Everything a sales org needs from engineering.
I focus on the systems that drive revenue: CRM, automation, integrations, custom AI, and the custom software that fills the gaps no off-the-shelf product covers.
Zoho CRM Implementation
Full architecture and deployment of Zoho CRM and the broader Zoho One suite. Configured for how your team actually sells, not generic templates.
- Zoho CRM, CRM Plus, Zoho One
- Custom modules & layouts
- Permission & territory design
- Sandbox-first rollout
Sales Automation
Workflows, blueprints, and orchestration that remove busywork and enforce the discipline pipelines need to convert.
- Lead assignment & routing
- Cadence & follow-up logic
- Approval workflows
- Deluge scripting
Custom AI Solutions
I build and embed custom AI directly into your business — agents, copilots, and predictive models trained on your data and your sales motion.
- Custom-trained models
- AI agents & copilots
- RAG on your data
- Embedded in CRM & tools
AI Sales Automation
AI that qualifies leads, drafts personalized outreach, briefs reps before calls, and surfaces the next best action — at scale.
- Lead qualification
- Outreach generation
- Call summarization
- Next-best-action scoring
Custom Software
When Zoho isn't enough — bespoke web applications, internal tooling, customer portals, and dashboards built on a modern stack.
- React, TypeScript, Node
- Customer & partner portals
- Internal admin tools
- Full code ownership
Integrations & APIs
Connect Zoho to the rest of your stack. Phone systems, marketing platforms, billing, fulfillment — anything with an API.
- Bidirectional sync
- Webhook orchestration
- Custom REST APIs
- Middleware where needed
Reporting & BI
Dashboards that surface what actually moves revenue — pipeline velocity, source ROI, rep performance, forecast accuracy.
- Zoho Analytics
- Custom dashboards
- Executive reporting
- Data warehouse integration
Migration & Data
Move off Salesforce, HubSpot, or legacy CRMs without losing history or breaking trust in the data.
- Deduplication & normalization
- Historical preservation
- Phased cutover
- Training & enablement
Performance Optimization
Inherited a slow, broken Zoho instance? I audit, untangle, and rebuild it into a system your team will actually use.
- Audit & teardown
- Workflow simplification
- Schema cleanup
- Adoption recovery
Fractional CTO / Advisory
Strategic engineering leadership for sales organizations that need senior thinking without a full-time hire.
- Tech roadmap
- Vendor evaluation
- Hiring support
- Architecture review
See one that fits? Let's talk.
Drop your name, email, and one line on what you need. I'll reply personally with a real next step.
Or use the full project form