I set up, fix, customize, and automate Zoho CRM so your team stops fighting the software and starts closing deals. No jargon. No 40-page requirement docs. Just results.
Fields everywhere, no pipeline logic, leads falling through the cracks. Sound familiar? I'll clean it up and get it working the way your business actually runs.
Your CRM lives on an island. Calls, texts, emails, forms, payments all disconnected. I wire everything together so data flows without you touching it.
Half-built automations, undocumented custom functions, nobody knows how it works. I pick up where they left off and make sure you never get stuck again.
I don't do 15 platforms halfway. I do one platform all the way. That's Zoho.
Modules, pipelines, layouts, roles, profiles, scoring rules, assignment rules, validation, and approval processes. Configured to match your sales flow, not the other way around.
Zoho's scripting language. I write the code that makes your CRM do things the stock settings can't. Auto-assign, enrich, calculate, sync, notify.
Twilio, Zoho Voice, PhoneBridge, SMS, email, webhooks, REST APIs. I connect Zoho CRM to whatever your business already uses, so data moves without you copying and pasting.
Moving from another CRM to Zoho, or cleaning up a Zoho org that's full of bad data. I handle deduplication, field mapping, validation, and making sure nothing gets lost.
Blueprints, workflow rules, schedules, custom buttons, webhooks. Automate the repetitive work so your team focuses on selling instead of data entry.
Custom UI built right inside Zoho CRM. Dialers, messengers, qualification wizards, dashboards, and tools your team actually wants to use.
Built a complete SMS/MMS messenger widget for a benefits company, embedded as a related list in Zoho CRM. Twilio programmable messaging, six Deluge custom functions, threaded conversations, template management, inbound handling, and delivery status tracking. All inside the CRM, no tab switching.
Multi-step qualification wizard widget embedded in the Leads module of Zoho CRM. Uses AI for structured data extraction and Deluge functions for picklist encoding. Sales reps answer a few questions, the system does the rest.
Built a mass texting function triggered by custom buttons on Leads and Deals. Automatically selects the sender number based on the recipient's area code (BC, Alberta, Washington), falls back to a default CSR number, and merges client names per record.
Migrated 8,004 contact records into Zoho CRM through multiple audit and remediation rounds. Caught 422 malformed last names, 462 blank mandatory fields, and 29 exact duplicates before import. Clean data from day zero.
Consulting engagement for a terminal operator running Zoho Creator for 5+ years. Delivered TCO analysis, compliance review for Nigerian data protection law, and built Deluge integrations for an electronic truck call-up API.
Connecting existing Twilio numbers to Zoho CRM's PhoneBridge through Zoho Voice. Porting, BYOC configuration, and making sure inbound/outbound calls log automatically in the CRM.
Short call or message. Walk me through what's not working, what you wish it did, or what you need built. No forms, no intake questionnaires.
I'll send you a short video walkthrough or a written plan. You'll know exactly what I'm going to do, how long it'll take, and what it'll cost before anything starts.
I get in your Zoho org and do the work. You'll see progress as it happens. Questions get answered same day.
I walk your team through everything, make sure it works, and stick around for questions. If something breaks, I fix it.
Tell me what's not working. I'll tell you how to fix it. If we're a good fit, I'll build it.
Let's talk →Fill out the form or email me directly. Give me the short version of what's going on with your Zoho setup. I'll get back to you within 24 hours with a clear next step.