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Hourly Rate: $15 - $20 / hr   |  Duration: 1-2 weeks  |  Posted: 10h, 36m ago  |  Ends: 14d, 13h  |   3 Proposals
We have 5 primary reporting templates. We currently use Word Docs which are then converted to PDF. Our reports include a branded cover page, table of contents, summary page, body of report, a signature page and addendum. Reports are currently heavily formatted (using Word Docs) however our consultants break these templates and we spend a lot of office time re-formatting. Reports include Word created tables, free text as well as tables which result from an Excel Spreadsheet that we drop into the Word Doc. Ideally, we would also like to have the Excel Spreadsheet turned into a Creator Template, which can then be dropped into the final report. The comprehensive report attached have the Excel Spreadsheet at the end of the document ...
Category: Other IT & Programming       
Skills: Zoho Creator Programming, Zoho Creator       

C****son
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| C****son
Hourly Rate: $10 - $20 / hr   |  Duration: 4-6 months  |  Posted: 13h, 4m ago  |  Ends: 14d, 10h  |   43 Proposals
Job Title: General VA Position Type: Part-Time 10-20 Hours A Week Daily Reporting: Simple bulleted list of work accomplished Objectives, Tasks and Skills: I am a business owner of 9 years and am looking at expanding our current business into new product offerings or possibly investing into entirely different businesses altogether. I need someone to do research for me into certain business opportunities and report back with summary information. What will be required: - An eye for detail (Heavens knows I don't have it). - High follow through of completing projects quickly. - Ability to organize data into simple, easy to follow summary reports. I prefer big picture information rather than lots of details. - Ability to find information, deal with others (possibly internationally). - Excellent English reading and writing. - Self-managing. - Basic understanding of CRM systems like Salesforce.com and Zoho -If role goes as expected, the ability to interview and recommend other VA resou...
Category: Virtual Assistant       

M****ATL
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| M****ATL
|    United States
Fixed Price: Not Sure   |  Posted: 22h, 58m ago  |  Ends: 14d, 1h  |   12 Proposals
I have just signed up fro Zoho I am looking for someone to configure it and any additional apps need for a small manufacturing business to do Crm and project management
Category: Database Administration       

e****331
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| e****331
|    Ireland
Fixed Price: Not Sure   |  Posted: Aug 02, 2015  |  Ends: 13d, 21h  |   13 Proposals
Job summary: We are a private tuition company that currently employs 120+ tutors who work autonomously and currently log their hours online. As we continue to expand we are looking to develop an iPhone app and online portal that will provide a gateway for our tutors to log their sessions, remind them of upcoming sessions and follow up on sessions they haven't logged. The basic functionality of the app and portal will be: Login with username and password (we can use buddypress to generate these) A schedule showing them their next sessions with their students. The ability to confirm that the session has happened - this data then needs to be fed back to us somehow. We currently use Zoho CRM to receive this data, but we are open to any recommendations. If they do not confirm the session has occurred, then an automated reminder should be sent (through push notification or email) 24 hours after the session time. A display of past sessions up to a month. The ability to log additional hours....
Category: Web Programming       

b****hsc
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| b****hsc
|    Australia
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Aug 02, 2015  |  Ends: 13d, 20h  |   2 Proposals
I have a small manufacturing business where we install out product on site I am looking for someone to set up zoho or another application which will do crm and project management
Category: Database Development       
Skills: Database Administration       

b****331
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| b****331
|    Ireland
Fixed Price: Not Sure   |  Posted: Aug 01, 2015  |  Ends: 12d, 23h  |   5 Proposals
Hi, we want to develop the following zoho creator app we will have two creator forms FORM 1 FORM 2 the fields in FORM 1 will be - name - requirement - mobile phone number - tag the fields in FORM 2 will be - name - available - mobile phone number - tag the zoho application must every 1 hour do the following processes: PROCESS 1 - run through the FORM 1 tags and see if there is a record in FORM 2 with the matching tag. If yes, then send an outbound email to "form1-number"@smscountry.com where form1 is the mobile number of the relevant record in FORM 1 PROCESS 2 - run through the FORM 2 tags and see if there is a record in FORM 2 with the matching tag. If yes, then send an outbound email to "form 2-number"@smscountry.com where form2 is the mobile number of the relevant record in FORM 2 For both processes we need these filters - If a tag has already been matched and email sent earlier do not email again. - execute only when a new record is added. I...
Category: Software Application       
Skills: Zoho Creator Programming       

v****dia
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| v****dia
|    India
Fixed Price: $200 - $300   |  Posted: Aug 01, 2015  |  Ends: 12d, 17h  |   8 Proposals
Intergrate our website with ZOHO crm. Capture leads from Website to create an opportunity into ZOHO. We use CRM,Invoices,salesIQ and support systems of zoho. We need complete setup to be done. Must have prior experience with ZOHO. Any questions please let me know. Thank you.
Category: Software Application       
Skills: CRM, Zoho CRM       

