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    ...system: Each distributor should have their individual accounts to monitor and manage their operations. - Order Tracking: Easy tracking of distributors' orders, invoice wise and product wise. - Invoice Generation: Functionalities to generate invoices for distributors' orders. - Accounting software Integration: The system must integrate seamlessly with Zoho Books for efficient invoice management. The ideal freelancer for this project will possess a strong background in CRM development. In particular, experience with integrating CRM systems with accounting software and creating login services for users will be beneficial. Experience with Zoho Books is preferred but not mandatory. Understanding the entire distributor management process from l...

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    ...system: Each distributor should have their individual accounts to monitor and manage their operations. - Order Tracking: Easy tracking of distributors' orders, invoice wise and product wise. - Invoice Generation: Functionalities to generate invoices for distributors' orders. - Accounting software Integration: The system must integrate seamlessly with Zoho Books for efficient invoice management. The ideal freelancer for this project will possess a strong background in CRM development. In particular, experience with integrating CRM systems with accounting software and creating login services for users will be beneficial. Experience with Zoho Books is preferred but not mandatory. Understanding the entire distributor management process from l...

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    ...stocks, and provides additional services such as a dashboard and a laboratory module. We are currently seeking skilled freelance developers to assess the feasibility of this project. The key functionalities we intend to include are: Patient Management: Registration, consultation tracking, medical record management. Doctor Management: Registration, schedule management, patient assignment. Billing: Invoice management, payment tracking. Services: Management of offered services with pricing. Privilege Management: Definition of user roles and privileges. Appointment Management: Scheduling, notifications, and reminders. Pharmacy Stock Management: Stock tracking, medication sales (with barcode scanning). Dashboard: Key indicators and statistics. Laboratory Module: Management of analys...

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    We are a recruitment firm with sales representatives located in PAN India. We are seeking a ZOHO Product Consultant to assist us in effectively setting up our ZOHO CRM. Review our deployment and help in improving the same. Help in automation. Help in cross app integration. Bring in data from apps outside Zoho and integrate it inside Zoho. Help in generating api from Zoho for consumption in external apps. Required Skills: Expertise in ZOHO CRM Familiarity with ZOHO Survey, Zoho Campaigns, and 3rd Party APIs Ability to customize ZOHO CRM according to specific requirements Check our current blueprints & optimize the flow. In Deals blueprint, an approval process to be implemented.. 2) Create dashboard to understand da...

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    ...the first point of contact for our potential clients. Your primary role will be to engage with leads that reach out to us, ensuring they’re seamlessly integrated into our CRM system. You’ll be on the frontline, making phone calls to schedule initial discovery sessions, where the magic of first impressions happens. Responsibilities: • Actively manage incoming leads, adding them promptly to our Zoho CRM system. • Reach out via phone to schedule discovery calls, acting as the warm and welcoming voice of our company. • Respond to basic queries, providing clear, concise information about our services. • Ensure a smooth hand-off to the relevant team for scheduled calls. • Maintain a high standard of verbal and written communication in English...

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    I need an expert to set up a Zoho CRM dashboard for my employees. The dashboard should be designed to provide real-time sales data, task management, and lead tracking. Here's a more specific rundown of what's required: Dashboard: - Display real-time sales data - Implement task management components - Incorporate lead tracking KPIs: - Track revenue generation - Monitor conversion rates Reports: - Create a system for generating sales performance reports - Enable the creation of lead conversion reports - Allow the generation of task completion reports The ideal freelancer for this job would be well-versed in Zoho CRM and have strong experience in dashboard setup and customization. A background in sales analytics would be a plus.

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    I am in need of an experienced Python developer who can help me with some bugs in a Python script ...also be updated to continuously adjust the list of tickers to fetch data from in real time. Your expertise in implementing real-time features would be a plus for this assignment. After you are awarded this project you will need to work remotely (via TeamViewer) on our machine where the source code is. An NDA may need to be signed before giving you remote access to our machine. You must issue an invoice from freelancer.com in order to get paid for this job. The payment is only made when you will finish 100% of the job (partial jobs are not accepted) and we will test that it works according to our specifications. Please do not put your bid if you do not agree with the above terms. ...

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    I'm in need of a proficient Data Entry operator who can efficiently handle tasks like data entry, content management, and file organization on a daily basis. The job requires some familiarity with basic Web and Network technologies like Wordpress, Godaddy, etc . General understanding of website operation are needed. Workloads will vary, as the work requirements are no...and file organization on a daily basis. The job requires some familiarity with basic Web and Network technologies like Wordpress, Godaddy, etc . General understanding of website operation are needed. Workloads will vary, as the work requirements are not on a fixed schedule or volume. Proficiency with data related software is highly advantageous. Excel knowledge is must. If worked on Tools like Zoho etc, it wil...

