Zoho One/CRM Consultant |Jr. Upgrade to see actual info Developer| Wordpress

Overview

Looking for part-time work (4 hours/day)

at $16.50/hour ($1,452.00/month)

Bachelors degree in Nursing; Short Course in Application Development and Health Informatics

Last Active

March 15th, 2025 (4 days ago)

Member Since

November 7th, 2012

Profile Description

Book a Call: Upgrade to see actual info

Technical Skills
Documentation: Microsoft Word, Microsoft Excel and Microsoft Powerpoint
Business Modeling: Microsoft Visio, Gliffy, and Freemind
Wireframe Tools: Evolus Pencil, Axure RP Pro, Balsalmiq, Ionic Creator and Mockingbot, Sketch, Adobe XD, Whimsical and Figma
Graphic Tools: Adobe Photoshop, Adobe Illustrator
CMS: Wordpress and Shopify
CRM: Zoho One/CRM, GHL
No-Code Low-code App: Webflow, Upgrade to see actual info
Integration tool: Zapier
Social Media Management Tools:  Buffer, Hootsuite, Later
Site Builder: Beaver Builder, Elementor and Divi
Programming Languages: HTML, CSS, Javascript, JQuery, PHP, MySQL, JSON
Business Intelligence Tools: Zoho Analytics<8efe80624d780eba0c6493ec45140364>Email Marketing Tool: Mailchimp, Upgrade to see actual info
Domain and Hosting: Bluehost, GoDaddy, Namecheap, Dreamhost
No-code Apps: Zapier, Upgrade to see actual info and Upgrade to see actual info


Zoho One/CRM
Major Projects and Activities Includes:
Modules handled: Zoho CRM, Zoho Forms, Zoho Analytics, Zoho Sales IQ, Zoho Booking, Zoho Flows Zoho
Sign, Zoho Site and Zoho Socials
•

 J1 Visa Placement Agency - Zoho One 
o CRM Customization and Automation, Blueprint setup, Canvas Design, Custom module creation
and Client scripting 
o Flow Integration (Calendly, Workdrive folder structure automation) 
o Zoho Analytics reports, dashboard and query table creation. 
o Collaborated with business owners and subject matter experts for the tech requirements
and analysis of their manual process that needs to be automated. 

• Real Estate - Surveying - Zoho One
o Zoho Flow bug fixes 
o Zoho Books deluge script fixes 
o Zapier bug fixes 
o Zoho Form and Zoho CRM enhancements (Field organization and SMS notifications)
o Setup of CRM Mail Merge
o Collaborated with business owners and subject matter experts for the tech requirements
and analysis of their manual process that needs to be automated. 

• Real Estate - Buyer/Seller Document Processing - Zoho One 
o Zoho CRM data organization, Canvas Design, Deluge Scripts, Standalone scripts and Workflow
rules. 
o Zoho Form CRM integration and custom module creation 
o Zoho Flow Integration (Form to CRM integration with custom functions) 

• Recruitment Law Firm - Zoho CRM, Zoho Creator, Zoho Analytics 
o Zoho CRM data organization, workflow automations and custom module creation 
o Zoho Creator creation of Recruitment Portal between candidates and recruiters (Simple portal to
see who submitted the forms) 
o Zoho Forms bug fixes and creation of new form candidate recruitment. 
o Collaborated with business owners and subject matter experts for the tech requirements
and analysis of their manual process that needs to be automated. 

• Roofing Construction 
o Zoho CRM data organization, canvas design, custom conversion button, workflow automation
with scripts, client scripts and custom module creation 
o Zoho Form creation of complex form with field, form and page rules with field pre-population
form form redirection 
o Zoho Flow - Form to CRM integration and Workdrive folder structure
o Collaborated with business owners and subject matter experts for the tech requirements
and analysis of their manual process that needs to be automated. 

• Electronics Manufacturer - Zoho CRM, Zoho Desk 
o Desk deluge script creation – auto-population of field data
o Zoho Survey setup with Desk integration 
o Zoho CRM data organization, web form creation, canvas design and template design (quotes
module) 
o Collaborated with business owners and subject matter experts for the tech requirements
and analysis of their manual process that needs to be automated. 

• Wellness Business - Zoho One 
o Zoho CRM data organization and custom module creation
o Wordpress form website integration to CRM using gravity forms 
o Collaborated with business owners and subject matter experts for the tech requirements
and analysis of their manual process that needs to be automated. 

• Home Service Placement - Zoho One 
o Zoho CRM data organization, creation of custom modules, workflow automation.
o Collaborated with business owners and subject matter experts for the tech requirements
and analysis of their manual process that needs to be automated. 

• Rental Business - Zoho CRM Plus 
o Zoho CRM data organization, workflow automation with scripting, custom module creation
o Zoho Analytics query table creation, reports and dashboard creation. 
o Collaborated with business owners and subject matter experts for the tech requirements
and analysis of their manual process that needs to be automated.

Wordpress
- Setup domain and hosting using Bluehost or Siteground
- Design wordpress site using site builders: Divi, Elementor or Beaver Builder
- Optimize site by installing plugins like w3 cache, Upgrade to see actual info, yoast seo etc.
- Index site to search engines and do some seo optimization
- Connect site to campaign tools
- Perform site migrations using ftp or wordpress plugins like updraft plus or all in one migration (domain to different domain transfer or dns pointing to a different hosting site)

Shopify
- Setup domain and hosting using Shopify domain and hosting service or third party domain and hosting like bluehost or Siteground
- Design shopify site using free or paid theme
- Perform minor code tweak for design and shop optimization
- Install apps for social proof 

UI/UX
- Conceptualize web and mobile app designs that optimize user experience ( 2 clicks to 3 clicks actions)
- Create lowfi or hifi designs
- Create web and mobile flow 

Zoho One Tech Specialist
Modules handled: Zoho CRM, Zoho Forms, Zoho Analytics, Zoho Sales IQ, Zoho Booking, Zoho Flows , Zoho Sign, Zoho Site and Zoho Socials
- Customized and configured existing modules
- Created new modules as per user specification and process
- Automated and integrated external apps (Upgrade to see actual info and Zapier)
- Created email templates and mail merge templates.
- Created workflows and basic deluge scripts.
- Integrated social media accounts.
- Created onboarding forms that integrates with zoho crm and mail merge.
- Created Reports and Advance KPI Analytics.
- Created User Manuals for end-user consumption.
- Collaborated with business owners and subject matter experts for the tech requirements and analysis of their manual process that needs to be automated.

Bubble
- Re-designed existing UI design to fit the company's user requirements.
- Created and designed the database in line with the UI data entries displayed.
- Created file maintenance database for data retrieval and options.
- Created workflows and states.
- Integrated Zapier in order for data to be sent to Zoho CRM.

Zapier
- Setup data integration between Upgrade to see actual info and zoho
- Created filters and reprocessed data that is sent to zoho

Professional Summary
- Business Systems Analyst professional with solid understanding of the following: Business Requirements Gathering, Business Process Flow, and Business Process Modeling.
- Experience in documentation of business requirements and system functional specifications in the for of use cases
- Produced Use Case models based on UML methodology & business process flow diagrams.
- Knowledgrable with clinical data management and other system operations techniques and procedures.
- Utilized a combination of business knowledge, technical skills and strategic analysis to provide solutions and creative insights to criticial business problems.
- Maintained channels of organizational communication and acted as the point of contact between teams.
- Expert in full SLDC implementations and Agile process.
- Trained to follow Kanban or Scrum based on project or user story.