Rebecca Jonson

Zoho CRM & Automation Specialist

May 2026 - Present • 4 mos

I specialize in helping businesses build, customize, and automate their customer management systems using Zoho CRM. I set up complete CRM environments based on each business's sales process, including leads, contacts, accounts, deals, pipelines, tasks, activities, custom modules, layouts, fields, and user permissions. I create automated workflows for lead assignment, follow-ups, email notifications, task creation, deal updates, customer communication, and other repetitive business processes. I also build custom reports and dashboards that help businesses track leads, sales performance, customer activity, and important business data. My goal is to make Zoho CRM simple, organized, and effective while reducing manual work and helping businesses manage their customers and sales process more efficiently.

Zoho Automation & Integration Specialist

May 2026 - Present • 4 mos

I help businesses connect Zoho applications and automate their daily operations. My experience includes working with Zoho CRM, Zoho Flow, Zoho Creator, Zoho Forms, Zoho Books, Zoho Analytics, and other applications within the Zoho ecosystem. I create automated workflows that move information between different systems, update customer records, send notifications, create tasks, process leads, and keep business data synchronized. I also work with APIs, webhooks, and third-party integrations when businesses need Zoho to communicate with external applications. I focus on creating reliable automation systems that save time, reduce human errors, improve customer follow-up, and allow businesses to spend more time on growth instead of repetitive administrative tasks.

Zoho CRM & Business Solutions Consultant

Apr 2026 - Present • 5 mos

I provide customized Zoho solutions for businesses that want to improve their sales, customer management, reporting, and business processes. I analyze existing workflows and help design Zoho systems that match the way a business operates. My work includes CRM setup, sales pipeline configuration, lead management, workflow automation, custom modules, forms, email automation, reports, dashboards, data organization, and application integrations. I also help businesses connect different Zoho products so they can manage their operations from one organized system. I focus on creating practical solutions that are easy for teams to use, scalable as the business grows, and designed to improve productivity, customer management, and overall business efficiency.