Zoho CRM consultant
A Zoho CRM your team actually uses.
New setups, migrations and rescues. Built around how you sell, connected to your website, inbox and accounts, and handed over with training.
5.0 on Upwork, Top RatedClients in the US, UK, Australia and UAE
From delivered builds
900+
live enquiries in one client's pipeline
46
vendors moved into one account model
3
approval stages, approved straight from the quote email
Sound familiar?
You pay for Zoho, but the team still works from spreadsheets.
A CRM shaped around how they sell, so updating it is the easy option.
The last consultant left half the setup unfinished.
I map what is there, keep what works and finish the rest.
Quotes, jobs and invoices get typed in three places.
One record carries the deal from enquiry to invoice.
Nobody trusts the pipeline numbers, so nobody looks.
Stage rules and clean data, so the dashboard tells the truth.
What I build
Comes in
- Website forms
- Email enquiries
- Ads and landing pages
- WhatsApp and calls
Zoho CRM
- Blueprint stages
- Approvals and duplicate checks
- One record per customer
Goes out
- Quotes approved by email
- Orders in Zoho Books
- Live dashboards
- Alerts to the right person
Setup or rescue
Modules, fields, layouts and stages shaped around your real sales process.
Migration
From spreadsheets, Salesforce or HubSpot, cleaned and de-duplicated.
Blueprints and approvals
Stage rules and sign-offs that stop deals skipping steps.
Zoho One connected
CRM, Books, Inventory, Desk and People working as one system.
Lead capture
Forms, ads and email enquiries landing in the right place automatically.
Handover
Training, documentation, and everything left in your own account.
Inside the builds
Built for real businesses
Real screens from client accounts. Names and personal details blurred.
B2B packaging manufacturer
Sales, service, stock and accounts ran on scattered spreadsheets and an old Salesforce account.
One Zoho system: CRM, Books, Desk, Analytics and People, connected with n8n.
- 8 legacy data files migrated
- 46 vendors in one account model
- 10 live dashboards
International freight forwarder
Every enquiry was re-typed at each stage, from contact to quote to job to invoice.
A custom Zoho CRM where one record carries the enquiry all the way to the invoice.
- 7 connected modules
- 5 automated hand-offs
- 8-step enquiry-to-invoice pipeline
Timber and board products supplier
A previous developer left conflicting workflows and an approval flow that only half fired.
Took over the build: production, commercial and management approvals in sequence, Approve/Reject buttons in the quote email that move the deal, and sales orders generated and emailed automatically.
- Approve/Reject buttons in quote emails
- Sales orders created on approval
- Per-sheet and per-m³ pricing
What clients say
Verified reviews from Upwork, where every contract is rated by the client who paid for it.
- Average rating
- 5.0
- Job success
- 100%
- Upwork status
- Top Rated
- Projects
- 24
“Abhijeet is professional, responsive, and a great problem solver. He simplified a complex setup and ensured everything was thoroughly tested before handover.”
“He delivers fast, great quality and will go the extra mile to do even more than what's in the gig to make sure I was happy with the results.”
“He is very passionate about automations and loves challenges! He will overdeliver every time. One of the best freelancers I worked with on Upwork so far!”
Who builds it
You talk to the person who builds it
I'm Abhijeet Singh, an automation engineer. I map your process, build it inside your own accounts, and stay the person you message when something needs changing. No account managers, no junior team.
- Top Rated on Upwork
- MBA in Business Intelligence
- Clients in the US, UK, Australia and UAE
How it works
- 01
Quick call
You walk me through what happens today. I tell you honestly whether automation will pay for itself.
- 02
Automation Map
Every manual step traced and drawn out, with a fixed quote for what to build first.
- 03
Build and launch
Built in your accounts, tested with real data, then handed over with training and documentation.
Questions
We already have Zoho. Can you fix it rather than start again?
Usually, yes. Most of my Zoho work is rescuing or extending an existing account. I start by mapping what is there, keep what works, and fix the rest.
Can you move us from Salesforce, HubSpot or spreadsheets?
Yes. Data is cleaned, de-duplicated and mapped before import, and history comes across so nothing is lost in the move.
Do you work with our existing Zoho partner?
Happily. I can build alongside your partner or take over if they have stepped away.
Which Zoho apps do you work with?
Zoho CRM, Books, Inventory, Desk, Analytics, People, Recruit, Payroll and Flow, plus Deluge scripting, client scripts, Blueprints and the APIs.
How long does a setup take?
A focused CRM setup typically takes 3 to 6 weeks. A full Zoho One rollout is phased, one department at a time, so the team is never overwhelmed.
Approved for build
Tell me what Zoho does today and where it falls short.
No obligation. If I can't pick up, WhatsApp me and I reply myself, usually the same day.
Or dial +91 72378 64266
Also: Zoho One · Zoho People · Zoho Recruit · Dashboards · n8n automation · AI agents