Jordan

Zoho Books & Inventory — End-to-End Accounting Setup

Mercato • Freelance

Jan 2026 - Mar 2026 • 2 mos

Configured Zoho Books and Zoho Inventory for a mid-size import/export firm with multi-currency and multi-warehouse needs. Set up a tailored chart of accounts, tax rules (VAT, customs duty), payment terms, and recurring invoice templates. Configured composite items, item grouping, serial number tracking, and automated reorder rules in Inventory. Wrote Deluge functions for landed cost calculations, margin analysis, and automated journal entries. Connected Books and Inventory for a seamless purchase-to-payment and sales-to-receipt flow, plus Zoho Analytics dashboards for P&L, cash flow forecasting, and AR aging. Configured bank feeds, reconciliation rules, and automatic payment reminders — turning what was previously manual bookkeeping into a clean, auditable system.

Zoho Creator — Applicant Tracking System (ATS)

TalentBySkill • Freelance

Nov 2025 - Jan 2026 • 2 mos

Developed a full-featured ATS on Zoho Creator for a recruitment agency handling 200+ open roles per month. Built interconnected forms for job requisitions, candidate profiles, interview scheduling, offer management, and client feedback. Integrated third-party resume parsing and built Deluge-powered candidate scoring, automated interview reminders, and stage-based pipeline workflows. Launched a client-facing portal so hiring managers could review shortlists, leave feedback, and approve offers in one place. Integrated Zoho Mail for bulk outreach and Zoho Sign for digital offer letter acceptance. Delivered custom reports for time-to-hire, source effectiveness, and recruiter performance — replacing a fragmented spreadsheet workflow with a single source of truth.

Zoho CRM — Advanced Sales Automation & Custom Modules

Velobiotics • Freelance

Jan 2025 - Sep 2025 • 8 mos

Implemented advanced Zoho CRM customization for a B2B SaaS company with a complex multi-stage sales cycle. Configured custom modules for partner management, deal registration, and renewal tracking. Built Deluge custom functions for engagement-based lead scoring, automatic territory assignment, and deal probability modeling. Designed Blueprint processes to enforce mandatory fields, approval gates, and stage transition rules across the opportunity lifecycle. Set up advanced workflow rules, scheduled functions, and webhooks for real-time sync with external systems, plus Canvas layouts for clean record views. Integrated Zoho Campaigns for marketing attribution and Zoho Desk for in-CRM ticket visibility — giving sales, marketing, and support a single connected workspace.