Andy

Zoho CRM and Sales Automation Consultant

Apr 2023 - Present • 3 yrs 6 mos

I help UK businesses automate Zoho CRM sales processes and connect approved sales information with Zoho Books. My work includes lead assignment, lead routing, follow-up tasks, email notifications, deal-stage updates, sales-pipeline workflows, approval steps, customer onboarding, and CRM-to-invoice automation. I configure or troubleshoot Deal-to-Quote and Deal-to-Invoice processes, including account and contact matching, product and service mapping, prices, discounts, billing details, payment terms, and agreed VAT-related fields. I use sample records to test whether workflows trigger correctly and whether the right information reaches Zoho Books. I also review duplicate-record risks, missing required fields, workflow conditions, and handover requirements. For larger projects, I can review Deluge functions, custom actions, and integration requirements before preparing a separate scope. My role is technical configuration, automation, data mapping, testing, and documentation. I do not provide accounting, tax, legal, marketing-compliance, or GDPR advice. Clients remain responsible for business rules, message content, financial approvals, and privacy decisions.

Zoho Books UK MTD and VAT Technical Consultant

May 2021 - Present • 5 yrs 5 mos

I provide technical Zoho Books support for UK sole traders, landlords, consultants, agencies, and small businesses. My work includes reviewing Zoho Books UK organisation settings, MTD for VAT configuration, HMRC authorisation, VAT filing workflows, tax-code settings, bank feeds, transaction imports, and reconciliation issues. I also support MTD for Income Tax workflows where the organisation is configured for an eligible sole trader or landlord. This can include reviewing quarterly-update setup, business selection, reporting periods, and technical errors. I diagnose failed VAT returns, expired HMRC connections, missing or duplicated bank-feed transactions, reconciliation mismatches, and workflow problems affecting digital records. My role is technical setup, troubleshooting, testing, data review, and documentation. I do not provide tax, accounting, legal, bookkeeping, or HMRC filing advice. Clients and their advisers remain responsible for VAT treatment, tax records, approvals, and submissions.