Zoho quickbooks jobs
I'm seeking an experienced web developer with extensive knowledge in WIX and payment gateway integration to build the checkout system of our bulk ice selling business' website. Key tasks include: 1. **Payment Gateway Integration**- The checkout system should incorporate a payment gateway to facilitate secure transac...successful purchase, an order confirmation email should be sent to customers for their records. 4. **Design** - Implement a simple and clean design that aligns with the website's current aesthetic. 5. **Delivery Tracking** - Incorporate real-time tracking of deliveries into our system to enhance customer experience. Ideal candidates should have a solid background in WIX, the know-how in integrating Quickbooks Online for invoicing, and a knack for f...
I'm in need of an efficient and r...as well as handling some tasks yourself. - **Timeframe:** This will be a daily commitment, so someone with flexible availability or who can assure daily support is preferred. Ideal Candidate: - **Accounting Expertise:** Prior experience in Indian accounting and taxation is crucial. - **Software Proficiency:** Proficiency in Tally is non-negotiable. Experience with other software like QuickBooks India or Zoho Books is a bonus. - **Organizational Skills:** Strong organizational skills are key to managing the daily tasks efficiently. - **Communication:** You'll need to be confident in asking clients for information and delegating tasks to staff members. If you are an admin assistant who fits this description and can provide daily...
I am looking for a skilled freelancer to effectively integrate Zoho CRM and Zoho Campaigns to enhance the functionality of our sales team. **Key Responsibilities** - Successfully integrate Zoho CRM with Zoho Marketing Campaigns - Ensure all features are functional and optimized for our sales team - Troubleshoot any issues during the integration process **Application Requirements** - In your application, provide a detailed proposal outlining your method for this project. This should include your process and estimated timeline for completion. **Ideal Candidate** - Extensive experience with Zoho CRM and Zoho Marketing Campaigns (eblast, google ads, etc) required - Previous successful integrations of these software would be advantageous
...innovation, respect, integrity, and a continuous quest for excellence. We are on the lookout for a commitment to leveraging Zoho CRM and Zoho Campaigns to enhance our operations and customer engagement. Position Summary: We are seeking a dedicated Zoho CRM & Zoho Campaigns Specialist to optimize our CRM strategies and processes. The ideal candidate will have a deep understanding of Zoho CRM & Zoho Campaigns capabilities and a proven track record of implementing and managing CRM solutions that increase efficiency and customer satisfaction. The Opportunity: As a Zoho CRM Specialist, you'll play a pivotal role in customizing, configuring, and maintaining our Zoho CRM system and Zoho Campaigns buildouts to impro...
More details: What type of integration are you looking for? Product inventory syncing How frequently should the product inventory update occur? Every few hours Are there specific product categories that need to be prioritized in the syncing process? Horse feed
I'm looking to integrate the Zoho Rest API with WhatsApp. Key Requirements: - Successful integration between Zoho and WhatsApp - Smooth sync and functional operations Freelancers interested should ideally have experience with Zoho REST API and its integration with third-party platforms, particularly WhatsApp. Understanding of both systems' functionalities, solid background in API integration, and problem-solving skills are necessary. Please include relevant experience and examples of similar projects completed in your bid.
I need a dependable, detail-oriented accountant with an intermediate level of experience specializing in bookkeeping and financial statement preparation. Key responsibilities: - Reliable bookkeeping. - Comprehensive preparation of financial statements. Ideal candidate should have: - Proficiency in QuickBooks accounting software. - Demonstrated ability to handle bookkeeping and state financial statements efficiently.
...with a solid background in Zoho Salesiq to build and integrate a custom chat interface widget. Key Project Details: - Creation of a new Zoho Salesiq widget specifically for the chat interface - Implementing the capability to receive and update data in the chat interface using form controller - Integration with Zoho CRM and Zoho Creator Ideal Skills and Experience: - Proficiency in Zoho Salesiq and Zoho Creator - Strong experience in widget development for chat interfaces - Familiarity with Zoho CRM and its integration methodologies - Ability to handle data transfer and update processes within the chat interface Your role will be crucial in ensuring that our live chat function is not only seamlessly integrated into our website but also...
