeeping done by another accountant. He has migrated data from GNUCash to Zoho Books, I want you to analyze the data, chart of accounts and way of accounting used to confirm that proper bookkeeping has been done. This should be a quick job for an experienced accountant, you will need to come on a call and analyze the records.
I am looking to generate an Inventory Forecast Report like how much quantity of which Items needs to be ordered for the expected requirement of next 3 months, based on the following data from ZohoBooks: 1. Item-wise Sales quantity trend for the last 6 months. 2. Expected Delivery Date (EDD) of the Purchase Orders booked in ZohoBooks with Status as "Issued" 3. Item-wise Accounting Stock in hand as on date in the ZohoBooks
1. Develop a function that copies specific fields from Account records into corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according...corresponding Ticket fields automatically. 2. Develop a function that auto-fills multiple Ticket fields based on the input from a manually entered field. This function should dynamically pull data from the account database and populate the ticket fields according to the values entered. If your work meets our expectations, we may be interested in an ongoing collaboration for future projects across various Zoho applications (Desk, CRM, Campaigns,...
I'm looking for someone to help me set up a SIP trunk on my FreePBX phone system. Key Requirements: - Configuration of SIP trunking: I need you to assist in the setup of a SIP trunk on my FreePBX system. Your expertise in this area is crucial. - Connecting to a specific SIP trunk provider: I have a specific SIP trunk provider in mind, and I need you to ensure that the FreePBX system is correctly connected to this provider. Ideal Skills and Experience: - Proven experience with FreePBX phone systems and SIP trunking: I'm looking for someone who has successfully configured SIP trunking on FreePBX systems before. Please provide examples of similar work. - Familiarity with various SIP trunking providers: Your knowledge of different SIP trunking ...
I'm seeking a skilled MEAN Stack developer to improve our existing web application. Your tasks will involve multiple areas including: - Modifying existing features for better functionality - Reworking the user interface - Enhancing performance - Refactoring and remediation activities The developer should be proficient in using Git and Azure DevOps, Zoho services (subscriptions, CRM), Firebase and have previous experience with Azure resources. A working knowledge of Agile or Scrum methodologies, unit testing and code coverage is also required. It's important that you have proven experience with both the front and back-end of web development, as this is a full-stack position. While it's not required for this job, experience with e-commerce functionality, social netwo...
Hi Tahir I., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
I'm looking for an experienced professional who can help me optimize my Zoho setup. Here's what I'm looking for: - **Features**: The Zoho setup should include robust features for contact management, deal tracking, and email marketing. This is essential for our brokerage operations. - **Team Size**: The setup should cater to a team of 1-5 members. The interface should be user-friendly and intuitive for our small team. - **Integration**: I need this setup integrated with a phone program. The ability to sync data seamlessly across these platforms is crucial for our workflows. Ideal candidates for this project are those with a proven track record of setting up Zoho for real estate or similar industries. You should be proficient in customizing CRM systems a...
This is a Fulltime Project for Someone Speaking Excellent English And Spanish. 30-40 Hours A Week Hi, I am looking for a virtual assistant that is bilingual in Spanish and English and is available to work from 9am PST until 3 or 5pm PST Monday through Friday for a doctor's office long term (>12 months). Must have reliable internet. Duties include - data entry - translating over the phone - ...like program You will have weekly meetings to answer any questions with the doctor (who is also bilingual). You will have access to a mentor/support team. You will be given scripts to use and specific questions to ask. You do NOT have to: scribe, create social media, create marketing emails, code, create graphics. You do NOT need to have any previous healthcare experience. You will be ...
We are looking for a Zoho consultant with expertise in building applications using Zoho Creator. Should understand Zoho CRM functionalities. Please apply only if you have worked with Zoho Creator applications before. The project is to build a few custom functionalities using the Zoho Creator application.
...work. Thanks I'm seeking an experienced freelancer to build a comprehensive Zoho dashboard specifically tailored for my existing business. This dashboard should facilitate effective daily analysis of certain key aspects in relation to the business's financial and operational data. Key Responsibilities: - Design and configure a Zoho dashboard that tracks and analyzes our revenue, expenses, and any patterns in our sales and customer relationships. Ideal Skills: - Zoho dashboard configuration - Zoho analytics - Data Visualization - Financial Accounting knowledge - Understanding of CRM data The ideal freelancer for this project should hold considerable experience in creating business analytics solutions with Zoho. A keen understanding of f...
