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moses_pelu

Moses Pale

@moses_pelu

pro

Estados Unidos
Inglês, Espanhol, Francês, Alemão, Italiano, Holandês
Algumas informações são exibidas no idioma inglês.
Sobre mim
I'm Moses, a CRM specialist, AI automation expert and workflow engineering specialist, a problem solver. I help agencies, coaches, e-commerce brands, real estate firms, and SaaS teams replace manual work with systems that run on their own. I build CRMs, pipelines, dashboards, and automations in HubSpot, Zoho, GoHighLevel, Airtable, monday, and ClickUp, and connect them with Make.com, n8n, and AI agents. From lead capture to booking, follow-up, and reporting, I design the full flow. Tell me where your team loses time, and I'll build the fix.... Saiba mais

Habilidades

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moses_pelu
Moses Pale
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Tempo médio de resposta: 1 hora

Conheça meus serviços

Transcrição
I will write a detailed medical transcript
A partir deUS$ 20 /projetoMais detalhes
Gerenciamento de CRM
I will hubspot crm zoho crm pipedrive honeybook crm automation expert
A partir deUS$ 10 /projetoMais detalhes

Portfólio

Experiência profissional

PPC_Flex

Zoho Books Setup for a Logistics and Storage Business

PPC Flex • Freelance

Jun 2026 - Aug 2026 • 2 mos

I set up a Zoho Books account for a logistics and storage company, so the owner can see receivables, payables, and cash flow in one dashboard instead of piecing them together from invoices and bank statements. I configured the organization with the company's branding and VAT details, set the currency to Saudi riyals, and arranged the modules the business uses most: Items, Banking, Sales, Purchases, Accountant, Reports, and Documents. The Dashboard shows total receivables with current and overdue amounts, total payables, and a fiscal-year cash flow chart that tracks incoming and outgoing cash against the opening balance. The Income and Expense and Top Expenses widgets show where money is coming in and going out. I also tidied the layout with the Configure Features list, so the team only sees the modules relevant to their work. Result: the owner can check unpaid invoices, cash position, and spending at a glance, and the books stay organized for VAT reporting.