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Mohammed

@arfaterrahman

monthly-level-three.svg
4.9
22

5.4

5.4

93%

Zoho+AI Integration Specialist

$20 USD / Hour

・

Flag of BANGLADESH

Bangladesh (8:54 PM)

・

Joined on June 28, 2010

・

1 Recommendation

$20 USD / Hour

・

Certified Zoho Developer specializing in AI integration. I customize Zoho CRM, Creator, Books & Analytics using Deluge, and build AI-powered automations: call/email summarization, smart lead extraction, sentiment analysis, and custom AI widgets. I connect Zoho with Claude/OpenAI via APIs and MCP servers to automate manual work and add intelligent insights to your CRM. If you want to reduce data entry and add AI-driven automation to Zoho, I can build it end-to-end.

Verifications

On time

98%

On budget

98%

Accept rate

100%

Repeat hire rate

28%

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Portfolio

Portfolio

14031374
Customized Zoho CRM end-to-end for a B2B software reseller, transforming a manually managed sales process into a fully automated system. Configured Leads, Contacts, Accounts, Deals, and custom modules (subscriptions, quotes, invoices) with tailored layouts, validation rules, and role-based profiles to match their exact sales workflow. Built workflow automations and custom Deluge functions to eliminate manual data entry: automatic lead assignment, field updates, renewal reminders, and email alerts triggered by record changes. Integrated third-party APIs — including vendor billing platforms and Zoom — to sync subscriptions, invoices, and meeting data into CRM with keeping the database clean. Created on-demand reports and dashboards covering pipeline stages, revenue forecasts, and renewal tracking, giving the team real-time visibility without exporting a single spreadsheet. Result: clean data, faster follow-ups, and a sales process that runs itself — saving hours of admin work every w

Zoho CRM Customization & Automation

14031439
Custom CPQ App on Zoho Creator — Quote-to-Order for an B2B Reseller: Designed and built a complete CPQ (Configure-Price-Quote) application on Zoho Creator for an Autodesk software reseller, replacing spreadsheet-based quoting with a governed, error-proof system. Sales reps pick products from a centrally managed SKU catalog with current vendor pricing. The app applies pricing logic automatically — multi-year term discounts, renewal vs. new-purchase pricing, trade-in credits, and margin rules — so reps can't misquote. Discounts beyond threshold route through a built-in approval workflow before the quote can be sent. The app generates branded, professional quote PDFs and syncs approved quotes into Zoho CRM as linked deal records using duplicate-safe keys, keeping the pipeline accurate end to end. Built with Deluge scripting, custom forms and reports, and role-based access for reps, managers, and admins. Result: quote turnaround dropped from hours to minutes, pricing errors eliminated,

Custom CPQ App on Zoho Creator

Custom CPQ App on Zoho Creator — Quote-to-Order for an B2B Reseller: Designed and built a complete CPQ (Configure-Price-Quote) application on Zoho Creator for an Autodesk software reseller, replacing spreadsheet-based quoting with a governed, error-proof system. Sales reps pick products from a centrally managed SKU catalog with current vendor pricing. The app applies pricing logic automatically — multi-year term discounts, renewal vs. new-purchase pricing, trade-in credits, and margin rules — so reps can't misquote. Discounts beyond threshold route through a built-in approval workflow before the quote can be sent. The app generates branded, professional quote PDFs and syncs approved quotes into Zoho CRM as linked deal records using duplicate-safe keys, keeping the pipeline accurate end to end. Built with Deluge scripting, custom forms and reports, and role-based access for reps, managers, and admins. Result: quote turnaround dropped from hours to minutes, pricing errors eliminated,

Custom CPQ App on Zoho Creator

14031394
Built a custom Model Context Protocol (MCP) server connecting Claude AI directly to Zoho CRM, giving a B2B sales team conversational access to their live pipeline data. The server implements per-user owner filtering, so each rep only sees answers grounded in their own accounts, deals, and activities — a critical requirement for data security in a multi-rep environment. Alongside the server, I built an embedded read-only Claude chat widget that lives inside the CRM itself, delivered through Zoho Creator with a Deluge proxy layer to handle authentication and content security restrictions. To make the AI immediately useful, I created a library of 15+ ready-to-run sales intelligence prompts — pre-call briefings, renewal risk radar, champion mapping, and account intel briefs — all pulling real-time CRM data. Sales reps simply ask questions in plain English and get accurate, context-aware answers in seconds. Cutting-edge AI tooling, delivered natively on the Zoho platform.

