Hire the best Zoho CRM Specialists in Pennsylvania

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$150 hourly
Amber B.
- 5.0/5
- (59 jobs)
Hello, I'm Amber Benka, a freelancer and the driving force behind Seal Solutions. In my capacity as a freelancer and a licensed broker agent I have a robust six-year tenure in the insurance industry and freelancing involving various skills . My multifaceted background encompasses a broad spectrum of experiences outside of and within the insurance domain, showcasing my adaptability and proficiency in various key areas. Insurance Expertise: Worker's Compensation Customer Billing Management: Successfully spearheaded the intricate management of worker's compensation customer billing, demonstrating a keen understanding of the complexities involved in this crucial aspect of insurance operations. Growth in Property and Casualty Segment: Played a pivotal role in the expansion and growth of the property and casualty segment within an agency. This involved strategic planning, client engagement, and a proactive approach to capitalize on opportunities in the market. Policy Servicing and Sales: Executed pivotal roles in policy servicing and sales, contributing to the overall success of The Seal Agency. This included leveraging my industry knowledge to provide exemplary service to clients and actively driving sales initiatives. Diverse Skill Set: Website Content Creation: Beyond the realm of insurance, I have actively contributed to website content creation, infusing creativity and strategic messaging to enhance online presence and engagement. Freelance Writing: Engaged in freelance writing projects, demonstrating a flair for crafting compelling content, answering queries, developing interview questions, and creating study course materials. Insurance Course Development: Played a role in the development of insurance courses, combining my industry expertise with a pedagogical approach to create informative and engaging learning materials. Data Entry Projects: Executed data entry projects with precision, showcasing meticulous attention to detail and the ability to handle large volumes of information accurately. Proficiency in Customer Management Systems: My extensive proficiency in customer management systems includes mastery of Salesforce, IMS, Less Annoying CRM, Zoho, Hubspot, Agency Zoom, and Now Certs. This technological adeptness ensures seamless integration with various platforms and enhances overall operational efficiency. As a freelancer, I am poised and available for independent work. Please let me know how I can contribute to your specific needs, leveraging my wealth of experience and skills. I am excited about the prospect of discussing how my extensive background can bring value to your organization. About Seal Solutions: Paving the Way for Insurance Agency Success Specializing in a full spectrum of services, we embark on a comprehensive journey to launch and elevate insurance agencies. For new agencies, our collaborative efforts begin with foundational steps, from business name and FEIN filings to registrations and more. We ensure operational readiness by setting up essential office systems, including email accounts, phone, fax, management systems, and other vital software. Beyond these basics, we delve into creating a robust online presence through website development, social media strategy, and targeted marketing efforts. Our expertise also extends to crafting handbooks, manuals, and other critical resources. For existing agencies facing challenges, Seal Solutions brings a unique blend of expertise and problem-solving skills. Our dedicated experts work closely to identify core issues and devise actionable strategies for resolution. Whether revamping operational processes or redefining marketing strategies, we handle it all within our team, steering your agency back to the path of success. At Seal Solutions, we don't just offer services; we deliver success. I look forward to discussing how we can seal the success of your agency too. Feel free to reach out with any project you may have. Thank you, Amber Benka

