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Devin G.
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Devin G.

Zoho CRM & Zoho One Expert | CRM, Automation, AI Agents

Your CRM should help your business grow—not create more work. I'm a Certified Zoho Partner with over 8 years of experience helping businesses design, implement, optimize, and support Zoho solutions that improve sales, operations, customer service, and reporting. I don't just configure software—I take the time to understand how your business operates so we can build systems that your team will actually use. Whether you're implementing Zoho for the first time, migrating from another CRM, or improving an existing system, I focus on delivering solutions that simplify processes, eliminate manual work, and support long-term growth. What I Can Help You With Zoho CRM Implementation & Optimization • Complete Zoho CRM implementation • CRM customization • Custom modules, fields, layouts, and related lists • Sales pipelines • Blueprints • Workflow automation • Validation rules • Roles, profiles, and permissions • Dashboards and reporting Zoho One Solutions I help businesses implement and connect the Zoho ecosystem, including: • Zoho CRM • Zoho Books • Zoho Desk • Zoho Projects • Zoho Analytics • Zoho Flow • Zoho Forms • Zoho Sign • Zoho Campaigns • Zoho Marketing Automation • Zoho SalesIQ • Zoho Social • Zoho Inventory • Zoho FSM • Zoho Creator CRM Migrations I regularly migrate businesses from platforms including: • SalesOptima • Pipedrive • Insightly • VTiger • Custom CRM systems • Spreadsheets Including: • Data cleanup • Field mapping • Record imports • Workflow recreation • Automation migration • User training Integrations We build reliable integrations between Zoho and the tools your business already uses. Examples include: • QuickBooks • Xero • Shopify • WooCommerce • WordPress • RingCentral • Google Workspace • Microsoft 365 • REST APIs • Custom API integrations AI & Business Automation Businesses are rapidly adopting AI, but successful implementations start with well-designed processes. We help companies implement practical AI solutions that integrate with Zoho, including: • AI chat agents • Lead qualification • Intelligent routing • Customer support automation • Business process automation • AI-powered CRM workflows Our goal is always to reduce manual work while improving customer experience and operational efficiency. My Approach Every successful CRM project starts with understanding the business. Before making recommendations, I work to understand: • Your current business processes • Existing pain points • Team workflows • Reporting requirements • Customer journey • Sales process • Automation opportunities • Long-term business goals This allows us to design systems that fit your business instead of forcing your business to fit the software. Why Clients Choose Me ✔ Certified Zoho Partner ✔ 8+ Years of Zoho Experience ✔ Business-first consulting approach ✔ Dedicated development team for advanced customizations ✔ Experience with startups through established businesses ✔ Long-term support after implementation ✔ Clear communication throughout every project What Makes Me Different Many consultants can configure Zoho. I help businesses improve the way they operate. By combining business analysis, CRM strategy, automation, integrations, and custom development, I deliver systems that support sales, service, finance, and operations—not just another CRM setup. Whether your project involves a new implementation, HubSpot migration, CRM cleanup, advanced automation, API integrations, AI, or ongoing Zoho administration, I'd be happy to discuss how we can make your Zoho environment a competitive advantage. Let's build a business system that works as hard as your team does.

🇨🇦Melville, Canada$60/hr100% JSS4.99 (30)Since Feb 2021

Earnings and projects

MRR
$4.9k

Last 6 months ÷ 6

World#5,633 / 412k
🇨🇦Country#177 / 7,133
Revenue, last 30 days
$4k

Last 6 months: $29k

World#8,238 / 412k
🇨🇦Country#238 / 7,133
Total earnings
$263k

Billed in all: $275k

World#9,766 / 412k
🇨🇦Country#252 / 7,133
Per project
$3.4k

$2.4k in the last 6 months

World#50,207 / 412k
🇨🇦Country#867 / 7,133
Projects, last 6 months
12

Across 15 contracts

0% fixed100% hourly
World#14,023 / 412k
🇨🇦Country#226 / 7,133
Projects in all
78

Across 104 contracts

17% fixed83% hourly
World#37,797 / 412k
🇨🇦Country#715 / 7,133

Earnings, last 30 days

$275k+$4k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$270k$272k$274k$276kOct 8Oct 23Nov 7

Skill rankings: #1 in 1 skill of 9

Rarest: top 0.38% in Customer Service, of 37,167. Ranked by MRR among everyone on Upwork with the skill.

  1. 1Help System21 freelancers · 🇨🇦 #1Top 5%
  2. #15Zoho Creator546 freelancers · 🇨🇦 #1Top 3%
  3. #15Zoho Platform482 freelancers · 🇨🇦 #1Top 3%
  4. #49Zoho CRM2,793 freelancers · 🇨🇦 #1Top 2%
  5. #70Customer Relationship Management5,121 freelancers · 🇨🇦 #2Top 1%
  6. #92Automated Workflow5,123 freelancers · 🇨🇦 #2Top 2%
  7. #99CRM Software8,314 freelancers · 🇨🇦 #5Top 1%
  8. #143Customer Service37,167 freelancers · 🇨🇦 #4Top 0.38%