adeleye oluwakemi
Zoho CRM Expert, Automation & Integrations Specialist
New to Contra
adeleye is building their profile!
Developed a secure B2B Ordering Portal for Rainbow Agencies using Zoho Creator. Implemented customer logins, role-based access, and order management features. Integrated the portal with Zoho CRM for automated lead and order tracking. Designed workflows for seamless approval processes, email notifications, and reporting dashboards. The solution streamlined customer ordering, improved order accuracy, and reduced manual follow-ups, enabling the client to manage multiple accounts efficiently and scale operations with ease.
0
6
Designed and implemented custom workflow rules in Zoho CRM to automate repetitive business processes and improve operational efficiency. The automation included lead assignment, email notifications, task creation, field updates, deal stage automation, and follow-up reminders based on predefined conditions. These workflow rules helped eliminate manual work, maintain data accuracy, accelerate response times, and ensure consistent customer engagement throughout the sales pipeline.
0
9
Designed and configured custom modules and layouts to match the client’s operational workflow. This included creating tailored fields, related lists, page layouts, automation rules, and role-based visibility to improve data organization and day-to-day process management.
Scope covered:
• Custom module creation
• Layout structuring
• Field mapping
• Workflow automation
• Related records setup
• User access configuration
• Process optimization
• Business-specific CRM customization
0
12
Designed and implemented an automation workflow using Zoho Flow to connect business processes across CRM and operational systems for a membership-based organization. The setup streamlined task creation, status updates, and record synchronization between modules to reduce manual handling.
The workflow was built to automate key actions such as member record updates, process triggers, and internal notifications based on predefined conditions. This improved consistency across departments and ensured important tasks moved automatically through the system without delays.
https://www.upwork.com/freelancers/cerifiedzohocrmdeveloper
0
14