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Fiverr Pro
Nederlands
$
USD
Moses Pale
@moses_pelu
pro
Verenigde Staten
Engels, Spaans, Frans, Duits, Italiaans, Nederlands
Over mij
I'm Moses, a CRM specialist, AI automation expert and workflow engineering specialist, a problem solver. I help agencies, coaches, e-commerce brands, real estate firms, and SaaS teams replace manual work with systems that run on their own.
I build CRMs, pipelines, dashboards, and automations in HubSpot, Zoho, GoHighLevel, Airtable, monday, and ClickUp, and connect them with Make.com, n8n, and AI agents. From lead capture to booking, follow-up, and reporting, I design the full flow.
Tell me where your team loses time, and I'll build the fix.
Skills
Moses Pale
offline •
Gemiddelde reactietijd: 1 uur
Bekijk mijn diensten
Transcriptie
I will write a detailed medical transcript
CRM-management
I will hubspot crm zoho crm pipedrive honeybook crm automation expert
Portfolio
Werkervaring
Zoho Books Setup for a Logistics and Storage Business
PPC Flex • Freelance
Jun 2026 - Aug 2026 • 2 mos
I set up a Zoho Books account for a logistics and storage company, so the owner can see receivables, payables, and cash flow in one dashboard instead of piecing them together from invoices and bank statements. I configured the organization with the company's branding and VAT details, set the currency to Saudi riyals, and arranged the modules the business uses most: Items, Banking, Sales, Purchases, Accountant, Reports, and Documents. The Dashboard shows total receivables with current and overdue amounts, total payables, and a fiscal-year cash flow chart that tracks incoming and outgoing cash against the opening balance. The Income and Expense and Top Expenses widgets show where money is coming in and going out. I also tidied the layout with the Configure Features list, so the team only sees the modules relevant to their work. Result: the owner can check unpaid invoices, cash position, and spending at a glance, and the books stay organized for VAT reporting.