I'm looking for an expert who can setup ZOHO One along with various applications including Books and Projects. Here's what I need specifically: ZOHO Books: - Invoicing: Setup my invoice system in such a way that it's easy to use and efficient. - Expense tracking: I need help to setup a system that can accurately track all my business expenses. - Inventory management: I want a solution that provides me with real-time inventory data. Ideal Skills: - Extensive experience with ZOHO One (Books and Project setup). - Ability to customize features for our specific needs. - Excellent communication and understanding towards clients' requirements. - Proven record in setting up efficient and user-friendly workflows. Your bid should include a plan of ac...
...plan. I am using Zoho CRM Contacts module to capture all merchant information, including payments and delivery details. For most of the integrations with other common apps I am using Zoho Flow. As part of the payments, I am using Curlec by Razorpay (Curlec) to collect once off payment (for full upfront for hardware) as well as recurring payments (monthly data connectivity) via direct debit. Curlec obviously is not in the list of supported apps in Zoho Flow but they do have APIs. I want to be able to: 1) Push information to Curlec's direct debit authorization form (so the merchants don't have to key in the details again) such as merchant name, bank name, bank number, etc. 2) Pull information from Curlec once direct debit authorization is completed to be up...
I'm looking for someone who can help me build custom workflows in Zoho Creator, as well as integrate it seamlessly with my WordPress website. Key Responsibilities: - Develop custom workflows within Zoho Creator to streamline processes and enhance efficiency. - Integrate Zoho Creator with WordPress to enable smooth data flow between the two systems. Skills and Experience: - Proficiency in Zoho Creator is a must. - Prior experience in building custom workflows and system integrations. - Familiarity with WordPress and understanding of data management in WordPress. - Strong troubleshooting and problem-solving skills.
...of a skilled Zoho CRM specialist who can customize my pipeline creator, work on field customization, workflow automation, and integrate it with Zoho Payroll. Key Requirements: - **Field Customization:** The project involves modifying the existing fields in Zoho CRM to align with my lead management requirements. - **Workflow Automation:** I need the expert to set up efficient and automated workflows within the CRM. The focus here is on streamlining lead management process. - **Integration with Zoho Payroll:** I want my Zoho CRM to seamlessly integrate with Zoho Payroll for a more comprehensive solution. Ideal Candidate: - Proficient in Zoho CRM customization and pipeline creation - Experienced in field customization and workflow automati...
We are a SAAS based application looking for Digital marketing agency or team to help us with below. The teams has to mantaoin ZOHO PLUS CRM for Lead, sales, banner, etc. Including 1. *Social Media Marketing (FB, IG, X, TT)* NO VIDEOS ONLY POSTS task create account Posts , Picture / Images Post Quantity : ( 5 Post weekly) 2. *SEO Marketing* NOT WRITING BLOGS We have around 700 blogs already written ONLY SEO is required to do TASK keyword, Metatag, Imagetag, SEO Quantity : ( 2 Post weekly) 3. *COMMUNITY & PRODUCT BUILDING Marketing* TASK Mantaining DISCORD, QUORA Q&A, trustpilot, google reviews Reviewing and Mantinaing on G2, Appsumo. 4. *EMAIL MARKETING* we can use sendgrid (paid) or GOOGLE Business Mail or some other external application TASK Target 1200 - 1500 e...
...with the integration of Shopify and Zoho Inventory/Books. I have an inventory of approximately 30 active products. I believe all of the data is correct such as the SKU numbering etc. I have already made an attempt to synchronise the two applications but I did not manage. I want the integration to be made with the in built facility that Zoho provides. I do not want to use Zoho Flow or another similar application to achieve this. When the synchronisation is complete. We need to run some tests to make sure that every product and every order that is made on my Shopify website is working correctly. It will likely be a good idea that we sync a one product order as a test. I need to be very well advised if we need to make any changes to my Items/Products in Zoho...
