Hire the Best Zoho CRM Developers in San Francisco, CA

I help small commercial real estate firms and property owners with both strategic projects and ongoing operational support—from creating professional marketing materials to managing day-to-day coordination. With nearly a decade of commercial real estate experience (including as a licensed California real estate agent), I've worked across brokerage, leasing, property management, and operations. I understand CRE workflows from the inside and can jump in without a learning curve. I've worked with industrial, office, and retail properties in both tenant representation and property management. What I Offer: ✓ Marketing & Collateral Creation I create Offering Memorandums, property brochures, email campaigns, and marketing materials that position your properties professionally. I know what brokers and investors look for and deliver polished, industry-standard work. ✓ CRM & Operations Support I set up and manage Monday.com and Zoho CRM systems for deal pipelines, contact management, and transaction tracking. I can also handle ongoing updates, data entry, and system maintenance. ✓ Project Management I manage projects from website builds to marketing campaigns to process improvements, keeping everything organized and on deadline. ✓ Administrative & Operational Support From updating property listings and coordinating with brokers to processing invoices and managing schedules, I handle the day-to-day tasks that keep your business running smoothly. ✓ Research & Market Intelligence I conduct market research, pull comps, and build targeted prospect lists using CoStar, LoopNet, Crexi, and other CRE platforms. Why Work With Me: I'm not a generalist learning real estate on the fly—I'm a licensed California real estate professional with nearly a decade in the industry. I speak your language, understand your challenges, and can handle both high-level projects and ongoing support without constant supervision. Ideal for: Small CRE firms (2-20 people) needing flexible support Brokers and property owners managing their own deals Anyone looking for experienced CRE help without hiring full-time Whether you need a one-time project or ongoing support, I'm here to help you work more efficiently.

Former director of a $35M+ D2C portfolio, now helping business owners unlock growth and save ridiculous amounts of money with AI automation. ✅ Retained $521K annually for $35M+ portfolio with AI-driven automation ✅ Saved a healthcare agency $48K+/year with HIPAA-compliant systems ✅ Unlocked ad scaling for a 7-figure D2C brand with an offline attribution system Hi, I'm Dylan 👋🏻 Most of my clients come to me with a problem and lack clarity on the best solution. My job is to understand your business first: your processes, your bottlenecks, and then design the right strategy for your specific context. The build is the easy part now. Anyone with Claude and a weekend can wire together a basic workflow. The harder part is strategic: figuring out where automation actually fits, where an agent makes sense, which tools to use, where human judgment still needs to stay in the loop, and most importantly; the real value add for your business. That's where most freelancers get stuck, and where I bring the most value. I also think it's my job to tell you what not to build. There's a lot of noise in the AI space, overpromised tools and half-baked automations looking for a problem to solve. I stay up to date on what's actually production-ready so I can give you an honest read on what will work and what won't. One more thing worth mentioning: I come from an operator background. I led operations for a $35M+ portfolio before going full-time into AI automation. That means I look at your business from a strategic, birds-eye view first, not just at your tech stack. 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 𝗜 𝗕𝘂𝗶𝗹𝗱: • HIPAA-compliant healthcare automation (EVV, timesheets, clinical reporting, EHR integration) • Payment reconciliation and bookkeeping automation (QuickBooks, Xero, EOPs) • Lead generation and outreach pipelines (Apollo, Apify, Clay, Instantly, AI personalization) • CRM and sales automation (GoHighLevel, lead scoring, pipeline routing, follow-ups) • AI agents and agent networks using Claude Code, skills, and custom directives • Voice agents for sales, support, and customer service workflows • E-commerce attribution and fulfillment systems (Shopify, Google Ads API, Klaviyo, n8n) • Reporting dashboards and document automation (Google Sheets, Apps Script, Zoho Sign) Most of my production builds run as a combination of n8n for orchestration and Claude Agents hosted on Modal for the AI layer. This lets systems run 24/7 on triggers and schedules, not just when you're at your desk. Healthcare is the vertical I go deepest on. I've built HIPAA-compliant systems for home care agencies handling EVV timesheets, clinical reporting, insurance claims processing, and EHR integration. If you're in a regulated space and need automation that won't break compliance, this is where I spend most of my time. Every delivery includes clear documentation and Loom video walkthroughs so your team can maintain it without me. Looking for clients who want a long-term partner, not just someone to execute a ticket. Cheers, Dylan

