With 21+ years of IT experience and 4,000+ successful implementations, I work with businesses to evaluate, design, implement, integrate and optimize CRM, ERP and business automation platforms.
My focus is not on selling a particular software platform.
My focus is understanding your business first—and then designing the right technology around it.
Whether you are considering Zoho, Salesforce, Microsoft Dynamics, HubSpot, Odoo or another business platform, I can help you determine what fits your processes, scale, budget and long-term requirements.
What I Help Businesses Solve
CRM & Sales Automation
Lead and opportunity management
Sales pipeline design
Lead qualification and assignment
Follow-up automation
Sales forecasting and dashboards
Customer lifecycle management
Email, WhatsApp and communication automation
ERP & Business Operations
Finance and accounting processes
Inventory and order management
Procurement
Customer and vendor management
Multi-branch operations
Approval workflows
Operational reporting
Marketing Automation
Lead capture and enrichment
Lead nurturing
Campaign automation
Marketing-to-sales handoff
Customer segmentation
Automated customer journeys
Customer Service
Ticketing and case management
SLA and escalation workflows
Customer portals
Omnichannel communication
CRM and support integration
Service dashboards
Business Process Automation
I help identify repetitive manual processes and convert them into automated workflows across departments.
For example:
Lead → Qualification → Sales → Proposal → Contract → Invoice → Payment → Customer Service
Instead of managing each stage through disconnected spreadsheets, emails and applications, I design an integrated process where information flows automatically between teams and systems.
Platforms I Work With
Depending on the business requirement, I work across platforms including:
Zoho CRM, Zoho One, Books, Inventory, Desk, People, Creator and other business applications.
Vishal A. earns an estimated $7.3k/mo. That's 4.9× the typical freelancer and more than 99.75% of everyone we track.
Salesforce
CRM, Sales Cloud, Service Cloud and business process automation.
Microsoft Dynamics
CRM and ERP-oriented business process transformation.
HubSpot
CRM, Marketing, Sales and Customer Service automation.
Odoo
ERP, CRM, Accounting, Inventory, Sales and operational workflows.
The platform is selected based on business requirements—not preference for a particular vendor.
If You Are Replacing an Existing System
I can help you manage the transformation from:
Legacy System → Process Mapping → Gap Analysis → Platform Evaluation → Solution Architecture → Data Migration → Integration → Testing → Training → Go-Live
This is particularly important when replacing:
Legacy ERP/CRM systems
Spreadsheets
QuickBooks or accounting systems
Custom-built applications
Multiple disconnected SaaS applications
Outdated internal business software
The objective is not simply to migrate old data into a new platform.
The objective is to build a better way of working.
My Approach
Understand your business, teams, processes, existing systems and pain points.
Identify process gaps, duplication, manual work, integration requirements and opportunities for automation.
Create the appropriate CRM/ERP architecture and future-state business processes.
Configure the platform, workflows, automation, dashboards, integrations and custom functionality.
Plan and execute data migration while protecting historical information and data quality.
Train users, conduct UAT and help teams transition to the new system.
Continuously identify opportunities to improve automation, reporting and operational efficiency.
Why Clients Work With Me
21+ Years of IT Experience
4,000+ Successful Implementations
Multi-Platform Expertise
15+ Industries
CRM + ERP + Automation Experience
Integration & API Experience
Legacy System Migration
Business-Process-First Approach
I understand both sides of the equation:
Business Process + Technology
That allows me to bridge the gap between what management wants, what users actually need and what technology can deliver.
A Few Problems I Can Help You With
“We have CRM, ERP and accounting software, but none of them talk to each other.”
“Our sales team still depends on Excel and WhatsApp.”
“We bought a CRM but adoption is poor.”
“Our existing system has become too expensive or difficult to maintain.”
“We are planning a CRM/ERP migration but don't know where to start.”
“We need automation across departments rather than another standalone application.”
“We need someone who understands business processes—not just software configuration.”
If any of these sound familiar, let's discuss the problem before discussing the software.
Send me your current process, systems and challenges. I'll help you identify the right approach.