f****ect
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| f****ect
|    Australia
Fixed Price: Not Sure   |  Posted: Aug 01, 2015  |  Ends: 12d, 14h  |   9 Proposals
Hi, I'm actually using infusionsoft + Memberium for my Membership. I'm switching to Zoho CRM and now looking for an easy way to integrate Zoho CRM with a WordPress Membership Plugin. Who can assist me? Thanks, Thomas
Category: Web Programming       
Skills: WordPress, Zoho CRM, Membership       

i****dia
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| i****dia
|    Germany
Hourly Rate: Less than $10 / hr   |  Duration: 1-2 weeks  |  Posted: Aug 01, 2015  |  Ends: 12d, 13h  |   10 Proposals
Costing fresh produce salad bars for school cafeterias. From approximately 60 products's catalog the user should be able to pick up to 10 products; entering the desired number of portions (example: 1/4 cup shredded lettuce for 255 students each) the user would be able to know how many cases of the product he needs to order; what is the cost of the order and what is the cost of one serving. I would provide the support table info in Excel format.
Category: Database Development       

M****Man
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| M****Man
|    United States
Fixed Price: Not Sure   |  Posted: Aug 01, 2015  |  Ends: 12d, 13h  |   11 Proposals
Hi, I'm looking for an integration from DigiStore24, a German Payment Provider, into Zoho. More Information about DigiStore24 and it's IPN:   [obscured]  /technik/anbindungen/ipn-schnittstelle/ I'm new to Zoho so I don't know the exact setup inside from Zoho. Here my ideas: + I want to a new / or updated CRM Contact + I want an invoice inside ZOHO Invoice Who can help? Thanks, Thomas
Category: Technical Support       
Skills: API Development, Zoho Creator, Zoho CRM, IPN, ZOHO API       

i****dia
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| i****dia
|    Germany
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 31, 2015  |  Ends: 12d, 9h  |   2 Proposals
We need a Zoho CRM consulting on freelance basis. The expert will set & configure CRM for us. Expert will also support on call basis
Category: Software Application       
Skills: Zoho CRM       

r****akc
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| r****akc
|    India
Fixed Price: $20 - $40   |  Posted: Jul 31, 2015  |  Ends: 12d, 6h  |   25 Proposals
We need you to maintain zoho records. Enter new leads and upload files from gmail. We will be forwarding you emails. Records MUST be entered no later then 30minutes since email is forwarded. When placing bid please indicate how fast records will be updated after email is received. We need 24/7 support. The project is for 5-20 records per day(with files upload). We will NOT consider bids from providers without Elance reviews, or with bad reviews.
Category: Data Entry       
Skills: Data Entry, Computer Skills       

e****isk
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| e****isk
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 31, 2015  |  Ends: 12d, 5h  |   3 Proposals
Zoho tweaking several items, including procure information from leads and opportunities. We need to procure documents and have them sent to us in a timely matter.
Category: Technical Project...       

D****111
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| D****111 *
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 31, 2015  |  Ends: 12d, 5h  |   3 Proposals
Zoho tweaking several items, including procure information from leads and opportunities. We need to procure documents and have them sent to us in a timely matter.
Category: Technical Project...       

D****111
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| D****111 *
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 31, 2015  |  Ends: 12d, 4h  |   1 Proposal
Zoho tweaking several items, including procure information from leads and opportunities. We need to procure documents and have them sent to us in a timely matter.
Category: Technical Project...       

D****111
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| D****111 *
|    United States
Hourly Rate: Not Sure   |  Duration: 7-9 months  |  Posted: Jul 30, 2015  |  Ends: 26d, 11h  |   17 Proposals
We are a fast growing B2B marketing firm and is looking to hire a Zoho CRM Admin Data Manager. We need someone to update our Zoho CRM admin with query pulls, updates, appends, adds, etc.
Category: Virtual Assistant       

V****ell
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| V****ell *
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 30, 2015  |  Ends: 11d, 6h  |   9 Proposals
Using zoho crm to create quotation and once receive PO we can automatically generate the quotation from sales to logistic.
Category: Software Application       
Skills: CRM, SAP, Zoho CRM       

t****iet
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| t****iet
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Jul 30, 2015  |  Ends: 10d, 23h  |   43 Proposals
- Previous experience in data entry - Willingness to take feedback and adapt to requests - Ability to pay close attention to detail as well as excellent organizational skills - Typing speed of 45 WPM or higher - A work style that is extremely detail oriented - Fluent in written English Job Description: We are currently seeking an expert Data Entry Specialist that can take exported data from our current CRM and can accurately and quickly integrate it into our new CRM - Zoho CRM. Here's what you need to know. Your responsibilities: - Manually create a Sales Order in Zoho CRM - Take information from Google Sheet and enter it into the appropriate fields in the newly created Sales Order. - Associate the Sales Order with the proper Accounts and Contacts as required. - If the account or contact is missing, create the appropriate account and/or contact. - Ensure the accuracy of both data input and output Your qualifications: - Previous experience in data entry - Willingness...
Category: Data Entry       
Skills: Data Entry       