Zoho CRM
Copywriting
Website Content
IP Multimedia Subsystem
Clerical Skills
Salesforce CRM
Content Writing
Information Security Awareness
Active Listening
Insurance Consulting
CRM Software
Communications
$75 hourly
Jamie F.
- 4.9/5
- (86 jobs)
I see you. Growing like crazy. Business booming. But behind the scenes feels like you’re holding it all together with duct tape and hope. ✅ Manual processes stealing precious hours? ✅ Systems that don’t talk to each other? ✅ Data scattered everywhere, leaving you guessing? I’m Jamie, your new operations partner-in-crime (but completely legal, I promise). 😉 Here's the thing: I don't just plug in fancy tech tools. I create seamless, intuitive ecosystems explicitly tailored to your business. With 15 years of experience optimizing operations, building custom CRMs, automating workflows, and managing strategic projects, I’ve helped dozens of businesses save thousands of hours and millions of headaches. ✨What I Bring to the Table✨ ✅ CRM & Automation Mastery: Zoho, HubSpot, GoHighLevel, Keap—you name it, I've probably optimized it. Think less manual labor and more seamless growth. ✅ Operations & Workflow Optimization: Stop drowning in spreadsheets. Let me streamline your business processes with tailored automations (hello, Zapier, and Zoho Flow!) so you can finally breathe again. ✅ Real-Time KPI Dashboards & Analytics: Get clarity at a glance. I blend data from Finance apps, CRMs, LMSs, and marketing tools into dashboards you'll actually use to grow your business. ✅ Strategic Project Management & Leadership: From Chief of Staff to Operations Director, I've led teams, executed big-picture strategies, and ensured everyone—from Fortune 500 execs to military officers—achieves excellence. ✅ Engaging LMS & Training Solutions: TalentLMS, Thinkific, Absorb LMS—I manage and optimize them, turning employee training from a chore into a competitive advantage. 🤔 Wait, About Those Old Reviews… 🤔 Let’s clear the air: Scroll down far enough, and you'll find a few less-than-stellar reviews from nearly a decade ago. Back then, I was newer to freelancing, figuring out exactly where I excelled. These reviews represent early growing pains and frankly, a mismatch in expectations and skillsets. (Hey, everyone has those, right?) Since then, I've: ✅ Completed 85 successful projects ✅ Logged 5,282 hours ✅ Earned over $100K on Upwork alone ✅ Collected dozens of rave 5-star reviews from delighted clients Today, the work I deliver is worlds apart. (And I've got the success stories, case studies, and video references to prove it—just ask!) 🎯 Recent Results (the good stuff!) 🎯 ✅ Saved 100+ hours annually through customized dashboard automations. ✅ Increased client satisfaction by 20% using real-time analytics dashboards. ✅ Streamlined webinar registrations—saving hours every quarter. ✅ Improved email marketing efficiency significantly, freeing up valuable weekly hours. ✨ High-Profile Client Work ✨ ✔️ Juliet Funt Group: As Chief of Staff, streamlined executive operations serving Fortune 500 leaders and top military officials. Customized Zoho CRM implementation saved hundreds of hours. ✔️ Bouvier Grant Group: Developed automations and analytics dashboards that enhanced customer satisfaction and operational efficiency. ✔️ Seth Kahan, Visionary Leadership: Optimized operational workflows and CRM systems to support strategic consulting services for transformational leaders. ✔️ Ramon Ray, Celebrity CEO: Enhanced efficiency through strategic CRM automation and analytics dashboards, supporting entrepreneurs in building their personal brands. Why Partner With Me? ✔️ Strategic & Tech-Savvy: Equally comfortable advising on business strategy and coding advanced automations. ✔️ Relentless Problem-Solver: Complex challenges? Bring 'em on—I thrive on them. ✔️ Obsessed With Results: Measurable outcomes are my jam, and my clients consistently see tangible improvements. ✔️ Adaptable and Forward-Thinking: Always ahead of the curve, whether it's new tech or shifting market dynamics. ✔️ Certified & Credentialed: Zoho CRM, Keap, HubSpot, Asana, Mailchimp, Zoho Analytics, TalentLMS, and more. 🤓 A Little More Personal 🤓 When I'm not making businesses hum like finely-tuned machines, you'll probably find me: ✔️ Solving intricate jigsaw puzzles 🧩 ✔️ Building elaborate LEGO sets 🧱 ✔️ Nerding out over Sesame Street (yes, really!) 📺 (What can I say? I love bringing order to chaos—both in business and life.) P.S.: Check out my glowing video references and detailed case studies—I promise you'll smile. 😊

