Zoho CRM build
A clean foundation for your pipeline, fields, automations and access.
- Pipelines and lifecycle stages
- Roles, profiles and sharing rules
- Views, lists and reporting
- Cadences and integrations
Zoho CRM Certified
Administrator
For startups and small to medium businesses
Zoho CRM Certified
Whether you're starting fresh with Zoho One, Zoho CRM or improving an existing setup, I help businesses implement, clean and optimise their Zoho. From full builds to fixing broken automations and migrations. I focus on clear pipelines, structured data and automations that reduce manual work. I design practical systems that teams enjoy using every day.
Clear scope
You get a plan before work starts
Practical builds
Simple flows your team follows
Reliable handover
Documentation and training can be included
What you get
- Zoho CRM aligned to your process
- Roles and visibility that match your team
- Automation that reduces admin work
- Clean structure and consistent data
- Documentation and handover
Remote support. Project-based or ongoing.
Requests reviewed before scheduling discovery.
Services
Focused, practical help for Zoho CRM and Zoho APPs.
Clean-up and optimisation
Remove friction and make your CRM easier to use.
- Workflow audit and rebuild
- Field tidy-up and standardisation
- Pipeline and Kanban usability
Automation and routing
Reduce admin work and keep your process consistent.
- Assignment rules and routing
- Email automation and follow-ups
- Forms and lead capture mapping
Migrations
Move into Zoho with structure and less noise.
- HubSpot to Zoho migration
- Field mapping and imports
- Owner assignment and relationships
Tools I work with
Core Zoho apps used across builds, clean-ups and optimisations.
Zoho CRM
Zoho One
Zoho Flow or Zapier
Zoho Forms
Zoho Analytics
SalesIQ
Zoho Bookings
Zoho Projects
Testimonials
Direct quotes from clients.
I had the pleasure of collaborating with Sam on a Zoho CRM implementation project, where she provided CRM consultation services of exceptional quality.
I had the pleasure of collaborating with Sam on a Zoho CRM implementation project, where she provided CRM consultation services of exceptional quality. Sam's expertise, diligence and deep understanding of CRM systems were evident throughout the entire project. She consistently demonstrated a strong willingness to find effective solutions and creative workarounds, even when challenges were complex or not immediately straightforward. What truly sets Sam apart is her precision in tracking progress, her structured approach to advancing projects and her reliability at every stage. She is also highly flexible, adapting seamlessly to evolving requirements while maintaining clarity and focus on the end goals.
Sam is extremely trustworthy and leaving a project in her hands genuinely gives you peace of mind. I would highly recommend working with her to anyone looking for a CRM consultant who combines technical excellence with accountability, adaptability and a solutions-driven mindset.
I can't recommend Sam enough. We work in higher education and have some pretty unique requirements that don't always fit the standard system.
I can't recommend Sam enough. We work in higher education and have some pretty unique requirements that don't always fit the standard system. Sam is fantastic at understanding our needs and finding workarounds whenever we face system limitations. She's proactive, insightful and just lovely to work with. Highly recommended!
Samantha is an exceptionally hardworking, motivated, and loyal team member who brings a vibrant energy to any project.
Samantha is an exceptionally hardworking, motivated, and loyal team member who brings a vibrant energy to any project. Her caring nature and diligence make her a valuable asset, always ready to support her colleagues and tackle challenges with enthusiasm. She approaches tasks with honesty, kindness, and a unique perspective, ensuring she delivers results and exceeds expectations. Samantha is adept at understanding business needs and implementing effective income generation strategies. She is proactive in acquiring new skills and knowledge to excel in her role and drive success for the company. Her refreshingly straightforward communication style and focus on results make her a standout contributor. Samantha's dedication to expanding both organisational capabilities and her own skill set makes her a valuable addition to any team. I wholeheartedly endorse Samantha and confidently recommend her.
Case Studies
Real implementations. Real results.
CRM Build & Integrations
Mentoring Platform- Zoho One Build
From Excel spreadsheets to a fully integrated Zoho One ecosystem, covering data migration, five app integrations, automated workflows and full team handover.
The challenge
An established mentoring platform had been managing 8,000+ contacts across Excel spreadsheets with no CRM, no pipeline visibility and no automation. Their booking system, community platform and payment processor were operating in complete silos.
