Zoho Jobs

An early-career tax professional (1+ year experience) based in Gurugram, currently working as a Finance and Tax Consultant at Legal Suvidha Providers LLP since May 2023. I've built a solid foundation across both direct and indirect taxation. Core expertise: Direct tax: ITR filing (ITR-1 to ITR-7) for individuals and businesses Indirect tax: GST (GSTR-1 & 3B) and TDS filings across companies, LLPs, and individual clients Corporate compliance: Company/LLP incorporations via the MCA portal, annual filings, ADT-1 submissions Financial tools: Tally and Zoho for bookkeeping and record-keeping; also trained in Computax and Cleartax (specialized tax software) Leadership angle: I don't just execute — I've led teams during peak filing seasons and trained interns on tax pre...

I'm looking for a skilled developer to create a complete Zoho site tailored for our facility's internal management needs. The site should facilitate: - Project management - Facilities management - Calanders - Bulk bookings Ideal skills and experience: - Extensive Proficiency in Zoho platform - Experience in developing internal management tools - CRM integration expertise - Strong project management skills Must be able to work on site in our Sydney offices. Please provide examples of similar work done. Looking forward to your proposals!

I’m rolling out a customer-first upgrade for my field-service business and need an experienced Zoho specialist who can tie everything together and give the front-end a modern, Uber-style feel. Project Scope 1. Zoho Stack Integration • Connect Zoho Facility Management to Zoho CRM and Zoho Books so customer data, job schedules, and full service history stay perfectly in sync. • Map the data flow with Zoho Flow or equivalent to keep invoices and inventory in Zoho Books up to date the moment a job is completed. 2. Live-Map Customer Portal • Build a web portal where customers can log in and see real-time technician tracking, current service-request status, and an accurate ETA on a live map. • Use the same portal to show dynamic, distance-based...

I need my ZOHO CRM instance to trigger rich, native messages the moment a contact enters or moves through specific stages of our pipeline. The goal is full-fledged automated messaging—welcome, follow-up, and occasional promotional blasts—delivered through RCS/SMS and the phone’s built-in notification layer rather than a third-party app. Here’s how I picture the flow: a lead is created or updated in ZOHO; a webhook or function hands the event to the RCS gateway; the contact receives a branded, media-rich message with dynamic fields pulled straight from the CRM. Replies, read receipts, and opt-outs should sync back so that every interaction is visible on the contact’s timeline. Key deliverables • Seamless link between ZOHO CRM Functions/Deluge and the c...

I run a stone-crushing operation and I’m ready to tidy up how we store and act on customer information. At the moment contacts, quotes, and follow-ups are scattered across spreadsheets and messaging apps; I want everything living inside a single CRM with a clear, industry-specific workflow. The heart of the job is customer relationship tracking: • import and clean the existing lead / customer data • design stages that mirror our real-world process—from first inquiry and sample dispatch to confirmed order and post-sale support • configure automated reminders so no follow-up or service visit slips through the cracks • surface quick-glance dashboards that show active opportunities, won business, and any stalled conversations If you prefer working in Z...

已开通 Stape 服务器端 GTM，但尚未完成具体配置。目标是在同一套服务器端环境里，把 Facebook、Instagram、LinkedIn 产生的所有事件与线索实时写入 Zoho CRM，并在 Zoho 内继续做自动化营销与数据分析。 项目范围 1. 在 Stape 后台创建并调试服务器端容器，确保三大平台像素 / Insight Tag 能完整回传转化数据。 2. 通过官方或自建 API，把 Facebook、Instagram、LinkedIn 的表单、广告线索和行为事件同步到指定的 Zoho 模块。 3. 利用 Zoho Flow / Campaigns（或您推荐的方式）搭建基础的自动化路径：线索评分、邮件触发与后续跟进。 4. 搭建一页可视化报表，让营销与销售团队可以在 Zoho Analytics 快速查看渠道表现与转化成本。 交付验收 • 所有事件在浏览器端与服务器端均可追踪，并且在 Meta Events Manager、LinkedIn Campaign Manager 中无红色告警。 • 新线索进入 Zoho 后，自动分配到相应销售并触发邮件或任务，流程全程可追溯。 • 报表数据与广告平台对齐，误差 <5%。 • 提供设置文档与一次线上培训，方便后续内部维护。 如有现成脚本或插件可使用，请直接提出；对实现方式持开放态度，只要结果稳定可靠。

I need help setting up ZOHO CRM specifically for sales pipeline tracking. This will primarily be used for managing our business brokerage sales. Key Tasks: - Set up sales pipeline stages: Lead qualification, Proposal/Price quote - Determine if custom fields are necessary and implement them if needed Ideal skills and experience: - Proficiency in ZOHO CRM - Experience with sales pipeline setup - Ability to customize fields based on business needs Please provide examples of similar work done.

I have roughly 8,000 names sitting in Microsoft Office 365 and I’m moving everything into HubSpot CRM. Before the import happens I want the database properly scrubbed: identify and merge duplicates, flag incomplete records, and send a one-time “permission to stay in touch” email to everyone who has an address. Any record that bounces or does not reply will be set aside so I can decide later whether to archive or delete it. Records that have no email at all need to be reviewed manually; when it makes sense, reach out via LinkedIn or other channels to confirm contact details. Once the list is clean, categorise every approved contact so that I can segment future campaigns. Current buckets are: • Clients • Partners • Contacts from past business init...

We're a digital solutions agency delivering CRM and sales-automation projects for small and mid-sized businesses. We're building a small bench of trusted specialists we can work with on an ongoing basis, project by project. This is white-label work: everything is delivered under our brand. You won't contact our clients directly, and our projects won't appear in your public portfolio. In return, we bring you a steady flow of well-scoped work without you having to find clients yourself. What you'll do (varies by project): Set up and configure CRMs (HubSpot, Zoho, Pipedrive, GoHighLevel, or Salesforce) so every lead is captured and nothing slips through Build automated follow-up sequences (email/SMS) that actually get replies Connect web forms, landing pages, and oth...