Zoho Expert & Automation Specialist (Commercial Real Estate/Lending)

Are you passionate about building smart, automated systems that make businesses run smoothly? We’re looking for a Zoho Expert who can leverage AI and the Zoho One ecosystem to streamline workflows, boost efficiency, and enhance customer experience.

🌟 What You’ll Do -CRM Cleanup & Data Management -Audit and clean existing Contacts, Accounts, and Deals in Zoho CRM. -Deduplicate and standardize data to ensure accuracy and consistency. -Implement AI-powered tools for continuous data hygiene and enrichment.

Workflow Automation -Design and implement smart workflows in the Deals module. -Automate lead-to-deal conversion and reduce manual processes. -Build task automation to maximize team productivity.

Reporting & Dashboards -Create real-time dashboards for key company KPIs. -Provide actionable insights into sales performance and pipeline health. -Empower leadership with data-driven decision-making.

Customer Portals & Engagement -Develop branded portals for borrowers and clients. -Centralize documentation, communication, and deal progress. -Use AI to personalize and elevate client interactions. -AI & Integration -Deploy Zoho’s AI tools (Zia, chatbots, AI workflows, etc.). -Integrate Zoho apps (CRM, Creator, Books, Cliq, etc.) into a unified platform. -Build scalable solutions aligned with best practices.

AI & Integration -Deploy Zoho’s AI tools (Zia, chatbots, AI workflows, etc.). -Integrate Zoho apps (CRM, Creator, Books, Cliq, etc.) into a unified platform. -Build scalable solutions aligned with best practices.