Peter Ron

CRM Automation Specialist

Fiverr • Freelance

Feb 2026 - Present • 3 mos

I specialize in CRM setup, automation, and business process improvement, with my main focus on Zoho CRM and Zoho One. I help businesses create a clear system for managing leads, contacts, deals, follow-ups, tasks, customers, invoices, and reports without confusion or manual stress. My work includes setting up Zoho CRM from scratch, customizing modules, creating sales pipelines, adding custom fields, designing layouts, setting up lead and deal stages, importing contacts, cleaning customer data, and building workflow automation. I also work with Zoho Forms, Zoho Campaigns, Zoho Books, Zoho Desk, Zoho Analytics, and Zoho Flow to help businesses connect their sales, marketing, support, and finance processes in one place. I help clients automate daily tasks such as lead assignment, email alerts, follow-up reminders, deal stage updates, task creation, customer notifications, quote or invoice tracking, and reporting. I can also connect Zoho CRM with websites, landing pages, calendars, email tools, payment platforms, and other apps using Zoho Flow, Zapier, Make.com, webhooks, and API integrations. Along with Zoho, I also have experience working with CRM platforms such as HubSpot, Pipedrive, Monday CRM, and GoHighLevel. I can assist with CRM setup, sales pipeline creation, funnel connection, workflow automation, lead tracking, email/SMS follow-up, dashboard setup, and CRM migration support. My goal is to help businesses save time, stay organized, follow up with leads faster, and manage their sales process more professionally. I focus on building CRM systems that are simple to use, easy to manage, and designed around the client’s real business workflow. I also test every setup carefully to make sure the automation, forms, pipelines, and integrations work correctly before delivery.

CRM Automation Specialist

Facebook • Freelance

Mar 2024 - Present • 2 yrs 2 mos

I work as a CRM Automation Specialist focused mainly on helping businesses set up, organize, and automate Zoho CRM systems. My work covers Zoho CRM, Zoho One, Zoho Forms, Zoho Books, Zoho Campaigns, Zoho Desk, Zoho Analytics, and Zoho Flow. I help businesses manage leads, contacts, deals, tasks, follow-ups, invoices, email campaigns, and customer data in one clean system. My role includes setting up CRM accounts, creating sales pipelines, custom fields, modules, layouts, lead stages, deal stages, tags, task rules, workflow automation, email alerts, approval processes, and dashboards. I also help connect Zoho CRM with websites, forms, calendars, email marketing tools, payment tools, and other business apps using Zoho Flow, Zapier, Make.com, webhooks, and API-based integrations. I support businesses that want to reduce manual work, improve lead tracking, respond faster to customers, and build a clear sales process. I can create lead capture forms, automate follow-up messages, assign leads to team members, update deal stages, trigger task reminders, and build reports that show sales activity, pipeline value, conversion rate, and team performance. Apart from Zoho, I also work with other CRM platforms such as HubSpot, Pipedrive, Monday CRM, and GoHighLevel. This allows me to help clients with CRM setup, migration, workflow automation, funnel connection, pipeline management, email/SMS follow-up, dashboard setup, and third-party integrations. My main goal is to build simple, well-structured, and easy-to-use CRM systems that help businesses save time, stay organized, follow up with leads properly, and close more deals. I focus on clean setup, clear communication, proper testing, and making sure the CRM system matches the client’s real business process.