Isla Tola

CRM & Workflow Automation Consultant

State of Digital Publishing • Freelance

Apr 2026 - Jun 2026 • 2 mos

Worked with the marketing and operations team to design and implement scalable CRM automation and workflow automation systems that streamlined lead management, customer engagement, and internal business processes. Delivered complete CRM implementation by configuring automated lead capture workflows, custom sales pipelines, lead routing, customer segmentation, and lifecycle automation to eliminate manual tasks and improve operational efficiency. Built automated follow-up sequences using email automation, task automation, reminder workflows, and lead nurturing campaigns to ensure every prospect received timely communication throughout the sales funnel. Developed API integrations between the CRM and third-party business applications, enabling seamless data synchronization, automated notifications, customer onboarding, and cross-platform workflow execution. Created custom CRM dashboards, KPI reports, sales analytics, and performance reporting that provided real-time visibility into lead generation, pipeline health, conversion rates, and customer engagement metrics. Worked closely with stakeholders to optimize CRM workflows, improve reporting accuracy, automate repetitive business processes, and build scalable systems capable of supporting future business growth. The implementation reduced administrative workload, improved lead response times, increased team productivity, and created a centralized CRM environment that enabled better decision-making and stronger customer relationship management. Core Skills: CRM Automation, Workflow Automation, CRM Implementation, CRM Consultant, CRM Setup, CRM Customization, Sales Pipeline, Lead Management, Lead Capture Automation, Email Automation, API Integration, Business Process Automation, Customer Relationship Management, CRM Integration, Dashboard Development, KPI Reporting, Sales Automation, Lead Nurturing, CRM Optimization, Business Automation, Marketing Automation, Customer Journey Automation, Process Automation.

Zoho CRM Automation Specialist

brightmaison • Freelance

May 2025 - Jul 2025 • 2 mos

Designed and implemented advanced Zoho CRM automation solutions that helped businesses streamline sales, customer onboarding, and day-to-day operations through intelligent workflows. Delivered customized Zoho CRM workflow automation using Blueprint, workflow rules, custom functions, Deluge scripting, scheduled actions, approval processes, email automation, task automation, and notification systems tailored to each client's business model. Built automated sales pipelines, lead routing, follow-up sequences, customer lifecycle automation, and lead nurturing workflows that improved response times and increased sales efficiency. Integrated Zoho CRM with websites, Zoho Forms, Zoho Books, Zoho Campaigns, payment gateways, calendars, and third-party applications using Zoho Flow, APIs, and webhooks to eliminate repetitive manual tasks and improve data synchronization. Collaborated closely with business owners to optimize CRM performance, automate business processes, improve reporting accuracy, and create scalable CRM systems capable of supporting long-term growth and increased customer engagement. Core Skills: Zoho CRM Automation, Zoho CRM Setup, Zoho CRM Expert, Zoho CRM Consultant, Workflow Automation, Blueprint Automation, Deluge Scripting, Zoho Flow, Email Automation, Task Automation, Sales Automation, CRM Integration, API Integration, Webhooks, Lead Management, CRM Optimization, Business Process Automation, Zoho One, CRM Specialist.

Zoho CRM Implementation Consultant

Elevate Construction • Freelance

Apr 2025 - Jun 2025 • 2 mos

Worked with startups, agencies, consultants, and service-based businesses to implement customized Zoho CRM solutions that streamline lead management, automate sales processes, and improve customer relationship management. Every implementation was designed around the client's unique sales workflow, ensuring the CRM matched existing business operations while reducing manual tasks and increasing team productivity. Configured custom modules, layouts, fields, sales pipelines, deal stages, lead assignment rules, workflow automation, Blueprint processes, approval workflows, email templates, reports, dashboards, user roles, permissions, and CRM security settings. Managed complete CRM implementations, data migration from spreadsheets and legacy CRM platforms, third-party integrations, API connections, and business process automation to centralize customer data and eliminate repetitive administrative work. Collaborated closely with business owners to analyze existing workflows, optimize CRM performance, automate lead routing, improve opportunity tracking, and create dashboards that provide real-time visibility into sales performance and customer interactions. Delivered scalable CRM systems that support business growth while improving reporting accuracy, team collaboration, and operational efficiency. Core Skills: Zoho CRM, Zoho CRM Setup, Zoho CRM Implementation, Zoho CRM Consultant, Zoho CRM Expert, Zoho CRM Customization, Zoho CRM Automation, Zoho CRM Integration, Zoho CRM Migration, Zoho CRM Dashboard, Zoho CRM Reporting, CRM Implementation, CRM Migration, CRM Consulting, CRM Customization, Sales Pipeline Setup, Lead Management, Workflow Automation, Business Process Automation, Blueprint Automation, Deluge, API Integration, CRM Optimization, Email Automation, Business Automation, Zoho One, Customer Relationship Management, CRM Specialist.