Zoho One Systems Consultant (CRM, Projects, QuickBooks Integration)

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.