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    I am in need of a skilled software developer to create an invoice generation software for my business. The software should be built using JavaScript, preferably with React.js for the frontend and Node.js for the backend. Key features should include invoice customization, client management, and the ability to generate and send invoices electronically. Interested developers, please provide your proposals along with examples of similar projects you have completed. Key Deliverables: - Software compatibility with both Windows and macOS - An efficient integration with an existing RS232 digital weighing scale by leveraging the serial port connection. Ideal Skills: - Proven ability in developing cross-platform software. - Sound knowledge and experience in system integration part...

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    ...User Interface Customization: Ensuring plugin optimally integrates with other plugins, and its performance is tuned high. - Billing Enhancement: Addition of a customizable billing function is crucial. The billing templates need to be flexible with the invoice layout and the text content. The successful freelancer will ideally have experience with Kivicare plugin customization, demonstrable understanding of plugin integrations, and a knack for aesthetic design to create user-friendly interfaces. Proficiency in coding for customizable invoice layouts and billing templates is highly desired. Please provide examples of relevant work when applying. The successful completion of this project offers the possibility of ongoing work as we continue to refine our processes and imple...

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    ...development is necessary. Key functions to implement: * User-friendly Registration & Login - Allows users to sign up and securely log in. * Comprehensive Tool Search - Despite the client skipping options for tool search, it's imperative that users can easily find and select tools they need. * Booking and Payment System - Implement a seamless and secure rental booking and payment process. * Quote and Invoice System - Automatically generate and send quotes and invoices to customers. * Inventory Tracking - Maintain an accurate record of tool availability and rental status. As for the timeframe, completion within a month is crucial. Please include in your application: past projects, the languages you're proficient at, and a rough estimate of your turnaround time. An ...

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    Hi All, Details here, Troubleshoot ERPNext Purchase Invoice Error I’m currently encountering an issue with my self-hosted ERPNext site filled with numerous customizations including: - Customized forms and fields - Altered workflows and approvals - Integration of third-party apps However, upon attempting to submit a Purchase Invoice, I encounter an error - "AttributeError: 'PurchaseInvoice' object has no attribute 'make_precision_loss_gl_entry'.". This issue is obstructing my workflow and requires an immediate solution. I am unable to update the bench as some customisations in beta are hard coded into ERPNext scripts. Ideal candidates should possess: - Deep expertise in ERPNext system - Proficient in debugging and troubleshooting - Kn...

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    ...is adept in Data entry of commercial invoices. Key Responsibilities Include: * Accurately entering invoice data into Microsoft Excel spreadsheets. * Ensuring adherence to specific formatting requirements, details of which will be provided upon project commencement. A deep understanding of Microsoft Excel and precision in data entry is crucial for this role. Experience with processing invoices is highly desirable. Attention to detail and maintaining the integrity of confidential information are also essential for this project. Project Description: We have a pressing requirement for a meticulous and detail-oriented freelancer to assist us with data entry tasks. We possess over 150 Invoice Documents related to Cargo shipping, which primarily come in PNG format. Our obje...

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    I'm seeking an experienced developer with knowledge in C# and API integration, preferably with familiarity in ZATCA (KSA) systems. Project Goals: 1. Successful integration of ZATCA API with transaction data 2. Thorough knowledge and implementation of KAS compliances and provisions in the system 3. Capable to perform a sandbox test Ideal skills and experience: - Mastery in C# language - Excel at API integrals, specifically ZATCA API - Familiar with the KAS compliances - Proven track record and portfolio of successful API integrations If you possess these skills and experience, then I would love to see your proposal, including related previous projects or portfolio.

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    The project comprises three main components: OpenAI Operations: This phase involves managing all OpenAI-related tasks. UI and Settings Page: Development of a user interface for prompt control, addition of API keys, and integration of a new column into the existing PHP page. Implementation of error handling and secure password protection is also included. Zoho Integration: Execution of Zoho API operations, encompassing all necessary steps. Completion 2 weeks

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    ...customization requests before submitting their orders. - [ ] Discount Code Integration: Ability to plugin discount codes to offer promotional discounts to customers. - [ ] SMS Verification: Implementation of SMS verification (OTP) for enhanced security during account creation and order processing. - [ ] Email Notifications: Automatic email notifications for account creation, order submission, invoice generation, order shipment, and discount code promotions. - [ ] Contact Icons: Inclusion of email, phone number, WhatsApp, Instagram, and Snapchat icons at the bottom of the home page for easy contact access. - [ ] Order Tracking: Built-in order tracking functionality to allow customers to monitor the status of their orders in real-time. - [ ] User Interface (UI): The website will fe...

