Ola

CRM Automation & Integration Consultant

Apr 2023 - Present • 3 yrs 1 mo

Helped businesses streamline operations and automate workflows using the full Zoho ecosystem, including Zoho CRM, Zoho Creator, Zoho Books, Zoho Desk, Zoho Flow, Zoho Analytics, Zoho Projects, Zoho Sign, Zoho Recruit, Zoho Campaigns, and Zoho Inventory. Specialized in CRM setup, customization, workflow automation, lead management, pipeline optimization, AI-powered workflows, API integrations, and business process automation for startups, real estate companies, eCommerce brands, and service-based businesses. Designed and implemented automated CRM systems that improved customer relationship management, reduced manual work, increased lead conversion rates, and enhanced team productivity. Built custom workflows for lead nurturing, appointment scheduling, sales follow-ups, task automation, onboarding systems, customer support ticketing, reporting dashboards, and sales pipeline management. Integrated Zoho applications with third-party tools and platforms including Shopify, Calendly, Twilio, WhatsApp API, Zapier, Make.com, Mailchimp, Jotform, Google Sheets, ClickFunnels, Stripe, Slack, Acuity Scheduling, and various REST APIs using webhooks and automation tools. Developed seamless synchronization systems for customer data, orders, invoices, communication channels, and reporting systems. Created automated email marketing and SMS marketing systems for businesses to improve engagement, automate follow-ups, and increase sales conversions. Built real estate CRM workflows with automated lead capture, drip campaigns, appointment booking systems, property inquiry tracking, and client onboarding processes. Also developed custom dashboards and analytics systems to help businesses track KPIs, monitor sales performance, manage operations, and make data-driven decisions. Worked extensively on Zoho Creator app development, Zoho Forms automation, Zoho Sign workflows, Zoho Desk ticket systems, Zoho Projects task management setups, and Zoho Flow integrations for cross-platform automati

Zoho CRM & Automation Specialist

Jan 2018 - Present • 8 yrs 4 mos

Helped businesses streamline operations and automate workflows using the full Zoho ecosystem, including Zoho CRM, Zoho Creator, Zoho Books, Zoho Desk, Zoho Flow, Zoho Analytics, Zoho Projects, Zoho Sign, Zoho Recruit, Zoho Campaigns, and Zoho Inventory. Specialized in CRM setup, customization, workflow automation, lead management, pipeline optimization, AI-powered workflows, API integrations, and business process automation for startups, real estate companies, eCommerce brands, and service-based businesses. Designed and implemented automated CRM systems that improved customer relationship management, reduced manual work, increased lead conversion rates, and enhanced team productivity. Built custom workflows for lead nurturing, appointment scheduling, sales follow-ups, task automation, onboarding systems, customer support ticketing, reporting dashboards, and sales pipeline management. Integrated Zoho applications with third-party tools and platforms including Shopify, Calendly, Twilio, WhatsApp API, Zapier, Make.com, Mailchimp, Jotform, Google Sheets, ClickFunnels, Stripe, Slack, Acuity Scheduling, and various REST APIs using webhooks and automation tools. Developed seamless synchronization systems for customer data, orders, invoices, communication channels, and reporting systems. Created automated email marketing and SMS marketing systems for businesses to improve engagement, automate follow-ups, and increase sales conversions. Built real estate CRM workflows with automated lead capture, drip campaigns, appointment booking systems, property inquiry tracking, and client onboarding processes. Also developed custom dashboards and analytics systems to help businesses track KPIs, monitor sales performance, manage operations, and make data-driven decisions. Worked extensively on Zoho Creator app development, Zoho Forms automation, Zoho Sign workflows, Zoho Desk ticket systems, Zoho Projects task management setups, and Zoho Flow integrations for cross-platform automati