
Shaks
Zoho CRM and Deluge, Automation, Workflows and Integrations
Skills

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Werkervaring
Zoho CRM & Automation Specialist
Self Employed • Freelance
May 2023 - Present • 3 yrs 5 mos
I specialize in turning Zoho CRM into organized, efficient, and automated systems for managing leads, sales activities, customer information, and day-to-day business processes. I configure CRM modules, fields, layouts, validation rules, workflows, automated actions, and business processes based on each organization's requirements. I build automated lead-capture and qualification systems using Zoho Forms and Zoho CRM, including conditional logic, multi-step forms, field mapping, and automated record handling. I also create document automation for generating quotes, invoices, proposals, and other PDF documents directly from CRM data. I troubleshoot and optimize existing Zoho CRM environments by identifying automation issues, incorrect record updates, and process bottlenecks. I test and refine workflows, correct specific problem areas, and improve system reliability while preserving CRM configurations that are already working properly.