Isaiah E

Zoho CRM Pipeline & Sales Automation Specialist

Consulting • Freelance

Jan 2026 - Present • 4 mos

Supported a consulting business with Zoho CRM setup, pipeline automation, lead tracking, proposal follow-up, client onboarding workflows, sales reporting, and full Zoho system optimization. The business needed a more organized CRM structure to manage new inquiries, discovery calls, proposals, client communication, service pipelines, follow-up tasks, onboarding steps, invoices, and performance reports without depending on manual reminders, spreadsheets, and scattered email threads. Customized Zoho CRM modules, fields, layouts, pipelines, deal stages, lead sources, tags, assignment rules, workflow rules, blueprints, validation rules, email alerts, task reminders, user roles, permissions, reports, and dashboards. Built automation for new leads, consultation requests, booked calls, proposal follow-ups, deal stage movement, missed follow-ups, client onboarding, renewal reminders, invoice alerts, internal task creation, and inactive lead reactivation. Connected Zoho Forms with Zoho CRM so inquiry forms, strategy call forms, onboarding forms, and client intake forms could enter the right pipeline with proper field mapping, tags, lead source tracking, owner assignment, and automated email follow-up. Supported Zoho Books setup for customer records, estimates, invoices, payments, service items, tax configuration, finance tracking, and CRM-to-Books syncing. Used Zoho Flow, Zapier, Make.com, webhooks, API integration, and conditional logic to connect Zoho CRM, Books, Forms, Campaigns, Mail, Desk, Analytics, and external business tools. Created Zoho Campaigns lists, segments, autoresponders, lead nurturing workflows, client update campaigns, and reactivation emails connected to CRM activity. Built dashboards for lead sources, sales pipeline value, proposal status, conversion rate, revenue, client activity, task completion, email engagement, and team performance. Also handled data migration, duplicate cleanup, broken workflow fixes, automation troubleshooting, CRM audit

Zoho CRM, Desk & Operations Automation Specialist

Home Service Business Coach • Freelance

Oct 2025 - Present • 7 mos

Supported a home services business with Zoho CRM setup, Zoho Desk configuration, Zoho Forms integration, Zoho Flow automation, customer inquiry tracking, service request management, pipeline automation, email follow-up, support workflow setup, and business operations reporting. The business needed a cleaner way to manage new leads, service bookings, quote requests, customer complaints, technician tasks, follow-up reminders, invoices, and support tickets without relying on manual spreadsheets, missed calls, scattered emails, and disconnected tools. Customized Zoho CRM modules, fields, layouts, lead stages, deal pipelines, service categories, tags, lead sources, assignment rules, workflow rules, blueprints, validation rules, email alerts, task reminders, user roles, permissions, dashboards, and reports. Configured Zoho Desk departments, ticket forms, ticket categories, priorities, SLA rules, escalation rules, email channels, canned replies, agent roles, customer notifications, and ticket automation so support requests could be handled faster and more consistently. Connected Zoho Forms with Zoho CRM and Zoho Desk for service inquiry forms, quote request forms, contact forms, complaint forms, and customer feedback forms, with proper field mapping, tags, pipeline assignment, lead source tracking, and automated team alerts. Built Zoho Flow automations to connect CRM, Desk, Forms, Books, Mail, Campaigns, Analytics, Google Sheets, Zapier, Make.com, webhooks, and external business tools where needed. Created workflows for new inquiries, missed follow-ups, service bookings, quote reminders, technician task assignment, ticket escalation, invoice reminders, customer reactivation, and internal notifications. Supported Zoho Books setup for estimates, invoices, customers, payments, service items, tax settings, and CRM-to-finance syncing. Built reports and dashboards for lead sources, service requests, pipeline value, ticket volume, response time, SLA status, invoices, revenue

Zoho Campaigns & CRM Marketing Automation Specialist

Digital Marketing • Freelance

Jul 2025 - Dec 2025 • 5 mos

Supported a digital marketing agency with Zoho CRM setup, Zoho Campaigns automation, lead nurturing workflows, client pipeline management, email marketing systems, reporting, and integration across the Zoho ecosystem. The agency needed a cleaner way to manage leads, client inquiries, campaign requests, sales conversations, proposal follow-ups, onboarding tasks, and marketing communication without losing prospects inside scattered spreadsheets, inboxes, and disconnected tools. Customized Zoho CRM modules, custom fields, layouts, lead stages, deal pipelines, tags, lead sources, assignment rules, workflow rules, email alerts, task reminders, user roles, permissions, reports, and dashboards. Set up Zoho Campaigns with mailing lists, segments, signup forms, autoresponders, email templates, campaign workflows, contact syncing, lead nurturing sequences, reactivation campaigns, and CRM-based audience targeting. Connected Zoho Forms with Zoho CRM and Zoho Campaigns so form submissions, consultation requests, newsletter signups, quote requests, and client inquiries could flow into the right pipeline with accurate field mapping, source tracking, tags, and automated follow-up. Built workflow automation for new leads, booked calls, missed follow-ups, proposal reminders, client onboarding, email engagement tracking, sales handoff, internal task creation, campaign notifications, and inactive lead reactivation. Used Zoho Flow, Zapier, Make.com, webhooks, API integration, and conditional automation logic to connect Zoho CRM, Campaigns, Forms, Desk, Mail, Books, Analytics, and external business tools. Created dashboards and reports for lead sources, campaign performance, email engagement, pipeline value, deal conversion, client activity, task completion, revenue tracking, and team productivity. Also supported data migration, duplicate cleanup, list organization, CRM field mapping, workflow troubleshooting, email automation fixes, integration testing, and process documentation.