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$
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I will understand business problem and implement the right CRM
Canada
I speak Gujarati, English, Hindi
CRM Implementation Specialist, Zoho CRM, Zoho One, QuickBook Integration
I help businesses turn disconnected tools into one unified system.
Specializing in Zoho CRM implementations with QuickBooks, Shopify,
and phone system integrations.
About this Gig
Are you paying for Zoho CRM but not getting the value out of it? Or just getting started and don't know where to begin?
I'll set up your Zoho CRM the RIGHT way configured around how your business actually works, not just default settings.
⭐ WHAT'S INCLUDED:
Custom fields, layouts, and modules tailored to your business
Sales pipeline design (Lead Deal stages with clear transitions)
Workflow rules and automation to eliminate manual work
Blueprint configuration for process enforcement
Email templates and automated notifications
User roles and permissions setup
Data import from spreadsheets, QuickBooks, or other CRMs
Documentation so your team can manage the system independently
⭐ WHY WORK WITH ME:
I've built production CRM systems handling 2,400+ accounts across 4 integrated platforms
I write custom Deluge scripts not just point-and-click configuration
I understand business processes first, then build the technology around them
Based in Canada I know Canadian tax requirements (HST/GST/PST) and compliance
Full documentation included you're never locked into needing me forever
⭐ MY RECENT PROJECT RESULTS:
Migrated 2,400+ customer accounts (zero data loss)
Built 24+ custom Delu
Industry:
E-Commerce
•
Food & beverage
•
Manufacturing & storage
My Portfolio
FAQ
Do you work with Zoho One or just Zoho CRM?
Both! I work with the full Zoho One suite including CRM, Flow, Inventory, Writer, and more. If you have Zoho One, I can set up cross-module automation that saves even more time.
Can you integrate with QuickBooks or Shopify?
Yes! QuickBooks Online and Shopify integration are my specialties. I've built automated flows for estimates, invoices, payments, and order management. Message me to discuss — this would be a custom quote based on your needs.
I already have data in another CRM or spreadsheets. Can you migrate it?
Absolutely. I've migrated 2,400+ accounts from QuickBooks to Zoho with zero data loss, including parent-child account hierarchies and custom field mapping. Send me details about your current data and I'll give you a plan.
Do you provide ongoing support after setup?
Yes, I offer monthly retainer packages for ongoing tweaks, new features, and support. We can discuss this after the initial setup is complete. I also include full documentation so your team can handle day-to-day tasks independently.
