🏆 Welcome to my profile! I am a seasoned 🏆 ZOHO Developer passionate about streamlining business operations through the power of the ZOHO ONE apps. With {5 Years} of hands-on experience, With a proven track record of successful projects, and as a ZOHO authorised partner company. ✅ Offer 24/7 support with ZOHO Desk ✅ Increase sales with ZOHO CRM ✅ Sign contracts electronically with ZOHO Sign ✅
EXPERTISE :
My expertise includes working experience with the below-mentioned ZOHO products:
✅ ZOHO ONE APPS
✅ ZOHO CRM
✅ ZOHO Creator
✅ ZOHO Books
✅ ZOHO Inventory
✅ ZOHO Campaigns
✅ Zoho Flow
✅ ZOHO Form
✅ ZOHO FSM
✅ ZOHO Project
✅ ZAPIER
✅ REST API
✅ TWILLIO
✅ WEBHOOK
✅ Client Script
✅ Integration with third-party APIs
Zoho Creator
Zoho Platform
Zoho CRM
Zoho Books
CRM Development
Zoho Desk
API Documentation
REST API
API Integration
Website Integration
Zoho Projects
Forms Plugin
Zoho Analytics
B2B Marketing
WordPress
Satnam M.
Chandigarh, India
$18/hr
4.0
46 jobs
CERTIFIED ZOHO ONE ARCHITECT | FINANCE AUTOMATION SPECIALIST | AI & BUSINESS PROCESS AUTOMATION EXPERT
Certified Zoho One & Full-Stack Solutions Architect with 11+ years of experience delivering enterprise-grade CRM, Finance Automation, AI-driven business systems, and large-scale workflow automation across multiple industries.
Specialized in designing Finance Automation frameworks using Zoho Books, Zoho Inventory, Zoho Analytics, Zoho Creator, and third-party financial systems to streamline accounting, invoicing, reconciliation, reporting, inventory valuation, taxation, and financial operations.
Expert in combining Agentic AI, Generative AI, Predictive AI, and Voice AI with Zoho One to create intelligent, automation-first business ecosystems.
KEY STRENGTHS & EXPERIENCE
✔ Available across global time zones (EST, PST, GMT, AEST)
✔ 11+ years of hands-on Zoho One and Automation experience
✔ Delivered 50+ successful Zoho implementations across industries
✔ Strong expertise in Finance Automation and Business Process Automation
✔ Experience across FinTech, Manufacturing, E-commerce, Healthcare, Logistics, and Service industries
✔ API Integrations, Middleware Development, and Enterprise Automation Architecture
✔ Full-stack development expertise with scalable enterprise-grade systems
✔ High-volume data processing and workflow automation experience
FINANCE AUTOMATION SPECIALIZATION
✔ End-to-End Finance Process Automation
✔ Accounts Receivable (AR) Automation
✔ Accounts Payable (AP) Automation
✔ Bank Reconciliation Automation
✔ Payment Collection & Reminder Workflows
✔ Vendor Management & Approval Automation
✔ Expense Management & Approval Systems
✔ Purchase-to-Pay (P2P) Automation
✔ Order-to-Cash (O2C) Automation
✔ Fixed Asset Register (FAR) Automation
✔ Financial Reporting & Executive Dashboards
✔ Budgeting & Forecasting Workflows
✔ Taxation & Compliance Automation
✔ Inventory Valuation & Costing Automation
✔ Multi-Currency Accounting & Consolidation
✔ Financial Data Migration & Cleanup
✔ Custom Financial Approval Workflows
✔ Profitability Analysis & Business Intelligence Reporting
FINANCE SYSTEM EXPERTISE
✔ Zoho Books Implementation & Customization
✔ Zoho Inventory Automation
✔ Zoho Analytics Financial Dashboards
✔ Zoho Creator-based ERP & Finance Applications
✔ Tally Integration
✔ ERP Integration with Accounting Platforms
✔ Shopify, Amazon, WooCommerce Financial Automation
✔ Banking & Payment Gateway Integrations
✔ Financial Data Consolidation & Reporting
AI AUTOMATION & INTELLIGENT SYSTEMS
