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Rakshana K.
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Rakshana K.

Zoho CRM & AI Automation Expert | HubSpot, GoHighLevel, n8n, Quoting

Running your business on spreadsheets, sticky notes and apps that don't talk to each other? I build the system that ties it together: CRM, quotes, jobs, invoices and follow-ups, so your team stops retyping and nothing falls through the cracks. I work with trade and service businesses: roofing, solar, construction, cleaning and pressure washing, HVAC, plumbing, electrical, plus agencies and professional services. WHAT CHANGES FOR YOU? • Quotes out in minutes instead of hours • Every enquiry lands in your CRM and gets a fast reply • Won jobs set themselves up: project, job folder and crew schedule • Follow-ups and reminders that stop when the customer replies, books or pays • One system your team actually uses, with each person seeing what they need MY PROMISE TO YOU I build systems that work for your business 24/7, even when you and your team have logged off. Enquiries get answered at 10pm. Quotes go out on a Sunday. Jobs get set up while you sleep. If something ever goes wrong, the system tells you straight away instead of failing quietly. And everything I build is yours: your accounts, your data, full instructions. No lock-in, ever. PROOF: A LIVE SYSTEM, NOT A DEMO For a roofing and solar contractor, I rebuilt their CRM, quoting and operations in Zoho One. It runs their sales and production every day. • Quotes now take about 10 minutes instead of hours, priced from a 239-item library • Clients sign once instead of twice, with signed files saved automatically • Deposit paid means the project, job folder and crew calendar are created on their own • 37,000 records moved from their old CRM, 33,014 notes matched at 100% • Role-based access replacing an all-admin setup WHAT I BUILD? • Zoho CRM, Zoho One and Zoho Creator: setup, custom apps and Deluge scripting • HubSpot and GoHighLevel: pipelines, workflows and automation • CRM migration and data clean-up with full history kept • Online quote calculators and quote-to-contract with e-signature • Integrations with job and accounting systems like ServiceM8, Fergus, Jobber, Xero and QuickBooks • Workflow automation in n8n, Make and Zapier • AI automation: AI that reads enquiries, emails and documents, drafts replies and fills in your CRM, with a person approving anything important • Email deliverability: emails landing in spam, SPF, DKIM, DMARC, Amazon SES, SendGrid and Google Workspace HOW I WORK? I learn how your business really runs before building anything. I test the messy cases first: duplicates, missing details, things happening out of order. You get a walkthrough video, simple instructions and full ownership of everything I build. Master of Cybersecurity, so access, permissions and customer data are set up properly from day one. Top Rated Plus. 51 jobs. Clients in Australia, New Zealand, the US and Europe. TOOLS & STACK CRM: Zoho CRM | Zoho One | Zoho Creator | Zoho Books | Zoho Sign | Zoho Projects | Zoho Flow | Deluge | HubSpot | GoHighLevel Automation: n8n | Make | Zapier | Webhooks | REST APIs AI: OpenAI API | Claude API | AI agents | AI chatbots | Document processing Job & accounting systems: ServiceM8 | Fergus | Jobber | Xero | QuickBooks Files & e-signature: Box | Google Drive | WorkDrive | Zoho Sign Email: Amazon SES | SendGrid | Google Workspace | Microsoft 365 | SPF | DKIM | DMARC Code: Python | PHP | JavaScript Tell me how things work today and what keeps going wrong. I'll reply with how I'd fix it and a realistic estimate.

🇦🇺Melbourne, Australia$60/hr100% JSS4.50 (27)Since Jul 2025
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Earnings and projects

MRR
$6.6k

Last 6 months ÷ 6

World#3,216 / 412k
🇦🇺Country#15 / 2,970
Revenue, last 30 days
$1.9k

Last 6 months: $40k

World#22,680 / 412k
🇦🇺Country#135 / 2,970
Total earnings
$71k

Billed in all: $73k

World#55,533 / 412k
🇦🇺Country#333 / 2,970
Per project
$1.8k

$13k in the last 6 months

World#82,268 / 412k
🇦🇺Country#465 / 2,970
Projects, last 6 months
3

Across 5 contracts

80% fixed20% hourly
World#66,479 / 412k
🇦🇺Country#412 / 2,970
Projects in all
39

Across 52 contracts

63% fixed37% hourly
World#77,390 / 412k
🇦🇺Country#598 / 2,970

Earnings, last 30 days

$73.1k+$1.9k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$71k$72k$73k$74kOct 8Oct 23Nov 7

Skill rankings: Top 0.69% in CRM Software

Top 1% in 2 of 20 skills, ranked by MRR among everyone on Upwork with the skill.

  1. #7Zoho Projects319 freelancers · 🇦🇺 #1Top 2%
  2. #9Zoho Creator546 freelancers · 🇦🇺 #1Top 2%
  3. #9Zoho Platform482 freelancers · 🇦🇺 #1Top 2%
  4. #22Email Deliverability1,880 freelancers · 🇦🇺 #1Top 1%
  5. #30Zoho CRM2,793 freelancers · 🇦🇺 #1Top 1%
  6. #30Data Migration1,443 freelancers · 🇦🇺 #3Top 2%
  7. #40HighLevel5,168 freelancers · 🇦🇺 #1Top 0.77%
  8. #40CRM Development2,819 freelancers · 🇦🇺 #1Top 1%