How to Kick-start Your Personal Branding?
Personal branding can drive your business ahead. This guide helps you getting all your ducks in line to kick-start your personal branding.
Preciso de ajuda pontual dentro do ecossistema Zoho, especificamente na suíte de Produtividade e Colaboração. O foco agora é o Zoho Mail: quero deixá-lo pronto para uso com nosso domínio próprio, sem dores de cabeça com DNS ou segurança. O que espero de você • Configurar a conta no Zoho Mail e validar o domínio • Ajustar registros MX, SPF, DKIM e DMARC diretamente no provedor de DNS • Criar usuários, aliases e grupos essenciais, garantindo permissões corretas • Testar envio e recebimento para confirmar que tudo está 100 % funcional Critério de aceite 1. Domínio verificado dentro do painel Zoho Mail 2. Registros DNS pr...
Sou uma agente de seguros e preciso aprender a mexer na plataforma para cadastro de clientes, lembretes de tarefas, envio de emails e outras atividades.
...afirmar a ter a Atenção na Casa Da Mata para aos Freelancer ter ao seu Serviço em Atividade vista "FreeWork" podendo receber até mais de 50 Mil nesse Processo em Serviço na Casa De Sorteios Somos uma Casa De Sorteio Real em Destino a CNPJ em Itajaí no Estado de Santa Catarina e já dês de o Início aplicamos a nossa Segurança sermos um Verdadeiro Negócio tendo a nossa Comodidade obtendo Assinatura com Zoho Forms e também uma Loja Aberta no Mercado Pago (Também usamos ao Banco Infinity Pay ao Negócio e Empreendimento), agora ao dia 14 de Maio podendo festejar a 15 de Maio nesse Ano em 2025 buscamos ter a nossa Total Afirmação ao Sistema antes de poder ter a chama...
O Zoho CRM já está em uso há 12 meses com implantação básica dos módulos leads, contas, contatos e negócios. Precisamos aprimorar o ciclo de vendas e detalhes na estruturação, durante a criação da oportunidade, principalmente utilização de produtos de serviços para a composição da proposta, além de melhor controle sobre o variável do time de vendas.
Tenho um email profissional hospedado no google (03 contas) quero tranferir as mesmas para o zoho que é gratuito.
Preciso de um site para ser aprovado no rótulo de anúncios do Facebook para campanha eleitoral já tenho domínio no e também já tenho e-mail Zoho funcionando.
Realizar a configuração do zoho crm, fluxos, automações.
Ola Danilo, Tenho que executar o disparo de um email (template HTML ja esta pronto) para um grupo de 40 mil leads (ja tenho tambem a BD). Tentei fazer por conta propia pelo Zoho Campaings mas a taxa de abertura/interaçoes esta bem baixa. Precisaria de um especialista no assunto para melhorar esses resultados. Aguardo seu retorno
Setup e configuração da solução Zoho CRM Suporte técnico e manutenção Configurações de segurança Serviços de formação Fluxos de Trabalho e Automatização Relatórios Personalizados Planeamento da implementação Integração com outros serviços (Zoho, Google Apps, FB …)
Boa tarde . me chamo Anderson Estou precisando de programador da plataforma zoho que programe as funcionalidades email marketing captação de leads programação de chat na web e sistema de automação via whatzapp zoho . De preferencia que seja de Curitiba Paraná.
Necessito profissional de TI com experiencia em integração de ERP e CRM via API/WEBHOOK. Sistemas envolvidos: Conta Azul, Omie, Quickbooks. Zoho Books, Zoho CRM, Bitrix24
Pessoas para aplicar treinamento PRESENCIAL em Belo Horizonte-MG Brasil na ferramenta ZORO CRM. Estou criando pequena empresa e busco software de CRM como ZOHO e SuiteCRM para poucos usuários. A fim de fazer telemarketing ativo, relacionamento e prospecção com a base de prospects e clientes. Gostaria de receber um treinamento do ZOHO Crm em Belo Horizonte.