✔ Agentic AI Systems for Autonomous Workflows
✔ Generative AI for Document Processing & Communication Automation
✔ Predictive AI for Forecasting and Decision Support
✔ Voice AI Agents for Customer Interaction & Support
✔ AI-Powered CRM Automation and Lead Management
✔ Intelligent Chatbots & Virtual Assistants
✔ Automated Data Processing & Classification
✔ End-to-End Workflow Orchestration using AI
✔ n8n, Zapier & Make (Integromat) Automation Platforms
✔ Event-Driven Automation Architecture
✔ Real-Time Data Synchronization Across Platforms
ZOHO ONE EXPERTISE
✔ Zoho CRM
✔ Zoho Creator
✔ Zoho Books
✔ Zoho Inventory
✔ Zoho Analytics
✔ Zoho Desk
✔ Zoho Projects
✔ Zoho Recruit
✔ Zoho Campaigns
✔ Zoho Forms
✔ Zoho Survey
✔ Zoho SalesIQ
✔ Zoho Mail
✔ Zoho Subscriptions
✔ Zoho Flow
✔ Zoho Sign
✔ End-to-End Zoho One Architecture & Implementation
ADVANCED ZOHO CAPABILITIES
✔ Blueprint Design & Process Automation
✔ Custom Modules & Workflow Development
✔ Advanced Deluge Scripting
✔ Data Migration & System Consolidation
✔ Multi-Department Business Process Automation
✔ ERP & Accounting Automation Solutions
✔ Inventory & Supply Chain Automation
✔ Manufacturing Workflow Automation
FULL-STACK DEVELOPMENT & INTEGRATION EXPERTISE
✔ Frontend, Backend & Database Architecture
✔ REST API Development & Integration
✔ Webhooks & Event-Driven Systems
✔ Middleware Development
✔ Third-Party Platform Integrations
✔ Real-Time Data Synchronization
✔ Enterprise Application Development
✔ Secure & Scalable System Design
✔ CRM, Finance, ERP & Operational Integrations
✔ Google Ads, Meta Ads & Analytics Integrations
✔ SaaS Platform Integrations
WHY CLIENTS WORK WITH ME
✔ Strong Business Process Understanding
✔ Finance & Operations Automation Expertise
✔ Scalable Enterprise Architecture Design
✔ Automation-First Implementation Approach
✔ Proven Experience Across Multiple Industries
✔ Long-Term Support & Strategic Consulting
✔ Focus on ROI, Efficiency & Business Growth
If you're looking for a reliable consultant to implement Finance Automation, AI-driven workflows, Zoho One solutions, and enterprise-grade business systems, I can help design and build a scalable solution tailored to your business needs.
Best Regards
Satnam Mahto
Finance Automation Specialist | Zoho One Architect | AI Automation Consultant
Zoho Creator
Zoho CRM
Zoho Projects
Zoho Books
Zoho Analytics
Zoho Recruit
Automation
API Integration
Marketing Automation
ERP Software
CRM Automation
CRM Software
HubSpot
HighLevel
SAP Manufacturing Execution
Accounting Tools Setup
n8n
Zapier
Artificial Intelligence
Machine Learning
Neha S.
Chandigarh, India
$20/hr
4.7
492 jobs
✅ System Bottlenecks Cost You Revenue. I Build Zoho Systems That Scale Your Business. ✅
Most Zoho implementations fail not because of the software, but because they are configured without an understanding of business workflows. A poorly structured CRM leads to uncontacted leads, invisible operational delays, manual data double-entry, and low team adoption.
I am a Zoho Systems Architect and Automation Specialist. I transform disjointed, manual business processes into fully automated, enterprise-grade Zoho ecosystems.
Whether you need complex custom Deluge logic, multi-platform API integrations, or a complete ground-up CRM architecture, I design systems built for speed, accuracy, and scale.
### Core Zoho Expertise :
✔️ Zoho One Architecture: Zoho CRM, Zoho Desk, Zoho Creator, Zoho Campaigns, Zoho Books, Zoho Analytics, Zoho Flow, Zoho Bookings.
