Dynamic CRM Administrator at KGK InfoTech LLP, adept at customizing Zoho CRM and automating workflows, achieving a significant reduction in lead response time. Proficient in REST API integration and passionate about enhancing user experience through effective communication and collaboration. Committed to driving business success with innovative solutions and data-driven insights.
1. Zoho CRM Implementation for a Diamond Trading Company (KGK Diamonds)
Customized Zoho CRM to align with sales and operations processes, including custom modules, workflows, Blueprints, and advanced automation. Integrated CRM with internal databases and built user-specific dashboards for leadership visibility.
2. Interpretation Equipment Rental Management System (Zoho Creator)
Developed a custom Zoho Creator application to manage over 1,500 equipment pieces across two warehouses. Included inventory tracking, booking workflow, in/out logs, and automated availability checks.
3. End-to-End CRM Migration from HubSpot to Zoho CRM
Successfully migrated all contacts, deals, and workflows from HubSpot to Zoho CRM. Maintained data integrity, recreated automation, and minimized downtime during transition.
4. E-commerce Automation for Shopify + Zoho CRM
Integrated Shopify store with Zoho CRM and Books to automate order processing, inventory sync, customer lifecycle tracking, and Stripe payment reconciliation.
5. Custom Zoho Analytics Dashboard for Real Estate Sales
Built real-time dashboards and performance reports using Zoho Analytics for a real estate agency to monitor lead conversion, sales pipeline, and agent performance.
6. API Integration for Insurance Agency CRM
Integrated Zoho CRM with external insurance portals via REST API. Automated policy import, claim status tracking, and notification workflows.
7. Lead Distribution & Approval System for Education Business
Implemented Blueprint workflows and assignment rules in Zoho CRM to streamline lead distribution and multi-level approval for course enrollments.
8. Custom Client Portal in Zoho Creator
Developed a secure client-facing portal in Zoho Creator to allow customers to view project updates, invoices, and submit support tickets—fully integrated with Zoho CRM and Desk.
9. Sales Funnel & Marketing Automation for Coaching Institute
Built and optimized CRM flows to manage leads from social media, assign follow-ups, trigger email/SMS campaigns, and track conversions in Zoho Campaigns and CRM.