CRM & Accounting
Zoho CRM
Zoho CRM built around how your team actually works — custom widgets, Deluge automation, and workflows that cut the busywork.
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What this looks like
I run Zoho CRM for a $5–10M/yr outbound sales call center as the sole technical owner — building the tools agents use every day. That means real Deluge scripting, COQL, custom widget/UI development, and automation designed from direct stakeholder feedback, not guesswork.
I’ve shipped call-flow knowledge widgets, churn-risk detection, cross-vendor product search with live margin visibility, sales analytics, and reorder/win-back drip systems — all inside Zoho CRM.
What's included
Everything you get, handled by one person.
Custom widgets
Purpose-built UI inside the CRM for the exact workflow your team runs.
Deluge automation
Scripts and functions that automate the steps agents do by hand today.
Workflows & rules
Triggers, assignments, and follow-ups that fire automatically.
COQL & reporting
Custom queries and analytics that surface what actually matters.
One-click actions
Multi-step processes collapsed into a single button.
Iterated on usage
Tuned after launch based on real adoption and conversion data.
How it works
A straight line from idea to live.
Scope
We talk through what you need, what it should do, and what success looks like.
Build
I build it — you get progress along the way, not a black box.
Refine
We test against real use and tighten the rough edges together.
Launch
It goes live, and I stay available for support and iteration.
FAQ
Good questions.
Do you only do Zoho CRM?
It’s my deepest platform, but I also migrated a company from Salesforce to Zoho end to end — so I understand both sides of a move.
Can you fix a messy existing Zoho setup?
Yes. A lot of my work is untangling and rebuilding CRM setups that grew organically and stopped making sense.
Have something you want built?
A new site, a store, an automation that's eating your team's time — tell me about it. I reply personally.