What I built
- Full Zoho CRM setup - Leads, Contacts, Accounts, Deals, Products + custom Free Events module
- Unique email field to prevent duplicate records across 8,000+ migrated contacts
- Acuity → Zoho Flow → CRM: appointments auto-create or update records and trigger deals in the right pipeline
- Mighty Networks → Zapier → CRM: community signups flow in automatically as leads
- Stripe → Zoho Flow → CRM: payments update contact records and notify the account owner in real time
- Zoho Campaigns: bidirectional sync with CRM, subscriber welcome sequence, automated opt-out handling
- Zoho Analytics + Google Analytics: custom weekly reporting dashboard for business reviews
- Zoho Bookings, SalesIQ and Zoho Forms configured and embedded into WordPress site
- Product auto-assignment workflow: deal creation automatically links the correct product to the contact
- Full training manual suite and structured handover programme delivered to the team
The outcome
The business went from no CRM to a fully connected, automated Zoho One ecosystem capturing every lead, purchase and community signup in real time, with clean pipelines, segmented contacts and a weekly reporting dashboard in place from day one.
8,000+
Contacts migrated
5
App integrations built
6
Zoho apps configured
Higher Education
Business School — Analytics & CRM Optimisation - Zoho One
From a scoped Zoho Analytics reporting build to trusted ongoing CRM consultancy, including three custom Deluge functions solving problems no off-the-shelf feature could at the time.
The challenge
A higher education business school on Zoho One had an active CRM but no reporting infrastructure, workflow bugs, form integration issues and a particular data quality problem: students were entering agency names in a free-text field, creating misspellings and duplicate matches that couldn't be automatically resolved.
What I built
- Phase 1: Custom Zoho Analytics dashboard with tailored reports for leads, deals, pipeline, salesperson performance and campaigns — plus a direct CRM shortcut and full user manual
- Fuzzy agency name matching function: reads free-text agency input, strips spaces, scores against all CRM agency records using a start-match algorithm, links the best match to the contact and related deals, and assigns the correct owner — all automatically
- Agent Status sync function: when an agency status changes in Accounts, automatically updates all linked People Directory records to match
- Country auto-population function: reads phone/mobile dialling code, maps it against 150+ countries and populates the Country field — turning an unreliable field into clean routing data
- Ongoing workflow fixes, form integration troubleshooting and CRM optimisation as retained go-to consultant
The outcome
A scoped reporting project became a long-term consulting relationship built on trust. The client gained real-time reporting visibility, automated data quality fixes that had no standard solution, and a reliable consultant for anything Zoho-related they couldn't resolve internally.
3
Custom Deluge functions
2
Project phases
150+
Countries in phone mapping
Education
Ed Tech School — HubSpot to Zoho Migration - Zoho Professional
40,000+ contacts migrated, 20 forms built and integrated, a full deals pipeline introduced, and users live on Zoho CRM Professional all the strict deadline of one month.
The challenge
An Ed Tech school with multiple locations was using HubSpot for their contacts and using some automation but paying significantly more than necessary. They needed a full migration to Zoho CRM Professional, with users actively working in the system, within one month. Budget was fixed to Zoho Professional, meaning no Enterprise features, minimal customisation and no sandbox.
What I built
- Full CRM build on Zoho Professional: Contacts, Deals pipeline, Lifecycle & Sub Stage Kanban and Agencies module (repurposed from Accounts)
- 44,000+ contacts migrated from HubSpot with field mapping, data cleaning and correct ownership assignment
- Agency database migrated from Zoho Bigin with Head Office / Branch structure preserved
- 20 Zoho Forms built and integrated with the website — covering all programmes, locations and languages — with hidden tracking fields for Google Ads attribution
- Multi-variable assignment rule matrix routing contacts by preferred language and location across 10 regions and 7 languages
- Email cadences triggered automatically by form submission and form name, with templates rebuilt from HubSpot originals
- Stripe → Zapier → CRM: booking fee payment triggers owner notification workflow
- Zoho WorkDrive integration for automated brochure delivery
- 15+ CRM workflow rules including deal auto-creation, lifecycle automation, 30-day re-engagement, walk-in follow-up escalation and unassigned owner safety net
- Full role hierarchy, 6 profiles and private data sharing model for the agency team expansion
- Complete Zoho Learn manual suite covering every module, workflow, integration and user type
The outcome
The school was live within one month. Users said Zoho felt easier than HubSpot. The team had a working deals pipeline for the first time, automated lead routing across languages and regions and email sequences running from day one without manual effort. They are now paying significantly less than they were and getting considerably more from it.
40k+
Contacts migrated
20
Forms built & integrated
140hrs
Total delivered
Request support
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Contact
Email: [email protected]
Next steps
I’ll reply by email within 2 business days. If it’s a fit, we’ll schedule a discovery call.