Zoho Analytics — Sales & Revenue Overview Dashboard
Built a comprehensive executive-level analytics dashboard in Zoho Analytics for a US-based business. Dashboard includes real-time KPI cards tracking Revenue ($93M), Expenses ($17M), Profit ($4.77M), and ROI (27.4%) with trend sparklines. Features an interactive geo-map showing Sales by Region across all US states, and a heatmap chart analyzing Open Deals by Age and Amount — giving the sales team full visibility into their pipeline health. Fully custom-built with live data connections to Zoho CRM.
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Zoho Creator — Payroll Management System for Papa Jon’s
Developed a fully customized payroll management application in Zoho Creator for Papa Jon’s to automate employee salary processing and records. The system handles attendance tracking, salary calculations, deductions, and payslip generation — all in one place.
Features include employee database management, automated payroll workflows, and mobile-friendly access for easy use. This solution replaced manual calculations with a fast, accurate, and efficient digital payroll system.
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Zoho Flow: Automate Your Entire Business Logic
A powerful automation setup using Zoho Flow to connect apps and streamline business processes without manual work. Designed to handle repetitive tasks, sync data across platforms, and trigger actions in real time — improving efficiency, accuracy, and overall workflow performance.
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Zoho Analytics — CRM Sales Pipeline & Activity Dashboard
An interactive dashboard built in Zoho Analytics to visualize CRM sales performance and team activity in real time. Track deals across pipeline stages, monitor conversion rates, and analyze sales trends with clear, data-driven insights. Fully automated reports and dashboards help businesses make smarter, faster decisions.
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Zoho CRM — Full Sales Pipeline & Deal Management Setup
A complete CRM solution to track leads, manage deals, and automate your sales process. From lead capture to closing, everything is streamlined with smart workflows, real-time insights, and mobile-friendly access — helping businesses close deals faster and more efficiently.
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Zoho Creator — Businesses Workflow Management App
Built a fully custom Zoho Creator — Business Workflow Management App to streamline and digitize core operations. The app includes structured modules, dynamic forms, and category-based workflows — all manageable without any technical knowledge.
Features include dynamic dropdown menus, workflow-based navigation, mobile & tablet responsive interfaces, and custom business logic powered by Deluge scripting. This solution replaced manual, paper-based processes with a clean, efficient, and fully automated digital system.
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Zoho Bookkeeping & Accounting Expert
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The Customer Portal App streamlines order management by tracking orders, shipments, and customer account statuses. It provides real-time insights through dashboards, charts, and detailed order listings. Users can monitor order progress, resolve support tickets, and manage account activity efficiently. Designed for flexibility and efficiency, this app enhances customer experience, minimizes delays, and optimizes order processing for seamless operations.
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Created a comprehensive automation flow in Zoho using Deluge scripting and workflows, covering lead creation, agreement sending, deal conversion, invoice generation, and payment integration. Leads are entered manually, and agreements are automatically sent via email for signing. Upon signing, the system converts the lead into a deal, generates an invoice based on selected services, and integrates payment options. This fully automated process improves efficiency, eliminates manual intervention, and enhances the overall customer experience.