Current Employment Status:
Hired Full Time on Aug 10, 2026
I map your sales process before configuring your CRM - because no software can fix a broken process.
I help businesses implement, configure, customize, and automate Zoho CRM based on their sales and operational processes. My experience includes data migration, custom modules and layouts, Blueprint, workflows, lead-management processes, Zoho SalesIQ, Zoho Analytics, and system integrations.
I identify your sales stages, responsibilities, handoffs, bottlenecks, required information, and follow-up rules before building the system. I then configure and automate Zoho CRM around your actual business process using custom modules, layouts, Blueprint, workflows, assignments, reminders, reports, and integrations.
I also work with applications across the Zoho ecosystem:
• Zoho Books for connecting customer records with estimates, invoices, and financial workflows
• Zoho Flow for connecting applications and automating data movement between systems
• Zoho Analytics for customized reports, dashboards, KPIs, and performance monitoring
• Zoho SalesIQ for chatbots, website visitor engagement, lead capture, and multi-channel communication
• API and third-party integrations for connecting Zoho CRM with other business applications and communication channels
You can also message me on my LinkedIn profile
I would highly appreciate it if you have time to take a look at my portfolio.
I have hands-on experience configuring Zoho CRM, including creating custom modules, fields, pipelines, workflow rules, Blueprints, email templates, webforms, lead scoring, and automation for lead management. I can design CRM processes that improve lead tracking, follow-ups, and sales workflows. I'm also comfortable with Zoho Campaigns integration and reporting. While I have basic knowledge of Deluge, my primary strength is building effective no-code and low-code CRM automation using Zoho's built-in features.
Experience: 6 months - 1 year
Created automated workflows and business processes to reduce repetitive manual tasks, improve follow-ups, and increase operational efficiency.
Experience: 6 months - 1 year
Served as a Zoho CRM Administrator, managing users, roles, permissions, modules, fields, layouts, workflows, and system configurations.
Experience: 6 months - 1 year
Managed day-to-day CRM operations, system maintenance, data quality, user support, and process documentation.
Experience: 6 months - 1 year
Zoho Analytics: Created customized reports and interactive dashboards by connecting Zoho CRM data with Zoho Analytics. Monitored key performance indicators, lead conversions, sales activities, pipeline progress, and business trends to support accurate reporting and data-driven decision-making.
Experience: 6 months - 1 year
Configured and supported integrations between Zoho CRM, communication channels, and other business applications to improve data flow and system connectivity.
Experience: 6 months - 1 year
Experienced in setting up a CRM process that connects lead generation with lead nurturing. New leads are captured and organized in the CRM, then guided through Blueprint stages with automated follow-up emails, tasks, reminders, lead assignments, and status updates. This helps maintain accurate lead records, prevent missed follow-ups, and move qualified leads toward conversion.
Experience: Less than 6 months
Use ChatGPT and other AI tools daily to support research, content creation, documentation, problem-solving, and administrative work.
Experience: Less than 6 months
Managed lead-data migration from another CRM to Zoho CRM while maintaining accurate, organized, and complete records.
Experience: Less than 6 months
Configured and managed Zoho SalesIQ chatbots for multiple communication channels to handle inquiries, capture leads, and improve customer engagement.
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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