Mostafa Badawy

Zoho CRM

I build end-to-end CRM automations—workflows, custom and scheduled functions, assignment rules, custom modules and fields, email templates and notifications, SMS, profiles and roles, Blueprints, approval processes, connections, variables, and third-party integrations, etc.

Zoho Creator

I build full Zoho Creator solutions: portals and user profiles, forms and subforms, pages with HTML snippets, dashboards and reports (with publishing). I also design workflows, scheduled and batch functions, approvals, payments, custom applications, React/Next.js widgets, and SDK/API integrations, etc.

Zoho Inventory

I implement end-to-end inventory operations: multi-warehouse management with serial and batch tracking, barcode scanning, reorder points, purchase and sales orders, invoicing, packaging, shipments and returns, product bundles, price lists, and tax rules—fully integrated with Zoho Books/CRM plus storefronts and payments (e.g., Shopify, Stripe).

Zoho Books

I implement end-to-end finance workflows in Zoho Books: invoicing and estimates, expenses and bills, banking feeds with smart reconciliation, VAT/GST compliance, multi-currency, approvals, payment links and client portal, automation (workflows/functions), and integrations with Zoho Inventory/CRM plus payment gateways such as Stripe and PayTabs.

Zoho Invoice

I set up streamlined invoicing flows: create quotes/estimates, convert to invoices, manage recurring billing and subscriptions, send payment links and smart reminders, handle taxes/discounts and multi-currency, and enable a client portal—fully automated and integrated with Zoho Books/CRM and payment gateways like Stripe and PayTabs.

Zoho Forms

I design branded, conversion-friendly forms: custom fields and layouts, conditional rules, validation, multi-page flows, and approvals. Includes email/SMS notifications, file uploads, payments, PDF generation and e-signature, prefill/redirects, and integrations through Zoho Flow, Zapier, and webhooks to CRM/Books/Desk and more.

Zoho Sign

I implement secure, compliant e-signature flows with Zoho Sign: reusable templates, multi-recipient routing and roles, conditional fields, reminders and expirations, signer authentication, detailed audit trails, and PDF generation—integrated with Zoho CRM/Books/Forms/Flow and third-party apps.

Zoho Writer

I build automated document workflows in Zoho Writer: collaborative editing with track changes and comments, role-based permissions, reusable templates with merge fields, mail-merge from CRM/Books, approvals and e-signature via Zoho Sign, and one-click export/publish (PDF/DOCX). Everything is wired to workflows and APIs for end-to-end automation.

Zoho WorkDrive

I set up secure, collaborative file hubs in Zoho WorkDrive: team folders with granular roles, external sharing with passwords/expiries, file requests, version history and recovery, labels, and detailed audit logs. Fully integrated with Zoho Writer/Sheet/Show, CRM, Creator, and workflows/APIs.

Zoho Bookings

I set up end-to-end scheduling in Zoho Bookings: branded pages and embeddable widgets, multi-staff/services/resources with capacity, time-zones and buffers, working hours/holidays, round-robin assignment, payments and deposits, policy controls, and automated email/SMS reminders with reschedule/cancel links. Fully synced with Google/Zoho Calendar and integrated with Zoho CRM/Books plus webhooks, Flow, and Zapier.

Zoho Projects

I set up end-to-end project management in Zoho Projects: structured plans with milestones and task hierarchies, dependencies with Gantt/critical path and baselines, time tracking and timesheets tied to billing, resource utilization, and automations/Blueprints with custom fields/views. Includes issue tracking and integrations to Zoho CRM/Books/Desk, GitHub/Bitbucket, Slack, and webhooks/Flow.

Zoho Desk

I implement end-to-end service desks: omnichannel intake (email, WhatsApp, live chat), ticket workflows with SLAs and escalations, automations/macros and assignment rules, Blueprints, knowledge base and FAQs, CSAT and feedback, and real-time reports/dashboards—integrated with Zoho CRM/Books/Projects plus messaging apps.

Zoho Survey

design research-grade survey programs in Zoho Survey: advanced question types with logic, piping, and skip/display rules; quotas and multilingual support; branded themes and custom domains; email/SMS sharing; anonymous or identified responses; and PDF/CSV exports with real-time dashboards—integrated to Zoho CRM/Desk/Analytics through Flow, Zapier, and webhooks.

Zoho People

I implement streamlined HR operations with Zoho People: centralized employee records, onboarding checklists, attendance and timesheets, shift and leave management with approvals, performance reviews and goals, document management, and an employee self-service portal—connected to Payroll/Books/Desk and automated via workflows and custom APIs.

Zoho Recruit

I build end-to-end hiring pipelines in Zoho Recruit: branded career pages and multi-channel job postings, candidate pipelines with custom stages, resume parsing and sourcing, interview scheduling with scorecards and panel feedback, offer letters and approvals, background checks and compliance. Everything is automated with workflows and integrated with Zoho People/CRM, portals, and APIs.

Zoho Analytics

I deliver end-to-end BI in Zoho Analytics: data preparation and blending across 250+ connectors, custom SQL, pivot tables and summary views, KPI dashboards with cohort/funnel/geo charts, and Zia AI insights. Includes row-level security, scheduled refresh and email/PDF delivery, anomaly alerts, and secure embeds—wired to Zoho CRM/Books/Desk, Creator, and third-party sources.