Bijoy M B

Co-Founder

Chennai, Tamil Nadu, India8 yrs 1 mo experience
Highly StableAI Enabled

Key Highlights

  • 7+ years of experience at Zoho Corporation.
  • Led 200+ successful Zoho implementations globally.
  • Expert in AI-powered automation and Zoho customization.
Stackforce AI infers this person is a SaaS expert specializing in CRM and automation solutions.

Contact

Skills

Core Skills

Zoho One EcosystemAi AutomationZoho One IntegrationZoho Finance AutomationTechnical Support

Other Skills

AI AgentsAnalytical SkillsAutomationBusiness AnalysisCustomer Relationship Management (CRM)DelugeGoZenInterpreting DataJSONN8NREST APIRequirements AnalysisSQLScriptingSoftware as a Service (SaaS)

About

𝐙𝐹𝐡𝐹 𝐂𝐑𝐌 & 𝐅𝐱𝐧𝐚𝐧𝐜𝐞 đ„đ±đ©đžđ«đ­ | 𝟑× đ™đšđĄđšđ„đąđœđŹ đ’đ©đžđšđ€đžđ« | 𝐀𝐈 & 𝐀𝐼𝐭𝐹𝐩𝐚𝐭𝐱𝐹𝐧 đ’đ­đ«đšđ­đžđ đąđŹđ­ | đ…đšđźđ§đđžđ« – đ˜đžđ„đšđđšđŹđž After 7+ years inside Zoho HQ—moving from product expert to trainer to core implementation lead—I now help companies on Upwork replace their patchwork of apps with one intelligent, self‑optimizing system. So far I’ve guided 200+ businesses in 20+ countries through smooth Zoho rollouts and build systems that think, adapt, and scale. Here’s what I bring to the table: 𝐙𝐹𝐡𝐹 𝐎𝐧𝐞 đ„đ±đ©đžđ«đ­đąđŹđž: From CRM, Books, Inventory, Desk, and Campaigns to Creator and Flow—I'll set up everything based on how your business works. 𝐀𝐈-đđšđ°đžđ«đžđ 𝐀𝐼𝐭𝐹𝐩𝐚𝐭𝐱𝐹𝐧: * Smart agents using the Deep Agent Platform * Automated workflows via n8n, Make, Zapier, and Zoho Flow * Deluge scripting and API-based automations that cut hours of manual work đŒđšđ«đ€đžđ­đąđ§đ  𝐀𝐼𝐭𝐹𝐩𝐚𝐭𝐱𝐹𝐧: * Customer journey building using GoZen * Lead nurturing, list segmentation, and email automation with Zoho Campaigns đ“đžđŠđ©đ„đšđ­đžđŹ & 𝐂𝐼𝐬𝐭𝐹𝐩𝐱𝐳𝐚𝐭𝐱𝐹𝐧: * Pixel-perfect templates, webforms, and portals via HTML & CSS * Custom marketplace apps and multi-platform integration 𝐃𝐚𝐭𝐚 đŒđąđ đ«đšđ­đąđšđ§: Move your data cleanly from platforms like Salesforce, QuickBooks, Xero, HubSpot, Zendesk, and Google Drive—no downtime, no errors. đ“đ«đšđąđ§đąđ§đ  & đ’đźđ©đ©đšđ«đ­: Live workshops, process documentation, and on-demand support to make sure your team actually uses what we build. 𝐖𝐡đČ đ‚đ„đąđžđ§đ­đŹ đ“đ«đźđŹđ­ 𝐌𝐞 ? 7+ years inside Zoho Corporation HQ, directly involved in product customization / implementation and training Core team member in Zoho Finance & Creator customization—worked with automation features before they were mainstream 100+ successful Zoho implementations, with video testimonials featured on Zoho’s official YouTube channel Top Rated on Upwork, trusted by 100+ businesses Known for fast communication, clean delivery, and clear documentation đ“đšđšđ„ đ’đ­đšđœđ€: Zoho CRM ‱ Zoho Books ‱ Zoho Inventory ‱ Creator ‱ Desk ‱ Campaigns ‱ SalesIQ ‱ Flow ‱ Analytics ‱ GoZen ‱ Deep Agent ‱ Make ‱ n8n ‱ Zapier ‱ Google Workspace ‱ Microsoft 365 𝐋𝐞𝐭’𝐬 đ­đšđ„đ€ 𝐱𝐟 đČđšđźâ€™đ«đž: → Tired of juggling disconnected tools → Ready to embed AI into your operations đđšđšđ€ 𝐚 đ…đ«đžđž đ‚đšđ§đŹđźđ„đ­đšđ­đąđšđ§ 𝐚𝐭 𝐭𝐡𝐞 đ„đąđ§đ€ đ›đžđ„đšđ° 𝐚𝐧𝐝 đ„đžđ­â€™đŹ 𝐜𝐹-đœđ«đžđšđ­đž đČđšđźđ« đ§đžđ±đ­ đđąđ đąđ­đšđ„ 𝐬𝐼𝐜𝐜𝐞𝐬𝐬 đŹđ­đšđ«đČ: https://book.yelobase.com/#/BijoyMB

