j
joseph_intechx1

Joseph O

@joseph_intechx1

Smart CRM Solutions with Workflows Automation

Nigeria
Inglés, Español, Italiano, Francés, Alemán
Parte de la información aparece en idioma inglés.
Sobre mí
Hello, welcome to my profile. I’m Joseph, a CRM & Automation Specialist helping businesses save time, manage leads, and scale efficiently. I design and implement reliable systems using Zoho, GoHighLevel, HubSpot, and real estate CRM platforms to streamline workflows and organize client data seamlessly. From general CRM setups and automation to real estate-specific CRM solutions, I focus on practical, results-driven strategies. My goal is simple: reduce manual work, improve efficiency, and deliver systems that run smoothly and grow your business.... Lee más

Habilidades

j
joseph_intechx1
Joseph O
desconectado • 

Revisa mis servicios

Optimización del motor generativo
I will ai seo aeo geo generative engine optimization to rank your website on ai search
DeUSD 100 / proyectoMás información
Gestión de CRM
I will set up real estate crm lofty crm, boldtrail, kvcore, chime, follow up boss, idx
DeUSD 15 / proyectoMás información

Porfolio

Experiencia laboral

Lead Systems Integration & Zoho Consultant

OmniPoint • Freelance

Dec 2025 - Jan 2026 • 1 mo

At Zenith Business Solutions, I served as the primary architect for small-to-medium enterprises looking to migrate their entire operations into the Zoho One ecosystem. My role went far beyond basic data entry; I focused on building a "single source of truth" for business owners. I specialized in customizing Zoho CRM to mirror complex B2B sales cycles. This included the development of Blueprints to enforce strict sales processes, ensuring that no deal moved to the next stage without meeting specific criteria. I utilized Zoho Flow and Deluge scripting to create seamless bridges between Zoho CRM, Zoho Books, and Zoho Inventory, automating the entire quote-to-cash process. Key contributions included: Data Migration & Sanitization: Overseeing the transition of legacy data from spreadsheets and disparate apps into Zoho with 100% data integrity. Custom Module Development: Building unique modules within the CRM to track niche industry data points that standard fields couldn't capture. Advanced Analytics: Designing real-time dashboards in Zoho CRM to track salesperson performance, lead source ROI, and monthly recurring revenue (MRR). Workflow Optimization: Automating repetitive tasks such as document generation (Zoho Writer integration) and e-signatures (Zoho Sign), which cut down contract turnaround time by 50%. My implementations focused on scalability, allowing clients to increase their lead volume by 3x without needing to hire additional administrative staff.