AI Sales Assistant via MCP

Built a custom Model Context Protocol (MCP) server connecting Claude AI directly to Zoho CRM, giving a B2B sales team conversational access to their live pipeline data. The server implements per-user owner filtering, so each rep only sees answers grounded in their own accounts, deals, and activities — a critical requirement for data security in a multi-rep environment. Alongside the server, I built an embedded read-only Claude chat widget that lives inside the CRM itself, delivered through Zoho Creator with a Deluge proxy layer to handle authentication and content security restrictions. To make the AI immediately useful, I created a library of 15+ ready-to-run sales intelligence prompts — pre-call briefings, renewal risk radar, champion mapping, and account intel briefs — all pulling real-time CRM data. Sales reps simply ask questions in plain English and get accurate, context-aware answers in seconds. Cutting-edge AI tooling, delivered natively on the Zoho platform.

AI Sales Assistant via MCP

14031490
Zoom-to-CRM AI Pipeline — Auto Summaries with Claude AI: Developed an automated meeting-intelligence pipeline that pulls Zoom meeting transcripts, generates AI-powered summaries using Claude, and attaches them to the correct Zoho CRM records — all without any human touch. The pipeline authenticates through Zoom Server-to-Server OAuth with token caching, fetches completed meeting transcripts, and matches each meeting to the right CRM account and contacts using duplicate-safe event matching, so summaries never land on the wrong record or get attached twice. Smart filtering keeps the CRM clean: internal-only meetings, bot participants, and non-client calls are automatically skipped, so only genuine customer conversations generate summaries. Each summary is formatted for sales use — key discussion points, action items, and next steps — and written into the CRM as a structured note. The result: sales reps get a polished call summary in Zoho CRM within minutes of ending every client meeti

Zoom - to - Zoho CRM AI Pipeline

14031383
Designed and built a suite of custom embedded widgets for Zoho CRM and Zoho Creator, giving a B2B sales team a true single pane of glass inside their CRM. The flagship is an Account 360° dashboard that aggregates everything about a client in one view — open deals with stage progress, invoices and payment status, active subscriptions, renewal dates, and a live activity timeline — so reps stop jumping between modules. A companion Salesperson 360° view gives each rep a personal dashboard of their pipeline, targets, and activity across all accounts. The suite also includes an AI prompt library panel for running curated sales prompts directly inside CRM, a rich-text email composer with formatting toolbar and spell-check embedded in the record view, and a one-click contact alias cloner with built-in duplicate detection to keep data clean. Every widget was built with HTML, JavaScript, and Deluge, featuring dark/light themes, sidebar navigation, and expandable modals for a polished, native-

Zoho CRM Widgets — Account 360° View

14031481
Autodesk Subscription Lifecycle Management — Partner API + Zoho CRM: Built a real-time subscription management system for an Autodesk software reseller, syncing the complete subscription lifecycle from Autodesk Partner Center into Zoho CRM automatically. The pipeline is webhook-driven: the moment a new subscription is created, renewed, or changes status in Partner Center, the event flows into Zoho CRM and is upserted into custom modules using duplicate-safe composite keys — so records stay accurate no matter how many events arrive or in what order. The system handles the full complexity of Autodesk's subscription model: multi-year terms, auto-renew tracking, trade-in conversions, and quote-to-subscription matching that links each active subscription back to the original deal. Custom CRM modules surface this data right where reps work. The result: the sales team now sees live subscription status, seat counts, and renewal dates on every account record — no more manual Partner Center

Autodesk Subs Lifecycle Management

14031374
Customized Zoho CRM end-to-end for a B2B software reseller, transforming a manually managed sales process into a fully automated system. Configured Leads, Contacts, Accounts, Deals, and custom modules (subscriptions, quotes, invoices) with tailored layouts, validation rules, and role-based profiles to match their exact sales workflow. Built workflow automations and custom Deluge functions to eliminate manual data entry: automatic lead assignment, field updates, renewal reminders, and email alerts triggered by record changes. Integrated third-party APIs — including vendor billing platforms and Zoom — to sync subscriptions, invoices, and meeting data into CRM with keeping the database clean. Created on-demand reports and dashboards covering pipeline stages, revenue forecasts, and renewal tracking, giving the team real-time visibility without exporting a single spreadsheet. Result: clean data, faster follow-ups, and a sales process that runs itself — saving hours of admin work every w