Seeking a skilled professional who can help finish up the set-up of Zoho CRM for my organization. We are using Zoho CRM to manage the patients who want to seek second medical opinion from expert doctors in India . This is the ideal workflow that we want to implement 1. Patient submits basic information like name, email, and location via Zoho Forms 2. The information is saved to Zoho CRM 3. The Patient is sent an invite to the portal 4. The patient sets up their account. The patient can view their treatment progress and edit their details. For the treatment progress, it needs to look like a timeline or steps that display this user journey. Something like this: 5. The patient is given an option to book a call. They must submit
...inventory of products from Zoho, including photos. - Prestashop should receive all the customer (contact) data from Zoho. If the contact already exists on Prestashop update, but if not exists create. - If a new customer is registered into Prestashop, a new contact should be created on Zoho if not exists already. -- Every new sale made on Prestashop should update the inventory on Zoho. - Every new sale made on Zoho should update the inventory on Prestashop. - The sale information coming from Prestashop should be registered on Zoho. - One prestashop is in EUR currency and the other prestashop is in CZK currency. - The same products are on both eshops and they share the same EAN and SKU. - The inventory update should be bidirectiona (Pre...
I'm looking for a Quickbooks professional to assist me with weekly bookkeeping tasks. This includes tracking sales, managing expenses, and accurately categorizing transactions. Key Responsibilities: - Perform weekly bookkeeping using Quickbooks Online - Categorize over 100 transactions accurately - Monitor and report on sales and expenses Skills and Experience: - Proven experience with Quickbooks Online - Strong understanding of bookkeeping principles - Ability to efficiently handle a high volume of transactions - Excellent attention to detail - Good communication skills for Quickbooks File Sharing I'm looking for a freelancer who can commit to ongoing weekly work.
...skilled individual or team with proficiency in Zoho Creator, as well as application design, to develop an application based on this platform. Key Features: - Internal Business Process Application - Data Management: The app needs a strong data management feature, allowing for efficient organization and retrieval of information. - Workflow Automation: Automatically streamline tasks and workflows to increase efficiency. - Customization Options: Enable customization to cater to various needs within our internal team. Design: The UI should have a clean and professional look, facilitating easy navigation and enhancing user friendliness. Audience: - The app is intended primarily for use by our internal staff only Ideal Skills: - Previous experience in Zoho Deluge based appl...
1) Amazon Cloud Server: The ecommerce website will be hosted on Amazon Web Services (AWS) servers, providing a scalable and reliable infrastructure. 2) Arabic Website: The website will be in the Arabic language, including Arabic text, and may include right-to-left (RTL) layout adjustments. 3). Feature to Create Landing Pages: Admin can create a promotion landing page, and can upload ...blacklisting and whitelisting. 7). Support Google/Meta/Snapchat/TikTok Pixels: Integration with various tracking pixels (Google, Meta/Facebook, Snapchat, TikTok) for marketing and analytics purposes. 8). Support WhatsApp Messages or SMS After Purchase: Enabling communication with customers through WhatsApp messages or SMS after they complete a purchase. 9). Express Checkout Form. 10). Integration with Zoh...
We are seeking a meticulous and experienced developer who has exceptional automation, database... and web solution skills. Project description: A toolprogram that will copy information from Zoho CRM and autofill the DS-160 form after passing the Captcha. Most likely, autofill needs to have an open API and be able to fill in pre-copied information on the site. Important: This tool can be developed as a browser extension! Description of the process (presumably): The manager copies the information from the Zoho SRM system, inserts this information into the tool/service that you will develop. Next, the manager opens the website , goes through the captcha and turns on the service, which will fill out the entire form with the information taken from Zoho.