Preciso de um módulo para aceitar pagamentos na Plataforma Zoho-commerce via , é um intermediador de recebíveis, que processa pagamentos através de boleto bancário. O projeto deve contemplar algumas funções básicas: * Possibilidade de emitir boletos bancários através do paghiper, dentro da plataforma Zoho Commerce * Mostrar informações do boleto na tela final do pedido. (linha digitavel, url do boleto etc..) * Na lista de pedidos, na visão do cliente, ele tenha acesso ao boleto caso necessite reimprimi-lo * Integração com campo cpf/cnpj existente ou possibilidade de criação de um campo personalizável. (pois a partir de janeiro 2017, passou a se...
Configuração de email na Plataforma Zoho Workplace. Versão Free Plan. Deve-se configurar o domínio adquirido no Registro BR: nanasantos.com.br. Grato,
Eu trabalho em curso relacionadas com o nosso projeto anterior 'Configuração de Email no Zoho Workplace - Versão Free Plan'
Configuração de email na Plataforma Zoho Workplace. Versão Free Plan. Deve-se configurar o domínio adquirido no Registro BR: nanasantos.com.br. Grato
Preciso de um freela bem experiente em hospedagem que saiba preparar um VPS junto com outro servidor proxy. Eu tentei o combo mais fácil e conhecido que é o DigitalOcean + ServerPivot + CloudFlare + Zoho Email mas não consegui. Consegui tudo, menos conectar ao database. Além disso, esse combo não é offshore. Eu quero servidores fora dos Estados Unidos, quero no Panama, na Russia, Paises Baixos et cetera. Meu site não é ".," é ".com", e é todo em inglês. Então, também não quero hospedar em servidores brasileiros. Eu já tenho uma boa ideia em quais servers eu quero hospedar, mas não sei fazer o proxy.
Viva, temos neste momento uma aplicação que foi desenvolvida em laravel por um consultor externo. Neste momento, a aplicação já esta em produção, mas necessita de alguns melhoramentos. Esta aplicação recebe informação de leads e contactos de uma aplicação de CRM (Zoho), que, por sua vez permite gerar simulações de propostas e propostas para depois apresentar aos potenciais clientes. Atualmente, no que diz respeito à integração com o CRM, será necessário disponibilizar forma de forçar update de forma manual (em vez do schedule). Acrescentar um campo memo num formulário - para observações; Depois de preencher um fo...
os e-mails da nossa loja estavam disparando indevidamente, resolvemos mudar para porém, o zoho exige que confirme o dns do dominio, acessei a cpanel e somente abri algumas pastas e a loja saiu do ar, inclusive na mcbrasil está mostrando uma msg na parte superior, qdo se clica em comprar um produto, não continua.
Preciso integrar o meu FreePBX como o Zoho (CRM ou Support) para fins de geração automática de tickets de atendimento das chamadas de entrada. Need integration between FreePBX and Zoho (not sur if CRM or Support) to get ticket numbers in incoming calls.
Preciso fazer uma integração da MundiPagg com as ferramentas citadas.
Tenho uma empresa de Coaching e agora que estou iniciando as atividades de forma mais agressiva. O objetivo é termos uma plataforma única para todas as ações comercias e marketing. Analisei algumas soluções, no entanto a que mais chamou a atenção foi o Zoho pois é ampla e possibilita a integração de várias atividades. Minha intenção é que o freelancer ofereça os serviços de configuração e gestão da plataforma.
I’m looking for a freelance billing engineer in Udaipur who can j...responsibilities will be to raise fully compliant GST invoices, keep our compact set of accounts tidy, and follow up with clients until each payment lands in the bank. Work comes in bursts, so I need someone comfortable with an on-call rhythm rather than a fixed daily schedule. As long as the books stay current and every invoice is uploaded on time, you can choose the tools you prefer—Tally ERP, Zoho Books, QuickBooks, or any other software you’re already efficient with. Clear communication is everything else is flexible. If you understand Indian GST rules inside-out, enjoy managing lean accounts, and don’t mind picking up the phone for the occasional payment reminder, let’s conne...
