ERP/ZOHO Consultant and System Architect (Jan 2022 – Present) for California Probate and Trust, US
· Designed and implemented a comprehensive process flow using blueprint for the legal industry, focusing on automating and integrating the entire case/matter nurturing process. ...
ERP and CRM Consultant and System Architect (Aug 2024 – Present) for VivCare, US
· Designed and delivered tailored system for healthcare teams, focusing on scheduling automation and patient portal management using Zoho CRM and Creator tools. Streamlined...
Case Study 1: Multi-CRM Integration & Automation – Credit Lift Inc. (Canada)
· Challenge: Disconnected CRM platforms and manual data transfers between Salesforce, Forth CRM, and Shape CRM slowed loan processing and caused reporting inconsistencies.
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Excel sheets worked in the past.
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