Zoho CRM & Books Assistant
Budget: ₹100 – ₹400 INR
I need a detail-oriented virtual assistant who already feels at home inside both Zoho CRM and Zoho Books. Day to day you will be keeping our contact and deal data clean, building or tweaking workflow rules so nothing slips through the cracks, and pulling clear, actionable reports for the team. On the finance side you’ll raise and send invoices, record payments, tag and reconcile expenses, and generate the monthly statements we rely on.
To fit well you should know the native automation tools in Zoho CRM, be comfortable creating custom views and dashboards, and understand how Zoho Books handles tax, currency and bank-feed matching. I will provide existing templates, brand assets and account access; you bring the speed, accuracy and Zoho tricks that keep everything running smoothly.
Deliverables will be considered complete when:
• All current records are up-to-date and duplicate-free in Zoho CRM.
• New or improved workflows are live and tested, with me notified of any edge cases.
• Weekly summary and pipeline reports arrive in my inbox every Monday.
• All invoices for the week are issued, payments logged, and expenses categorised in Zoho Books.
• End-of-month financial reports match our bank balance and can be exported for the accountant without extra edits.
If you can commit to quick response times during business hours and you like making processes tighter, let’s get started.
To fit well you should know the native automation tools in Zoho CRM, be comfortable creating custom views and dashboards, and understand how Zoho Books handles tax, currency and bank-feed matching. I will provide existing templates, brand assets and account access; you bring the speed, accuracy and Zoho tricks that keep everything running smoothly.
Deliverables will be considered complete when:
• All current records are up-to-date and duplicate-free in Zoho CRM.
• New or improved workflows are live and tested, with me notified of any edge cases.
• Weekly summary and pipeline reports arrive in my inbox every Monday.
• All invoices for the week are issued, payments logged, and expenses categorised in Zoho Books.
• End-of-month financial reports match our bank balance and can be exported for the accountant without extra edits.
If you can commit to quick response times during business hours and you like making processes tighter, let’s get started.