I need an experienced Zoho technician to jump in and steady the ship across our Zoho One environment—specifically Zoho CRM, Bigin, Zoho MAil, Campgain, Zoho Commerce, Zoho Projects and Zoho Books. Right now the suite is live but we keep running into three recurring Some headaches: persistent API errors, unreliable third-party app connections and unpredictable data-sync glitches. On top of that, Need we looking for regular Support on demad better to have in language of English and tamil. Here’s what I’d like to achieve: • Diagnose and clear the API errors that are interrupting communication between the Zoho apps and our external systems. • Restore and document rock-solid connections with the third-party ...
...lead generation and digital expansion across the U.S. and Canada. This is not a role for a generalist; we are looking for a results-oriented strategist who takes ownership of the numbers and treats our marketing budget as an investment for growth. The primary objective of this role is to build and optimize a high-velocity lead engine, ensuring a consistent flow of high-quality prospects into our Zoho CRM for the sales team to convert. Key Performance Objectives (KPOs) 1. Scalable Lead Generation & Ad Management ● Target: Manage and optimize multi-channel digital campaigns (Google & Meta) to hit specific Monthly Lead Volume and Cost Per Acquisition (CPA) targets. ● Responsibility: You will be responsible for the full lifecycle of paid media, from creative testing to bud...
I’m ready to leave Yandex and take ten company mailboxes – along with every email, contact, and calendar entry – to a new provider. I haven’t locked in the destination yet, so if you’re comfortable moving data into Google Workspace, Microsoft 365 / Outlook, Zoho Mail or another solid platform, feel free to recommend the best fit. Scope of work • Export all data from each Yandex account and import it into the chosen service, preserving folder structure, labels, contacts and calendars. • Keep mail flow uninterrupted during the cut-over; update MX, SPF, DKIM and DMARC records when we flip the switch so nothing lands in spam or bounces. • Set up the ten fresh accounts on every device we use – macOS and Windows laptops plus a mix ...
I need a Zoho-native chat bot that can sit inside SalesIQ, greet website visitors, answer their sales-related questions in real time, qualify each lead, and push enriched data straight into Zoho CRM. The flow I’m picturing is: • The bot opens with a friendly prompt, asks a few qualifying questions, and scores the lead. • It replies instantly to common product queries (pricing, features, availability, etc.) using an AI knowledge base you’ll train from my existing FAQs, brochures, and web pages. • When the prospect meets my criteria, it should schedule a follow-up task or create a deal record automatically; if not, it tags them for nurture. I’ve already connected SalesIQ and CRM; you’ll focus on configuring the bot rules, training th...
I want to sell a customer-relationship management solution tailored to the needs of a growing medium-sized company. The platform has to give my sales team an intuitive way to store and segment contacts, follow every deal through the pipeline, and pull clear performance insights from built-in analytics dashboards. I am open to either a well-chosen off-the-shelf platform (Salesforce, HubSpot, Zoho, etc.) that you can configure to match our workflow, or a lightweight custom build if you can prove it will scale and remain cost-effective. What matters is that the finished system lets us: • Manage and tag contacts without duplicate headaches • Track opportunities, stages, forecasted revenue, and win-loss reasons in real time • Generate actionable reports and visual a...
I need an experienced Zoho technician to jump in and steady the ship across our Zoho One environment—specifically Zoho CRM, Bigin, Zoho MAil, Campgain, Zoho Commerce, Zoho Projects and Zoho Books. Right now the suite is live but we keep running into three recurring Some headaches: persistent API errors, unreliable third-party app connections and unpredictable data-sync glitches. On top of that, Need we looking for regular Support on demad better to have in language of English and tamil. Here’s what I’d like to achieve: • Diagnose and clear the API errors that are interrupting communication between the Zoho apps and our external systems. • Restore and document rock-solid connections with the third-party ...