I'm currently looking for a professional accountant with in-depth experience in using Quickbooks and managing financial tasks for businesses in the USA. Key Tasks: - Managing the Quickbooks accounts for my 10-20 clients, ensuring their financial data is accurately recorded and up-to-date. - Perform bookkeeping and financial reporting tasks for the clients, maintaining a clear and detailed record of their financial transactions. - Prepare and plan taxes for the clients, keeping in line with all relevant U.S. tax laws and regulations. - Process payrolls for the clients, ensuring timely and accurate payments to their employees. Skills and Experience Required: - Extensive experience using Quickbooks, particularly in a professional accounting capacity. - Proficient ...
...identify discrepancies or errors - Assist with financial audits and provide necessary documentation and support - Utilize accounting software (such as Sage, Xero, QuickBooks) to record and track financial transactions - Assist in the preparation of budgets and forecasts Qualifications: - Bachelor's degree in Accounting or related field mandatory - Chartered Professional Accountant designation an asset - Proven experience as a Canadian Staff Accountant or similar role - Experience in public practice an asset - Strong knowledge of Canadian tax principles and practices - Proficiency in using accounting software (TaxCycle, Netfile, QuickBooks, Xero) - Excellent attention to detail and accuracy in data entry and analysis - Strong analytical and problem-solving skills - A...
I'm in need of an experienced Wordpress developer to create a cu...using sms otp. user account to manage appointments and edit acount information. admin login page design- with url modification ( should not be must me appointment plugin cookies plugin yohost plugin deployment upi plugin ( By KnitPay ) zoom intigration sms intigration for otp/and appointment reminders whatsaap intigration for chat social media handels intigration. zoho mail email intigrations for notification notification = paymnet, order confirmation, account creation, password reset, appointment time alerts, meeting alerts. firewal intigragtion deployment on hosting ( digital ocean droplet ) CLOUDFARE SITE BACKUP ON SEPERATE SERVER LIKE DIGITAL OCEAN SPACES (WPVIVID BACKUP ) deploy ssl
...three but my Dmarc reports are coming back as failed. I am a novice and realize I need help with this. Key Requirements: - Expertise in email deliverability: I need a professional who can accurately diagnose and rectify the problem. - Gmail/Outlook Knowledge: Familiarity with Outlook/Gmail interface and settings is helpful as it's used when sending from outside our CRM. Familiarity with Zoho CRM a plus but not required. Ideal Skills and Experience: - Proven track record in successfully improving email deliverability. - In-depth understanding of SPF, DKIM, DMARC implementation. - Specific experience with deliverability issues when sending from Gmail and outlook. - Strong troubleshooting and problem-solving skills. Your role would involve investigating the un...
... and designed and built using WordPress. It needs to support both English and Spanish languages, with the ability to easily manage recipes in both languages. Creativity is key at this stage - I want to be surprised with your interpretation. A vital aspect of this website is a lead generator integrated with ZohoCRM for lead tracking. It should use the webform provided by Zoho. Additionally, the site should incorporate a store locator function, guiding customers to physical locations where our products are sold. Ideal skills and experience for the job: - Proficiency in WordPress and ZohoCRM integration - Experience devising and maintaining bilingual websites - Experience creating interactive and user-friendly store locator/maps - Understands GDPR requirements for collecting
We have an existing PHP/QuickBooks Online application designed to sync QuickBooks invoices to a MySQL database. The application works correctly when executed but we have an issue where the security token needs to be refreshed manually every 24 hours. We need to devise a way for this application to run with no requirement for refreshing the token manually. The program syncs orders in real-time so manual token refresh is not an acceptable way to do this. A developer is required with experience working with QBO applications and working with the QBO token refresh system so this refresh is done automatically.
I'm in need of a Zoho CRM expert to help me get started and make the most of this platform. I'm a beginner user and I have some specific goals in mind. Key Responsibilities: - Providing initial Zoho CRM training and guidance for a beginner. - Assisting with setting up and customizing the platform to align with my business needs. - Guiding and teaching me how to improve my sales process using the CRM. - Helping automate certain key business workflows through Zoho CRM. - Coaching on how to effectively manage customer relationships through the platform. The ideal candidate for this project would: - Have extensive experience using Zoho CRM. - Be an excellent and patient teacher, capable of explaining complex concepts in an easily understandable manner. -...