✔️ Email Marketing Automation: Lost-Deal Re-engagement, Dynamic Personalization/Merge Fields, Behavioral Triggers, Deliverability Optimization
✔️ Advanced Customization: Custom Modules, Blueprint Workflows, Assignment Rules, Layout Rules, Segmented Email Cadences
✔️ Custom Development: Deluge Scripting, Custom Functions, Scheduled Jobs, Webhooks, CRM-to-Campaigns Sync
✔️ Telephony & CTI Integrations: Connecting CRM environments with telephony/communication tools like JustCall and GoHighLevel for automated calling and SMS workflows.
✔️ API Integrations: Twilio, GoHighLevel, HubSpot, WordPress/GTM, Stripe, QuickBooks, OpenAI
✔️ Business Intelligence: Advanced Analytics Dashboards, KPI Reporting, Pipeline Forecasting
### Proven Case Studies & Results :
▶ B2B Re-Engagement & Nurturing (Zoho CRM + Zoho Campaigns)
The Problem: Closed-lost deals sat cold in CRM with inconsistent manual outreach and zero automated nurture.
✅ My Solution:
Built a real-time CRM-to-Campaigns sync triggered on Closed-Lost stage updates.
Configured dynamic workflows segmented by Account Type, Industry, and Loss Reason.
Mapped custom parameters into personal, plain-text email templates for high inbox placement.
The Result: Re-engaged 22% of dormant deals within 60 days, completely automating pipeline recovery.
▶ Healthcare & Multi-Centre Clinic (Zoho CRM + Bookings + Books)
The Problem: Handover between sales and scheduling teams had zero tracking. Paid clients waited over 24 hours to be scheduled, causing drop-offs. Active therapy clients stopped attending sessions undetected due to siloed data across CRM and Bookings.
✅My Solution:
I developed a 24-hour time-based escalation script in Deluge triggered on payment confirmation.
I architected a daily automated therapy gap detection job that scans CRM and Zoho Bookings data to flag inactive clients and generate location-aware digests for branch coordinators.
The Result: Reduced post-payment scheduling lag to under 2 hours and recaptured 35% of churning therapy clients within the first month.
▶B2B Commercial Real Estate & Title Company (Zoho CRM + Quo + M365)
The Problem: Disorganized lead categories, unlogged client communications (calls/SMS), and lack of visibility into complex multi-party transaction pipelines (Buyers, Lenders, Escrow, Attorneys).
✅My Solution:
I created a blueprint design mapping 20+ contact categories across custom modules and relational data structures.
I integrated VoIP/SMS endpoints to auto-log call transcripts, SMS history, and AI summaries into lead timelines.
I built automated milestone sequences for new title orders, follow-up alerts, and concierge task escalation.
The Result: 100% communication logging compliance across operations and a 40% reduction in manual transaction administration.
▶Dynamic Call Tracking & Marketing Engine (Zoho Flow + Twilio + WordPress + GTM)
The Problem: Inability to track high-value phone leads generated from paid ads vs. organic search, causing inaccurate ad-spend reporting.
✅My Solution:
I built Dynamic Number Insertion (DNI) session persistence scripts via Google Tag Manager and Twilio API.
I extended Zoho Flow to map traffic sources, session parameters, and call logs directly into Zoho CRM lead records without interrupting live phone queues.
The Result: Complete closed-loop attribution for marketing channels, enabling precise ROI tracking on ad spend.
### How I Work With You :
► Discovery & Blueprint: I map your business processes, user roles, custom data models, and integrations before writing a single line of code.
► Build & Test: Agile deployment with full test cases demonstrated in a staging/sandbox environment.
► Handover & Support: Complete technical documentation, individual user walkthroughs, and post-go-live bug support.
Ready to fix your operational gaps and build a scalable Zoho ecosystem? Click '𝗜𝗻𝘃𝗶𝘁𝗲 𝘁𝗼 𝗝𝗼𝗯' or '𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗠𝗲' to discuss your project.