PROJECT - ...Australia). Your task will be to generate quality leads to expand our retail distribution network within Australia. Skills and Experience: - Proven experience in lead list generation, particularly in the beverage manufacturing or similar industry. - Strong experiencing in scraping quality data. - Zoho CRM competency Key Responsibilities: - Identify potential retailer leads nationally from our list of industries - Create lead lists. - Scrape data to populate all the contact information. - Enter into our Zoho CRM We need someone fast, accurate and keen to work. We want you to identify the potential leads, enter them into our CRM, add their phone, email, address, contact name if available, social media links if available. We would like you to price this proje...
Hi, I am looking for a virtual assistant that is bilingual in Spanish and English and is available to work from 9am PST until 3 or 5pm PST Monday through Friday for a doctor's office long term (>12 months) There are retention and production bonuses paid. Must have reliable internet. Duties include - data entry - translating over the phone - cal...like program You will have weekly meetings to answer any questions with the doctor (who is also bilingual). You will have access to a mentor/support team. You will be given scripts to use and specific questions to ask. You do NOT have to: scribe, create social media, create marketing emails, code, create graphics. You do NOT need to have any previous healthcare experience. You will be using Zoho. Must sign BAA for HIPAA...
I'm seeking a Zoho CRM expert who can help with sales automation. - Implement Lead Scoring and Distribution: I need a professional who can assist in setting up a lead scoring system to help prioritize and distribute leads effectively. - Improve Sales Pipeline Management: A crucial aspect of this project is to enhance our sales pipeline management. The ideal candidate should have extensive experience in setting up pipelines, stages, and automating tasks within Zoho CRM. To qualify for this project, you must have a proven track record in Zoho CRM implementation and specifically in sales automation. Your expertise will be instrumental in helping us streamline our sales process and enhance our overall efficiency. Prior experience in lead scoring and distribution i...
I'm looking for a marketing professional who can assist in a variety of tasks, with a focus on both B2C and B2B audiences. The primary goal is to increase brand awareness, generate leads, and drive website traffic. Key Responsibilities: - Social Media and Digital Paid Ad Management: Regular posting on various platforms, engaging with the audience, and monitoring trends. - Conte...tools to manage, analyze, and engage our customer base. The ideal candidate should have: - Excellent English communication skills (both written and verbal) - Proven experience in social media management, content creation, and eDM campaigns. - Strong understanding of SEO practices. - Proficiency in Wordpress. - Ability to work effectively with both B2C and B2B audiences. - Experience with CRM tools (Zoho...
I'm currently looking for a highly skilled freelancer with comprehensive knowledge in Zoho CRM, marketing automation, Zoho One and integration with third-party applications. The main tasks to be performed are: - Configuring a tailormade CRM workflow that fits our business needs. - Setting up advanced email marketing automation. - Integration with external third-party applications. - Overall setup of Zoho products. The ideal candidate will have a previous history of setting up Zoho software. We aim to launch this project in the next week, so promptness and reliability are essential. Proactive suggestions for improvements based on your knowledge and experience are also welcome. Join us in taking our CRM to the next level! Skills in Deluge is Zoho's on...
...serves as an online store. This project involves connecting the website to various Zoho applications to ensure seamless operation and data management. Key Functionalities Required: - E-commerce Functionality: The site should allow users to browse products and services, add items to cart, and make secure online payments. - User Registration and Login: To facilitate a personalized experience for customers, the site must have a user registration and login system. - Multilingual Content Management: The website should be able to display content in both English and Spanish, making it accessible to a wider audience. Ideal Skills and Experience: - Proficiency in Zoho Integration: As the website needs to connect to Zoho Commerce, LandingPage, PageSense, and Marketing A...
I'm seeking a proficient virtual assistant to handle both sales and administrative tasks. The role will primarily involve making outbound sales calls and managing appointments. Tasks to be accomplished include: - Making sales calls: Prior experience in ...coordination of sales activities. - Additional administrative tasks: There might be occasional data entry and administration assistance as well. Ideal candidate should have: - Proven experience in telemarketing and sales, especially B2C. - Excellent organizational skills and attention to detail to efficiently schedule appointments and manage the calendar. - Familiarity with Google Calendar and Sheets. - zoho crm Your support will be instrumental in ensuring that our sales functions run smoothly and appointments are efficie...