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    ...small team, I'm looking to streamline our business processes by implementing Zoho in our organization. Our main objectives are: - CRM System Implementation: We need expert assistance to set up Zoho's customer relationship management effectively to improve customer interactions. - Project Management: We need guidance in integrating Zoho's project management capabilities into our workflow to increase efficiency. - Comprehensive Financial Management: We require help in managing Zoho Books, Zoho Sign, Invoice, Expense, and Billing for seamless financial operations. In essence, I'm seeking a Zoho expert who can accommodate between 1 to 10 users. If you have exceptional knowledge in setting up and implementing Zoho application...

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    Looking for a Zoho Creator developer to create a database with the following specs Provide an estimate for the following project in Zoho Creator. 3 - Tables (forms) 1 - Items 1 - Item_Warehouse 1 - Warehouse Name - One to many relationship between items and item_warehouse - A form for users to be able to lookup an item and display availability in each warehouse in a sub-form - Users would not be able to enter ANY data, all data would be imported via a csv file from a FTP daily. Thanks Rudy

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    I'm seeking a competent software developer to create a cloud-based application that digitizes the sales process within the aluminum (windows, doors, relevant framing) manufacturing industry. This software should streamline the sales funnel, ranging from measurement capture to invoice generation. Key Required Features: - Measurement capture: The software should accurately and efficiently capture measurements for all products. - Quote Generation: Instantly develop accurate quotes based on the captured measurements. - Order Management: Monitor and administer orders effectively. - Cutting Lists: Generate cutting lists for manufacturing automatically. - Photo Upload: This feature should accommodate the upload of site photos with a unique option to annotate these images. Essentia...

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    ...logo design, sign board creation, and both Vat and template invoice design. Here's what I expect: - Logo Design: I haven't decided on a theme yet, so I welcome proposals. This means you'll have a blank canvas for your creativity. - Sign Board & Invoice Design: I require an expert who can harmonize these elements with the established logo for comprehensive branding. Applicants should provide: - Past work: This is pivotal for me to gauge your style and quality. I encourage you to show diverse sets that exhibit your range of ideas and your capability to work with different themes. Ideal skills and qualifications: - Proven experience in branding and graphic design - Portfolio showcasing past work in logo, sign board, and invoice design - Ability...

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    Hello, here you have the invoice for the site plan

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    ...workflows and approvals - Integration of third-party apps However, upon attempting to submit a Purchase Invoice, I encounter an error - "AttributeError: 'PurchaseInvoice' object has no attribute 'make_precision_loss_gl_entry'.". This issue is obstructing my workflow and requires an immediate solution. I am unable to update the bench as some customisations in beta are hard coded into ERPNext scripts. Ideal candidates should possess: - Deep expertise in ERPNext system - Proficient in debugging and troubleshooting - Knowledgeable in custom fields and forms, integrated third-party applications, and modified workflows. - Understanding of common issues that can occur within ERPNext during Purchase Invoice submission Your responsibility will be ...

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    Work for zoho crm. I need to write a function. I want that the contact and account information (phone, cell number, addres, mail) appears in the opportunity module

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    I'm seeking a Zoho consultant who can work consistently to develop a Zoho CRM system for my small business. Here's what I need: - Complete Setup: I am going to setup the system from scratch and cover the requirements as and when they come. The system should be designed for a small-sized company with 1-10 users. Ideal candidates should have extensive experience with Zoho CRM and its functionalities, understanding of small business workflows, and excellent problem-solving skills for any potential CRM issues. Please note, this is an ongoing project, and I'm looking for someone who is available on a regular basis.

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    For my online store built on Golden Planet, I require an experienced web developer or team to add more than 500 p...online store built on Golden Planet, I require an experienced web developer or team to add more than 500 products. The task will include: - Adding each product individually - Incorporating both photos and text descriptions for each product - Properly configuring filters, pricing, and settings The prospective freelancer should be detail-orientated with a demonstrated background in Golden Planet webshop management, and have a keen understanding of how to optimize for SEO. The ability to work efficiently and maintain accuracy with a high volume of products is essential for success in this project. I am open to suggestions for improving the process where feasible. Happ...