Experience

Yelobase: zoho implementations and ai agents

Founder | Zoho One Implementation, AI Agents & Marketing Automation

Aug 2023 – Present · 2 yrs 7 mos

  • I help growing businesses build systems that run themselves. With over 7 years at Zoho HQ and 200+ global implementations behind me, I now lead YeloBase IT Solutions, where we combine the power of Zoho with next-gen automation tools to streamline operations, customer journeys, and growth.
  • Core Specialties:
  • 𝐙𝐹𝐡𝐹 𝐎𝐧𝐞 𝐄𝐜𝐹𝐬đČ𝐬𝐭𝐞𝐩: Full implementation, advanced customization, and automation across CRM, Finance, Inventory, Desk, Campaigns, and Creator.
  • đ–đšđ«đ€đŸđ„đšđ° & 𝐀𝐈 𝐀𝐼𝐭𝐹𝐩𝐚𝐭𝐱𝐹𝐧:
  • Deep automation using Deluge, Webhooks, and Blueprints
  • AI-driven agents using Deep Agent Platform
  • Visual low-code workflows via n8n, Make (Integromat), Zoho Flow, and Zapier
  • đŒđšđ«đ€đžđ­đąđ§đ  𝐀𝐼𝐭𝐹𝐩𝐚𝐭𝐱𝐹𝐧:
  • Campaign automation using Zoho Campaigns
  • End-to-end customer journey builders with GoZen Growth
  • Lead gen, drip campaigns, and AI-based lead scoring
  • 𝐂𝐼𝐬𝐭𝐹𝐩𝐱𝐳𝐚𝐭𝐱𝐹𝐧 & đˆđ§đ­đžđ đ«đšđ­đąđšđ§:
  • Custom templates (quotes, invoices, portals) with HTML/CSS
  • Seamless connections with Google Workspace, Microsoft 365, REST APIs, and third-party apps
  • 𝐃𝐚𝐭𝐚 đŒđąđ đ«đšđ­đąđšđ§:
  • From QuickBooks, Xero, Salesforce, HubSpot, Google Drive, FreshBooks, Zendesk—without downtime
  • đ“đ«đšđąđ§đąđ§đ  & 𝐎𝐧𝐠𝐹𝐱𝐧𝐠 đ’đźđ©đ©đšđ«đ­:
  • SOPs, live sessions, and on-demand support from someone who’s trained teams across the globe
  • 𝐎𝐼𝐭𝐜𝐹𝐩𝐞:
  • Connected, intelligent systems that save time, reduce error, and scale with ease—designed and delivered by someone who knows Zoho from the inside.
Zoho CampaignsZoho One ArchitectZoho Creator Low-Code PlatformAnalytical SkillsZoho CRMZoho Analytics BI+12

Zoho

4 roles

Zoho One Architect and Development | Zoho

Promoted

May 2022 – Jul 2024 · 2 yrs 2 mos

  • >Provide in-depth expertise across the Zoho One suite, helping businesses seamlessly integrate and optimize multiple Zoho applications.
  • >Lead complex automation projects, crafting custom workflows and scripts to unify operations across departments.
  • >Offer advanced troubleshooting and strategic guidance to resolve issues and maximize the value of Zoho One for clients.
  • >Collaborate with product teams to refine Zoho One’s features, ensuring alignment with customer needs and market trends.
  • >Oversee the deployment and implementation of Zoho One solutions, ensuring successful adoption and performance.
  • >Deliver training and knowledge transfer sessions to both internal teams and customers, enhancing their ability to leverage Zoho One.
Zoho CampaignsZoho One ArchitectAnalytical SkillsZoho PeopleZoho OneCustomer Relationship Management (CRM)+3

Solutions Architect- SCM | Zoho Finance | Zoho

Promoted

May 2019 – Apr 2022 · 2 yrs 11 mos

  • >Provided expert guidance on Zoho Finance products, automating financial workflows and integrating with other business systems.
  • >Developed custom automation scripts to optimize financial processes.
  • >Resolved complex issues through detailed troubleshooting and remote support sessions.
  • >Collaborated with the development team on product enhancements and supported solution deployments.
  • >Contributed feedback to R&D and participated in knowledge transfer and documentation to empower team members and customers.
  • >Stayed updated on emerging technologies to enhance team and customer expertise in Zoho Finance.
Zoho CampaignsZoho One ArchitectAnalytical SkillsZoho PeopleZoho OneCustomer Relationship Management (CRM)+3

Technical Support Engineer | Zoho Finance

May 2018 – May 2019 · 1 yr

  • As a Tech support Engineer with Zoho, I:
  • >Answer queries related to APIs and automation scripts
  • >Automating business workflows by scripting and implementing custom functions
  • >Handling support requests and troubleshooting Zoho Products through remote screensharing sessions
  • > Work with core team on list of potential feature developments and solutions
  • > Support deployment of solution
  • > Provide feedback to R&D
  • > Participate in knowledge transfer, documentation and information sharing
  • > Stay abreast of on new technology, share information about solution to enable customer/team competence build
Zoho CampaignsZoho PeopleZoho OneSolution ImplementationZoho Marketing AutomationTechnical Support

Project Intern

Jan 2018 – May 2018 · 4 mos

Education

Loyola-ICAM College of Engineering and Technology

Bachelor of Technology (B.Tech.) — Information Technology

Jan 2014 – Jan 2018

Don Bosco High School - India

Computer Science

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