Freelancer profile translated to English.

Description

Hello,

I am Romain, a consultant specializing in the Zoho ecosystem.

I help companies automate their processes and implement tailor-made Zoho One solutions (CRM, Books, Flow, Analytics, Creator...).

My main interventions:

Advanced automations (Deluge, Workflows, Blueprints)

Integrations between tools (Make, Zapier, Zoho Flow, n8n)

Data migrations and Zoho deployment from A to Z

Zoho CRM customization and optimization

I work on various projects, particularly in the real estate, legal, industrial, and training sectors.

If you are looking for a responsive and results-oriented consultant, do not hesitate to contact me.

Sincerely,

Romain

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Remote only

Primarily works remotely

Auto entrepreneur
Zoho Consultant
February 2022 - Today (4 years and 6 months)
Zoho One Environment: CRM, Books, Flow, Analytics, Campaigns, Desk, Creator, Sign, Cliq, Bigin, Projects, Writer, People, SalesIQ...etc

Zoho Solutions Delivery, Multi-sector: Implementation of tailor-made Zoho solutions for a diverse clientele, including law firms, driving schools, biochemical product manufacturers, real estate agencies, and energy sector companies.

Greenfield Migration, Data Import and Restructuring: Management of complete migrations to the Zoho ecosystem, import and restructuring of data from Excel files or old CRMs, carried out from A to Z.

Deluge Scripting, Workflows, Blueprints, Process Automation: Design and implementation of advanced automations using the Deluge language, Workflows, and Blueprints to streamline processes, eliminate manual tasks, and increase operational efficiency.

API and iPaaS Integrations: Practical expertise in API integrations with Make (Integromat), Zapier, Zoho Flow, and n8n, including data mapping, error handling, and scalable workflow orchestration for ERP systems.

Zoho CRM Customization: Enhancement of user experience in Zoho CRM through the creation of custom fields, modules, layouts; configuration of intuitive views, validation rules, and conditional fields.

Zoho Analytics, Custom KPIs & Dashboards: Creation of key performance indicators (KPIs), metrics, and custom visualizations (charts, graphs, pivot tables); construction of interactive dashboards with cross-data sources, advanced formulas, and trend analysis for actionable insights.
Zoho CRM Zoho Creator Zoho One ipaas Zoho Sign
Aute entrepreneur
IT Project Manager Web/Mobile Application
September 2019 - November 2021 (2 years and 2 months)
Managing a team of six developers + one designer:

Presentation of the project and main features to the team.
Writing project documentation.
Allocation of resources to ongoing projects.
Client Meetings:
Listening and understanding client needs.
Proposing and explaining IT solutions.
Accompanying the client throughout the project.
Presentation and debriefing of the final product.

Excel – VBA Macros Example: Automation and export of data from an Excel sheet to generate a PDF file and send emails.

Google Apps Script Example: Automation of detecting newly imported data, processing the data, and sending notifications.
Node.js Excel VBA Macro Google Apps Script Team Management