Elvis M

Zoho CRM & Operations Automation Specialist

SupplyKick • Freiberufler

Feb 2025 - Present • 1 yr 3 mos

Worked with a logistics and supply chain business to set up, customize, optimize, and manage Zoho CRM and Zoho One for stronger lead management, client onboarding, operations tracking, workflow automation, reporting visibility, and internal coordination. Built a structured CRM system that supported inquiry handling, customer follow-up, service requests, quote tracking, order coordination, invoicing touchpoints, and long-term account management across different teams. Customized Zoho CRM with pipelines, deal stages, custom modules, page layouts, fields, validation rules, workflow automation, blueprints, dashboards, reports, and user permissions so the system matched the company’s real operational process and day-to-day workflow. Integrated Zoho CRM with Zoho Forms, Zoho Campaigns, Zoho Books, Zoho Inventory, Zoho Flow, email tools, website forms, payment tools, and selected third-party apps to improve lead capture, customer communication, invoicing support, process automation, and reporting across departments. Improved CRM structure through data cleanup, deduplication, imports, field mapping, segmentation, and record restructuring so the team could work with cleaner records, better reporting, and improved visibility across sales and operations. Built automation for lead assignment, internal notifications, quote follow-up, task creation, stage movement, email sequences, account updates, and recurring operational reminders to reduce manual work and improve speed. Created dashboards and KPI reports for lead source tracking, quote conversion, pipeline visibility, order progress, revenue reporting, account activity, staff productivity, and operational efficiency. Reviewed the existing setup, fixed workflow issues, improved automation logic, simplified usability, and refined overall CRM structure so the platform became easier to manage and more supportive across teams. Also applied broader CRM and automation knowledge from HubSpot, GoHighLevel, and Monday.com where useful.

Zoho CRM & Client Management Specialist

Consulting • Freiberufler

Oct 2023 - Dec 2025 • 2 yrs 2 mos

Worked with a consulting business to set up, customize, optimize, and manage Zoho CRM and Zoho One for better lead capture, client management, sales pipeline visibility, onboarding, workflow automation, reporting, and internal coordination. Built a structured CRM system that helped the business manage discovery calls, proposals, follow-up, active projects, client communication, invoicing touchpoints, and long-term relationship tracking across multiple service stages. Customized Zoho CRM with pipelines, deal stages, custom modules, fields, page layouts, validation rules, blueprints, workflow automation, dashboards, reports, and user permissions so the system matched the business’s real sales process and client delivery workflow. Integrated Zoho CRM with Zoho Forms, Zoho Campaigns, Zoho Books, Zoho Flow, email tools, website forms, calendars, invoicing tools, and selected third-party apps to improve lead generation, follow-up automation, customer communication, payment support, and business visibility. Improved system structure through data cleanup, deduplication, imports, field mapping, segmentation, and record restructuring to make reporting more accurate and the CRM easier to use. Built automation for lead assignment, follow-up reminders, proposal stage updates, onboarding tasks, email sequences, internal notifications, recurring check-ins, and pipeline movement to reduce manual work and improve service consistency. Created dashboards and KPI reports for lead source tracking, proposal conversion, sales performance, client onboarding, revenue visibility, follow-up status, and team productivity. Reviewed existing setup, fixed broken workflows, simplified usability, improved automation logic, and refined CRM structure so the platform became more supportive for both management and staff. Also applied experience from HubSpot, GoHighLevel, and Monday.com where useful to improve pipeline design, automation flow, and reporting structure.

Zoho CRM & Workflow Automation Specialist

FinancialHedge • Freiberufler

Jan 2022 - Feb 2024 • 2 yrs 1 mo

Worked with a financial services business to set up, customize, optimize, and support Zoho CRM and Zoho One for stronger lead management, client onboarding, pipeline visibility, automation, internal coordination, and reporting. Built a structured CRM system that helped the business manage inquiries, consultation requests, client records, onboarding stages, service follow-up, payment coordination, and ongoing customer communication more efficiently. Customized Zoho CRM with pipelines, deal stages, custom modules, fields, page layouts, validation rules, blueprints, workflow automation, dashboards, reports, and user permissions so the platform matched real business operations and compliance-focused processes. Integrated Zoho CRM with Zoho Forms, Zoho Campaigns, Zoho Books, Zoho Flow, email tools, calendars, website forms, and selected third-party apps to improve lead capture, follow-up automation, invoicing support, communication flow, and data visibility across teams. Managed CRM cleanup through deduplication, field mapping, data imports, segmentation, record restructuring, and database organization to improve accuracy, reporting, and usability. Built automation for lead assignment, consultation reminders, onboarding steps, internal notifications, payment-related follow-up, stage updates, client nurture sequences, and recurring task creation to reduce manual work and improve service speed. Created dashboards and KPI reports for lead source tracking, conversion performance, pipeline movement, client retention, revenue visibility, staff activity, and operational performance. Reviewed the existing setup, fixed broken workflows, improved logic, simplified system usability, and refined structure so the team could work more confidently and efficiently. Applied broader CRM and automation knowledge from HubSpot, GoHighLevel, and Monday.com where useful to strengthen reporting flow, process design, and scalable system thinking.