
Mary L
CRM Automation Specialist
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
Zoho
Freiberufler • 2 yrs 2 mos
Zoho book implementation
Feb 2026 - Present • 8 mos
Configured Zoho Books for small businesses, including organization setup, customers, vendors, invoices, expenses, payments, taxes, and financial reports. Helped businesses organize their accounting processes and automate recurring financial tasks.
Zoho CRM Implementation & Automation Specialist
Apr 2025 - Present • 1 yr 6 mos
My experience includes CRM setup, customization, workflow automation, lead assignment, data organization, dashboards, reporting, integrations, troubleshooting, and CRM optimization. I focus on understanding how a business currently handles leads and customers before designing a CRM structure around its actual process.