Freelancers using Zoho Books in New Delhi
Freelancers using Zoho Books in New Delhi
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Jatin Agrahari
pro
New Delhi, India
Zoho CRM & Lead Automation Specialist
New to Contra
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Zoho CRM & Lead Automation Specialist
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Zoho CRM Real Estate Lead-to-Appointment Automation System
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1
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Production-Grade GoHighLevel AI Appointment Booking & Lead Nurture System. Designed and implemented a production-grade GoHighLevel automation ecosystem that manages the complete lead-to-client journey. The system automatically captures leads, qualifies prospects using AI-driven workflows, nurtures engagement through automated follow-ups, schedules appointments, manages opportunities, and tracks performance through executive dashboards. Services Provided😍 1. CRM Architecture & Implementation 2. GoHighLevel Automation 3. AI Lead Qualification 4. Lead Nurture Automation 5. Appointment Booking Systems 6. Sales Pipeline Automation 7. Workflow Design & Optimization 8. Reporting & Analytics Tools Used -> GoHighLevel, Make.com, GroqAI
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AI-Powered Lead Intake, Qualification & CRM Operating System Designed and built a production-grade AI-powered lead conversion system that automatically captures, qualifies, enriches, and routes leads into a CRM without manual intervention. The system combines Airtable, Make.com (http://Make.com), HubSpot CRM, Groq AI, Twilio, and WhatsApp to create a complete lead management workflow. New leads are automatically analyzed by AI, assigned qualification scores, enriched with business insights, synced to HubSpot CRM, and prepared for outreach and sales follow-up. Key capabilities include AI lead scoring, qualification summaries, CRM synchronization, WhatsApp automation, lead enrichment, duplicate prevention, activity tracking, and automated pipeline management. The result is a scalable sales automation system that reduces manual data entry, improves lead response speed, and provides sales teams with qualified, actionable opportunities.
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39
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Agency Sales Pipeline & Outreach CRM Built in Airtable
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2
Zoho Books
(1)
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CA DEEPTI ARORA
Gurugram, India
Clean books, zero stress — CA (CPA) with 20+ years
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Clean books, zero stress — CA (CPA) with 20+ years
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My software expertise
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13
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Testimonial Graphic
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20
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What Your Monthly Report Looks Like
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26
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From Chaos to Clean Books in 7 Days
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40
Zoho Books
(2)
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Hemant Kumar
Gurugram, India
Bookkeeping and Tax Expert
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Bookkeeping and Tax Expert
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Work on QBO, Xero, Wave, Zoho
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21
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Financial Statements & Reconciliations
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40
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Financial Forecast
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12
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Cash Flow Planning
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Zoho Books
(2)
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