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evelyn_josh245

Evelyn

@evelyn_josh245

AI Automation Specialist

Nigeria
English, French, German, Spanish
About me
I am a CRM and AI automation specialist with hands on experience in TaxDome, Zoho CRM, Replit, Base44, Lovable AI, and Simplero. I help businesses streamline operations, automate workflows, and build smart systems that improve efficiency and client management. My focus is on clean setup, seamless integrations, and practical solutions that save time and support growth.... Read more

Skills

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evelyn_josh245
Evelyn
Offline • 
Average response time: 1 hour

See my services

Strategy & Planning
I will do complete taxdome setup workflows client portal
From$75 / projectMore details
CRM Management
I will setup zoho CRM, zoho books zoho form, desk zoho campaign, zoho one, zoho sites
From$100 / projectMore details

Work experience

Freelancer.com

Freelancer.com

Freelance • 5 mos

TaxDome CRM Specialist

Sep 2025 - Nov 2025 • 2 mos

Built complete TaxDome CRM setups for CPA, tax, and accounting firms, including client portal configuration, onboarding workflows, pipelines, job tracking, and automated organizers, emails, invoices, and payments. Focused on turning existing TaxDome accounts into clean, automated systems that reduce manual client-chasing and improve the client experience.

Zoho CRM & Automation Specialist

Aug 2025 - Nov 2025 • 3 mos

Set up and customized Zoho CRM, Zoho Books, Zoho Forms, Zoho Desk, Zoho Campaigns, Zoho One, and Zoho Sites for businesses in e-commerce, education, and real estate. Handled data migration and lead import, built automated sales pipelines and custom workflows, configured email marketing automation, and integrated third-party apps via API. Delivered full Zoho ecosystem setups aimed at improving efficiency and team productivity.