t
tomiwa_sam

Tomiwa K

@tomiwa_sam

Zoho Consultant CRM Zoho Books Zoho Creator Zoho Automation

Nigéria
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
Is your business running on spreadsheets, scattered notes, and manual follow-ups? I help you replace the chaos with one connected Zoho system, so leads don't slip through and your team knows what to do next. What I do: I set up Zoho CRM, Books, and Creator, and automate repetitive work with Zoho Flow and Deluge. Expect clear communication, honest timelines, and a handover your team can actually use. Message me your biggest headache, and I'll tell you how I'd fix it. • Zoho Flow • Deluge scripting • CRM customization • Workflow automation • Data migration • Bookkeeping setup • API integration ... Saiba mais

Habilidades

t
tomiwa_sam
Tomiwa K
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Desenvolvimento de CRM e ERP
I will set up and customize zoho CRM, zoho salesiq, zoho campaign for your sales team
A partir deUS$ 45 /projetoMais detalhes
Contabilidade
I will set up zoho crm, zoho books zoho invoice for your accounting, zoho salesiq
A partir deUS$ 50 /projetoMais detalhes

Portfólio

Experiência profissional

Cedar_Creek Realty

Zoho Books Invoice & Document Customization Specialist

Cedar Creek Realty • Freelance

Aug 2026 - Oct 2026 • 2 mos

Customized branded financial documents in Zoho Books for CedarLane Consulting, a growing business consulting startup. Designed professional invoice, quotation, and receipt templates incorporating the company's logo, business details, contact information, and payment instructions. Adjusted document layouts, typography, spacing, and formatting to maintain a consistent brand identity across customer-facing financial documents. Configured relevant document fields to display transaction details clearly, including item descriptions, quantities, prices, taxes where applicable, totals, and payment terms. Reviewed the templates to ensure that essential information was presented accurately and that the documents were suitable for routine business transactions. Customized invoice templates to reflect the company's branding and present payment information clearly. Designed matching quotation and receipt layouts to maintain consistency across financial documents. Incorporated the company logo, business contact details, and payment instructions into the templates. Organized transaction details, subtotals, taxes where applicable, and totals for improved readability. Standardized the appearance of customer-facing financial documents to support a more professional business image. Tested document layouts to check formatting, field placement, and the presentation of essential transaction information. Helped create a consistent invoicing process that could be reused for future customer transactions. Zoho Books, Invoice Customization, Branded Invoices, Quotation Templates, Receipt Templates, Accounting Software, Document Formatting, Invoice Design, Financial Document Management, Business Branding, Template Customization, Payment Terms Configuration, Tax Field Configuration, Zoho Finance, Accounting Workflow Setup, Business Document Design, Financial Administration