Zoho CRM Jobs

BaseTend is seeking an experienced Zoho Specialist to help design, integrate, and extend our Zoho ecosystem across multiple brands. This role is both strategic and hands-on, covering Zoho architecture, automation, and advanced integrations. A strong portion of this role involves AI and automation tooling, including ChatGPT-style workflows and external orchestration platforms. This is not a one-off task. We are intentionally looking for a long-term working relationship. Core Responsibilities Architect, configure, and optimize our Zoho infrastructure (Zoho One environment) Integrate ChatGPT / OpenAI (MCP-style workflows, APIs, or assistants) into Zoho applications Manage and connect multi-brand operations within Zoho (CRM, Creator, Desk, Projects, Books, etc.) Build and maintain integr...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows cleanly in both directions....

Hello, We are using Zoho Books (UAE VAT module enabled) for both B2C and B2B invoicing. Currently, each invoice contains multiple services (often 10–15+), and each service consists of: Government fees (VAT exempt) Service/processing charges (VAT @ 5%) Typing or administrative charges (VAT @ 5%) Our challenge is invoice presentation. If each component is shown as a separate line item, the invoice becomes too long and difficult for customers to read. Desired outcome: We want the invoice to display a summarized table with limited rows, while still maintaining correct VAT treatment and accounting accuracy in Zoho Books. Specifically, we would like to explore whether customization (Deluge + template customization) can achieve the following: A summarized invoice table with grouped...

I’m rolling out Zoho CRM and Zoho Projects across Sales, Customer Support, and Marketing with one clear objective—streamlining daily operations. I already have the licences; what I need now is an expert who knows the platform inside-out, from profile and role permissions to module customisation, workflow automation, and cross-app integrations. Here’s how I picture the engagement: • We jump on focused screen-share sessions (a few hours at a time) where you configure, demonstrate, and fine-tune settings live. • You advise on best-practice data architecture, user roles, and security settings, then build the agreed changes directly in my account. • Light documentation after each session keeps track of what was done, why, and how to adjust it later. Phas...

I'm seeking an experienced Zoho automation specialist to integrate Zoho CRM with Outlook, Facebook, and LinkedIn, and to create bespoke automations. Key Requirements: - Integrate Zoho CRM with Outlook to: - Sync emails - Create tasks from emails - Calendar integration - Manage leads - Automate the following processes in Zoho CRM: - Lead management - Email marketing campaigns - Customer follow-ups Ideal Skills and Experience: - Proven experience with Zoho CRM and its automation capabilities - Familiarity with Outlook, Facebook, and LinkedIn integrations - Strong organizational skills and attention to detail - Ability to create custom automation workflows Looking forward to your proposals!

I’ve already built a quotation template inside Zoho CRM; it just needs our JPEG logo placed in the top-right corner without disturbing the current layout or merge fields. Alongside that, I want a fresh invoice template created in the same system so both documents share a consistent look and feel. For the invoice, please structure it to show our company details and logo, the client’s information with line-itemised products or services, plus clear payment terms and due dates. I’ll send the existing quote file, the logo, and any branding colours as soon as we start. Deliverables: • Updated quotation template with logo correctly positioned and tested inside my Zoho CRM account • New invoice template matching the quote’s style, containing all required field...

I’m moving my commercial real-estate workflow—focused mainly on retail space—to Zoho CRM and need the entire environment configured from scratch. My biggest priority is airtight call recording: every incoming or outgoing call must be logged automatically and the audio file stored inside the relevant lead or contact record for easy playback. I work on Android, so mobile call logging has to be seamless too. Here’s what I need you to put in place: • Full Zoho CRM deployment, including custom lead fields (property type, source, status, follow-up) tailored to retail space deals. • Lead capture set up to flow straight from the property portals I use, with the flexibility to add website forms and manual entries later. • Cloud telephony integration&m...

We are a premium boutique fitness brand (BeatBox Fitness) based in India running Meta (Facebook & Instagram) lead generation campaigns for free trials and memberships. We are looking for an experienced Zoho CRM expert who can set up our CRM end-to-end including lead capture, automation, and WhatsApp integration. Scope of Work: 1. Meta Lead Ads Integration • Connect Facebook & Instagram Lead Forms to Zoho CRM • Auto-create leads in CRM instantly • Map all fields correctly (Name, Phone, Email, Location, Campaign, etc.) 2. Lead Pipeline Setup Create sales pipeline stages: • New Lead • Contacted • Trial Booked • Trial Completed • Membership Closed • Follow-up / Lost 3. Task & Automation Workflows • Auto-assign leads to sales t...

