Overview:
We are looking for an experienced Zoho One consultant or business systems analyst to help streamline and optimize our internal workflows across Zoho CRM, Zoho Projects, Zoho Sign, Zoho Writer, WorkDrive, and QuickBooks.
Our current system is functional but not seamless, we are looking for someone who can evaluate how we operate as a business and redesign our systems to improve efficiency, reduce manual work, and create a more connected workflow from sales through project delivery and invoicing.
What We Need Help With:
We are not looking for basic setup, we need someone who can think strategically about how our business runs.
Key focus areas include:
Mapping our full workflow:
Lead → Proposal → Approval → Project → Fabrication → Invoice → Payment
Identifying gaps, redundancies, and manual processes
Improving handoffs between:
Zoho CRM → Zoho Projects
Zoho Sign → Project kickoff
Project completion → QuickBooks invoicing
Standardizing document workflows (proposals, approvals, fabrication sign-offs)
Creating automation where appropriate
Improving visibility into:
Project status
Billing status
Payment tracking
Commission tracking
QuickBooks Integration (High Priority):
A major part of this role will be helping us connect Zoho with QuickBooks to eliminate duplicate entry and improve financial visibility.
We are looking to:
Automatically generate invoices from Zoho (based on deal stage or project milestones)
Sync invoice and payment status back into Zoho CRM and/or Projects
Improve visibility into:
What has been invoiced
What has been paid
What is outstanding
Support better reporting for leadership and sales
Lay the groundwork for commission tracking based on payments
Ideal Candidate:
We are not looking for a developer, we are looking for someone who understands how businesses operate and can design systems around that.
We are looking for someone who:
Has deep experience with Zoho One (not just CRM)
Has experience integrating Zoho with QuickBooks (or similar accounting tools)
Thinks in terms of business processes, not just software setup
Can identify inefficiencies and propose better workflows
Has experience with:
Zoho CRM
Zoho Projects
Zoho Sign
Zoho Writer
WorkDrive
APIs / integrations (preferred)
Important:
We are not looking for someone who only:
Adds fields
Builds forms
Does surface-level setup
We need someone who can step back, understand how we operate, and design a system that supports it.
Project Scope:
Initial engagement would include:
System review + workflow mapping
Identification of gaps and recommendations
Implementation of key improvements
QuickBooks integration strategy and setup
Ongoing support may be considered based on fit.
To Apply:
Please include:
Examples of similar Zoho projects you’ve worked on
Details on any QuickBooks or accounting integrations
A brief description of how you approach workflow/system design
About Us:
We are a design and fabrication firm specializing in donor recognition, wayfinding, and environmental graphics. Our projects range across healthcare, higher education, and cultural institutions, and we manage work from concept through fabrication and installation.