... Your day-to-day will involve sourcing and calling fresh importer contacts, introducing our product line, nurturing interest with brief follow-up calls or emails, and finally scheduling a discovery meeting in my calendar. I’ll provide a product brief, a sample call script, and access to our cloud CRM so every interaction is logged and trackable. Experience with cold calling, CRM tools (HubSpot, Zoho, or similar), and clear spoken English is essential. Deliverables • 40–50 qualified importer leads per week, entered in the CRM • Call notes and status for each lead • Confirmed calendar appointments with decision makers in Europe and Australia I measure success by the number of vetted appointments kept and the completeness of CRM data, so accura...
... Your day-to-day will involve sourcing and calling fresh importer contacts, introducing our product line, nurturing interest with brief follow-up calls or emails, and finally scheduling a discovery meeting in my calendar. I’ll provide a product brief, a sample call script, and access to our cloud CRM so every interaction is logged and trackable. Experience with cold calling, CRM tools (HubSpot, Zoho, or similar), and clear spoken English is essential. Deliverables • 40–50 qualified importer leads per week, entered in the CRM • Call notes and status for each lead • Confirmed calendar appointments with decision makers in Europe and Australia I measure success by the number of vetted appointments kept and the completeness of CRM data, so accura...
...Zendesk, historical tickets migrated over from Zoho Desk, and all support addresses redirected so nothing slips through the cracks. Finally, internal email and support rules have to be locked down to keep the flow tidy and secure. Deliverables • Google Workspace (Business) fully deployed for WL, added as secondary domain • 11-50 staff users created with brand-appropriate aliases • Department role addresses implemented via Google Groups • Zendesk configured with two brands (WL + GS) • Zoho Desk tickets migrated into Zendesk with intact metadata • Support mail routing switched to Zendesk and verified • Internal routing and security rules documented and enforced I’ll provide domain registrar access, existing Zoho...
...rely on Zoho to keep everything moving. Right now I have several workflows live in Zoho CRM, Zoho Flow and a few related apps, but they grew piece-by-piece and now feel disjointed. Before a new staff member joins next month I want the entire system cleaned up, streamlined and expanded so it can scale with the business. The focus areas are clear: • Leads management – capturing, qualifying and nurturing sales and rental enquiries. • Tenant management – onboarding, communication, maintenance tracking and renewals. • Integration with our booking platforms and website – data must sync both ways without manual exports. • Overall organisation and data structure – consistent fields, pipelines and permissions so reports are ...
...developer/designer to help us customise a new SuiteCRM 8.9 installation for our sales team. The goal is to create a modern, user-friendly CRM interface that matches our visual designs and delivers a smooth, efficient experience similar to and Zoho CRM. Key Objectives: • Install SuiteCRM 8.9 on our web server (latest version). • Build a custom SuiteCRM theme (no prebuilt themes) to match our provided designs. • Streamline the sales process: intuitive in-line edits, pop-up windows, quick lead management that matches the visual styling of and Zoho CRM. • Develop and refine multiple modules • Integrate with Google Calendar (2-way), email sync, and lead enrichment APIs (, Apollo, , etc.). • Implement duplicate lead checking, user-level access co...
I am looking for an experienced Zoho CRM professional based in Bangalore to configure Zoho CRM end to end for my real estate and services focused business. The scope includes setting up modules, fields, layouts, lead and deal pipelines aligned to the actual sales process, workflow automation for lead assignment, follow ups, reminders and alerts, custom views, reports and dashboards, user roles and access permissions, email and WhatsApp integration using Zoho supported tools, data import and basic cleanup if required, mobile app setup for the sales team, and a short walkthrough with documentation after completion. The CRM will be used primarily for lead management, site visits, follow ups and closures, and I am looking for a practical, easy to use, and scalable setup. T...
