
Caleb
I Build CRM and Email Systems That Turn Leads Into Sales
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Upwork
Freelance • 0 mos
Email Marketing Campaign System Setup (Zoho CRM)
Mar 2026 - Mar 2026 • 0 mos
Set up a complete email marketing campaign system for a client in Zoho CRM; including CRM configuration, a reusable template library, and campaign infrastructure ready for ongoing use. What I Delivered: Full Zoho CRM campaign setup: sender configuration, list segmentation, and scheduling workflows 20+ branded email templates covering newsletters, product announcements, educational content, and urgency/re-engagement emails Responsive design (desktop + mobile) using Zoho's builder plus custom HTML/CSS Organized, reusable template library for fast future campaign deployment Consistent brand styling across all templates (headers, footers, typography) Tools: Zoho CRM, HTML/CSS, responsive email design, list segmentation, campaign automation Result: Client now has a self-sufficient, scalable email system for launching future campaigns quickly and consistently.
Microsoft Dynamics 365 Business Central Functional
Feb 2026 - Feb 2026 • 0 mos
Delivered Microsoft Dynamics 365 Business Central bookkeeping and advisory support for a Canadian LED lighting company. I brought the accounts up to date, reviewed transactions and bookkeeping processes, and worked with the client’s accountant to improve accuracy and consistency. I also advised the internal team on maintaining reliable records, smoother month-end activities, and sustainable Business Central practices. The engagement was completed accurately and efficiently and received a 5-star client review.
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tommyfrankfurt7

Germany
Great experience from beginning to end. Caleb handled the automation professionally, everything was tested properly, and the final workflow works exactly as expected. Excellent communication, attention to detail, and technical expertise. I would definitely work with this seller again.


tommyfrankfurt7

Germany
★★★★★ Excellent work from start to finish. The Airtable and Make.com automation was more complex than I initially expected, but everything was handled professionally. The deduplication, lead routing, Slack notifications, and automatic follow-up tasks all worked exactly as needed. Communication was clear,...

