
Brian Zoho
Zoho Specialist CRM Automation and Integration Expert
Compétences

Voir mes services


Expérience professionnelle
Fiverr
Freelance • 1 yr
SaaS CRM & Desk Setup
Jun 2026 - Present • 3 mos
Built a Zoho CRM and Zoho Desk environment for a SaaS company managing leads, customers, support tickets and service requests across its sales and support teams. • Zoho CRM setup, modules and sales pipeline • Zoho Desk departments, tickets and workflows • CRM–Desk integration and customer records • Workflow automation and ticket assignment • Email support, notifications and SLA setup • Reports, dashboards and data migration ticket, automation, support, integration, Desk. Result: Sales and support teams worked from connected customer data with automated ticket routing, clearer pipelines and faster access to service history.
E-commerce Zoho Books Setup
May 2026 - Present • 4 mos
Configured Zoho Books for an e-commerce business handling customers, invoices, payments, expenses and product-related transactions. • Zoho Books setup and organization configuration • Customers, vendors, items and chart of accounts • Invoice, payment and expense workflows • Zoho CRM and Zoho Books integration • Zoho Inventory connection and stock records • Reports, dashboards and financial data migration automation, accounting, payments, setup. Result: The business gained organized accounting records, connected customer and transaction data, faster invoicing workflows and clearer financial reports for day-to-day operations.
Logistics Zoho Creator App
Apr 2026 - Present • 5 mos
Developed a Zoho Creator application for a logistics company to manage delivery requests, customers, drivers, jobs and operational records in one custom system. • Zoho Creator app development and customization • Custom forms, reports and business workflows • Deluge scripting, functions and automation • Zoho CRM integration and data synchronization • API integration with third-party services • Role-based access and dashboard setup Results: The company replaced scattered manual records with a centralized logistics application, automated key workflows and gained searchable operational data and real-time reporting.