This is for healthcare and is like an electronic medical record. This does NOT involve pork, profanity, music, tobacco, alcohol, pornography, religion or drugs. You will be paid for your ability to connect all the apps, create automations, and when needed code connections with workflows. Timeline: 4-6 weeks You will be paid a on...tobacco, alcohol, pornography, religion or drugs. You will be paid for your ability to connect all the apps, create automations, and when needed code connections with workflows. Timeline: 4-6 weeks You will be paid a one time fee to make the project and a quarterly maintenance fee, as well. QUESTIONS 1. How many projects have you built with Zoho? 2. How many have been in the healthcare space? 3. Please send me any links/urls to see your past wo...
I need a talented and seasoned designer to provide extensive email design services. My requirements include: - Creating engaging newsletter templates - Crafting compelling graphics for email campaigns - Handling triggers, automations, subscriber lists and segmentation The designer should be comfortable working with either Zoho Campaigns or Campaign Monitor platforms. Experience with these platforms is highly desirable. The ability to perfectly blend in our brand into designs is equally crucial. Furthermore, the ideal candidate will have the ability to switch up the design style based on the job requirements whether it's a clean, modern design or something colorful and vibrant. So, flexibility in terms of design style is key. If you have managed the design aspect of compre...
I'm in need of a Zoho Creator developer to create custom workflows within my Zoho Creator workspace. Key Responsibilities: - Develop and implement custom workflows within Zoho Creator with the primary goal of automating our business processes. - The level of automation required is intermediate, meaning the workflows will need to be triggered based on specific conditions set by user input. Ideal Candidate: - Proficient in Zoho Creator and experienced in creating and implementing custom workflows. - Strong understanding of business processes and the ability to translate them into automated Zoho workflows. - Experience with intermediate automation, such as conditional workflows based on user inputs. - Excellent communication skills to understand ou...
I hope this email finds you well. We are excited to announce a job opportunity at our n...GST regulations and file timely GST returns. Prepare financial reports and statements for review by management. Requirements: Proven experience in bookkeeping and GST compliance, Strong understanding of accounting principles and GST regulations. Proficiency in using accounting software, preferably Zoho. Excellent attention to detail and organizational skills. Preferred Qualifications: Certification in accounting or related field. Prior experience with Zoho accounting software as i want start with zoho it seems. If you are a dedicated and skilled individual with a passion for numbers and compliance, we would love to hear from you. We have just started a new proprietorship b2b and b...
I'm looking for an expert to connect my Netsuite and Zoho CRM systems. The main goal of this integration is to sync customer information between the two systems on a daily basis. Key Requirements: - **Data Sync:** The primary objective is to ensure that customer information is consistently synced between Netsuite and Zoho CRM. Ideal platform is CELIGO - **Frequency:** I require this data transfer to occur daily, ensuring that both systems are always up-to-date with customer information. Additional phases will include contacts The ideal freelancer for this project should be: - **Experienced:** Proficient in both Netsuite and Zoho CRM as well as integrating systems. - **Detail-Oriented:** Ensuring data consistency and integrity is a priority. - **Time Managemen...
In this project, I require an expertise in Zoho to assist me with specific tasks including customization of Zoho CRM, setting up Zoho Campaigns and generating Zoho Reports. In addition, there are several integrations needed such as Zoho One, Zoho Backstage, Zoho Campaigns, and Zoho Forms. Ideal Skills: - Extensive experience with Zoho CRM customization - Sound understanding of Zoho Campaign setup - Proficiency in creating detailed Zoho forms - Talent in accomplishing software integrations of Zoho One, Zoho Backstage, Zoho Campaigns, and Zoho Forms.
Help send an email campaign to a segment of emails from our Zoho CRM . Help send invite emails to a Zoho Backstage event Help me set up and send the campaign.
I am currently in need of expert assistance to set up a brand new Zoho Books account. Our main focus area will encompass management of sales and purchases. Additionally, this project will involve the integration of Zoho Books with our existing inventory system. The right freelancer for this task should possess: - Comprehensive knowledge and experience in Zoho Books account setup and management - Proven proficiency in integrating Zoho Books with inventory systems - A solid understanding of sales and purchases transactions within Zoho Books This is a crucial project for us, and we are only seeking professionals who can effortlessly guide us through this process, ensuring everything is properly set up and interconnected. Your expert advice and guidance wil...
