𝐂𝐄𝐑𝐓𝐈𝐅𝐈𝐄𝐃 𝐙𝐎𝐇𝐎 𝐃𝐄𝐕𝐄𝐋𝐎𝐏𝐄𝐑 | 𝐙𝐎𝐇𝐎 𝐎𝐍𝐄 𝐈𝐌𝐏𝐋𝐄𝐌𝐄𝐍𝐓𝐀𝐓𝐈𝐎𝐍 𝐒𝐏𝐄𝐂𝐈𝐀𝐋𝐈𝐒𝐓 | 𝐂𝐑𝐌 & 𝐀𝐔𝐓𝐎𝐌𝐀𝐓𝐈𝐎𝐍 𝐄𝐗𝐏𝐄𝐑𝐓 𝐀𝐍𝐃 𝐙𝐎𝐇𝐎 𝐏𝐑𝐄𝐌𝐈𝐔𝐌 𝐏𝐀𝐑𝐓𝐍𝐄𝐑 𝐈𝐍 𝐔𝐒𝐀 & 𝐈𝐍𝐃𝐈𝐀
160+ Projects Delivered | 20,000+ Hours of Experience | $400K+ Earned on Upwork | Top Rated Plus
𝐍𝐞𝐞𝐝 𝐙𝐨𝐡𝐨 𝐂𝐑𝐌 𝐨𝐫 𝐙𝐨𝐡𝐨 𝐎𝐧𝐞 𝐜𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐞𝐝, 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝, 𝐨𝐫 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞𝐝 𝐩𝐫𝐨𝐩𝐞𝐫𝐥𝐲?
I help businesses turn Zoho into a reliable system for managing sales, operations, customer service, and business processes, from CRM architecture and automation to custom Deluge development, API integrations, and full Zoho One implementations.
𝐖𝐇𝐀𝐓 𝐈 𝐁𝐑𝐈𝐍𝐆 𝐓𝐎 𝐓𝐇𝐄 𝐓𝐀𝐁𝐋𝐄
✅ 𝐙𝐨𝐡𝐨 𝐎𝐧𝐞 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: CRM, Books, Inventory, Desk, Creator, Analytics, deployed as one connected system
✅ 𝐃𝐞𝐥𝐮𝐠𝐞 & 𝐀𝐏𝐈-𝐋𝐞𝐯𝐞𝐥 𝐂𝐮𝐬𝐭𝐨𝐦 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭: custom logic, webhook integrations, and error-handled automations
✅ 𝐙𝐨𝐡𝐨 𝐂𝐑𝐌 𝐀𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞: sales process mapped into pipeline logic, with a data structure that supports reporting later
✅ 𝐙𝐨𝐡𝐨 𝐂𝐫𝐞𝐚𝐭𝐨𝐫 𝐀𝐩𝐩 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭: custom business apps, forms, and dashboards built from the ground up
✅ 𝐖𝐨𝐫𝐤𝐟𝐥𝐨𝐰 & 𝐁𝐥𝐮𝐞𝐩𝐫𝐢𝐧𝐭 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧: multi-stage approvals, task automation, and SLA-driven workflows
✅ 𝐂𝐫𝐨𝐬𝐬-𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧𝐬: QuickBooks, Stripe, Twilio, Shopify, WordPress, Zapier/Make, and telephony systems
✅ 𝐌𝐢𝐠𝐫𝐚𝐭𝐢𝐨𝐧 & 𝐂𝐨𝐧𝐬𝐨𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧: moving businesses off fragmented tool stacks into Zoho One with clean data mapping
𝐒𝐄𝐋𝐄𝐂𝐓𝐄𝐃 𝐏𝐑𝐎𝐉𝐄𝐂𝐓𝐒
⚖️ 𝐋𝐚𝐰 𝐅𝐢𝐫𝐦𝐬: 𝐌𝐚𝐭𝐭𝐞𝐫-𝐁𝐚𝐬𝐞𝐝 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭
• Engagement letters generated, sent, and tracked through an automated approval process
• Timesheets logged by lawyers directly against each matter
• Invoices generated automatically from billable time and matter data
• Clients linked to one or more matters, so every document, hour, and invoice is traceable
🏥 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞: 𝐄𝐇𝐑 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 & 𝐏𝐚𝐭𝐢𝐞𝐧𝐭 𝐏𝐨𝐫𝐭𝐚𝐥𝐬
• Apollo and EHR integration through APIs, with patient data displayed inside Zoho CRM
• Patient portals set up so patients can securely access their information
• Clean data mapping so staff work from one source of truth
Parmeet S. earns an estimated $10k/mo. That's 8.9× the typical freelancer and more than 99.89% of everyone we track.
🏢 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞: 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 & 𝐅𝐢𝐞𝐥𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞
• Xero and QuickBooks Online (QBO) integration with Zoho, keeping invoices and payments in sync
• Dashboards and checklists built in Zoho Projects to track every property job from start to finish
• Field Service Management (FSM) setup for technician tracking and job scheduling
• Third-party integrations connecting the full operation
💰 𝐋𝐞𝐧𝐝𝐢𝐧𝐠: 𝐋𝐨𝐚𝐧 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐒𝐞𝐭𝐮𝐩
• Draw setup to manage loan disbursements in stages
• Loan tenure and loan extension handling with automated updates
• Full integration with Deals in Zoho CRM, so each loan is tied to its deal
• Payoff statements generated and linked directly to the loan record
𝐂𝐄𝐑𝐓𝐈𝐅𝐈𝐂𝐀𝐓𝐈𝐎𝐍𝐒
✔ Zoho CRM Certified Developer
✔ Zoho Creator Certified Developer
✔ Zoho Creator Certified Associate
Certification ID: CCBU09633 | Partner ID: PU4945901
𝐙𝐎𝐇𝐎 𝐀𝐏𝐏𝐒 𝐄𝐗𝐏𝐄𝐑𝐓𝐈𝐒𝐄
CRM · Books · Inventory · Creator · Desk · Analytics · Projects · Campaigns · Subscriptions · SalesIQ · Flow · People · FSM
𝐈𝐍𝐓𝐄𝐆𝐑𝐀𝐓𝐈𝐎𝐍 𝐄𝐗𝐏𝐄𝐑𝐓𝐈𝐒𝐄
QuickBooks, Xero, Stripe, Twilio, RingCentral, Shopify, WooCommerce, WordPress, Jira, Google services, Zapier, and Make.
𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐈𝐄𝐒 𝐈'𝐕𝐄 𝐖𝐎𝐑𝐊𝐄𝐃 𝐖𝐈𝐓𝐇
Legal, Healthcare, Real Estate, Lending & Finance, Retail, Education, Manufacturing, Automotive, Energy, and more.
𝐖𝐇𝐘 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇 𝐌𝐄?
✔ Certified Zoho developer with hands-on, deep-platform expertise
✔ Business-first approach, not just development
✔ Clean, scalable, future-ready builds
✔ Reliable communication and on-time delivery
✔ Long-term support and optimization
Have a Zoho project in mind? Send me your requirements, current setup, or even a description of what's not working. I'll give you an honest assessment of the best approach and what it will take to implement it.
Best Regards,
Parmeet Singh