Jorge R.

I help businesses implement Zoho CRM the right way the first time. I tailor your leads, contacts, sales pipelines, and workflows to fit how your sales team works.

As a Certified Zoho Developer Partner with 12+ years in the ecosystem, 390+ completed projects, and over $700K+ earned on this platform, I personally handle every engagement. No junior hand-offs, regardless of project size.

Here is how I architect your Zoho ecosystem for maximum growth:

🎯 ZOHO CRM & SALES AUTOMATION

• Zoho CRM Setup: Custom architecture for Leads, Contacts, Accounts, and Deals tailored to your pipeline.
• Sales Satellites: Seamless deployment of Zoho Forms, Zoho Sign, Zoho Campaigns, and Zoho SalesIQ.
• Advanced Workflows: Blueprints, assignment rules, and native automation to eliminate manual sales tasks.

💻 CUSTOM DELUGE SCRIPTING & API INTEGRATIONS

• Custom Functions: Building advanced backend logic using Deluge Scripting within Zoho CRM.
• Zoho Creator: Developing custom companion apps and client portals that extend CRM capabilities.
• Zoho API Integrations: Connecting your CRM via REST APIs and Webhooks to third-party platforms, payment gateways, telephony, and external ERPs.

⚙️ OPERATIONS & BACK-OFFICE (ZOHO ONE)

• Zoho Books & Inventory: Automating the bridge between sales closures and accounting/stock management.
• Zoho Subscriptions: Setting up recurring billing tied directly to your Zoho CRM Deals.
• Proven track record integrating complex ecosystems (including inventory and B2B ordering systems like Cin7 Core and B2B Wave) to talk directly to your CRM.

✳️ CLAUDE WORK & ZOHO MCP
I have hands-on experience connecting Claude AI to Zoho through MCP, APIs, and custom functions giving Claude controlled access to data and business operations across the Zoho ecosystem.

Ask Claude about your Zoho accout:

• Are we on track to hit our sales target this month?
• Which high-value deals are at risk?
• Which sales reps are likely to miss quota?
• Which products are likely to run out of stock soon?
• Which customers have overdue invoices, and how much do they owe?