I know you want to stop wasting your time staring at a blank screen or struggling with complicated video edits.....And you need someone that can also manage your social media platforms, grow them and make sure there are consistent postings. By combining deep research with modern AI tools and professional editing, I deliver high-quality results in half the time of other freelancers. I specialize in creating content that actually stops the scroll. What I Can Do For You: 💎 Content Strategy 💎 Short-Form Video Editing 💎 Ghostwriting & Copywriting 💎 Platform Management 💎 Admin & VA Support 💎 AI-Enhanced Creation 💎 UGC Strategy 💎 TikTok Shop Management 💎 Idea Pin Creation 💎 Profile Optimization 💎 Lead Generation 💎 Thumbnail Design 💎 SEO Descriptions & Tags 💎 Community Tab Management 💎 Cross-Platform Repurposing 💎 Content for Every Platform 💎 Competitor Spying 💎 Strategy & Account Management 💎 Profile & Page Optimization 💎 Content Creation (Captions, Graphics, Copywriting) 💎 Reels, Videos, Stories & Post Design 💎 Hashtag Research & SEO 💎 Scheduling & Community Engagement 💎 Ad Campaign Management 💎 Performance Reporting Platforms Instagram Facebook TikTok LinkedIn Pinterest Twitter (X) YouTube Google My Business & more! I know its what you are looking for, reach out to me and lets get started. social media manager | social media marketing | social media management | social media strategist | social media consultant | digital marketing | digital marketer | content creator | content marketing | content strategist | content manager | Instagram marketing | Instagram manager | Instagram growth | Instagram reels | Facebook marketing | Facebook manager | Facebook growth | TikTok marketing | TikTok manager | TikTok growth | LinkedIn marketing | LinkedIn manager | X marketing | Twitter marketing | community manager | audience growth | organic growth | engagement specialist | social media growth | personal branding | brand awareness | brand strategy | branding expert | marketing strategist | online marketing | social media expert | content calendar | content planning | content scheduling | Canva designer | graphic design | social media design | copywriter | copywriting | social media copywriting | marketing consultant | lead generation | lead generation specialist | customer engagement | audience engagement | influencer outreach | influencer marketing | social media campaign | campaign manager | marketing campaign | competitor analysis | market research | hashtag research | social media audit | social media analytics | analytics reporting | performance reporting | growth marketing | online presence management | content development | brand management | business marketing | startup marketing | small business marketing | personal brand manager | organic marketing | engagement growth | customer acquisition | conversion optimization | social media coordinator | digital strategist | content optimization | marketing specialist | social media coordinator | virtual assistant | executive assistant | administrative support | project management | client communication | social media advertising | Facebook ads | Instagram ads | Meta marketing | Meta business suite | Hootsuite | Buffer | Later | Sprout Social | Canva | CapCut | video editing | short form video | reels editing | TikTok content creator | social media content | marketing automation | content distribution | audience targeting | social media outreach | online community management | customer support | customer retention | social media planning | social media operations | online brand growth | business growth | social selling | marketing funnel | content funnel | organic reach | audience retention | social media optimization | profile optimization | page management | account management | engagement strategy | content strategy | social media specialist | online reputation management | digital branding | marketing analytics | lead nurturing | email marketing | newsletter marketing | storytelling | brand storytelling | content repurposing | social media reporting | social media research | trend research | social media trends | creator support | influencer support | creator management | growth strategist | digital growth specialist | market

As a Top 1% Expert Vetted consultant with 15 years of experience, I architect Revenue Operations (RevOps) and Go To Market (GTM) data ecosystems that drive predictable, scalable growth. I bridge the gap between high level business strategy and deep technical data architecture. Currently, enterprise software is undergoing a massive shift. Companies are rapidly trying to deploy AI and automated workflows, but they are hitting a wall because their underlying CRM and GTM data is messy, siloed, or poorly integrated. I solve that. I do not just set up software; I design and deploy autonomous revenue engines and build custom AI agents. I specialize in unifying complex MarTech stacks, establishing pristine data pipelines, and orchestrating platforms like Salesforce and HubSpot to work as a single, AI ready ecosystem. Core Consulting Pillars: • GTM Data Architecture & CDP Implementation: Breaking down silos between Sales, Marketing, and Customer Success to create a unified, reliable customer data pipeline (Snowflake, Data Cloud, CDPs). • AI Agent Development & Orchestration: Extensive experience building, training, and deploying custom AI agents tailored to your specific sales funnels. I restructure legacy CRMs and prepare enterprise data architectures so internal AI agents and predictive models can operate securely and without hallucinations. • Enterprise MarTech & RevOps Strategy: Designing multi system integrations, automated pipeline velocity models, and full funnel attribution frameworks that tie marketing spend directly to closed won revenue. The Tech Stack I Architect & Oversee: • Enterprise CRM & RevOps: Salesforce (Sales, Marketing & Data Cloud), HubSpot (All Hubs), Microsoft Dynamics 365. • Data & Automation Ecosystems: Complex GTM automation and secure multi system integrations leveraging advanced middleware (n8n, Make, native API architecture) and data warehousing. • AI & Predictive Modeling: Custom AI agent development, Applied GenAI integration, predictive lead scoring, and automated customer lifecycle management. The Agency Advantage: In addition to my individual consulting, I lead a top tier GTM architecture agency based in the Bay Area. We are official, certified partners with both Salesforce and HubSpot. This means when you hire me for strategic architecture, you also have the option to tap into my dedicated engineering and execution team to seamlessly build out the blueprints we design right here through Upwork. My approach is strictly pragmatic and outcome driven. I partner with B2B and B2C organizations, from high growth startups to global enterprises, that need a seasoned architect to future proof their revenue operations. Let’s connect through Upwork to audit your current architecture and map out your GTM growth strategy.