I'm looking for someone to help me set up Zobot Zoho for my customer support team. Key Tasks: - Integrate live chat: I want my customers to be able to easily chat with our agents. - Implement automated ticketing: I need the system to efficiently create and manage support tickets. - Set up FAQ self-service: I'd like to reduce the workload on my team by having a self-service option for common queries. The ideal freelancer will have: - Proven experience in setting up Zobot Zoho - Strong understanding of customer support systems - Familiarity with integrating live chat and ticketing systems - Ability to create a user-friendly FAQ self-service interface - Excellent communication skills to ensure a smooth handover to my team. Please note that my team consists of 5-1...
I need a dedicated expert to complete an order management application using Zoho Creator. The App is 75% completed by a former freelancer who has gone MIA. The application manages Mobile SIM Card ordering and ongoing support. The system is integrated with Zoho WorkDrive, Zoho CRM and Zoho Desk presently, however the Zoho Desk integration for the submission and updating of support requests seems to have some errors. The application is integrated to our soft switch to provide a testing function which I will go into more detail about with the successful freelancer. This has currently been tested through API integration to Enswitch, however needs finishing. We need further integration to our carrier/s through API for ordering, updating and cancelling o...
I require a Zoho One professional to help me with the implementation and customization of several key applications. - Primarily, I need assistance with Zoho CRM. The focus here will be on sales automation to enhance our overall sales process. - Additionally, I require support with Zoho Books. I aim to make the most of the financial management capabilities this application offers to streamline our business finances. - Lastly, I'd like to maximize the use of Zoho Analytics to help us gain better insights and make data-driven decisions. The ideal candidate for this project should have: - Proven experience in implementing and customizing Zoho One CRM, Zoho Books, and Zoho Analytics. - A strong understanding of sales automation, financ...
...personal Taxes only with extension filed today. Message me what your bid is for personal tax returns and for monthly bookkeeping services for small businesses with the client's Quiquen or Quickbooks account. Key Responsibilities: 1. **Immediate tax extension filing** for multiple clients today. 2. **Personal and corporate tax preparation and filing** - our clients primarily consist of self-employed individuals with 1099s. For those who have employees, these are typically independent contractors also operating under 1099. 3. **Monthly bookkeeping services** for the same set of clients, utilizing Quicken or QuickBooks for straightforward accounting tasks. Ideal Candidate Profile: - Profound knowledge of the U.S. tax code, with the ability to leverage current tax laws,...
I am in search of a proficient Zoho Canva specialist who can assist me in graphic design and template creation. The design style should be minimalistic and clean, aligning with my company's branding. Key Tasks: - Designing custom templates on Zoho Canva - Ensuring a consistent style throughout templates - Focus on minimalist and clean graphic design These templates are intended exclusively for internal systems documentation. It would be beneficial if you have previous experience designing templates for software documentation or internal resources. Ideal Skills: - Prior experience with Zoho Canva - Proficient in graphic design - Experience with minimalistic design styles - Adept at creating documentation templates
I'm looking for a QuickBooks expert who can conduct a cost analysis on our small medical clinic. The main objective of this analysis is to determine the net profit per doctor. Key Requirements: - Utilize QuickBooks: Our financial transactions are currently tracked using QuickBooks, so a thorough understanding of this software is essential. - Labor and Operational Costs: I require a detailed breakdown of labor and operational costs. This will be crucial in understanding our clinic's overall profitability and the net profit of each doctor. Ideal Skills and Experience: - Proficient in QuickBooks: Experience and expertise with QuickBooks is a must for this job. You should be able to navigate the software with ease and extract the necessary data fo...