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    I am looking for an experienced freelancer to generate a custom invoice template for the WooCommerce PDF Invoices & Packing Slips plugin. Using the provided plugin documentation, design an invoice template closely matching a provided sample layout. The development will involve: - Incorporation of my logo and brand colors - Detailed layout customization - Addition of specific fields/data Skills and Experience: - Expertise in editing and customizing WooCommerce PDF Invoices & Packing Slips plugin - Excellent understanding of PHP and HTML/CSS - Flexibility and keen attention to detail. - Able to interpret and implement design from an example template Note: This project is not time-sensitive. I'm more focused on quality rather than speedy delivery.

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    I'm in need of a designer who can create a professional invoice format for me in Microsoft Word. The design should be focused on the payment information section, but also include a spot for my logo and other necessary details for an invoice. The design should be primarily in black and white. Desired Skills: - Proficiency in Microsoft Word - Experience in visual design, particularly in creating professional documents - Strong understanding of invoice layout and information required - Eye for detailed, clear design with a focus on readability. Overall, the project requires a skilled designer who knows how to balance aesthetics and functionality. They should be able to highlight necessary information while making the document look professional and easy to read.

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    I need an expert in image manipulation who can proficiently change the subtitle of a picture with a new purchase order. Specifically, I require the change to be made in the subtitled section of the text. Additionally, I request an edit on a billed invoice. The changes required are the amount due and the date. The output should match the style and visuals of the original text to ensure a seamless appearance. Ideal skills for the job include proficiency with Photoshop or similar image editing software, attention to detail, and the ability to perfectly match text styles and fonts.

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    I’m looking for an experienced developer who can develop emailers. I am using - Zoho

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    I want someone who can help me set up Zoho books for Making goods and service invoice in USD’s Set up the invoices templates for both of them Add all my products with cost prices that are present in excel sheet

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    We are seeking a consultant to provide information for integrating external system invoices and credit notes into Oracle Fusion Cloud ERP. Primary role will be to research and supply detaile...credit notes, specifically tailored to the context of exporting goods. 3. Constraints and Limitations: Any constraints and limitations of the Oracle Fusion Cloud ERP API, such as rate limits, size limits, or data validation rules that must be adhered to when making API requests. 4. Mandatory Data Fields: A comprehensive list of all mandatory data fields required in the payload for successful invoice and credit note generation. This should include specifics related to the invoicing of exported goods, such as tax considerations, international trade compliance information, and any other relevan...

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    ...confirm / change If it confirms these data, it sends them via api key and shows the price to be paid for the delivery. under the price in euros there is a button "confirm". After confirmation there are 3 buttons with 4 cryptocurrencies to pay with: monero, btc, usdt erc20, usdt trc20. After selecting the button, the wallet is shown where to send the payment. When the payment is received, an invoice is sent, created again through the api. ---Admin panel---. --Can select and remove shipping companies -Select how much to add from each payment to yourself. - See last delivery ----buyer--- -Create a new order -See last delivery (it is stored for no more than 15 days) Api (Do the same of the site, , but less option, and in telegram)

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    ...dedicated data entry specialist, who is adept with invoice processing in various formats; PNG, JPEG, and PDF. Key Responsibilities Include: * Accurately entering invoice data into Microsoft Excel spreadsheets. * Ensuring adherence to specific formatting requirements, details of which will be provided upon project commencement. A deep understanding of Microsoft Excel and precision in data entry is crucial for this role. Experience with processing invoices is highly desirable. Attention to detail and maintaining the integrity of confidential information are also essential for this project. Project Description: We have a pressing requirement for a meticulous and detail-oriented freelancer to assist us with data entry tasks. We possess over 150 Invoice Documents r...

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    ...or graphics that represent the recruitment process. Attract top talent: Implement strong candidate-centric features that allow us to effectively source, engage, and manage high-caliber candidates. Showcase services and expertise: Clearly communicate our service offerings, target industries, and value proposition to potential clients. Streamline operational efficiency: Integrate seamlessly with ZOHO recruit our existing Applicant Tracking System (ATS) – Code shall be provided. Generate leads and inquiries: Encourage visitors to contact us for specific services or job opportunities. Link of our old website figma design can be found here just for the purpose of content. The content needs to be updated somewhat.

