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David B
@davidbobola
Zoho CRM Setup: Sales Pipeline And Automation Expert
United States
English, German, French, Spanish
About me
Hi this is David, I help businesses streamline their sales process using Zoho CRM and related Zoho tools. I specialize in CRM setup, sales pipeline creation, workflow automation, lead management, and data organization. Whether you're starting fresh or need to optimize an existing system, I build clean, efficient, and easy-to-manage solutions. My goal is to improve your workflow, track leads effectively, and support better sales performance. Let’s turn your Zoho CRM into a powerful growth tool.
Skills
David B
Offline •
Average response time: 1 hour
See my services
CRM Management
I will setup zoho CRM automate sales pipeline, lead management, zoho forms, zoho one
Automations & Agents
I will set up and optimize your CRM system for better customer management
Work experience
CRM Manager
SalesNexus CRM and Marketing Automation • Part-time
Jun 2024 - Feb 2025 • 8 mos
Implemented and optimized Zoho CRM to streamline sales, marketing, and customer workflows. Built automated pipelines, dashboards, and reports using Zoho Analytics, integrated with Zoho Books and other apps, and trained teams to improve efficiency and lead conversion.
2 Reviews
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
1-2 out of 2 Reviews
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splett_roman
Repeat Client
Germany
Good experience, David understood the requirements perfectly and delivered high-quality forms for my inventory Saas research project. Communication was clear, and everything was completed on time. Very professional and detail-oriented. I will definitely work with him again! Thanks.
Seller's Response
Helpful?
splett_roman
Repeat Client
Germany
Excellent work! David delivered exactly what I needed, the forms were structured, clear and ready for use. He communicated before, during and after the project, he also made sure to deliver on time. Highly professional and attentive to details. I will definitely work with him again.
Seller's Response
Helpful?