I am currently in need of a Zoho specialist who can help in customizing reports and dashboards of my CRM software. To be successful with this project, you should: * Possess in-depth knowledge of Zoho CRM * Have a track record in creating and customizing dashboards * Be skilled in data visualization and reporting Your main task will be to enhance the current system, adjusting and customizing our CRM reports and dashboards to improve efficiency and the decision-making process. Expertise in Zoho CRM is vital to ensure seamless workflow. Preference will be given to those who have completed similar projects before.
We are currently seeking a skilled QuickBooks Integration Specialist to join our team on a part-time basis. The ideal candidate will have expertise in integrating QuickBooks Desktop with various third-party applications and systems, along with a flexible schedule to accommodate part-time work hours. The ideal candidate will possess a strong background in QuickBooks Desktop integration, with proficient coding skills in C#, experience in working with Salesforce, XML, and AWS. This role requires approximately 10-15 hours of commitment per month. Key Requirements: Proven experience in integrating QuickBooks Desktop with various platforms. Strong programming skills in C#. Experience in working with Salesforce. Proficient in XML for data manipulation and integrati...
...the current WooCommerce version. If you copied over a template file to change something, then you will need to copy the new version of the template and apply your changes again. “ 3. When a user is redirected to my-account to log in, they must be redirected back to the page they were on previously after they log in. 4. Invoice: Customize the WooCommerce pdf invoice to match the current QuickBooks invoice format. 5. Under Solutions>Any option>Any Product, the Click Here to Order! Button should link the user directly to the product instead of to the main shop. 6. WordPress LiveChat widget needs to be fully functional (displaying improperly). 7. Under Contact Us, the ‘leave a reply’ section is not working. Error received is: “There ...
I am seeking a talented WordPress and Wo...multiple payment gateways to accommodate various user preferences. - **Milestone Payments**: Ability to facilitate payments in milestones, ensuring secure transactions. - **QuickBooks Online Integration**: Seamless integration with QuickBooks Online for efficient accounting and financial management. - **Vendor-Buyer Messaging System**: A user-friendly and secure messaging system to facilitate communication between vendors and buyers, ensuring a smooth transaction process. Ideal candidates should have prior experience in developing similar marketplace sites and possess a solid understanding of WordPress, WooCommerce, and QuickBooks Online. The ability to balance aesthetic appeal with user-friendly design and functionality is c...
Seeking an expert with a minimum of five years’ experience in web development and digital media, with exposure to Zoho CRM. Tasks involved: - Complete Website Design and Development: A clean and minimalist approach, well-optimized for Google. - Search Engine Optimization (SEO): To help increase online visibility and organic traffic. - Social Media Management: Frequent content creation and scheduling for Facebook, Instagram, LinkedIn, and YouTube to increase engagement, traffic, and lead generation. Ideal candidate should showcase a record of prior success in similar projects. Deliverables are an up-to-date, professional, and easy-to-navigate website, and a robust social media presence.
I've got a Zoho Books account ready and need a professionally skilled hand to help me with the processes of Goods and Services Tax (GST) via this platform. - Initial setup and configuration for GST - Generation of GST reports - Filing GST returns Additionally, your work will also include the integration of GST E-Invoice into my current setup. If you are up-to-date with the GST proceedings, have relevant Zoho Books experience and skills, and you're able to handle software integrations smoothly, you are the right fit for this job. Your professional customer support skills while dealing with my GST concerns would be a plus.
I'm currently seeking a skilled accountant to help with a variety of tasks. Key responsibilities: - Bookkeeping: Accurate record-keeping and data entry in QuickBooks - Financial Statements: Preparation of monthly financial statements - Tax Preparation: Assistance with tax planning and preparation The tasks will need to be performed on a monthly basis. Ideal skills and experience: - Proficiency in QuickBooks - Extensive experience in bookkeeping and financial statement preparation - Strong understanding of tax preparation and compliance - Excellent attention to detail and organization, especially essential for bookkeeping. Please include a summary of your relevant experience and how you plan to approach these tasks in your bid.