Zoho Creator
Zoho Platform
Zoho CRM
Business Process Automation
AI Agent Development
OpenAI API
Zoho Analytics
API Integration
Automation
Zoho Desk
Make.com
CRM Automation
Claude
Zoho Projects
Zoho Recruit
Zoho Survey
API Development
Marketing Automation
HighLevel
Intuit QuickBooks
Deepak S.
Chandigarh, India
$20/hr
4.9
304 jobs
I build custom AI assistants, automated nurture funnels, and robust system integrations that streamline operations, eliminate manual follow-ups, and convert leads into revenue.
Specializing in Zoho One, Zoho CRM, Zoho Creator, and Zoho Campaigns, I architect end-to-end ecosystems that connect your sales pipelines, marketing workflows, and custom backend databases.
### 🛠️ Core Technical Stack :
✔️ Zoho Ecosystem: Zoho One, Zoho CRM, Custom Creator Apps (Deluge), Zoho Books, Zoho Inventory, Zoho Analytics, Zoho Flow, Zoho Sign, Zoho Desk, Zoho Campaigns.
✔️ Marketing & Lifecycle Automation: Drag-and-drop Workflows, Behavior-based Triggers, Lead Scoring & Qualification, Dynamic Content, Topic Management, Segmentations, Email Deliverability & A/B Testing.
✔️ Low-Code Platforms: Zapier, Make, Skyvia.
✔️ Development & Scripting: Deluge, Python, Custom Webhooks, REST APIs, JSON Data Mapping.
✔️ AI & Automation: OpenAI API integrations, multi-step LLM workflows, automated email response generation, document parsing & data extraction.
### 💡 What I Architect & Build :
✅ Automated Marketing Journeys & Drip Campaigns: Multi-channel drip workflows, behavior-triggered drip sequences (e.g., email opens, link clicks, web visits), abandoned cart recovery, and lead nurturing funnels that automatically push qualified leads directly to sales teams in Zoho CRM.
✅ Custom Business Applications: Advanced Zoho Creator systems featuring complex relational database structures, custom Deluge scripting, role-based access controls, and mobile inspection workflows.
✅ End-to-End CRM Architecture: Custom modules, dynamic CPQ quoting engines, automated sales pipelines, Blueprint creation, and versioned contract snapshots.
✅ Cross-Platform API & Middleware Integrations: Connecting CRMs and ERPs with Google Workspace, custom webhooks, n8n, Stripe, QuickBooks, and proprietary backend servers.
✅ Database Cleanup & System Migrations: Complete data deduplication, complex migrations (HubSpot/Pipedrive/Airtable/Excel/Tally to Zoho), and financial data reconciliation.
✅ AI-Powered Process Automation: Architecting custom AI workflows inside CRMs and internal tools to automate lead scoring, dynamic content generation, and document parsing.
### ⭐ Why Clients Work With Me :
► Strategic Business Partner: I don't just write script—I analyze your operational bottlenecks and recommend scalable, long-term architecture before writing code.
► Production-Ready Clean Build: Strict database modeling, robust error handling, and documented configuration ensure your system stays easy to maintain.
► Full-Lifecycle Ownership: From discovery and data mapping to sandbox testing, user permission setups, and admin handover, I manage the complete implementation.
📩 Ready to Scale Your Systems?
Send an invitation to chat. Let's schedule a brief discussion to map out your architecture and review key requirements.
Zoho Creator
Zoho Platform
Zoho CRM
AI Agent Development
Business Process Automation
AI Implementation
Zoho Books
Zoho Analytics
Zoho Desk
Zoho Projects
CRM Automation
Prompt Engineering
API Integration
OpenAI API
Make.com
Customer Relationship Management
Airtable
CRM Software
CRM Development
Marketing Automation
Sangeeta B.