Zoho CRM Customization & Automation

14031439
Custom CPQ App on Zoho Creator — Quote-to-Order for an B2B Reseller: Designed and built a complete CPQ (Configure-Price-Quote) application on Zoho Creator for an Autodesk software reseller, replacing spreadsheet-based quoting with a governed, error-proof system. Sales reps pick products from a centrally managed SKU catalog with current vendor pricing. The app applies pricing logic automatically — multi-year term discounts, renewal vs. new-purchase pricing, trade-in credits, and margin rules — so reps can't misquote. Discounts beyond threshold route through a built-in approval workflow before the quote can be sent. The app generates branded, professional quote PDFs and syncs approved quotes into Zoho CRM as linked deal records using duplicate-safe keys, keeping the pipeline accurate end to end. Built with Deluge scripting, custom forms and reports, and role-based access for reps, managers, and admins. Result: quote turnaround dropped from hours to minutes, pricing errors eliminated,

Custom CPQ App on Zoho Creator

Custom CPQ App on Zoho Creator — Quote-to-Order for an B2B Reseller: Designed and built a complete CPQ (Configure-Price-Quote) application on Zoho Creator for an Autodesk software reseller, replacing spreadsheet-based quoting with a governed, error-proof system. Sales reps pick products from a centrally managed SKU catalog with current vendor pricing. The app applies pricing logic automatically — multi-year term discounts, renewal vs. new-purchase pricing, trade-in credits, and margin rules — so reps can't misquote. Discounts beyond threshold route through a built-in approval workflow before the quote can be sent. The app generates branded, professional quote PDFs and syncs approved quotes into Zoho CRM as linked deal records using duplicate-safe keys, keeping the pipeline accurate end to end. Built with Deluge scripting, custom forms and reports, and role-based access for reps, managers, and admins. Result: quote turnaround dropped from hours to minutes, pricing errors eliminated,

Custom CPQ App on Zoho Creator

14031394
Built a custom Model Context Protocol (MCP) server connecting Claude AI directly to Zoho CRM, giving a B2B sales team conversational access to their live pipeline data. The server implements per-user owner filtering, so each rep only sees answers grounded in their own accounts, deals, and activities — a critical requirement for data security in a multi-rep environment. Alongside the server, I built an embedded read-only Claude chat widget that lives inside the CRM itself, delivered through Zoho Creator with a Deluge proxy layer to handle authentication and content security restrictions. To make the AI immediately useful, I created a library of 15+ ready-to-run sales intelligence prompts — pre-call briefings, renewal risk radar, champion mapping, and account intel briefs — all pulling real-time CRM data. Sales reps simply ask questions in plain English and get accurate, context-aware answers in seconds. Cutting-edge AI tooling, delivered natively on the Zoho platform.

AI Sales Assistant via MCP

Built a custom Model Context Protocol (MCP) server connecting Claude AI directly to Zoho CRM, giving a B2B sales team conversational access to their live pipeline data. The server implements per-user owner filtering, so each rep only sees answers grounded in their own accounts, deals, and activities — a critical requirement for data security in a multi-rep environment. Alongside the server, I built an embedded read-only Claude chat widget that lives inside the CRM itself, delivered through Zoho Creator with a Deluge proxy layer to handle authentication and content security restrictions. To make the AI immediately useful, I created a library of 15+ ready-to-run sales intelligence prompts — pre-call briefings, renewal risk radar, champion mapping, and account intel briefs — all pulling real-time CRM data. Sales reps simply ask questions in plain English and get accurate, context-aware answers in seconds. Cutting-edge AI tooling, delivered natively on the Zoho platform.

AI Sales Assistant via MCP

14031490
Zoom-to-CRM AI Pipeline — Auto Summaries with Claude AI: Developed an automated meeting-intelligence pipeline that pulls Zoom meeting transcripts, generates AI-powered summaries using Claude, and attaches them to the correct Zoho CRM records — all without any human touch. The pipeline authenticates through Zoom Server-to-Server OAuth with token caching, fetches completed meeting transcripts, and matches each meeting to the right CRM account and contacts using duplicate-safe event matching, so summaries never land on the wrong record or get attached twice. Smart filtering keeps the CRM clean: internal-only meetings, bot participants, and non-client calls are automatically skipped, so only genuine customer conversations generate summaries. Each summary is formatted for sales use — key discussion points, action items, and next steps — and written into the CRM as a structured note. The result: sales reps get a polished call summary in Zoho CRM within minutes of ending every client meeti