...seamlessly integrate and automate two-way APIs with QuickBooks, DocuSign, Call Tracking Metrics (CTM), and Google Analytics. The ultimate goal is to streamline operations, enhance productivity, and improve user experience. Key Responsibilities: - Integration of APIs: The main task involves establishing connectivity and data flow between the existing platform and the APIs of the mentioned services. - Custom Automation: Implementing automation features to add efficiency and reduce manual intervention in tasks. - Training and Support: Ensuring the system is well-understood, and providing necessary training to the team. - Enhancing User Experience: Improving the interface, making the system more user-friendly and intuitive. - Optimization for QuickBooks: Syncing customer inf...
Small business seeking a skilled Zoho CRM professional/trainer to independently handle initial set up of 5+ CRMs (up to 80 CRMs). [ Typical CRM = office of 2 brokers + 1 admin. Related offices/teams do exist. ] Each CRM needs to offer a "birds eye" view and efficient centralization of partner team data, activities/interactions, reminders, templates for standardized emails, trackers, etc..... *MUST be able to work independently & intuitively with provided Google Sheets CRM data >> translate similar functionality into Zoho CRM. *MUST be detail-oriented, intuitive, and goal-driven (a mix of self-directed + training new user on functions). > Limited "directions" to follow-.. instead = "intent/goals" to achieve in organizing our ...
...transfer my accounts details from Tally Prime to Zoho Books. This includes using the last year's trial balance sheet to ensure all data is accurately captured. Looking for someone with knowledge on Indian book keeping practises. Key requirements include: - Migrating important account details from Tally Prime to Zoho Books - No transaction wise migration is needed, but just setup the opening balances for current fiscal in Zoho books using Trial balance from Tally for previous financial year) - Sync balances between Tally data with Zoho - Addressing discrepancies by adjusting them in the current accounting period - Providing training for one person on key features of Zoho Books Ideal skills and experience: - Proficient with Tally Prime and Zo...
I need an experienced Zoho CRM developer to integrate specific functionalities in the platform. These include: - Customer segmentation: based on purchasing behavior, geographic location and feedback - Sales forecasting: to predict and plan the sales strategy - Email marketing: to reach out to our customer base effectively Your proficiency in Zoho CRM is key in this task as well as understanding how to utilize customer data effectively. If you have the necessary skills and experience, we’d love to hear from you.
I'm in need of an experienced accountant who can take charge of my monthly payroll processing. Key Responsibilities: - Perform monthly payroll processing for my small business - Execute pay stub generation accurately - Ensure the entire process is conducted in QuickBooks either desktop or online Ideal Skills & Experience: - Proven experience in payroll processing - Proficiency in QuickBooks (desktop or online) - Attention to detail to ensure accurate pay stubs - Excellent understanding of tax filing requirements Please note that this project is specifically focused on monthly payroll processing for a small team (1-10 employees).
I'm seeking an experienced bookkeeper for my business. Your primary tasks will include: - Bank reconciliation - Proficiency with QuickBooks - Entering income and expenses - Familiarity with Australian GST practices - Initially require this financial years data to be entered into QuickBooks from Spreadsheet, including suppliers and products. I expect less than 50 transactions per month. Please include your relevant experience in your proposal.
We are a small one man Electrical Company. Using Zoho one. We would like a bookkeeper/ Business Admins To helps us keep our books in order. *Entering Expenses, Sales into our accounting Software ( Zoho Books) *Filing GST and payroll tax as well as WCB. This is a very small company so we do not have have lots of transactions monthly I want to hear from you if you have contractor bookkeeping experience. $50 budget monthly long term
...read, its clear what the sum is. I'm looking for an expert in both WooCommerce and Elementor to build a dynamic and user-friendly site. Key Requirements: - Customizable product pages which can handle more than 100 different products. - Seamless payment gateway integration. - Sophisticated shipping options. - Incorporation of Zoho CRM, Bigin and Inventory - - Social media sales. Ideal candidates should have experience in WooCommerce, Elementor, and Zoho CRM, demonstrating a clear understanding of how these platforms can be synergized for maximum efficiency and user friendliness. Please include a total sum in your quote. Requirements for website and webstore The site is hosted on Hostinger (), and login will be provided when a contract is
I'm looking for a reaonably-price, pre-built plug-and-play Real estate investor package that will work with Podio (preferably). I'd be open to looking at a Zoho package as well. I'm in need of a highly skilled developer who's familiar with Podio Real Estate Investor CRM, and its related third-party tools. The project involves: - Automating Lead Generation: Generates prospects consistently. - Deal Analysis Automation: Offers insightful analysis of potential investments. - Setting up Follow-up Reminders: Prompts to engage with leads at optimal times. - Contract, Letter, Offer, Email Generation: Streamline communication and paperwork. - Performing Financial Calculations: Assists in decision-making. Furthermore, the CRM should be integrated with: - Podio Apps: Sea...
