Precious M

Zoho CRM Integration & Reporting Automation Specialist

Business • Freelance

Oct 2025 - Present • 7 mos

Supported a B2B service business with Zoho CRM integration, Zoho One optimization, workflow automation, data management, reporting dashboards, API connection, lead tracking, client management, and business process improvement. The business needed a cleaner and more reliable system for managing leads, client records, service requests, follow-ups, sales opportunities, invoices, internal tasks, reports, and customer communication without depending on disconnected spreadsheets, manual updates, and scattered tools. Configured Zoho CRM for lead management, contact management, account records, deal pipeline setup, custom modules, custom fields, page layouts, lead source tracking, sales stages, follow-up tasks, activity tracking, email alerts, task reminders, and workflow automation. Improved the CRM structure so the team could clearly track every lead from first inquiry to consultation, proposal, onboarding, active client, renewal, or lost opportunity. Worked across Zoho One apps including Zoho CRM, Zoho Books, Zoho Forms, Zoho Flow, Zoho Campaigns, Zoho Desk, Zoho SalesIQ, and Zoho Analytics to create a more connected business system. Built form-to-CRM automation, lead routing, internal notifications, follow-up reminders, deal updates, support ticket connections, campaign list syncing, and reporting workflows to reduce manual work and improve visibility across sales, support, finance, and operations. Supported Zoho API integration and third-party app connection for moving data between Zoho and external platforms, improving record syncing, and automating routine business processes. Used Zoho Flow and CRM workflows to connect forms, customer data, pipeline updates, support requests, email lists, and finance records. Helped clean and organize CRM data, remove duplicate records, standardize fields, improve tagging, and create a clearer source of truth for leads, clients, deals, tasks, invoices, and reports. Key skills used: Zoho CRM, Zoho One, Zoho Books, Zoho Flow

Zoho One, Projects & Operations Automation Consultant

Booking.com • Freelance

Apr 2025 - Sep 2025 • 5 mos

Supported a hospitality and booking business with Zoho One setup, Zoho CRM customization, Zoho Projects, Zoho SalesIQ, Zoho Forms, Zoho Flow, Zoho Campaigns, Zoho Analytics, workflow automation, customer journey tracking, and operations management. The business needed a more structured system for managing guest inquiries, booking requests, service follow-ups, internal tasks, customer communication, project updates, reporting, and daily operations across multiple channels. Configured Zoho CRM for lead capture, guest inquiry tracking, booking pipeline setup, customer records, custom modules, custom fields, deal stages, follow-up tasks, email alerts, customer status tracking, and workflow automation. Built a cleaner CRM structure so the team could manage inquiries from website forms, live chat, email, referrals, and manual entries in one organized system. Set up Zoho Forms for booking requests, consultation forms, customer intake forms, service inquiry forms, feedback forms, and internal request forms. Connected form submissions to Zoho CRM to reduce manual data entry and make sure each request triggered the correct follow-up task, status update, and internal notification. Configured Zoho SalesIQ for live chat, website visitor tracking, lead capture, chat routing, customer information collection, and CRM connection. Supported Zoho Campaigns for segmented email communication, customer follow-up, booking reminders, service updates, and basic lead nurturing. Used Zoho Projects to organize internal task management, project stages, team responsibilities, deadlines, client-related work, documentation, and progress tracking. Built workflow automation with Zoho Flow and CRM workflows to connect forms, CRM records, projects, email notifications, task updates, and reporting activity. Key skills used: Zoho One, Zoho CRM, Zoho Projects, Zoho SalesIQ, Zoho Forms, Zoho Campaigns, Zoho Flow, Zoho Analytics, CRM setup, workflow automation, booking pipeline, customer journey

Zoho CRM, Sales Pipeline & Lead Management Specialist

Marketing • Freelance

Dec 2024 - Feb 2025 • 2 mos

Supported a marketing agency with Zoho CRM setup, sales pipeline customization, lead management, outreach tracking, follow-up automation, campaign reporting, and CRM process improvement. The agency needed a better way to manage scraped leads, qualified prospects, sales conversations, outreach activity, booked calls, proposal stages, deal tracking, and closed clients without depending on scattered Google Sheets, email threads, LinkedIn notes, and manual reminders. Configured Zoho CRM for lead capture, lead source tracking, contact management, deal stages, sales pipeline setup, custom fields, custom modules, page layouts, lead status rules, sales activities, follow-up tasks, meeting records, proposal tracking, and closed deal reporting. Built a cleaner CRM structure so the team could track every prospect from first contact to booked call, sales conversation, proposal sent, follow-up, won deal, or lost opportunity. Created workflow automation for lead assignment, task creation, follow-up reminders, pipeline movement, email notifications, deal updates, internal alerts, missed follow-up tracking, and sales activity reporting. Set up segmentation for ecommerce leads, Shopify businesses, WooCommerce stores, BigCommerce stores, agency prospects, SEO leads, paid ads leads, and website service prospects. Supported Zoho Campaigns and Zoho Forms setup for lead nurturing, list segmentation, outreach forms, consultation requests, and email marketing follow-up. Connected lead capture forms and campaign engagement data into Zoho CRM to improve visibility across sales and marketing activity. Helped the agency track outreach performance, response quality, lead qualification, sales call status, and revenue opportunities more clearly. Key skills used: Zoho CRM, Zoho One, sales pipeline, lead management, CRM setup, CRM customization, workflow automation, outreach tracking, lead qualification, deal tracking, Zoho Campaigns, Zoho Forms, email automation, sales automation, reporting