Zoom - to - Zoho CRM AI Pipeline

14031383
Designed and built a suite of custom embedded widgets for Zoho CRM and Zoho Creator, giving a B2B sales team a true single pane of glass inside their CRM. The flagship is an Account 360° dashboard that aggregates everything about a client in one view — open deals with stage progress, invoices and payment status, active subscriptions, renewal dates, and a live activity timeline — so reps stop jumping between modules. A companion Salesperson 360° view gives each rep a personal dashboard of their pipeline, targets, and activity across all accounts. The suite also includes an AI prompt library panel for running curated sales prompts directly inside CRM, a rich-text email composer with formatting toolbar and spell-check embedded in the record view, and a one-click contact alias cloner with built-in duplicate detection to keep data clean. Every widget was built with HTML, JavaScript, and Deluge, featuring dark/light themes, sidebar navigation, and expandable modals for a polished, native-

Zoho CRM Widgets — Account 360° View

14031481
Autodesk Subscription Lifecycle Management — Partner API + Zoho CRM: Built a real-time subscription management system for an Autodesk software reseller, syncing the complete subscription lifecycle from Autodesk Partner Center into Zoho CRM automatically. The pipeline is webhook-driven: the moment a new subscription is created, renewed, or changes status in Partner Center, the event flows into Zoho CRM and is upserted into custom modules using duplicate-safe composite keys — so records stay accurate no matter how many events arrive or in what order. The system handles the full complexity of Autodesk's subscription model: multi-year terms, auto-renew tracking, trade-in conversions, and quote-to-subscription matching that links each active subscription back to the original deal. Custom CRM modules surface this data right where reps work. The result: the sales team now sees live subscription status, seat counts, and renewal dates on every account record — no more manual Partner Center

Autodesk Subs Lifecycle Management

4.9 · 22 Reviews
22 Reviews
User Avatar
Flag of UNITED STATES

Travis

5.0

$40 USD

6 years ago

Create Custom Deluge Code For Zoho Flow

Amazing with Zoho Flow customizations! Highly recommended :)

CRM
Zoho
Coding
Programming

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Flag of IRELAND

Mfagan

5.0

$45 USD

7 years ago

Zoho Books Project for - Mohammed A

Once again Mohammed delivered on time and budget - outstanding support and quality work. Will definately hire again.

Zoho

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F
Flag of AUSTRALIA

Adrian

5.0

$235 USD

7 years ago

Project for Mohammed A. -- 5

Top freelancer - technical expert at ZOHO. Will always recommend,

CRM
Zoho

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Flag of IRELAND

Mfagan

5.0

$222.22 USD

7 years ago

Zoho Books -

This guy is a genius - having been told many times what we wanted was not possible - Mohammed made it happen, on time and on budget, support was and still is exceptional. We will be hiring him again and would have no hesitation in recommending him to anyone looking for custom Zoho work.

Zoho

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Flag of CANADA

Eric

5.0

$168.06 CAD

7 years ago

Assistance with zoho creator

bad experience [18 December, 2018] Very good worker

PHP
Zoho

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Experience

Freelance Zoho Developer & CPQ Specialist

Jan, 2019 - Present

•

7 years, 6 months

MicroCAD Training & Consulting Inc

Jan, 2019 - Present

•

7 years, 6 months

Remote Zoho Developer for MicroCAD Training & Consulting, an Autodesk and Bluebeam reseller based in USA. Designed and maintained a custom CPQ and Zoho CRM ecosystem integrated with Autodesk Partner Center. Built API integrations with Autodesk PWS, developed Node.js pipelines on GCP, integrated Claude AI for sales intelligence, and created custom Zoho CRM widgets and PHP quote pages.

Flag of UNITED STATES

Boston, United States

Jan, 2019 - Present

•

7 years, 6 months

Zoho Specialist

Jan, 2012 - Jul, 2018

•

6 years, 6 months

Across Platforms Inc

Jan, 2012 - Jul, 2018

•

6 years, 6 months

Worked as a Zoho Specialist at Across Platforms, Inc. for several years, responsible for setting up and maintaining the complete Zoho online suite. The project spanned multiple Zoho services including Zoho CRM, Zoho Creator, Zoho Campaigns, Zoho Reports, and Zoho Wiki. Key Responsibilities: Configured Zoho CRM modules and built custom applications in Zoho Creator Developed API integrations across all Zoho applications Maintained the complete system post-deployment and handled all related tasks

Jan, 2012 - Jul, 2018

•

6 years, 6 months

Education

Khulna University of Engineering and Technology

2008 - 2012

•

4 years

B.Sc in Industrial & Production Engineering

Flag of BANGLADESH

Bangladesh

2008 - 2012

•

4 years

Certifications

G

General Orientation Exam

F

Foundation vWorker Member

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