...manage their listings. Project-Specific Skills: Boat Data Management: Experience in handling boats data, including attributes like make, model, year, features, images, etc, etc Multilingual Support (Currently EN/RU): The website should support multiple languages, currently English and Russian. User Email Capture and Forwarding: Capture user email addresses and forward them to the admin's email and Zoho CRM. Contacts for inquiries are displayed based on user location-Abstract GEO IP API Integration: Experience with integrating third-party APIs would be beneficial. Security Best Practices: Knowledge of Laravel security practices to build a safe and secure website for users and their data. Ideal candidates should have: - Strong experience with Laravel PHP - Proven record in ...
I'm in urgent need of an expert who can fix the UTM tracking issue on my Zoho form. The form is embedded on my Wix website and the tracking code is fired using GTM. Key Requirements: - The UTM parameters are not being tracked as they should. I need you to address this specifically. - I want the UTM parameters to be stored along with the form submission data. This is critical for my marketing analytics and segmentation purposes. - These stored UTM parameters should be visible within Zoho Forms' submission records. This will enable me to effectively track and analyze the data. Ideal Skills and Experience: - Proficiency in Zoho Forms is a must. You should be able to navigate and manipulate the system effectively. - Extensive experience in UTM tracking and Goo...
I'm in need of a skilled accounting professional who can seamlessly handle a variety of accounting tasks for me on a dail...analysis, and tax preparation. Key Responsibilities: - Timely and accurate bookkeeping: Keeping track of all financial transactions. - Perform financial analysis: Analyzing financial data and creating financial models to support decision-making. - Tax preparation: Preparing and filing tax forms in a timely and accurate manner. Ideal Skills and Experience: - Proficient in Excel, Tally Prime, and Zoho Books. - Strong understanding of bookkeeping, financial analysis, and tax preparation. - Prior experience with daily accounting tasks. - Excellent attention to detail and organizational skills. - Strong communication skills and ability to work efficiently an...
I'm seeking a professional to quickly setup Zoho CRM for my existing business. The CRM should include: - Customer Management: Keep track of our customer interactions and manage our customer data effectively. - Sales Force Automation: Efficiently manage our sales cycle and keep the team updated with real-time information. - Marketing Automation: Implement a system to streamline and measure marketing tasks and workflows to enhance operational efficiency. This project needs to be completed as soon as possible. Ideally, the freelancer should have extensive experience setting up CRMs particularly Zoho for businesses. Skills in marketing automation and sales force automation will be highly valued. The perfect candidate understands the importance of customer management and i...
I require assistance with entering invoice numbers and entries from my account stat...with entering invoice numbers and entries from my account statement, which is in PDF format, into my accounting software, Zoho. It's yet to be determined if the process will be manual or automated. The freelancer for this project should: - Have experience in data entry, ideally with accounting data. - Be familiar with Zoho accounting software. - Have expertise in processing and extracting information from PDFs. - Demonstrate problem-solving skills to identify the most efficient method for transferring the data, whether it's manual input or utilizing an automated solution. The key objective is accurate and efficient data transfer, ensuring all information in Zoho a...
I'm looking for a skilled developer to create a web-based tool that will integrate with multiple accounting software like Quickbooks, Xero, Netsuite, and Zoho. Key functionalities: - Data Synchronization: The tool should be capable of synchronizing data across the aforementioned accounting platforms. - Financial Reporting: It should be able to generate financial reports by pulling data from the different accounting software. Other features can be discussed later. Ideal candidates should have experience in web development and previous work demonstrating their ability to create similar integrations. A strong understanding of accounting software and how to develop tools that work seamlessly with them is also a must. Please include past work in your proposal.
...candidate will have a passion for technology and a proven track record of successfully selling IT projects. As a Sales Representative, you will be responsible for identifying and pursuing new business opportunities, cultivating relationships with prospective clients, and closing deals. Your primary focus will be on selling projects related to Angular, Python, Django, WordPress, Shopify, PHP, and Zoho CRM. Responsibilities: Identify and prospect new business opportunities in the target market. Develop and maintain a robust pipeline of leads through various channels such as cold calling, networking, and referrals. Conduct thorough needs analysis and understand the requirements of potential clients. Present our company's capabilities and IT solutions to prospective clients in ...
