Temmy A

Zoho Crm Expert

Fiverr • Freelance

May 2024 - Present • 2 yrs 4 mos

CRM Expert focused on CRM automation, e-commerce workflows, customer management, and business system integration. I help online businesses organize customer information, automate sales processes, improve order workflows, and connect their CRM with the tools they use every day. My work includes Zoho CRM setup, Zoho Inventory configuration, Zoho Books integration, customer data management, sales pipeline automation, lead tracking, order workflow automation, inventory-related processes, custom fields, custom modules, reports, dashboards, workflow rules, notifications, and automated task assignments. I also work on CRM integrations and data synchronization between business applications, helping reduce duplicate data entry and manual administrative tasks. For e-commerce businesses, I focus on creating connected workflows across CRM, inventory, accounting, sales, and customer support systems. I can assist with CRM migration, data import, data cleanup, field mapping, duplicate management, automation workflows, sales process configuration, and reporting. I also help businesses structure their CRM so teams can quickly find customer information and clearly understand where every lead or deal stands. My core expertise includes Zoho CRM, Zoho One, Zoho Inventory, Zoho Books, CRM integration, e-commerce automation, sales automation, customer relationship management, workflow automation, and business process optimization.

CRM Expert

Upwork • Part time

May 2023 - Present • 3 yrs 4 mos

CRM Expert helping businesses implement, optimize, and automate customer relationship management systems. I specialize in designing CRM environments around the way a business actually sells, follows up with leads, manages customers, and tracks revenue. My freelance CRM projects include Zoho CRM implementation, CRM customization, sales pipeline setup, lead and contact management, deal management, workflow automation, automated follow-ups, task automation, email notifications, assignment rules, custom fields, custom modules, dashboards, reports, and user access configuration. I also help businesses connect their CRM with other applications and eliminate repetitive manual work through automation. My experience includes Zoho One, Zoho Books, Zoho Desk, Zoho Campaigns, Zoho Inventory, forms, email systems, and third-party business applications. A major part of my work involves CRM data migration and cleanup, including importing leads, contacts, accounts, deals, products, and historical records; mapping fields; identifying duplicates; and organizing data for accurate reporting. I focus on creating scalable CRM systems that improve lead tracking, sales visibility, customer follow-up, team productivity, and business operations. Whether a client needs a new CRM setup, CRM optimization, automation, integration, or migration, I build solutions designed around measurable business outcomes.

CRM Expert

Fiverr • Freelance

Jan 2022 - Present • 4 yrs 8 mos

CRM Expert specializing in CRM setup, customization, automation, integrations, data migration, and business process optimization for startups, small businesses, agencies, and growing companies. I help businesses turn disconnected customer data, manual processes, spreadsheets, and repetitive tasks into organized and automated CRM workflows. My freelance work includes Zoho CRM setup and customization, Zoho One implementation, CRM pipeline configuration, lead management, contact management, deal stages, sales automation, workflow rules, assignment rules, email notifications, dashboards, reports, custom modules, forms, and user permissions. I also work with Zoho Books, Zoho Desk, Zoho Campaigns, Zoho Inventory, and other business applications to create connected business systems. I help clients with CRM data import and migration, CRM cleanup, duplicate management, field mapping, automation design, third-party integrations, and process optimization. My focus is building practical CRM systems that sales and support teams can actually use. Core expertise includes Zoho CRM, CRM automation, sales pipeline automation, lead generation workflows, customer relationship management, business process automation, CRM integration, CRM customization, CRM migration, reporting, dashboards, and Zoho One solutions.