Zoho CRM
General Office Skills
Google Workspace
Keap
Project Management
Zapier
Survey
TalentLMS
Zoho Analytics
Asana
Customer Service
Office Administration
Event Planning
Administrative Support
$35 hourly
Meredith C.
- 0.0/5
- (0 jobs)
Hi, I'm Meredith! For the past 18 years, I've been the yin to my husband's serial entrepreneur yang—bringing structure, organization, and efficiency to our ventures. As a tech-savvy problem solver with a keen eye for detail, I genuinely enjoy building processes that simplify workflows and make life easier for everyone. Over the years, I’ve honed my skills by helping small business owners across diverse industries—including commercial glass, food trucks, tire shops, and independent doctors' offices—organize and streamline their operations. I have over a decade of hands-on experience with Zoho, predating the launch of Zoho One. While not a certified expert, I am highly proficient in setting up accounts, customizing features (logos, MFA, etc.), creating workflows and automations, building email templates, developing training materials, and more. Additionally, I’m fluent in Microsoft Office applications, making me versatile in managing a variety of business needs. Why freelance? With some extra time on my hands, I’m looking to contribute my skills to help others while earning additional income. As a small business owner myself, I fully understand the importance of reliability, meeting deadlines, and delivering quality work. You can count on me to complete all projects on or before the agreed-upon due dates! Core Strengths: Exceptional Writing & Communication Self-Motivated and Results-Oriented Advanced Technical Skills Strong Analytical & Problem-Solving Abilities Organized and Detail-Oriented Critical Thinking & Management Expertise Data Management & Proofreading Time Management and Efficiency Let’s connect! Whether you need help organizing your operations, building processes, or tackling specific projects, I’m here to help your business succeed.

Zoho CRM
Organizational Development
Training Online LMS
Microsoft Excel
Zoho Projects
Payment Processing
$45 hourly
Jason T.
- 0.0/5
- (0 jobs)
Senior Zoho Solutions Architect | 8+ Years of Expertise | Zoho One Engineer With over 8 years of dedicated experience as a Zoho Developer, I have honed a deep mastery of the Zoho One ecosystem, transforming business challenges into streamlined, technology-driven solutions. My journey has been defined by crafting end-to-end digital workflows that empower organizations to unlock efficiency, scalability, and innovation. As a certified Zoho expert, I bridge the gap between complex business needs and cutting-edge automation, delivering systems that not only solve problems but also drive measurable growth. Core Expertise: • Zoho One Integration Architect: Adept at unifying 45+ Zoho applications into cohesive ecosystems, enabling seamless data flow between CRM, Finance, HR, Marketing, Analytics, and beyond. • Custom Solution Design: Proven track record of building bespoke applications with Zoho Creator, automating workflows, and eliminating redundancies across industries—from startups to enterprises. • CRM Optimization: Elevated sales pipelines, customer retention, and team productivity by tailoring Zoho CRM with advanced modules, AI-driven analytics, and third-party integrations. • Process Automation: Leveraged Zoho Flow, Deluge scripting, and API integrations to automate repetitive tasks, reduce operational costs, and enhance decision-making agility. • Analytics & Reporting: Built dynamic dashboards using Zoho Analytics to translate raw data into actionable insights, empowering stakeholders to make informed, strategic decisions. Strategic Value I Bring: I don’t just build systems—I architect future-ready digital foundations. My approach blends technical precision with a deep understanding of business strategy, ensuring every solution aligns with long-term goals. Whether modernizing legacy processes, scaling operations, or embedding AI/ML capabilities, I focus on creating systems that adapt, evolve, and deliver ROI. Let’s Transform Your Business If you’re seeking a Zoho Developer who combines technical brilliance with strategic vision, let’s connect. Together, we’ll turn your operational challenges into opportunities and build a Zoho-powered ecosystem that fuels your success for years to come.

Zoho CRM
CRM Development
Database Development
Data Migration
Data Integration
API Integration
Custom App
Software Development
Zoho Books
Zoho Analytics
Zoho Creator
Architectural Design
Database Management
Software Architecture
$33 hourly
Matthew M.
- 0.0/5
- (0 jobs)
Business Technology Leader Dynamic business owner with extensive experience (20+ years) in Information Technology and Website / CRM Implmentation and Management. I specialize in Microsoft 365 as well as Google Workspace, Hubspot and Zoho CRM and WordPress. I have a proven track record of aligning technology solutions with business objectives to drive organizational success. I am ready to take on your Website, CRM, or IT management project with a personal touch. We are a small business which means we deliver personalized service.