I need a straightforward, browser-based tool that lets me feed incoming insurance enquiries into one dashbo...CSV/Excel import • Manual assignment and easy re-assignment of leads to any active agent • Timeline for each lead: call notes, comments, next action date • Visual dashboard with filters (agent / status / date range) • One-click exports to Excel or PDF for weekly reports • Role-based access: admin (full view) and agent (own leads only) I’m flexible on the stack—Laravel, Django, Node.js, or Zoho Creator all work for me—so long as the interface stays clean, loads fast on desktop and mobile, and can be deployed on my current hosting. Final deliverable is a fully working system with a short hand-off guide that lets me add ag...
I'm seeking a seasoned accountant to oversee my monthly payments and transaction reconciliations via Zoho. Key Responsibilities: - Managing and tracking payments - Reconciling transactions Requirements: - Proficiency in Zoho Invoice - Solid understanding of accounting principles - Experience in monthly payment management and transaction reconciliation Please provide details about your experience and availability in your proposal.
...developer/designer to help us customise a new SuiteCRM 8.9 installation for our sales team. The goal is to create a modern, user-friendly CRM interface that matches our visual designs and delivers a smooth, efficient experience similar to and Zoho CRM. Key Objectives: • Install SuiteCRM 8.9 on our web server (latest version). • Build a custom SuiteCRM theme (no prebuilt themes) to match our provided designs. • Streamline the sales process: intuitive in-line edits, pop-up windows, quick lead management that matches the visual styling of and Zoho CRM. • Develop and refine multiple modules • Integrate with Google Calendar (2-way), email sync, and lead enrichment APIs (, Apollo, , etc.). • Implement duplicate lead checking, user-level access co...
My business has grown to the point where daily numbers can no longer live in spreadsheets, so I’m moving everything into Zoho Books/Tally and need a dependable professional to keep it running smoothly. Here’s what I’ll count on you for each week and month: • Record every sales, expense, and journal entry promptly in Zoho Books/Tally. • Reconcile all bank and credit-card accounts so balances match statements to the cent. • Stay on top of accounts payable and receivable: enter bills, schedule payments, apply customer receipts, and flag anything overdue. I already have Zoho Books set up with a chart of accounts and bank feeds connected. You can expect secure, read-only access to statements and receipts through a shared drive, pl...
...coordinating internal communications, and supporting administrative functions across the gallery. This role requires someone who understands client lifecycle management, is comfortable working with high-end clientele, and can maintain confidentiality and professionalism at all times. ⸻ Key Responsibilities CRM Management & Optimization • Manage and maintain CRM systems (e.g., HubSpot, Salesforce, Zoho, , Airtable, or similar platforms) • Update client records, collector profiles, and transaction history • Segment contacts (collectors, artists, partners, prospects, VIP clients) • Create automated workflows for email follow-ups and lead nurturing • Track sales pipelines and generate performance reports • Monitor inquiries from website, so...
Our Zoho Bigin account needs a clean, reliable bridge to Meta Ads. The immediate priority is the WhatsApp lead flow: conversations arrive, but the data does not always map back to the correct contact or deal, so I am fighting constant data-sync issues. Once that pipeline is solid, I also want the existing Meta Ads Forms connection reviewed and adjusted so every new form submission lands in Bigin with the right fields populated. Here is what I expect from you: • Fix the WhatsApp integration so every message, name, phone number, and ad set identifier syncs to the right place in Zoho Bigin without manual intervention. • Audit and tune the Meta Ads Forms integration to the same standard of reliability. • Document the configuration and any custom functions (De...
