Olu

Zoho Books & Financial Automation Consultant

Zoho • Freelance

Sep 2025 - Nov 2025 • 2 mos

Provided Zoho Books and financial automation services for small businesses, ecommerce brands, and service providers. Managed Zoho Books setup, customization, and ongoing bookkeeping workflows including invoicing, expenses, bank reconciliation, and financial reporting. Integrated Zoho Books with Zoho CRM, Zoho Inventory, Zoho Forms, Zoho Campaigns, and Zoho Sites to maintain synchronized customer and financial data. Handled data migration from QuickBooks, Xero, Wave, and other accounting systems with accuracy and compliance. Automated recurring invoices, payment reminders, tax settings, and reporting using Zoho automation and workflows. Supported monthly bookkeeping, cleanup projects, and financial statement preparation. Worked as a Zoho expert to ensure smooth accounting operations while aligning finance processes with CRM management and broader Zoho One ecosystems.

Zoho CRM & Zoho One Implementation Specialist

Apex Consulting Partners • Freelance

Jun 2025 - Nov 2025 • 5 mos

Worked as a Zoho CRM and Zoho One specialist, helping businesses streamline sales, marketing, and operations using the Zoho ecosystem. Delivered end-to-end Zoho CRM setup, customization, and optimization tailored to each client’s workflow. Built automated pipelines, deal stages, and lead management systems to improve visibility and conversion tracking. Handled Zoho CRM setup, Zoho workflow automation, Zoho Forms, Zoho Campaigns, Zoho Desk, and Zoho Books integrations to ensure seamless data flow across departments. Implemented Zoho Flow and Zapier integrations for automation between Zoho and third-party platforms like HubSpot, GoHighLevel, ActiveCampaign, and Pipedrive. Managed data migration projects, CRM audits, and cleanup while maintaining data accuracy and structure. Created dashboards and reports using Zoho Analytics to support decision-making. Provided ongoing CRM management, user training, and support as a Zoho expert, ensuring scalable automation and long-term performance across Zoho One applications.

Zoho Automation & Integration Developer

Summit Engineering Works • Freelance

Sep 2024 - Mar 2025 • 6 mos

Specialized in Zoho automation, integration, and workflow design for service-based businesses, startups, and agencies. Designed advanced Zoho CRM automation using workflows, Deluge scripting, and Zoho Flow to eliminate manual tasks and improve operational efficiency. Built custom integrations using Zoho API to connect Zoho CRM, Zoho Creator, Zoho Forms, Zoho Campaigns, Zoho Desk, Zoho Books, and Zoho Commerce with external platforms such as HubSpot CRM, GoHighLevel, Zapier, Facebook Meta, and email marketing tools. Automated lead routing, follow-ups, email campaigns, task assignments, and reporting. Developed custom apps and internal tools using Zoho Creator for process tracking and data management. Supported Zoho One setups, CRM migration projects, and workflow automation initiatives from planning to deployment. Delivered reliable automation systems focused on scalability, data accuracy, and measurable business growth.