Zoho CRM
Computing & Networking
Computer Network
Customer Relationship Management
AWS Application
CRM Software
System Administration
WordPress
HubSpot
$25 hourly
Susan Rochelle C.
- 4.9/5
- (24 jobs)
I have worked as an Inside Key Account Sales Representative for over 25 years. My customers were B2B. About ten (10) years ago I started to work from home in a more supportive role and on a part-time basis. I work approximately 10 to 15 hours weekly but have permission to put in as many hours as I want. I prefer working flexible hours. Business Development, Appointment Setter. Since July 2013 I have been working as a contractor for several companies. I enjoy the process of calling on different businesses, establishing how they develop their business and what positions their staff composes. Ultimately, I want to get sales reps an appointment to close the sale. Sometimes I'm lucky and the appointment isn't necessary.

Zoho CRM
Phone Communication
List Building
Outbound Sales
Email Marketing
Computer Network
Internet Marketing
Business Development
Cold Calling
B2B Marketing
HubSpot
Sales Development
Lead Generation
Salesforce CRM
Relationship Management
$25 hourly
Kellie R.
- 5.0/5
- (10 jobs)
An articulate and ambitious presenter of products and services. Always a top performer and a consummate professional. Highly skilled in the arts of marketing and persuasion. My background consists of a bachelor's degree in Business Administration with a major in Marketing. I also have extensive experience in the real estate industry, negotiations, & all aspects of appointment setting and lead generation across diverse industries. The high level of success I have achieved in a variety of outbound calling projects is a direct result of the extensive experience I have gained over the past two decades working in various capacities in the sales and marketing arena. In addition, I am also a seasoned, highly rated Upwork freelancer that is open to working both short and long term projects. I have worked for several different clients on Upwork for time periods spanning over a year or more. I credit this to my superior reliability, unparalleled professionalism, high skill level and consistent results oriented performance. I have always received 5 star ratings from my past clients in addition to rave reviews. What more could you ask for? My current freelancer rate is perfect for the client that wants superior quality coupled with a degree of affordability. I feel that my current rate is competitive & actually lower than what some of my competition with similar backgrounds and experience charge. I will share that I am most drawn to projects that combine both an hourly wage with the opportunity to earn bonuses!! Due to high demand my schedule stays very full, but please feel to reach out to me about your current needs. It may take me just a few days to reply but rest assured that I do respond to all inquires one way or the other. Thanks in advance for your interest in my services.

Zoho CRM
Lead Nurturing
Marketing Strategy
Customer Acquisition
Sales & Marketing
Telemarketing
Salesforce CRM
Customer Service
Lead Generation
Cold Calling
$25 hourly
Alexander David G.
- 4.8/5
- (13 jobs)
Dear Clients, If you're seeking a skilled freelancer to elevate your team, look no further than my Upwork profile and resume. With my extensive experience, I am confident that I can surpass your expectations. And if there are any areas where I can improve, I am eager to learn and develop alongside your team. I am available to start immediately, but please take note that I am unavailable on Sundays. Thank you for considering my profile, and I am excited about the prospect of collaborating with you in the near future. Thank you!!!