j****ith
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| j****ith
|    United States
Fixed Price: $35 - $40   |  Posted: Jul 30, 2015  |  Ends: 10d, 17h  |   17 Proposals
We are interested in hiring an individual or a company to do research online(data mining) to create a mailing list/database and input this data to Zoho Crm (which is very easy to use, no need to be an expert). You will be required to find companies in Kazakhstan, and add them to our Zoho crm. (company name, contact person, PERSONAL EMAIL, location, etc..) Your progress will be evaluated weekly(minimum 500 data/week). The payment will also be weekly. Companies should be from Kazakhstan in the following sectors: Construction companies, Real Estate Developpers, Contractors, Architects, Interior Designers, Landscape Architects, City Planners. the companies should be in operating in Kazakhstan. once agreed on terms, you will be informed about the Zoho Crm and sample sources for data gathering.
Category: Research       
Skills: Data Entry, Computer Skills       
Preferred Location: Kazakhstan

s****ray
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| s****ray
|    Turkey
Hourly Rate: Not Sure   |  Duration: 1-2 weeks  |  Posted: Jul 28, 2015  |  Ends: 1d, 1h  |   7 Proposals
We are looking to develop a CRM sort of application that will support order management and tracking to an end-to-end state. This will involve receiving raw information in the form of CSV files, integrating with 3rd party APIs such as courier partners and bank partners, sending emails to partners and generation of invoices and specific formats basis pre-defined logic. There is a fair amount of complexity involved as the project is for a marketplace and the order tracking starts from interacting with sellers and buyers at different points of time.
Category: Software Application       
Skills: Zoho Creator Programming, Zoho CRM       
Preferred Location: India

s****chu
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| s****chu
|    India
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Jul 28, 2015  |  Ends: 8d, 23h  |   7 Proposals
Seeking a very energetic and well-spoken individual that has marketing experience in the healthcare field. You will be calling assisted living, independent living and 55 plus communities and setting in-person appointments for our marketing team. You will utilize RingCentral VOIP to make outbound calls and will update Zoho CRM on a daily basis. You will be tasked with meeting daily/weekly/monthly goals. Only candidates with experience in Zoho CRM will be considered. Must be driven and a real team player. Job Description: I'm looking for a Virtual Assistant to help me manage outbound calls and emails, schedule events, and the marketing team reach daily/weekly/monthly goals. Your responsibilities: - Update Zoho CRM - data entry - Research using the Internet or other information databases - Outbound calling to potential buildings, patients and possible affiliates - Email management - Other miscellaneous tasks that can be performed online - Must be accessible, online and on...
Category: Virtual Assistant       

c****lth
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| c****lth
|    United States
Fixed Price: Not Sure   |  Posted: Jul 28, 2015  |  Ends: 23d, 16h  |   69 Proposals
We need the application to be able to - invoicing - payment tracking - meaningful data analytics - store client's details and what products they have purchase before - handle product changes - basic accounting - payroll e.g calculating sales agents commission you can either suggest using an existing open source erp or crm like sugarcrm, vtiger, odoo , zoho, zurma , etc... and modify it or code from scratch using framework like codeignitor, etc... the choice is yours please let me know how big is your team and what will you be using when you apply for this job thank you
Category: Project Management       

s****lee
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| s****lee
|    Hong Kong SAR, PRC
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Jul 27, 2015  |  Ends: 8d, 9h  |   80 Proposals
Looking for someone with great attention to detail to update student profiles in our Client Relationship Database with data from reports received daily. Reports are received in Excel format from our partners on the status of our students. Reports to enter data into Zoho CRM will be uploaded to workroom. Fields that are updated are date and text fields. Clear and specific instructions and login will be provided to ideal candidate. Ideal candidate: - In timezone: GMT +2 to GMT 5.3 - Student or stay at home individual - Strong attention to detail - Has worked with Zoho CRM - trustworthy and reliable - Must sign separate private and confidentiality agreement Scope to receive more data entry jobs in future and positive feedback and rating.
Category: Data Entry       
Preferred Location: Eastern Europe, India/Southern Asia, Eastern Asia, Middle East & Central Asia

D****Ltd
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| D****Ltd
|    Australia
Fixed Price: Less than $500   |  Posted: Jul 27, 2015  |  Ends: 23d, 8h  |   10 Proposals
We are seeking an experienced PHP developer to help us write some various small scripts which will connect to a ZoHo CRM api. We have today examples which you could learn from assuming you have the provided API experience. - The developer will be responsible to collect the requirements with the Project Manager. - We will provide a test (access) to ZoHo and provide data mapping details Please apply only if you have worked with ZoHo and have been able to solve Batching issues with there limited API calls. Experience means = You have worked with the ZoHo api in the past and can show us examples in your interview of working access via API. Either data collection and batching etc. // We will start with a small set of tasks for a fixed priced based on an agreed scope of work. We will extend the project further once you have shown the ability to work reliably with good communication.
Category: Web Programming       
Skills: PHP, Zoho CRM, API       

D****sky
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| D****sky
|    United States
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