John L.

Zoho CRM Architect & Forensic Specialist | 13+ Years Zoho | Creator, Deluge, Analytics, Integrations I'm an independent Zoho consultant with 13+ years of experience architecting, customizing, and rescuing Zoho CRM instances for 150+ SMBs. From custom modules and Deluge automation to Creator applications and multi-system integrations, I work at the code level where most consultants stop. I partner with Claude, so we don't miss details and finish your work in a fraction of the time. Core Zoho Services: Zoho CRM — Setup, customization, custom modules, Deluge functions, blueprints, workflows, scheduled jobs, and bulk data/API optimization Zoho Creator — Custom application development, portal builds, WorkDrive integration, Deluge-driven workflows Zoho Analytics — Reporting, dashboards, and cross-module data models Zoho One ecosystem — CRM ↔ Books, Recruit, Desk, Inventory, and Campaigns integrations External integrations — APIs, Twilio, MQTT, WooCommerce, Stripe, Catalyst, Zapier, Make AI integration — Native Zoho AI, OpenAI, and Claude/MCP-based automation layers Forensic Specialty — Zoho CRM Field Dictionary: When something is quietly breaking your Zoho CRM — field values changing overnight, workflows conflicting, functions nobody documented — I find it. I produce a complete forensic analysis of your instance: every field mapped across its three naming systems (display label, API name, column name), every workflow, blueprint, and scheduled function cross-referenced to show exactly what touches what. Delivered as a searchable HTML dictionary and AI-ready markdown files your team can query in plain English using Claude or ChatGPT. Instantly answer "why does Lead Score change overnight?" Know every automation that touches a field before you change it Onboard new admins in hours instead of weeks Audit-ready documentation for compliance and handoff The Problem I Solve: Most Zoho CRM instances grow organically. Consultants come and go. Automations get layered on top of automations. Nobody documents the Deluge functions running at 2am that silently update your lead scores, deal health, or pipeline status. When something breaks — or when a new admin inherits the system — nobody knows where to start. I do. Why Work With Me: Beyond Zoho, I bring 20+ years of enterprise IT leadership — including VP-level roles at a major Wall Street firm covering Legal, Compliance, Finance, AML/OFAC, and SOX systems. That background means I've managed the complexity you're living with, not just read about it. You get both the technical depth to extract and analyze your system at the code level, and the business judgment to tell you what actually matters. Technical stack: Zoho CRM, Creator, Analytics, Deluge, Catalyst | Python, SQL, REST APIs, Claude/MCP, AI automation