Chandigarh, India
$8/hr
4.8
28 jobs
⭐ HIRE ME AND I PROMISE TO BE AN ASSET AND GREAT ADDITION TO YOUR TEAM.⭐
🖘(˘⌣˘)🖙 ⚙️ᕙ(⇀‸↼‶)ᕗ 𝗦𝘂𝗽𝗲𝗿𝗶𝗼𝗿 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗖𝗹𝗶𝗲𝗻𝘁'𝘀 ⚙️ 🖘(˘⌣˘)🖙
⮞ 100+ happy clients
🔥 In the realm of Zoho, We possess deep functional and technical expertise in a variety of Zoho applications, including:
𝗭𝗼𝗵𝗼 𝗢𝗻𝗲 ☝️
𝗭𝗼𝗵𝗼 𝗖𝗥𝗠Plus 📊
𝗭𝗼𝗵𝗼 𝗖𝗥𝗠 📊
𝗭𝗼𝗵𝗼 𝗕𝗼𝗼𝗸𝘀 📘
𝗭𝗼𝗵𝗼 𝗖𝗿𝗲𝗮𝘁𝗼𝗿 🧑💼
𝗭𝗼𝗵𝗼 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 📅
𝗭𝗼𝗵𝗼 𝗗𝗲𝘀𝗸 🏢
𝗭𝗼𝗵𝗼 𝗕𝗼𝗼𝗸𝗶𝗻𝗴𝘀 📚
𝗭𝗼𝗵𝗼 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗛𝘂𝗯 📢
𝗭𝗼𝗵𝗼 𝗦𝗮𝗹𝗲𝘀𝗜𝗤 💬
𝗭𝗼𝗵𝗼 𝗙𝗼𝗿𝗺𝘀 🚀
𝗭𝗼𝗵𝗼 𝗦𝗶𝘁𝗲𝘀 🏙️
𝗭𝗼𝗵𝗼 𝗣𝗲𝗼𝗽𝗹𝗲 🧑💼
𝗥𝗲𝗰𝗿𝘂𝗶𝘁 📉
Following are the Services that are currently provided by our highly experienced team, Kindly have a look.
Web Development & Design:
𝐌𝐲 𝐒𝐤𝐢𝐥𝐥𝐬: 🤹🏻♂️
✅ Corporate website design
✅ WordPress & Wix
✅ Custom website design
✅ Website development after the approved design.
✅ Shopify Plus
✅ Webflow
✅ Squarespace website dev
✅ Mobile App development for ios & android
Develop a custom SEO friendly Wordpress website and theme.
1. SEO optimized Ecommerce Website Design and Development
2. Magento Themed website design
3. Volusion Websites
4. PSD to Wordpress theme
5. SEO friendly BigCommerce Websites development
6. Custom Wordpress blog development
7. Drupal Development
8. Joomla Development.
9. Mobile responsive and social media friendly Wordpress website.
10. Wordpress support and maintenance.
11. Wordpress optimization for yoast plugin.
12. Wordpress thesis theme development.
13. Wordpress genesis framework development.
SEO
1. Facebook management:
Custom branded landing tab
Integration of facebook deals
Integration of facebook places
Develop a facebook strategy relevant to your business
Implement the strategy, regular viral status updates
Deleting spams
Maintenance of facebook page
Developing, maintaining and integrating facebook ad campaigns
Custom cover image design.
2. Twitter Management
Post regular tweets relevant to your audience and followers
Custom twitter background design.
Increase new targeted followers.
Increase engagement with current followers
3. Blog Management
Regular posts on your blog with relevant content to your business and
audience.
SEO friendly unique new engaging content for blogs.
4. Pinterest Marketing and Management:
Manage Pinboards and start new ones
Increase followers on Pinterest.
5. Google+ Management
Post regular posts and links relevant to your audience and followers
Custom Google+ top banner design.
Increase new targeted followers.
Increase engagement with current followers
Develop and post creative content that has SEO value.
6. Search Engine Optimization (Post Penguin 2.1 SEO)
On-page SEO
Off-page Monthly SEO
Local SEO
Google Places SEO
7. Email Marketing
HTML Email campaign design
Email content creative wiring
Integration of HTML design on Mailchimp, Constant Contact, iContact,
Aweber etc.
Integrate email marketing software with Wordpress based website.
