Inventory Update & Zoho Automation

Our catalogue counts are no longer in sync and I need a sharp set of hands to fix that quickly while also tightening up the way Zoho CRM works for the team.

First, every product quantity in our inventory database must be reviewed and updated so Zoho shows the exact on-hand numbers we have in our warehouse system. I will provide the current stock spreadsheet and any API credentials you may need; you make sure the figures inside Zoho match it perfectly.

Once the data is clean, I want to unlock more value from Zoho itself:

• Build or refine automated workflows that react to inventory changes—for example, flagging low-stock items, notifying purchasing, and updating the sales pipeline without manual clicks.
• Create clear, real-time reports and analytics dashboards that let us see stock levels, reorder points, and sales impact at a glance.

Acceptance criteria
• All product quantity fields in Zoho align 100 % with the source file I supply.
• Workflows run automatically, are documented, and can be toggled on/off from Zoho’s native interface.
• Dashboards load without errors, reflect live data, and can be filtered by date, product line, and sales rep.

If you have deep experience manipulating data inside Zoho CRM and can demonstrate previous workflow/report builds, let’s get started.