Zoho ERP Integration Specialist Project Overview A leading service contractor company in Kenya, seeks an experienced Zoho ERP Integration Specialist to implement a comprehensive Zoho One ecosystem. The project involves configuring and integrating 11 Zoho modules with external systems including KRA eTIMS and M-Pesa APIs, tailored for Kenya's regulatory environment. Project Details Duration: 2-4 weeks (0-1 months) Work Model: Remote with occasional on-site visits to Nairobi Modules: 11 Zoho modules + 3 custom Zoho Creator applications Key Integrations: KRA eTIMS Type C, M-Pesa B2C API, Inter-module automation Budget: Competitive - Based on experience and proposal Note: Detailed Scope of Work document will be shared with shortlisted candidates. R...
Scope Overview (High Level): We are a startup and we are looking for an experienced Zoho FSM resource to implement and support: • Zoho FSM core setup and configuration • FSM Technician App for PSOs • FSM Customer App for service booking, tracking, payment, notifications • WhatsApp Business API integration for booking, Payment link and notifications • Custom company website – with the ability to intake service requests into Zoho FSM as requests Automated workflows for: o Request intake from FSM Customer App and WhatsApp o Work order creation > Service o Technician assignment based on availability and location o Job acknowledgment and execution • Payment gateway integration (UPI, cards, net banking) • Auto invoicing (Defin...
...**Systems to be used** * **Sirvoy PMS** – for room bookings and front desk * **Loyverse POS** – for restaurant and bar sales with inventory control * **Zoho Books** – for accounting, expenses, payables, and financial reports * **Zapier** – to automate data flow between the systems **Scope of Work** 1. Configure **Sirvoy PMS** * Room types, rates, taxes * Basic reservation and checkout workflow * Ensure checkout/folio totals can be sent to Zapier 2. Configure **Loyverse POS** * Menu items (food & drinks) * Categories and modifiers * Inventory and basic recipes/ingredients for bar control * Daily sales reporting 3. Configure **Zoho Books** * Chart of accounts (Rooms Revenue, Bar Revenue, Restaurant Revenue, Expenses...
...inside Zoho CRM and need someone to keep the lead-status field perfectly up to date. Each month you will log in, review the leads I flag, and adjust their status so the pipeline reflects reality. The job is strictly about lead status updates—no contact-info edits or product data work required. Here’s how I see it working: I’ll share an export or a view link at the start of every month that shows which records changed stage. You confirm any questions with me, then update the corresponding status values directly in Zoho. When you finish, send back a brief summary (number of records touched, any issues encountered) so I can close the reporting loop on my end. Accuracy matters more than speed; the key acceptance criteria are that every designated lead recor...
...work with us month after month. ⸻ Scope of Work 1. Email Marketing (Primary Focus) • Plan and execute 2–4 email campaigns per month • Product promotions, new arrivals, offers, seasonal campaigns • Target audiences: • Businesses • Councils • Schools • Sports clubs • Healthcare & trade customers • Write clear, professional B2B-focused email content • Use tools like Mailchimp / Klaviyo / Zoho Campaigns (experience with any is fine) • Basic reporting: open rates, click rates, recommendations ⸻ 2. Social Media Management • Manage Facebook & Instagram • 3–4 posts per week • Content types: • Product highlights • Custom branding work (embroidery/printing) • Offer...
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, ...
I run a private limited company and need a qualified Chartered Accountant to prepare and submit our Income-Tax Return. All income this year is classified as bu...before the deadline. Please handle: • Collation and reconciliation of transactions • Preparation of financial statements compliant with Indian Companies Act and Income-tax Act • Computation of tax liability, including any advance-tax adjustments or carry-forward losses • Online filing of the ITR and delivery of the acknowledgment I prefer someone who is comfortable working with Tally or Zoho Books (whichever you find easier) and can walk me through any queries the CPC might raise later. Accuracy and timely completion are crucial; once the return is accepted by the Income Tax Department, the job...
Personal branding can drive your business ahead. This guide helps you getting all your ducks in line to kick-start your personal branding.
How to organize your online documents and why it's important to have a clean computer
Top 10 CRM Software Solutions for Freelancers