I've been in the analytics/BI space for the past 15+ years, working previously as Consultant at a Big 4 consulting firm and more recently working for startups and Fortune 100 companies in Silicon Valley at companies like Google, Spotify, Quantcast, Cigna, UnitedHealthcare, Bank of the West, and Eventbrite. Have built numerous data projects using Agentic AI. I have excellent communication skills and project management skills. I pride myself in putting my clients first and thriving to exceed my clients expectations. A little more about me: * Top Rated on UpWork for over 7 years * 15+ years of experience as a Business Intelligence/Data Analytics professional * Bachelor’s in Information and Computer Science I specialize in the following: - Tableau Online/Server, Tableau Desktop/Prep - Reporting/Dashboarding - Data Warehousing, data modeling - Data Visualization - Data Integration - Analytics Engineering - dbt, python, ELT/ETL - Fivetran/StitchData/Mozart - APIs - Database Backup and Recovery - Data automation - E-commerce systems - Shopify, Klaviyo, Typeform, Wufoo - Sales operations reporting and systems - Salesforce, Data Loader CLIq, Zoho - Big Data - Hive, Impala, Oozie, Spark - Excel BI solutions Technologies and specialities include: - BI tools: Tableau/Tableau Server, Mode Analytics, Power BI, Oracle Hyperion, PowerPivot, PowerView, Looker, Mode, Sigma, Omni, Evidence - Database Platforms: SQL Server, MySQL, Amazon Redshift, Snowflake, Hadoop, Google Cloud, BigQuery, Postgres, Oracle, Supabase - SQL, Python, Hive, CMS integration, AWS - Agentic AI - Claude, Cursor

The fact that you are here reading this tells me that you understand the importance of the digital market. This market gives you exposure to your potential customers, and therefore grow your business. You probably also understand that this market is an ever changing one, and because of that it requires you to adapt constantly. Needless to say, working with the right people can help you win in this huge market. A little about me: - An Expert-Vetted(top 1%) Upwork freelancer -Over $200K earned on Upwork -20 years of experience in the technology industry(IT, Software and Internet) -8 years of experience in PPC/SEM and Paid Social(Google & Facebook) -Google Badged Partner since 2015 -Active on Upwork since 2016, and Expert-Vetted -Fortune 100 company work experience -5 star reviews on Upwork -Generated over 200 Leads for a campaign in a Pandemic tough environment -An MBA degree Industry Served: -Healthcare Service -Insurance -Dental -Manufacturing and Industrial -SaaS Software -Internet Business and Mobile Apps -Transportation -Non Profit -Professional Career Services -Ecommerce -Entertainment & Arts -Local Home Services Specialties: -Account Set up and Campaign Building Keyword Research and Selection. Ad Copywriting. Bid Management. Conversion Tracking Set Up. Lead Generation Funnel. Competitive Analysis. -Campaign Management & Optimization Conversion based campaign optimization. Profitable PPC practice that focuses on ROI while reducing Cost Per Conversion. A successful PPC campaign brings in qualified leads that lead to closed deals for the client. -Audit & Implementation Diagnostics and data analysis. Historical performance data insights. Actionable recommendations and implementation of changes that result in immediate improvement. Customer Reviews: “Amazing experience with Michael. He took time to discuss my project over the phone and was very helpful. I would recommend him to anyone in needs of a World Class Adwords Expert.” “Mr. Lu was very capable of Google AdsWords optimization and up-to-date on the latest trends and actions needing to be taken in order to save my company money vs. the current ads being run and keywords being used. Michael set forth a plan of action and clear benchmarks of what would be the scope of work. He does ask for minimal adjustments on the owners end through suggestions on website in order to improve the success of advertising on Google and optimize his work. I definitely recommend.” “Michael was hired for his tenacity and positive attitude about attacking the task at hand with a short timeline. He made big things happen in a few days and learned about our business very quickly, something which translated to a very strong set of ads for Google placements.” “Absolute pleasure working with Michael on this project. Totally impressed by Michaels' eagerness to help, honest opinion, and careful approach in working with clients. Looking forward to working with him again!” “Michael is an intelligent and thoughtful consultant.” “I was looking for a consultative technical expert and was glad I decided to hire Michael to help our business. He followed through with his deliverables and provided key insight to the exact issues I was looking to solve.” I want to hear your ideas to win in this digital market. Click on the big green “Invite” button on the very top. It connects you and I so we can brainstorm. I look forward to connecting with you.