Samuel O.

Your CRM should move your business forward. If leads go cold, your team copies data between apps, or spreadsheets are the only way to track work, your systems are creating more work than they save. I help growing service and product businesses set up, fix, and connect Zoho CRM and Zoho One so leads get followed up, data stays organized, and daily tasks move without constant chasing. Starting fresh, migrating, or fixing an existing setup? I build around how your business works. WHAT I CAN HELP YOU WITH: Zoho CRM Setup & Automation: CRM audits, setup, and customization Sales pipelines, custom modules, fields, and layouts Workflow rules, assignment rules, and Blueprints Lead scoring, segmentation, and follow-up reminders Email nurture sequences and sales automation Dashboards for overdue tasks and stalled deals Zoho One Implementation: Marketing: Campaigns, Marketing Automation, and Forms Finance: Books, Billing, and Inventory Operations: Projects and People Support: Desk, SalesIQ, live chat, and chatbots Websites: Sites, Commerce, and LandingPage Events and courses: Backstage and TrainerCentral I connect the apps you need so sales, marketing, finance, operations, and support work together. CRM Migration & Data Cleanup: Salesforce, HubSpot, and Pipedrive migration to Zoho Field mapping, imports, and duplicate cleanup Contact segmentation and tagging Workflow rebuilding and data validation Custom Applications & Integrations: Zoho Creator applications Zoho Flow automation Deluge scripting and REST API integrations Connections with QuickBooks, Shopify, Stripe, Google Workspace, Microsoft 365, Slack, and Twilio RELEVANT PROJECT EXPERIENCE: No Place Like Home: Built state-based referral nurture workflows in Zoho CRM, with scheduled emails supporting outreach across New Jersey, Connecticut, Pennsylvania, and Maryland. ReviveWithMe: Added Canva-designed HTML email templates to Zoho Campaigns and connected Campaigns with Zoho CRM. NUE MIND arT: Set up the Zoho CRM foundation for contacts, companies, and relationships across multiple business branches, alongside Zoho Projects to manage the business foundation project. PROBLEMS I HELP SOLVE: Leads receive inconsistent follow-up. Sales and finance records don’t match. Teams enter the same data in multiple apps. Automations fail or trigger incorrectly. CRM records are cluttered or duplicated. Managers can’t see what needs attention. Business processes have outgrown spreadsheets. HOW I WORK: Understand: Review your goals, systems, and bottlenecks. Plan: Map your data, apps, workflows, and integrations. Build: Configure Zoho and connect your processes. Test: Check workflows, permissions, and data flow. Hand over: Provide agreed documentation, training, and recorded walkthroughs. WHO I WORK WITH: Founders, business owners, and growing teams that need organized customer data, reliable follow-up, and connected operations. FAQs: Can you implement Zoho One from scratch? Yes, starting with the apps and processes your business needs first. Can you fix another consultant’s setup? Yes. I audit the configuration and improve or rebuild affected workflows. Can you migrate our CRM? Yes. I clean, map, and migrate data, then rebuild required processes. We review migration limitations first. Can you help with one app or train our team? Yes. Projects can cover one issue or a wider implementation, with training agreed in scope. LET’S TALK: Send me the Zoho apps you use, what’s slowing your team down, and what you want to happen instead. Let’s simplify your processes and put Zoho to work for your business.