As a growing beverage sales business, I require a customised setup for ZOHO CRM that focuses on sales pipeline tracking. I'm particularly interested in: - Accurately tracking the lead generation source. - Concentrating mainly on leads coming from Social media and Email marketing platforms. - Setting up ready to import scraped potential customer lists - Tracking initial contact through to sales - integrating landing pages on our website to track customer enquiry. ALSO - Any suggestions you think would be helpful that I have not mentioned. Experience and Skills Required: - Expert knowledge of ZOHO CRM, especially in setting up for sales businesses. - Proven experience in sales pipeline tracking setup, particularly focusing on lead generation source tracking. - Familiar...
I need a skilled professional to integrate and fully synchronize my company's Zoho CRM with Xero accounting platform. Key Integration Functions: - Contact synchronization - Invoice generation - Payment tracking Data Fields & Information Synchronization: - I primarily need the 'Accounts' data fields to be synced between the two platforms. Handling Data Conflicts: - I prefer that data should be automatically prioritized from Xero in case of any discrepancies or conflicts between Zoho CRM and Xero. The ideal candidate for this project should: - Have extensive experience in integrating Zoho CRM and Xero - Be able to effectively manage and prioritize data flow between the two platforms - Ensure seamless and error-free synchronization of the specifi...
I am looking for a skilled developer to integrate Zoho CRM with a specific system. The primary task is to sync more than 1000 contacts seamlessly between the two platforms. Key Responsibilities: - Implement a contact syncing feature between Zoho CRM and another system - Ensure the synchronization runs smoothly regardless of the contact volume - Troubleshoot and fix any potential syncing issues Ideal Skills and Experience: - Proficient in Zoho CRM and the other system being integrated - Prior experience with contact syncing and data synchronization - Strong problem-solving skills to address any potential issues - Effective communication to keep me informed about the progress and potential challenges Please let me know if you have any questions or need further detail...
...accounting resource who's well-versed with Zoho Books, Zoho Inventory, and Zoho Analytics. Our primary goal is to establish an efficient and accurate bookkeeping system and provide training to our in-house team. Key Responsibilities: - Setting up Zoho Books: The freelancer should have a proven track record in setting up Zoho Books for e-commerce platforms. This includes configuring chart of accounts, integrating bank feeds, and setting up automations. - Setting up Zoho Inventory: Extensive experience in setting up and customizing Zoho Inventory for an e-commerce business is crucial. This will involve inventory optimization, SKU management, and order fulfillment streamlining. - Setting up Zoho Analytics: The ideal candidate sh...
As a growing beverage sales business, I require a customised setup for ZOHO CRM that focuses on sales pipeline tracking. I'm particularly interested in: - Accurately tracking the lead generation source. - Concentrating mainly on leads coming from Social media and Email marketing platforms. - Setting up ready to import scraped potential customer lists - Tracking initial contact through to sales - integrating landing pages on our website to track customer enquiry. ALSO - Any suggestions you think would be helpful that I have not mentioned. Experience and Skills Required: - Expert knowledge of ZOHO CRM, especially in setting up for sales businesses. - Proven experience in sales pipeline tracking setup, particularly focusing on lead generation source tracking. - Familiar...
I'm seeking a seasoned HR and admin specialist to assist in the setup of our payroll systems using Zoho. Key Tasks: - Expertise in setting up and managing Zoho Payroll - Ensuring the system is set up to handle our specific needs effectively - Seamless integration of the payroll system with other relevant HR and admin systems. The successful candidate should have: - A proven track record in HR and administration - Prior experience in setting up and managing Zoho Payroll - Ability to integrate payroll effectively with other HR systems - Ability to work autonomously and efficiently - Good communication skills. Please include your previous work in your application.
I will redo a jotform caluation and integra it with zoho crm
We are looking for expert in Zoho Books and Tally. I need to migrate all financial transactions and records from Tally to Zoho Books. - Proficiency in Zoho Books and Tally - Extensive accounting knowledge - Proven experience in data migration, especially financial data - Strong attention to detail I have Tally Data with me. The templates and other details need to be created by user for proper import/transition