I’m looking to bring a Zoho specialist on board to keep my Zoho One and Zoho CRM in top shape and to tackle a steady stream of small-to-medium tasks as they arise. Your first assignment will be a complete health check: review existing modules, settings, user profiles, and data flow, then highlight any quick wins or structural fixes I should prioritise. Once we’re confident the foundation is solid, I’ll rely on you for continuous improvements focused on: • Streamlining Automation and Workflows – refining lead routing, task triggers, follow-up rules, and any other process bottlenecks you discover. • Customisation & Integration – mainly building and maintaining custom fields and layouts so users see exactly what they need when they need it. If yo...

Job Title: Zoho Specialist Developer Company: We are a System Strategy and Implementation Australian company Location: Remote / WFH Type: Full-time Salary: Based on skills and Experience; paid in AU currency. Company Overview: Our company is a fast-growing Systems Agency company that provides innovative system solutions to businesses worldwide. We are looking for a Zoho Specialist Developer to join our team and help us build cutting-edge Zoho solutions that empower our clients to achieve their business goals. Job Description: As a Zoho Specialist Developer, you will be responsible for designing, developing, and maintaining system strategic solutions using the Zoho platform. Our team has a focus on providing our clients with 'Evergreen' Zoho system solutions. We focus on imp...

I want to see exactly how each member of my sales team spends the hours between 08:00 and 18:00, and I’d like to do it without jumping between Zoho reports. Your task is to build a custom dashboard inside Zoho CRM (or Zoho Analytics, if that is the more efficient route) that pulls call, email, notes, and task data for every rep and arranges it in an hourly bar-chart view. Key functions I need: • A bar chart that stacks or groups the three activity types for every hour so I can spot peaks and gaps in productivity at a glance. • Toggle filters that let me narrow the data by any date range and by individual salesperson; other dimensions can stay out of sight for now. • Quick-scan tables placed beneath the charts that summarise totals for the chosen period and in...

I’m need a certified expert who can configure both Zoho CRM and Zoho Forms so they work together seamlessly and actually speed up our sales. Here’s what I need done: • Build our sales pipeline in Zoho CRM, creating the custom fields and stage-based workflows that match the way we already sell. • Integrate the CRM with the other software we rely on—email, calendars, and any relevant third-party apps—so data moves automatically instead of being re-typed. • Design branded, mobile-friendly Zoho Forms that feed directly into the CRM, and set up automated responses (confirmation emails, task creation, lead assignment, etc.) triggered the moment a form is submitted. All configuration should be handled inside the Zoho ecosystem wherever possible (Blu...

My team runs on Zoho CRM, Books, Projects and Campaigns, yet the data still lives in silos and too many manual touches slow everything down. I want a single, streamlined ecosystem that speaks fluently with the rest of our tech stack and leverages Zoho API connections—plus an OpenAI component for smart automations—to lift overall operational efficiency. Scope of work • Integration with other systems: map and sync contacts, invoices, tasks and marketing data between Zoho apps and our external platforms (details shared once the NDA is signed). • Data migration: pull historical records into the new structure without breaking links or losing audit trails. • Workflow automation setup: design and build Deluge- or Flow-based rules that cut repetitive work and surf...

I'm looking for an experienced Zoho CRM specialist to configure my existing account. Key Features to Configure: - Lead Management - Email Integration - Sales Reporting Ideal Skills and Experience: - Proficiency in Zoho CRM - Experience with lead management setup - Knowledge of email integration processes - Strong sales reporting configuration skills Please provide your experience and approach to this task.

I need a Zoho Crm setup which consists of a log in page for my partners to during the onboarding stage. 1. They log in using an invite I send them 2. They have questionnaires to fill 3. After filling the questionare they are asked to upload certain documents that we require 4. After their documents are shared and the Questionnare is done they are able to download a bunch of our documents that they would usually require with an additional box that allows them to request additional documents that aren't given right there. 5. After all that is submitted for the info to be sent to our operations or Compliance team either through the admin portal or through email for them to check and give status updates where our partner will be able to get status updates through this login page to know ...

I need someone who can connect my existing Zoho CRM with Twilio so every voice call and SMS we make or receive is automatically captured against the right lead, contact, or deal. Once the two platforms talk to each other, I also want to trigger three key workflows: • real-time lead tracking and assignment the moment a call or text comes in • automated follow-up texts or calls based on predefined rules (for example, if a lead hasn’t replied within 24 hours) • a streamlined path for agents to handle quick customer-support interactions from inside Zoho without switching screens You’ll be responsible for configuring Twilio numbers, setting up the webhooks/API connections, mapping fields in Zoho, and testing end-to-end so every interaction is logged, time-st...