
esther
Zoho CRM Expert Setup zoho Automation zoho Integration Specialist for Business
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Experiência profissional
Zoho CRM Consultant & Automation Specialist
HDFC ERGO General Insurance Company Limited
Mar 2026 - Present • 3 mos
Designed and implemented custom Zoho CRM solutions for businesses across multiple industries. Built automated workflows, lead nurturing systems, and sales pipelines to improve customer management. Customized modules, layouts, fields, and dashboards based on client requirements. Integrated Zoho CRM with third-party applications, email marketing tools, and business systems. Created advanced reports and analytics dashboards for business performance tracking. Provided CRM migration, user training, and ongoing technical support.
BookingKoala Setup & Automation Specialist
Small Business Coach • Freelance
May 2026 - Jun 2026 • 1 mo
Configured complete BookingKoala systems for cleaning, service, and home maintenance businesses. Customized booking forms, pricing structures, service packages, and customer portals. Implemented automated scheduling, appointment reminders, and follow-up sequences. Integrated payment gateways including Stripe and PayPal. Optimized customer onboarding and booking processes to increase conversion rates. Trained business owners and staff on platform management and best practices.