Hello, we are a small design agency looking to set up and train in Zoho CRM. I want to hire someone who can help set this up for us. We want to import our current database and link our Xero contacts – these are the features we would like to use out of Zoho - Contacts - Integrate online enquiries from our website into ZOHo - Job board (dashboard that shows all our projects) - Tasklist for projects - - Marketing features - Other features that we may discover through training. - This could be an ongoing opportunity as we need onboarding and ongoing training. Please only apply if you can understand a brief and Zoho properly and set this CRM to meet the above requirements
Greetings freelancer, I need someone to configure an API to receive details from Zoho CRM into our dialer which is AirCall. This is an urgent project and any freelancers submitting a bid must be able to start work immediately.
In Zoho Books, we want to activate warehouse restriction, to restrict user from viewing the other warehouses. If the users create a sale order in Zoho Finance, CRM, they can only view their own warehouse. Noting that Branches is activated. Also, In Zoho Inventory, we want the users to only view and transferred their own transfer order based on their own warehouse.
Looking for someone who can Customize template inside the Zoho Books as per my requirement, Although Zoho offers some pre-configured Invoice but we need to have it customized as per the need of one of our customer, i am sharing the copy of the sample invoice that needs to be incorporated and be ready for future use.
We are looking for a Zoho One Expert (with established Zoho experience) in fine-tuning settings/inter Zoho App integrations inefficiencies for a current Zoho One business. The client must already have significant experience in Zoho One, especially relating to the inter App integration settings for an established business. We may well be very interested in starting from scratch with a new Zoho One account for the year commencing 1 July 2022 and then just importing the 'desired' clients/accounting history into the new account ie this may be a more efficient way to eliminate current frustrations rather than fixing a string current issues with the current setup and settings.
Need a Zoho One Expert Developer for complete Zoho One setup for a content writing company. We need complete custom module development for: 1. People 2. Project 3. CRM 4. Books 5. Payroll 6. Invoice 7. Expenses 8. Sales 9. Marketing and other apps. Please bid only if you have prior experience in complete Zoho One setup for other IT bases business. Please read this section carefully: 1. We are looking for person who can work on full-time basis for us. 2. Need to start immediately and work quickly to complete the development. We need to develop the complete module within 4 months.