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    I'm looking for a CRM software expert to set up a free version of a suitable CRM system for myself and three salesperson. One of this 3 1. Zoho 2. Salesforce 3. Zendesk Key Features Needed: - Contact Management: Maintaining and updating our entire client database efficiently is crucial for the operation. - Sales Pipeline Tracking: We need functionality that helps us monitor our sales process, providing a visual representation of our pipeline. - Email Integration: The system should integrate with our existing email for seamless communication with clients. - Custom Quotation Pricing: We require the ability to quote our services based on square meter pricing. Purpose: - The primary purpose of the CRM software is for accurate sales forecasting. We want to be able to predict an...

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    ...API Integration Expert with a strong background in JavaScript and/or Python. The primary focus of this project is to seamlessly integrate and , creating a unified system that streamlines data management and accessibility. Key Responsibilities: 1. Syncing Invoices - Establish a daily synchronization process between and to ensure real-time updates of invoice data. - Implement robust error-handling mechanisms to address any discrepancies during synchronization. 2. Payment Status Updates - Develop a reliable mechanism to update payment statuses on based on data changes in monday.com. - Ensure accuracy and consistency in payment status updates. Ideal Freelancer Skills and Experience The ideal candidate will possess the following

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    Looking for an experienced and detail-oriented freelancer to perform data entry from invoices. Invoices are in PDF format and need to be entered and categorized by date and Invoice number. ERP system unfortunately is in Greek , but with little translation help everything should be ok. Ideal Skills and Experience: * Proficiency in data entry tasks * Experience working with PDF documents * Keen attention to detail * Strong organizational skills and ability to categorize data by date * Knowledge of accounting or financial data would be an asset

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    ...operational in India with Indian vendors dealing in INR and then in $ 2. Hosting – with WordPress. 3. License for plugin for multi vendor marketplace Resources will be made available on awarding the project – SSL certificate Content – Basic content like About us, Terms of Service, etc will be shared Theme – Need one of the best themes available online to be suggested by freelance designer Plug-ins – Invoice generation (Buyers and Sellers), CRM integration, SMS, Email, Whatsapp (OTP verification, promotion, etc) to be suggested by freelance designer for smooth functioning of marketplace APIs – Vendor validation with Aadhar, GSTIN, Bank Account (GSTIN name to match with Bank account). For buyers also looking for basic validation of mobile numb...

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    I need a seasoned professional to modify certain aspects of my invoice, focusing on the charges/costs. This duty requires: We would like to remove the quantity, units, GST and amount, just leaving the description and total amounts - The ability and precision to add/remove items on the invoice. - Specifically, adjustments will be centered on the charges or costs. - The task necessitates revision of existing charges/costs, not the introduction of new ones. Ideal candidates have experience in accounting, finance, or a related field and are meticulous, detail-oriented, and have excellent knowledge of various invoice formats and applications.

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    I'm seeking a proficient freelancer to automate various workflow processes involving SAP and Financial Data utilizing Power Automate. Core Responsibilities: - Workflow automation, focused on invoice management - Implementing a system for financial data reconciliation and dynamic reporting - Drafting advanced Excel tasks Primary Features: - The automation process should include data extraction and reconciliation functionalities. Ideal Skills: - Extensive experience using Power Automate - Solid grasp of SAP and Financial Data - Advanced Excel skills - Previous involvement in invoice management systems - Strong knowledge of data extraction and reconciliation mechanisms Scope of Work: SAP Automation: Utilize Microsoft Power Automate Desktop RPA to automate tasks withi...

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    ...location must be in the following countries: England Wales Scotland Northern Ireland (known as the UK) plus IRELAND Key Abilities: - Develop a bot compatible with Website, Facebook, Instagram, and LinkedIn - Must be able to identify potential leads for "wood-fired pizza oven" Additional Features: - Bot should have a feature of integration with our existing CRM system - Bigin (owned by Zoho) Experience in CRM systems and bot development is necessary, with a firm understanding of the nwood-fired pizza business being a definite plus. We wish to harvest the following information: name of business summary of business url links from web sites and social media e-mail address telephone numbers. We wish this information to be captured in a table, su...

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    ...sectors. The software should natively include capabilities for: - Inventory Management: Tracking of assets, quantities, and location in a seamless manner. - Employee Management: Tools for managing workforce personnel details, their performance and routines. - Sales Tracking: Must-have feature to monitor sales trends and statistics. - Billing and Ordering: Efficient order processing, billing, and invoice capabilities are required. - Manufacturing: Should include functionality to manage production processes. - Marketing: Provision for promotional activities and customer engagement initiatives. This software is expected to operate on a web-based platform, thus maintainable and accessible by synchronizing with cloud storage, is necessary. Experience in building comprehensive multi-...

