I will set up and automate your zoho CRM workflows

United Kingdom

I speak English, Italian, Spanish, French, German

Sites fixed! Workflows automated! Listings optimized!

I'm Nathaniel, an independent consultant working across WordPress development, Zoho CRM automation, and OTA listing optimization (GetYourGuide, Viator, Tripadvisor, Airbnb Experiences). My work span...
About this Gig

Struggling to keep your Zoho CRM organized, or manually doing tasks Zoho should be automating for you?


I set up and automate Zoho CRM workflows so your sales and business processes run without constant manual input lead assignment, follow-up emails, deal-stage updates, and reporting, all handled automatically.


What I can do:

  • Zoho CRM setup and configuration from scratch
  • Workflow rules, blueprints, and automation for repetitive tasks
  • Lead assignment and follow-up automation
  • Integration between Zoho apps (CRM, Books, Creator, Campaigns)
  • Custom fields, layouts, and pipeline structuring
  • Automated reporting and dashboards


Why work with me:

I map your actual process before building anything automations are only useful if they match how your team really works, not a generic template. You'll get a short walkthrough of every automation so you're never locked out of understanding your own system.


Message me with your current setup (or what you're starting from) and what's eating your time manually, and I'll map out what can be automated.


Software:

Zoho

Industry:

Financial services

Legal

Real estate