
Summy D
Level 1
I fix the systems that keep you up at night
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Experiencia laboral
Zoho CRM & Analytics Reporting Consultant
InsightBridge Systems
Jan 2026 - Present • 4 mos
I implemented advanced reporting for Zoho CRM using Zoho Analytics, giving leadership real-time visibility into sales performance, lead sources, and conversion rates. I rebuilt CRM reports, dashboards, and KPIs while ensuring customer relationship management data accuracy and consistency across teams. #ZohoCRM #ZohoAnalytics #CustomerRelationshipManagement #CRMReporting #ZohoDashboards #CRMAnalytics #ZohoCRMExpert #CRMCustomization #CRMOptimization #CRMImplementation #CRMSetup #CRMStrategy #CRMDataManagement #CRMDataCleanup #BusinessAutomation #CRMIntegration #APIIntegration #ZohoFlow #ZohoConsultant #ZohoDeveloper #ZohoPlatform #ZohoSolutions #B2BCRM #SalesAutomation #LeadManagement #DealPipeline #CRMAdmin #CRMDeveloper #ZohoOne #ZohoBooks #ZohoDesk #ZohoCampaigns #ZohoProjects #CleanData #ScalableCRM #CRMSystem #CRMBestPractices #CustomerLifecycle #ZohoSpecialist #CRMPerformance #CRMExpert #AnalyticsConsultant
Zoho CRM Enterprise Optimization & Recovery Specialist
North America Corporate Systems
Feb 2025 - Present • 1 yr 3 mos
Conducted deep enterprise CRM audit and system recovery. Rebuilt broken workflows, redesigned module structures, implemented blueprint governance, and improved system adoption. #ZohoCRM #ZohoSystemAudit #ZohoSystemRebuild #ZohoAutomation #ZohoWorkflow #ZohoBlueprint #ZohoCRMImplementation #ZohoCRMExpert #ZohoIntegration #ZohoAPI #ZohoDeluge #ZohoConsultant #ZohoDeveloper #ZohoAdministrator #CRMOptimization #EnterpriseCRM #ZohoCustomization #ZohoFlow #BusinessAutomation #RevenueOperations #CRMArchitecture #DigitalTransformation #ProcessAutomation #ZohoOne #ZohoProjects #ScalableCRM #customerrelationshipmanagement #SystemRecovery #AutomationOptimization #CRMStrategy
Zoho CRM Custom Dashboard & KPI Consultant
InsightStack Analytics • Freelance
Nov 2025 - Dec 2025 • 1 mo
Designed custom Zoho CRM dashboards and KPIs for sales leaders tired of unreliable reports. Built real-time visibility into pipeline, activity, conversions, and performance metrics aligned with actual business goals. #ZohoCRM #CRMReporting #ZohoDashboards #SalesKPIs #ZohoAnalytics #BusinessIntelligence #ZohoConsultant #ZohoExpert #DataVisualization #CRMInsights #ZohoOne #PerformanceTracking #AutomationExpert #CRMOptimization #ExecutiveReports #ZohoAdmin #SalesAnalytics #ProcessClarity #BusinessSystems #CRMSetup #ZohoSolutions #DataDriven #WorkflowAutomation #RevenueInsights #SaaSAnalytics
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itsratedjay
Cliente recurrente

Estados Unidos
If you need someone who knows automation and CRM systems inside and out, Summy is your person. We will absolutely be working with them again. We brought them on to handle our GoHighLevel setup and n8n automation workflows, and they delivered clean, functional builds that actually work the way they should.
Respuesta del Freelancer
itsratedjay
Cliente recurrente

Estados Unidos
If you ever get the chance to work with Summy, do not hesitate. Summy has been nothing short of extraordinary. Their depth of knowledge in GoHighLevel is impressive on its own, but pair that with their mastery of n8n automations and you have someone who can genuinely transform the way a business runs...
Respuesta del Freelancer

kindinis

Chipre
Respuesta del Freelancer
itsratedjay
Cliente recurrente

Estados Unidos
It’s been a pleasure working with Summy. Her experience and expertise allowed her to figure out ways to create and implement useful solutions. Looking forward to working with Summy again in the future.
Respuesta del Freelancer
cavendishpalmer

Reino Unido
This is the first time using Summy and she didn't faily my expectations. She helped me set up my Zoho form and connected it with Zoho CRM module upon submission. If you are looking for a Zoho expert who knows her way and won't bail on you, she's your best option

Respuesta del Freelancer

