I build, fix, and automate Zoho CRM for businesses that are done fighting their own software. Custom Deluge functions, embedded widgets, Twilio integrations, data migrations, and workflow automation.
Fields that don't match your process. Leads falling through cracks. Pipeline stages that confuse your team more than they help. I restructure your CRM around how your business actually works.
Half-built custom functions, undocumented widgets, workflows nobody understands. I audit what's there, figure out what it does, fix what's broken, and rebuild what needs rebuilding.
Your phone system, your texting platform, your document storage, your forms. I connect them to your CRM so data flows automatically instead of your team copying and pasting between tabs.
You're paying for Zoho but using 20% of it. I look at what your team actually needs and build the automations, reports, and workflows that close the gap.
One platform. All the way through. CRM, Creator, Voice, WorkDrive, and every Deluge function in between.
Modules, pipelines, layouts, roles, profiles, scoring rules, assignment rules, validation, approval processes, Blueprints. Configured around your sales flow.
The scripting language inside Zoho. I write the backend logic for auto-assignment, record processing, calculations, API calls, duplicate prevention, and conditional workflows.
Embedded interfaces your team uses inside CRM records. SMS messengers, qualification wizards, quote calculators, bulk action tools, and operational dashboards.
SMS, MMS, and voice inside Zoho CRM. Inbound and outbound messaging, department routing, conversation history, templates, PhoneBridge, Zoho Voice, and BYOC configuration.
Moving from another CRM to Zoho, or cleaning up a Zoho org full of bad data. Deduplication, field mapping, validation, audit passes, and making sure nothing gets lost.
Follow-up sequences, quote workflows, deposit tracking, tax calculations, processing fees, document generation, WorkDrive folder automation, and meeting synchronization.
These are the kinds of systems I deliver. Real technical depth, not surface-level CRM configuration.
I build custom messaging interfaces that live inside Zoho CRM as embedded widgets. Sales teams send and receive SMS directly from Deal and Contact records without switching tools. The backend runs on Deluge custom functions handling sending, receiving, conversation threading, department routing, reusable templates, and delivery status callbacks via Twilio webhooks. Messages get stored in a custom module with full conversation history and unread indicators.
I build multi-step qualification widgets that sit inside the Leads module. Reps walk through a guided intake, and AI handles structured data extraction on the backend. Deluge functions manage all picklist encoding and CRM field mapping. The result: consistent lead scoring without reps needing to memorize every field rule.
I build mass texting functions triggered by custom buttons on Leads and Deals. The system selects the correct sender number based on the recipient's area code, falls back to a default number when needed, and merges contact names per record. All built with Zoho Voice and Deluge, no third-party tools required.
I handle end-to-end CRM automation for sales and operations teams. That means quote workflows with tax and fee calculations, WorkDrive folder automation (auto-creating document folders tied to CRM records with manual fallback buttons), follow-up sequence automation, document generation with layout control, Blueprint configuration with dependency auditing, duplicate prevention through phone number uniqueness checks, and meeting synchronization.
I migrate thousands of records into Zoho CRM with full audit and remediation passes. That means catching malformed data, filling blank mandatory fields, deduplicating records, validating field mappings, and running multiple review rounds before anything goes live. Clean data from the start, not a mess you have to fix later.
I consult for businesses running Zoho Creator who need platform assessments, TCO analysis, compliance reviews, or migration planning. On the integration side, I build Deluge scripts that connect Zoho to external REST APIs for logistics, document management, telephony, and custom business systems.
Short message or a call. Walk me through what's not working, what you wish Zoho did, or what you need built. No intake forms. No questionnaires.
A short video walkthrough or a written scope. You'll know exactly what I'm building, how long it takes, and what it costs. Nothing starts until you say go.
I get in and do the work. You see progress as it happens. Questions get answered same day.
I walk your people through everything. If something breaks, I fix it. You're not left guessing how anything works.
Short version of what's going on with your Zoho. I'll get back to you within 24 hours.
If forms aren't your thing, just email me. Tell me what your business does and where Zoho is getting in the way. I'll come back with a clear next step.