Zoho CRM setup customization & workflow automation.
A growing B2B service provider recently acquired Zoho CRM but needed assistance in setting it up, customizing it for their workflow, and automating key processes to improve efficiency. Their primary goal was to improve lead management, automate follow-ups, and enhance team collaboration.
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Zoho CRM Dashboard and KPI Analyitics tracking.
I was hired by a startup Real Estate firm to enhance their sales performance tracking and visualize their reporting process. Their team was using Zoho CRM but lacked a clear, visual way to track KPIs and sales performance in real-time.
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AI-Powered Email Routing & Slack Notifications.
An intelligent email triage system that monitors Gmail, uses an AI Agent to classify incoming emails by category (Support, Sales, Billing, Service, HR/Careers, etc.), and automatically routes each one to the correct Slack channel keeping every team instantly notified without manual sorting.
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AI Chatbot for E-commerce Support.
An AI-powered customer support chatbot built with n8n and OpenAI. It handles live chat messages and uses real-time tools to fetch inventory, order status, and return policies giving customers instant, accurate answers without any human intervention