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Zoho Platform Implementation: Accounting, Financial, Project, and Crm Modules

Published on the July 03, 2025 in IT & Programming

About this project

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We are seeking an experienced freelancer to implement and configure various modules within the Zoho Platform. The scope of this project includes the setup and customization of the accounting, financial, project management, and CRM modules. The primary goal is to streamline our business operations and enhance efficiency across these key areas. The ideal candidate will have a deep understanding of the Zoho ecosystem, including best practices for integration and data migration. Responsibilities will include:Configuring Zoho CRM to manage customer relationships, sales pipelines, and lead tracking.Setting up Zoho Books or Zoho Finance Plus for comprehensive accounting and financial management, including invoicing, expense tracking, and reporting.Implementing Zoho Projects for efficient task management, team collaboration, and project tracking.Ensuring seamless data flow and integration between all implemented Zoho modules.Providing initial training or documentation for our team on the new configurations.We are looking for a professional who can deliver a robust and tailored Zoho solution to meet our specific business needs.

Category IT & Programming
Subcategory Other
Project size Large

Delivery term: Not specified

Skills needed

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