Andrew Z

Zoho CRM Lead and Sales Automation Consultant

Apr 2026 - Present • 6 mos

I configure Zoho CRM workflows that help Canadian businesses assign leads, schedule internal follow-ups, update sales stages, create team tasks, and manage customer onboarding. I review the current process, identify manual bottlenecks, configure agreed workflow rules, create internal tasks and notifications, and test the process with redacted sample records. My work can include round-robin lead assignment, criteria-based routing, lead-source rules, follow-up reminders, internal alerts, field updates, tags, scoring, sales-stage actions, and simple approval workflows. I focus on reliable technical configuration and clear handover notes. Customer-facing commercial messages require the client’s approved content, consent process, unsubscribe instructions, and internal policy. I do not provide tax, accounting, legal, marketing, privacy, government-form, government-filing, or CRA advice. Clients remain responsible for business rules, message content, consent, customer communications, and approvals.

Zoho Books Canada Migration and Data Integration Consultant

Sep 2024 - Present • 2 yrs 1 mo

I help Canadian businesses move from QuickBooks, Xero, FreshBooks, spreadsheets, and other systems to Zoho Books Canada. My work includes migration planning, source-data review, CSV, TSV, and XLS preparation, chart-of-accounts mapping, customer and vendor imports, product and service imports, custom-field mapping, opening-balance entry support, and post-import testing. I review source data before import and identify missing fields, inconsistent account names, duplicate records, unsupported formats, tax-field gaps, and mapping risks. I can also support selected open invoices, bills, credit notes, payments, and current-period records where included in the agreed scope. For Canadian businesses, I can review GST, HST, PST, QST, or RST field workflows, invoice configuration, bank-feed setup, and report settings after migration. I provide technical migration, data mapping, import support, validation, and handover documentation. I do not provide accounting, bookkeeping, tax, legal, government-form, government-filing, or CRA advice. A qualified adviser must approve account mapping, sales-tax treatment, opening balances, historical records, and final reconciliation.

Zoho Books Canada Sales-Tax Workflow Consultant

May 2022 - Present • 4 yrs 5 mos

I provide technical Zoho Books support for Canadian consultants, agencies, contractors, and small businesses. My work includes reviewing Zoho Books Canada organisation settings, business details, sales-tax registrations, GST/HST workflows, QST, BC PST, Saskatchewan PST, Manitoba RST, invoice fields, expense fields, tax codes, tax groups, exemptions, and report settings. I configure technical workflows based on client-provided and adviser-approved instructions. I test sample invoices, expenses, credit notes, payments, and reports to identify missing fields, unexpected tax behaviour, report-setting issues, and workflow gaps. I also review customer location fields, product or service tax settings, reporting periods, fiscal-year settings, and cash or accrual report options where these affect the Zoho Books workflow. My role is technical software setup, troubleshooting, testing, data mapping, and documentation. I do not provide tax, accounting, bookkeeping, legal, government-form, government-filing, or CRA advice. Clients and their qualified advisers remain responsible for registrations, sales-tax treatment, report review, corrections, approvals, and submissions.