Zoho CRM
Outbound Sales
Customer Service
Salesforce CRM
Cold Calling
Customer Satisfaction
Debt Collection
Telemarketing
B2B Marketing
Answered Ticket
HubSpot
Phone Support
Zendesk
$27 hourly
Shawna H.
- 3.2/5
- (2 jobs)
Hey! 😃😊 My name is Shawna. 😃 Thank you for taking the time to see what I have to offer. Here are different ways I can contribute your company's success: 👁️‍🗨️ UX/UI Design: Crafting seamless and intuitive user experiences. 🕸️ Web Design: Creating visually stunning and responsive websites. ✍️ Engaging Copywriting: Crafting persuasive and captivating marketing content. 📝 UX Writing Services: Creating clear and concise microcopy for seamless user interactions. 🤝 Senior Customer Success Experience: Strong communication, problem-solving, and relationship-building skills. 🗂️ Administrative Proficiency: Effective project management, scheduling, and coordination. 🤲 Let's Collaborate! I'm excited to utilize my versatile skills to create impactful digital solutions for your projects. Let's work together and achieve outstanding results! Feel free to reach out, and I look forward to discussing your project needs. 🗝️ Keywords 👁️‍🗨️ UX/UI Design | 🕸️ Web Design | 🧭 User Experience Design | 🎛️ User Interface Design | 📱 Responsive Web Design | 💻 HTML | 🖌️ CSS | 🚀 Front-End Development | 🖥️ Website Design | 💾 Website Development | 🔄 Website Redesign | 📝 Web Prototyping | 🖇️ Wireframing | 🔬 Usability Testing | 🔍 User Research | 🖼️ Visual Design | 🎨 Graphic Design | 📲 Mobile Design | 🥇 Mobile-First Design | 📝 UX Writing | 📌 Microcopy | ✍️ Copywriting | 📚 Content Writing | 🔎 SEO Copywriting | 🛬 Landing Page Optimization | 📣 Call-to-Action (CTA) Optimization | 🔖 Brand Identity | 🎨 Logo Design | 📈 Marketing Collateral Design | ✉️ Email Marketing Design | 🖼️ Social Media Graphics | 🥇 Senior Customer Success | 🤝 Client Relationship Management | 📈 Project Management | 🗂️ Administrative Skills | 💡 Problem-Solving | 📢 Communication Skills | 🌟 Creative Thinking | ⌛ Time Management | 🤝 Collaborative Approach | 💼 Digital Marketing | 🏷️ Branding | 🔬 A/B Testing | 👥 User Engagement | 👤 User-Centered Approach | 💹 Conversion Rate Optimization | 🌐 Online Presence | 🖊️ Copy Editing | 💼 E-commerce Web Design | 🎈 SaaS Design | 🎞️ Visual Storytelling | 🌐 Online Portfolio Design | 📊 Infographics Design | 📰 Newsletter Design | 📱 App Design | 🌊 User Flows | 🔧 Prototyping Tools (Adobe XD, Figma, Sketch) | 🖥️ Web Accessibility | 🌐 Cross-Browser Compatibility | 🔤 Typography | 🌈 Color Theory | 🤝 Interaction Design | 🏞️ Visual Hierarchy | 📧 Email Templates Design | 😊 Customer Satisfaction | 📈 Data Visualization | 📋 Project Coordination | 🎯 Goal-Oriented Design | 🎨 Adobe Creative Suite | 💻 Website Maintenance | 📚 Content Strategy | 🔄 User Retention | 🤝 Client Collaboration | 📖 Information Architecture | 📣 Call-to-Action (CTA) Design | 📚 UI/UX Best Practices | 🤲 Inclusive Design | 🎈 User Onboarding | 📱 Mobile-Optimized Design | 🧭 Website Navigation | 📱 Mobile App Design | 📚 Brand Guidelines

Zoho CRM
Keyword Research
Google Keyword Planner
CRM Software
CSS 3
HTML
Customer Development
Project Management
Copywriting
SEO Keyword Research
SEO Strategy
SEO Writing
HubSpot
Social Media Marketing
Email Copywriting
$99 hourly
William V.
- 0.0/5
- (0 jobs)
Experienced GenAI engineer with 10 years of software engineering experience, having worked for top companies like Facebook and Lockheed Martin. I specialize in creating innovative AI solutions. Skilled in integrating AI-agent solution design to craft interactive and intelligent digital experiences.

Zoho CRM
ChatGPT Prompt
Midjourney Prompt
LLM Prompt Engineering
Vue.js
OpenAI Inc.
Prompt Engineering
LangChain
JavaScript
Node.js
Python
Generative AI Prompt Engineering
AI Agent Development
Make.com
n8n
$50 hourly
Matthew S.
- 0.0/5
- (0 jobs)
Civil Engineer with over 12 years of experience in various aspects of civil engineering, information management, and geospatial services. Managed several surveying, water infrastructure design, GIS, and asset management projects. Computer expertise encompasses software including Zoho Solutions, Google G Suite, Google Cloud Platform, Intuit Quickbooks, Adobe Creative Cloud, QGIS, PostgreSQL, Geoserver, ESRI Arcmap, ArcGIS Online, Fulcrum, FARO 3D Laser Scanning, AutoCAD Civil 3D, and Bentley MicroStation.

Zoho CRM
CAD
Site Plan
Google Workspace Administration
Stormwater Management
Google Maps
Zoho Platform
ArcGIS Online
Intuit QuickBooks
Civil Engineering
CAD Drafting
ArcGIS
AutoCAD Civil 3D
GIS
QGIS
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