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    Hi, I understood all the requirement of compiling the Restaurants data for Zoho and bigin emails campaigns. Also the validation of emails and their stats for each email campaign Thank you so much for the opportunity.

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    ...details such as the Invoice number and date, Products/services (which is always a shipment number) and their prices, Vendor information, and total amount from the invoices. - The AI then needs to input this data into QuickBooks accurately and efficiently. - The tool should minimize any chances of data transcription errors. -The tool should use the information from the invoices to enter bills into Accounts Payable on Quickbooks, and to create new Accounts Receivable invoices with a 10% markup on each line item. The ideal freelancer for this project would be someone with experience in QuickBooks, AI development, image processing, and OCR. They should have a history of developing similar AI tools, preferably for data input into accounting software. Familiarity with various invo...

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    ...that meets our specific requirements. Project Overview: * Develop a responsive website for our travel agency that showcases our services, destinations, and packages. * Integrate a secure payment gateway compatible with Malaysian currencies and banks to facilitate online bookings. * Implement a booking system allowing customers to select travel dates, destinations, and packages, with automated invoice generation and email confirmation. * Create a quotation request form for customers to submit special requests for customised itineraries or group bookings. Requirements: * Proven experience in web development, with a portfolio showcasing previous website projects. * Proficiency in relevant programming languages and frameworks (e.g., HTML, CSS, JavaScript, PHP). * Experience integra...

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    I am in need of an experienced Salesforce developer who is well-versed in DocGen or Nintex. Your task will primarily involve creating a template for generating invoices. This template should include: - Account Details - Opportunity Details -Grouping of Opportunities -show subtotal for each group. -show total at the end the specific focus is on S...need of an experienced Salesforce developer who is well-versed in DocGen or Nintex. Your task will primarily involve creating a template for generating invoices. This template should include: - Account Details - Opportunity Details -Grouping of Opportunities -show subtotal for each group. -show total at the end the specific focus is on Salesforce and DocGen or Nintex, any general experience in invoice template creation will also be b...

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    Looking for a seasoned Drupal developer to help on an intranet project. Roughly 10-15h/week to start with. Mostly UI tasks and minor bug fixing to start with, so that you can get familiar with the current state of affairs, then gradually more hours and more interesting tickets if all goes well. You will be working with another developer. 2 standup meetings per week, one hour each. Th...Roughly 10-15h/week to start with. Mostly UI tasks and minor bug fixing to start with, so that you can get familiar with the current state of affairs, then gradually more hours and more interesting tickets if all goes well. You will be working with another developer. 2 standup meetings per week, one hour each. The project is expected to last for another 5 to 6 months. Ticket management is done in Zoho...

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    ...dedicated data entry specialist, who is adept with invoice processing in various formats; PNG, JPEG, and PDF. Key Responsibilities Include: * Accurately entering invoice data into Microsoft Excel spreadsheets. * Ensuring adherence to specific formatting requirements, details of which will be provided upon project commencement. A deep understanding of Microsoft Excel and precision in data entry is crucial for this role. Experience with processing invoices is highly desirable. Attention to detail and maintaining the integrity of confidential information are also essential for this project. Project Description: We have a pressing requirement for a meticulous and detail-oriented freelancer to assist us with data entry tasks. We possess over 150 Invoice Documents r...

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    As I venture to streamline business processes, I am seeking an experienced professional to assist with setting up Zoho CRM. The key features we require include: - Lead Management - Contact Management - Sales Pipeline Tracking Added to this, we envision enhancing our team collaboration through integration with our existing collaboration tools. We request a highly skilled individual with a history of successful Zoho CRM implementations, and expertise in creating seamlessly integrated work environments. Competitive bids from freelancers with a keen understanding of lead, contact, and sales pipeline management are highly encouraged.

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    I need a professional ...systems to assist in integrating a CRM into my existing booking platform. The goal of this project is to automate customer booking and enhance workflow. As for the CRM system, I am open to any that will fit my specific needs and requirements, however, Salesforce, Hubspot, or Zoho experience is preferable. Key Functionalities: * Contact Management: Ability to systemically manage and track all customer interactions within the platform is a must. Ideal Skills: * CRM Systems Experience (Salesforce, Hubspot or Zoho preferred) * Workflow Automation * Contact Management Expertise * Excellent Understanding of Third Party Integrations * Systems Configuration & Setup Experience Please include examples of past CRM integration and automation work whe...

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