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Lauren F
@lauren_zohocrm
Zoho CRM Consultant, Automation, Integrations and Business Workflows
Großbritannien
Englisch, Deutsch, Spanisch, Französisch
Über mich
Hey there, I’m Lauren, happy to have you here!
A CRM can have all the right features and still leave you chasing leads, fixing workflows, or doing repetitive tasks manually. I help businesses make Zoho CRM simpler and more effective through CRM audit and optimization, workflow automation, Blueprint setup, data migration, integrations, and custom solutions. Whether your CRM feels messy, automation isn’t working, or your sales process needs improvement, I focus on the problem behind the request—not just the technical setup.
Tell me what you need, and let’s find a practical solution together.
Kompetenzen
Lauren F
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
CRM-Management
I will audit and optimize your zoho CRM setup zoho crm workflows
Arbeitserfahrung
Zoho CRM Integration & Custom Workflow Solutions Specialist
Evergreen Business Solutions • Freiberufler
Mar 2026 - May 2026 • 2 mos
I worked on a confidential Zoho CRM integration project where the client needed different parts of their sales workflow to communicate more effectively. I reviewed the existing setup and worked on practical solutions involving CRM integrations, workflow automation, custom functions, and process improvements. Project highlights: Zoho CRM integration, Zoho Flow, Deluge, custom functions, API integration, webhooks, workflow automation, CRM optimization. The goal was to reduce manual information handling and create a smoother flow between the client’s CRM processes and connected tools. I kept the work focused on what the business actually needed, with clear communication throughout the project and careful attention to existing CRM functionality. If you need a Zoho CRM integration or custom automation solution, message me with your current setup and what you want it to accomplish.
Zoho CRM Migration & Data Cleanup Specialist for Small Businesses
BrightPath Consulting LLC • Freiberufler
Nov 2025 - Jan 2026 • 2 mos
I handled a confidential CRM migration project for a small consulting business moving its customer information into Zoho CRM. The project involved reviewing existing records, organizing fields, preparing data for import, identifying duplicate information, and structuring records for easier day-to-day use. Project highlights: Zoho CRM migration, CRM data migration, data cleanup, duplicate removal, field mapping, contact migration, lead migration, CRM data organization. My focus was on making the transition orderly and reducing the risk of carrying unnecessary or inconsistent data into the new CRM. I also paid attention to how the client would actually use the records after migration, so the final structure supported their sales process rather than simply transferring data. If you’re planning a Zoho CRM migration or need help cleaning your CRM data, send me the details and let’s discuss the best approach.
Zoho CRM Automation & Workflow Specialist for Growing Businesses
Northstar Systems • Freiberufler
Aug 2025 - Dec 2025 • 4 mos
I worked on a confidential Zoho CRM project for a growing service business that needed a more organized sales process. The main challenge was too much manual follow-up and inconsistent lead handling. I reviewed the existing CRM structure and helped improve the workflow around lead assignment, follow-ups, task creation, and deal stages. Project highlights: Zoho CRM, CRM workflow automation, lead automation, Blueprint setup, sales pipeline, workflow optimization, CRM audit. The work focused on making the CRM easier to manage while reducing repetitive tasks and creating a clearer process for handling new leads. I approached the project around the client’s actual workflow rather than forcing a standard CRM setup. If you need help improving your Zoho CRM workflow, feel free to message me and tell me what you’re trying to automate.