I'm in need of an accountant who can handle weekly bookkeeping tasks. I currently use Quickbooks and an internal Book Keeping system. The ideal candidate will have experience and proficiency in QuickBooks and preparing final accounts
I'm in need of an experienced freelancer with extensive knowledge in QuickBooks Online (QBO) to handle a large volume of financial transactions. Specifically, the task is to reconcile bank, credit card, and PayPal transactions amounting to approximately 3000 transactions for the past 3 years. These transactional data are all available in Excel CSV format. The successful freelancer should be skilled at: - Extracting data from Excel CSVs into QBO - Performing reconciliation processes in QBO - Categorizing transactions accurately into Income and Expenses - Handling a large volume of financial data Your attention to detail and accuracy will be critical to the successful completion of this project. I look forward to working with a trustworthy professional who can ensure the i...
...experience with ZOHO CRM and now I'm looking for an expert who can provide me with effective coaching. My primary focus areas are Sales Automation and Reports & Dashboards. I have three main goals in mind for using ZOHO CRM: - Increasing sales productivity: I aim to utilize ZOHO CRM to make my sales processes more efficient and streamlined. - Improving customer relationship management: I want to leverage the CRM to enhance my understanding and engagement with my customers. - Analyzing sales performance: I aim to gain actionable insights from the data generated within the system to optimize my sales strategies. To help me achieve these goals, I'm looking for a professional with the following qualities and skills: - Extensive experience with ZOHO...
I'd like to request a quote for "We have a C# Windows application that produces price quotes. We'd like for our users to be able to send the quote to QuickBooks Online as an Invoice. If we were given the specific format of a JSON file our developers could export the price quote to a file. The project would be an application and source code that would take the exported file and import it into Quickbooks Online. The application should run standalone for testing but we will likely incorporate it into ours as a menu item.". Here are some items I want in the quote: . The data would be for an invoices for a landscape job, so the date, customer info, then line items like SKU, description, quantity, price, then maybe tax and total. I've attached a sample t...
I need a CRM system developer who can create a comprehensive CRM system for my company. - The system should primarily focus on contact management, sales pipeline tracking, and task management. . The project is urgent, so I need someone who can start immediately and complete the project as soon as possible. Ideal skills and experience: - Prov...tracking, and task management. . The project is urgent, so I need someone who can start immediately and complete the project as soon as possible. Ideal skills and experience: - Proven experience in developing CRM systems - Excellent knowledge of contact management, sales pipeline tracking, and task management features - Experience with CRM integrations, particularly with Salesforce, HubSpot, and/or Zoho. - Ability to work under tight ...
I need a CRM system developer who can create a comprehensive CRM system for my company. - The system should primarily focus on contact management, sales pipeline tracking, and task management. . The project is urgent, so I need someone who can start immediately and complete the project as soon as possible. Ideal skills and experience: - Prov...tracking, and task management. . The project is urgent, so I need someone who can start immediately and complete the project as soon as possible. Ideal skills and experience: - Proven experience in developing CRM systems - Excellent knowledge of contact management, sales pipeline tracking, and task management features - Experience with CRM integrations, particularly with Salesforce, HubSpot, and/or Zoho. - Ability to work under tight ...
