p
paulsmith097

Paul Smith

@paulsmith097
5.0(15)

CRM Automation and Zoho Books Specialist

United States
English, German, French, Spanish
About me
I'm Paul, a Zoho Books specialist focused on keeping your books accurate, organized, and up to date. I handle chart of accounts setup, bank and credit card reconciliation, invoicing, multi-currency, inventory, payroll integration, and tax-ready reports (VAT/GST). I also clean up messy books and handle catch-up bookkeeping. I work with e-commerce sellers, agencies, and business owners who want reliable financial records without the accounting headache. Send me your current setup and I'll honestly tell you what needs fixing. ... Read more

Skills

p
paulsmith097
Paul Smith
Offline • 
Average response time: 2 hours

See my services

CRM Management
I will zoho CRM setup, zoho one, zoho books, automation, integration expert
5.0(6)
CRM & ERP Development
I will be your salesforce expert for CRM, lightning, apex, flows, cpq and integration
5.0(1)

Portfolio

15 Reviews
5.0

(15)
(0)
(0)
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Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
1-5 out of 15 Reviews
Sort By
Most relevant
    J

    james_pros1

    US

    United States

    Ongoing collaboration
    5

    Great experience working with this seller. They fixed the payment issues, checked the customer balances, and explained what was corrected. Communication was smooth and delivery was exactly as requested.

    $50

    Price

    2 days

    Duration

    gig

    CRM Management

    Helpful?
    Yes
    No
    M

    margaret02345

    US

    United States

    5

    Paul understood what I needed and set up the lead automation according to the requirements. Communication was clear and the delivery was straightforward. Good work and easy to work with.

    $50

    Price

    4 days

    Duration

    gig

    CRM & ERP Development

    Helpful?
    Yes
    No
    W

    westly_cur

    US

    United States

    5

    Great work! My Zoho Books workflow was getting messy, especially with approvals and user permissions. Everything was reorganized properly, the automation was set up, and the team roles were adjusted exactly as needed. Very professional and easy to work with. Highly recommend.

    $50

    Price

    4 days

    Duration

    gig

    CRM Management

    Helpful?
    Yes
    No
    L

    lucaswest5

    US

    United States

    5

    Excellent work fixing the VAT issues in my Zoho Books account. The seller identified the incorrect tax assignments, corrected the affected invoices, and made sure everything was properly checked. Very knowledgeable and professional.

    $50

    Price

    3 days

    Duration

    gig

    CRM Management

    Helpful?
    Yes
    No
    V

    victor_westy

    US

    United States

    Ongoing collaboration
    5

    Very professional and knowledgeable with Zoho Books. The setup was exactly what I needed, and the seller delivered everything as agreed. Highly recommended

    $50

    Price

    3 days

    Duration

    gig

    CRM Management

    Helpful?
    Yes
    No