John V

Zoho CRM & Automation Specialist

Khair Tamayaz Slimming Therapy Center • Freiberufler

Feb 2026 - Present • 2 mos

Implementing an integrated business automation system using Zoho One for Khair Tamayaz Slimming Therapy Center. Configuring Zoho CRM as the central system to manage leads, customers, deals, and booking records. Setting up a custom Booking/Orders module and sales pipeline to manage the flow from inquiry to service completion. Integrating Zoho SalesIQ for website chat, WhatsApp chat routing, chatbot flows, and automated lead capture. Designing chatbot workflows for new and repeat customers to collect booking information and automatically create or update CRM records. Configuring Zoho Books for invoice creation, payment tracking, and automated invoice/receipt sending with UAE VAT-ready settings. Implementing automation workflows in CRM to create bookings when appointments are confirmed, update payment status when invoices are paid, and trigger follow-up communications such as review requests and aftercare messages. Integrating Maqsam telephony for call tracking, IVR booking flow, and click-to-call functionality within Zoho CRM to ensure all customer interactions are logged and managed in one system.

Zoho Implementation Specialist

Independent Consultant • Freiberufler

Dec 2025 - Jan 2026 • 1 mo

I help businesses set up and optimize Zoho applications to automate their operations and improve financial management. My work includes implementing Zoho Books, Zoho Expense, Zoho Inventory, and Zoho CRM, configuring workflows, setting up chart of accounts, expense categories, approval processes, and integrating systems to streamline accounting and business operations. I also assist clients with data migration, process design, reporting setup, and provide guidance during testing and implementation to ensure the system works smoothly for their business.

Zoho CRM & Zoho Books Implementation Specialist

Veridian Imaging Solutions • Freiberufler

Dec 2025 - Dec 2025 • 0 mos

Implemented and configured Zoho CRM and Zoho Books to streamline the sales and billing workflow. Designed a complete Quote-to-Invoice process starting from CRM opportunity management through invoice generation in Zoho Books. Key responsibilities included: Configuring Zoho CRM sales pipeline stages and modules. Setting up Zoho CRM and Zoho Books integration. Enabling and configuring the Quotes module in CRM. Implementing automated Quote → Invoice conversion in Zoho Books. Synchronizing customers, products, and sales data between CRM and Books. Creating dashboards and reports to track sales performance and revenue targets. Supporting workflow automation for sales follow-ups and deal tracking.