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Certified Zoho CRM and Automation Expert
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Zoho CRM & Automation Specialist
Auto Trader • Freelance
Jan 2026 - Feb 2026 • 1 mo
Threstoration Auto Repair was struggling with managing customer inquiries and tracking service requests efficiently. Their existing system lacked structure, and their website form was not functioning properly, causing them to miss potential leads and customer bookings. I redesigned and implemented a structured system using Zoho CRM to centralize their customer data and streamline their workflow. I fixed and integrated their website form to ensure all submissions were captured directly into the CRM, enabling proper lead tracking and follow-ups. I also created a simple automation flow to organize incoming requests and improve response time. As a result, the business was able to capture and manage all customer inquiries without loss, respond faster, and maintain a more organized service process. This improved their customer experience and increased their ability to convert inquiries into actual bookings.
Zoho Automation & Workflow Integration Specialist
GrowthExpertz • Freelance
Aug 2025 - Sep 2025 • 1 mo
EcomGrowth Hub was facing challenges with manual processes across their sales and customer management systems. Their team was spending too much time on repetitive tasks like updating customer records, sending follow-ups, and managing order-related communications, which slowed down operations and affected overall productivity. I implemented a structured automation system using Zoho tools, connecting their CRM with other business applications to create a seamless workflow. I designed and deployed automated sequences for lead nurturing, customer follow-ups, and internal task assignments, reducing the need for manual intervention. I also optimized their sales pipeline to ensure better visibility and tracking of customer journeys. As a result, the business significantly reduced manual workload, improved response time, and created a more efficient system that allowed their team to focus on scaling operations and increasing conversions.