8. Search Engine Marketing
PPC Ads development and management
Google Adwords campaign development and management
Facebook Ads campaign development and management
Yahoo Ads campaign development and management
Bing Ads campaign development and management.
Landing page development for Wordpress website design.
9. Mobile App Marketing
Marketing iOS apps in the app store to increase downloads.
Marketing Android apps to increase downloads.
10. Copywriting
Blog writing for Wordpress or Tumblr based blog.
SEO Writing
Article Writing
Web Content Writing that has SEO value.
11. Press Releases Writing and Distribution
Press Release writing
Press release distribution.
Hoping to get in touch with you soon.
Regards,
Sangeeta
Web & Mobile Expert
•HTML5 •CSS3 •PHP5 •Wordpress •Shopify •Drupal •PSD to HTML •XHTML •SEO •SMM •PPC •Facebook Ads •Java-script •JQuery •Responsive Media Query •Ajax •MySQL •Zoho CRM •Sugar CRM •Zoho Creator •API integration •Deluge Scripting •Workflows •Twilio Integration •Zapier Integration •Zoho Reports •Zoho Books •Zoho subscription •Zoho Inventory •Zoho Mail etc.
Zoho Creator
Zoho Platform
Zoho CRM
WordPress SEO Plugin
Shopify
Wordpress Thrive Themes
WordPress e-Commerce
Blog
WordPress Theme
WordPress Plugin
Shopify Templates
Zoho Desk
Zoho Books
Zoho Analytics
Zoho Sprints
Zoho Recruit
Zoho Survey
Zoho Projects
WordPress Bug Fix
WordPress Landing Page
Abhishek S.
Chandigarh, India
$25/hr
4.8
64 jobs
Transform your business with expert solutions in CRM, cloud, AI, and digital marketing. With nearly two decades of experience, expertise is brought to drive efficiency and growth across multiple platforms and industries.
Core Areas of Expertise:
🚀 Comprehensive Business Solutions: Implement and optimize business systems across platforms like Zoho and Salesforce. From CRM to project management, automation, analytics, and more, tailor these powerful tools to fit unique business needs and drive operational success.
☁️ Cloud Services: Deliver secure, scalable, and accessible cloud infrastructure solutions through partnerships with AWS and Azure. Move to the cloud with confidence, ensuring that data management and accessibility meet the highest standards.
🤖 AI/ML Integration: Leverage the power of Artificial Intelligence and Machine Learning to unlock new insights, automate routine tasks, and drive innovation within your business. Enhance decision-making and operational efficiency with AI/ML solutions.
🎨 UI/UX Design: Create user-friendly and visually appealing interfaces that resonate with audiences. Focus on enhancing the overall user experience, ensuring that applications and websites are not only functional but also engaging.
📈 Digital Marketing Strategies: Amplify your online presence and achieve marketing objectives with customized digital marketing strategies. From SEO to social media campaigns, craft targeted approaches that drive engagement and growth.
What’s Delivered:
🎯 Tailored Business Solutions: Customize and implement Zoho and Salesforce solutions that cover a wide range of business needs, from CRM to automation, reporting, and more.
🛠️ Cloud Transformation: Design secure and scalable cloud solutions tailored to specific business requirements.
⚙️ Advanced AI/ML Capabilities: Integrate cutting-edge AI and ML technologies to enhance business intelligence and automation.
🖥️ User-Centric Design: Provide UI/UX services that create seamless and attractive user experiences across all digital touchpoints.
🌐 Strategic Marketing: Execute comprehensive digital marketing strategies that elevate brands and connect with target audiences.
🤝 Let's Collaborate:
Empower your business with technology-driven solutions that lead to sustained growth and success. Explore how collaboration can achieve your business goals. Start a conversation about your unique needs and discover how success can be achieved together.
Zoho Creator
Zoho CRM
jQuery
API Integration
Commerce Cloud
Salesforce CRM
Salesforce Marketing Cloud
Salesforce Lightning
Zoho Analytics
Zoho Books
Salesforce Service Cloud
Salesforce App Development
Salesforce Sales Cloud
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