Kurt R.

✅ Zoho One Expert: 3 years building and automating across the full Zoho One suite for service companies, financial institutions, and ecommerce brands. ✅ Full-Cycle Implementation: From process mapping and architectural design to deployment and documented handoff so your team is never left guessing. ✅ No Middleware Philosophy: I build natively inside Zoho using Deluge wherever possible. Fewer tools, fewer points of failure, lower long-term cost. ⭐ Zoho One Stack Mastery: Deep configuration and automation across: Sales & Service: CRM, Desk, SalesIQ Marketing: Campaigns, Marketing Automation Finance: Books, Billing, Sign Operations: Projects, People, Analytics, Creator, Flow ⭐ Custom API Integrations (Deluge & Flow): Recent integrations include: - Payments: Stripe (Automated payment recording and direct charge via invokeURL) - Location: Google Maps API (Live geocoding and distance calculations inside CRM) - Ecommerce: Shopify and SamCart (Order and customer data consolidated into Zoho CRM) - Communications: Twilio (Automated SMS workflows triggered from CRM) - Documents: Zoho Sign Webhooks (Contract status synced back to CRM automatically) - External CRMs: Bi-directional sync with legacy third-party systems via REST API ⭐ Advanced AI and Automation: - Built agentic AI inside Zoho Desk for a financial institution including tone detection, OCR for image-based customer requests, and intent-based ticket routing - Designed SalesIQ chatbots integrated with ChatGPT for natural language handling, pulling live data from external platforms in real time - Rebuilt broken automation architectures across Zapier and Make, eliminating ghost tickets and duplicate entries - Complex Zoho CRM Blueprints enforcing business processes across sales and service teams - Cross-functional dashboards in Zoho Analytics for operational and financial visibility ⭐ Process-First Approach: Every engagement starts with a Lucidchart process map so you see exactly how your system works before a single thing is built. Most clients have never had full visibility into their own stack. That changes on day one.