Marvel David

Multi-CRM Setup & Automation Expert

Technology • Freelance

Jan 2024 - Present • 2 yrs 8 mos

Led the setup, customization, and automation of multiple CRM systems including Zoho CRM, Zoho One, HubSpot, GoHighLevel, and Monday.com for a technology startup focused on scaling lead generation, customer acquisition, and operational efficiency. The goal was to design a flexible, scalable CRM infrastructure that supports rapid growth while maintaining clean data, structured workflows, and seamless integration across tools. Built and configured CRM pipelines, modules, fields, layouts, and validation rules tailored to sales, marketing, and customer success processes. Designed automation workflows, blueprints, and process logic to handle lead capture, qualification, onboarding, follow-ups, internal task assignment, and lifecycle management across multiple platforms. Integrated Zoho CRM and other CRMs with email systems, marketing tools, payment gateways, and third-party applications using Zoho Flow, APIs, webhooks, and automation tools to ensure smooth data flow and system synchronization. Optimized existing CRM setups by identifying inefficiencies, fixing broken workflows, improving automation logic, and restructuring data models for better reporting and usability. Implemented dashboards, KPI reports, and analytics systems to track lead performance, conversion rates, revenue growth, and operational metrics. Focused on simplifying complex systems to improve user adoption while maintaining advanced functionality for scalability. Delivered a fully optimized multi-CRM environment that improved efficiency, reduced manual processes, and provided clear visibility into business performance. The system enabled the startup to manage growth effectively through automation, integration, structured workflows, and data-driven decision-making across all departments.

Zoho Analytics & Dashboard Developer

LOGISTICS24x7 • Freelance

Sep 2022 - Present • 4 yrs

Designed and developed Zoho Analytics dashboards, KPI reports, and data visualization systems for a logistics and supply chain company seeking better visibility into operations, financial performance, and delivery efficiency. The goal was to transform scattered data across multiple Zoho applications into a centralized reporting system that provides clear, actionable insights for decision-making. Built and optimized data models by connecting Zoho CRM, Zoho Books, Zoho Projects, and other operational tools into Zoho Analytics using data imports, syncs, and integration logic. Created data tables, joins, formulas, filters, and calculated metrics to support accurate reporting across departments. Developed dashboards to track key metrics such as delivery timelines, operational costs, profit margins, order volume, client activity, and team performance. Implemented KPI tracking systems with real-time updates, enabling management to monitor performance and identify bottlenecks quickly. Improved dashboard layout, usability, and performance by optimizing queries, refining data structure, and ensuring fast load times. Focused on making reports easy to understand while maintaining depth and accuracy. Worked closely with stakeholders to align reporting with business goals, ensuring dashboards reflect real operational workflows and decision needs. Also improved data accuracy through cleanup, validation, and restructuring of CRM and financial data sources. Delivered a robust Zoho Analytics system that replaced manual reporting, improved data visibility, and enabled faster, data-driven decisions across the organization.

Zoho Automation & Integration Consultant

SaaS • Freelance

Nov 2021 - Present • 4 yrs 10 mos

Designed and implemented advanced automation and integration systems across Zoho CRM and Zoho One for a SaaS technology company managing complex sales pipelines, onboarding flows, and customer lifecycle processes. The objective was to eliminate manual work, improve system efficiency, and create a fully connected environment where data flows seamlessly across all business tools. Built and optimized automation workflows using Zoho Flow, custom functions, webhooks, and API integrations to connect Zoho CRM with Zoho Campaigns, Zoho Books, Zoho Forms, Zoho Creator, and external SaaS platforms. Automated key processes including lead capture, lead scoring, onboarding sequences, subscription management, follow-ups, internal task assignment, and customer communication. Ensured real-time data synchronization across systems by designing reliable data flow architecture and integration logic. Improved existing workflows by identifying inefficiencies, fixing broken automation triggers, and refining process logic to increase performance and reliability. Worked on system scalability by designing automation that could handle increasing data volume and operational complexity without breaking. Also collaborated with internal teams to align CRM automation with actual business workflows, ensuring usability and adoption across departments. Delivered a fully automated Zoho ecosystem that reduced manual intervention, improved data accuracy, and enhanced operational speed. The result was a more efficient system capable of supporting growth, improving customer experience, and providing better visibility into sales and performance metrics through structured automation and integration.