Document Gate Pro — email-verified download gating
A WordPress plugin that gates file downloads behind a verified email address and hands the captured lead straight to Zoho CRM.
Resources
Project type: Automation
SR Tools — a browser-based business tool platform
Eight browser-based calculators and document generators on a shared PHP backend, with an admin dashboard and an automated test suite.
Staged invoice automation in Zoho Books
Sales orders that split themselves into contract-matching invoice stages, linked back to the originating CRM deal.
Duplicate lead prevention in Zoho CRM
Custom Deluge logic that checks before it creates, plus a cleanup pass over years of accumulated field noise.
Website-to-CRM lead capture integration
WordPress enquiry forms writing directly into Zoho CRM with source, campaign and page attached, replacing a shared inbox.
SR Screen Recorder desktop application
A cross-platform Electron desktop recorder built for producing client walkthroughs and training material.
Zoho CRM to Xero integration for an agency
Won deals creating Xero invoices with the right line items, and payments flowing back to the deal record.
Zoho Forms and Sign workflow for a care provider
Referral and consent forms captured digitally and signed, replacing a scanning and filing process.
Client portal for an accountancy practice
A secure area where clients upload records and track return status, replacing an email thread per client.
Zoho Campaigns and CRM alignment for a services firm
Marketing lists synced with CRM segments, so campaigns stopped going to customers who had already bought.
Quote configurator for a manufacturing business
A guided configurator turning a fifteen-option product into a quote sales can issue in minutes.
Appointment reminder automation for a dental practice
Automated reminders across SMS and email, aimed squarely at the no-show rate.
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