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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: 47 hours
See my services
CRM Management
I will setup zoho CRM automate sales pipeline, lead management, zoho forms, zoho one
CRM Management
I will integrate zoho crm with zoho book for seamless accounting and client management
Portfolio
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.
4 Reviews
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
1-4 out of 4 Reviews
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hungryforgrowth
United States
Ongoing collaboration
Working with this seller was one of the best decisions I've made for my business. They set up my welcome email and follow-up sequence flawlessly, ensuring everything was professional, engaging, and ready to convert leads into customers. Their expertise, patience, and dedication truly stand out. The final...
Seller's Response
Helpful?
hungryforgrowth
United States
Ongoing collaboration
This seller went above and beyond to help me set up my welcome email and follow-up messages. Not only was the work completed perfectly, but they also provided valuable suggestions that improved my email flow. Fast delivery, great communication, and exceptional professionalism. If you're looking for someone...
Seller's Response
Helpful?
splett_roman
Germany
Ongoing collaboration
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
Germany
Ongoing collaboration
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?
