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Fiverr Pro
Deutsch
$
USD
Jonny
@jonny_pri
Zohoi CRM Automation, Integration
Nigeria
Englisch, Deutsch, Spanisch
Über mich
I specialize in CRM data migration, data transfer, and system setup for platforms like JobNimbus, JobTread, Bitrix24,quickbooks, Zoho books, Zoho survey.
I help businesses move their contacts, projects, pipelines, and files from one system to another without data loss, duplication, or broken workflows. Whether you're switching CRM platforms or fixing an existing setup, I ensure your data is clean, structured, and ready to use.
If you need reliable CRM migration handled correctly, feel free to reach out.
Kompetenzen
Jonny
offline •
Durchschnittliche Antwortzeit: 2 Stunden
Meine Dienstleistungen
CRM-Management
I will prepare client onboarding, automation system using dubsado, honeybook, 17hats
CRM-Management
I will zoho books freshbooks wave billcom migration keap activecampaign n8n automation
Portfolio
Arbeitserfahrung
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Fiverr
Freiberufler • 4 yrs 4 mos
Business Systems & Automation Strategist
May 2022 - Present • 4 yrs 4 mos
Managed CRM data migration and transfer between JobNimbus, JobTread, Bitrix24, Buildertrend, Procore, and Autodesk. Migrated contacts, project data, pipelines, and files with accurate field mapping and validation. Cleaned and structured data to remove duplicates and errors before and after migration. Configured workflows, pipelines, and integrations to match business operations after transfer.
Zoho CRM & Accounting Integration Specialist
Jun 2026 - Jun 2026 • 0 mos
Specialized in designing and optimizing connected Zoho business systems for companies managing CRM, accounting, sales, and operational workflows across multiple platforms. Worked on Zoho CRM, Zoho Books, QuickBooks, Xero, and related integrations to help businesses address common operational challenges such as duplicated records, disconnected systems, repetitive data entry, inconsistent customer information, and manual workflows. Key responsibilities included CRM and accounting system configuration, data mapping and migration planning, workflow automation, record organization, platform integration, customer-data synchronization, and process optimization. Focused on creating practical systems that connect sales and customer management with accounting operations while keeping workflows structured, scalable, and easier for teams to manage.
