Isaiah O.

Most Zoho CRM problems I fix aren't about software, they're about broken data trust, loose pipelines, and siloed reports. As a Certified Zoho CRM Consultant & Developer, I build custom CRM architectures, advanced API integrations, and secure AI Agents tailored specifically to your sales operations. I'm a Zoho CRM consultant and developer with 4 years of hands-on delivery. I am certified as a Zoho CRM Consultant, Developer, and Administrator, and an expert in Zoho Deluge. I map how your business sells first, then build the pipeline, automation, and integrations your team will actually use. I also connect AI agents to Zoho in a way that keeps your data strictly under your control. 🛠️ What I Help With • CRM Setup & Rebuilds: Modules, fields, roles, Blueprint stages, and workflows built around how your team really sells, ensuring every deal has a definitive next step. • AI Agents & Zoho MCP: Connect LLMs (Claude, ChatGPT, Cursor, Windsurf) to your Zoho data using Model Context Protocol (MCP) or Zoho's native Zia Agent Studio. I build secure, scoped AI agents that interact with your pipelines while respecting strict access controls. • Custom Deluge & API Architecture: Writing robust Deluge functions and connecting Zoho to external tech stacks via REST APIs, webhooks, and Zoho Flow. • Systemic Automation: Lead routing from websites, ads, and tools (e.g., n8n, Zapier) into Zoho with flawless UTM tracking, deduplication, and automated follow-ups. • Cleaning up a Messy CRM: Comprehensive system audits to fix broken automations, eliminate duplicates, and restore data integrity. • Multi-Brand & Regional Ecosystems: Setting up single Zoho CRM instances for multiple brands, plus Zoho One integrations (Books, Sign, Creator, Analytics) including regional tax compliance (e.g., ZATCA-compliant bilingual invoicing). • Legacy Migrations: Clean, deduplicated data migration from spreadsheets or legacy CRMs without losing history. 🚀 Work I've Delivered • Secure AI Agent Architecture: Configured a secure Zoho MCP server allowing an executive's AI assistant to safely query CRM pipeline data and draft follow-up tasks without risking data exposure. • Real Estate Enterprise CRM: Designed a full-scale CRM architecture with custom modules, visual blueprints, and automated agent assignment rules. • Legal Document Automation: Built a 61-template Zoho Sign and Writer automation system for a Canadian personal injury law firm, generating complex legal docs instantly from CRM data. • Advanced Lead Attributions: Created a CallRail-to-Zoho CRM integration that captures exact UTM sources, standardizes inconsistent phone formats, and blocks duplicate entries. • Cross-Platform Bridges: Developed custom API bridges linking Zoho Sign to Filevine case management systems. • Global Compliance & Invoicing: Deployed synchronized CRM and Zoho Books systems for cleaning companies in North Macedonia and Serbia, alongside ZATCA-compliant bilingual invoice setups. How I work Before I build anything, I map how leads enter your business, who owns each stage and where handoffs break. I use native Zoho features wherever they do the job and add custom code only when it is needed. For AI work, I set the access limits first, then test what the AI can and cannot reach. Every automation is tested for normal use, failed actions and duplicate prevention before it goes live. You get documentation and a recorded walkthrough, so your team can run it without me. 📈 How to Start Send me an Invite to your job or a message containing three details: 1. What is currently happening in your Zoho system now? 2. What should be happening instead? 3. Which external tools or AI systems do you need to connect to? I will book a free consultation, then reply with a clear, actionable roadmap detailing what should be built, simplified, or fixed. You'll know your exact next step before spending anything on a full build. • Response Time: Within 24 hours. • Availability: Full UK/European workday and US mornings. Top Rated | Zoho CRM Certified Consultant, Developer and Administrator