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Zoho CRM · Custom development · 2026
Built a CRM with 4 sales pipelines and 4+ Custom functions, bringing leads from WhatsApp, social media, the call center and website forms into one system.
- Client
- Technology Company
- Role
- Business Analyst & ERP Developer
- Completed
- August 2026
- Duration
- 2026
Overview
Leads came in through WhatsApp, social media, the call center and the company website, each in its own silo. I designed and developed a CRM that brings them all together and moves every deal through its pipeline, all the way to the quotation and signature.
The challenge
Many channels with no single record, deals slipping between salespeople, and quotations written by hand for every client.
What I built
- 01Analyzed the sales process and designed 4 Blueprint pipelines, one for each deal type.
- 02Connected WhatsApp through its API and webhooks, plus social media and the call center, so every conversation is logged in the system.
- 03Linked the company website’s forms through Zoho Flow, so new leads land in the CRM automatically.
- 04Developed 4+ Deluge functions and quotation templates that generate in one click, integrated with Zoho Mail and Zoho Sign.
Results
4
Sales pipelines
20+
Custom functions
10+
Daily users
Stack
- Blueprints
- WhatsApp API
- Zoho Projects
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Zoho People · Process automation · 2026