Vijaysinh Sarvaiya
CRM Consultant & Selection Specialist
Founding Consultant
✓ Advoira Listed
⚡ Quick Responder
NDA Friendly
15.00
Per hour (USD)
CRM
Primary domain
Available
For new projects
Professional Summary
I typically work with small to mid-size businesses across real estate, SaaS, retail, and manufacturing who know they need a CRM but have no idea where to start. The decision feels overwhelming — too many options, too many opinions online.
I cut through that by understanding their actual sales process first, then recommending and implementing the right tool — not the most popular one. I don't work with vendors and I don't earn referral fees. My only goal is the right outcome for your business.
I cut through that by understanding their actual sales process first, then recommending and implementing the right tool — not the most popular one. I don't work with vendors and I don't earn referral fees. My only goal is the right outcome for your business.
Software Expertise
Zoho CRM
Zoho One
HubSpot
Services Offered
CRM & ERP
CRM Advisory & Strategy
CRM Selection Advisory
CRM Implementation
Industry Experience
SaaS / Tech
Real Estate
Manufacturing
Typical Use Case
Over the past few years, I’ve worked with clients from across the globe—including the US, Germany, India, Australia, and the Philippines—delivering tailored Zoho solutions for industries like healthcare, education, logistics, e-commerce, and manufacturing. Every project has deepened my understanding of how to translate business needs into efficient systems.
Whether it’s building a new system from scratch or optimizing an existing setup, I focus on making technology work better for the people using it. I’m always open to new projects, collaborations, or even a quick conversation about workflow automation.
Let’s connect and explore how Zoho can work harder for your business.
Problems I Solve
Customizing Zoho CRM with Blueprints, workflows, and Deluge scripting Designing role-based Zoho Creator apps with API integrations Implementing seamless flows with Zoho Books, Forms, People, Campaigns, and Flow Connecting platforms via Zapier, Make, and Automate.io
Project Highlights
CRM Selection & Implementation — SaaS Startup
Helped a 40-person SaaS company evaluate and choose between Salesforce and HubSpot. Led full HubSpot implementation including pipeline setup, contact migration from spreadsheets, and sales team training.
HubSpot
CRM Selection
Implementation
Training
✓ Team adoption reached 90% within 3 weeks of go-live
Zoho One Rollout — Real Estate Firm
Full Zoho One implementation for a 25-person real estate business managing leads, listings, and client follow-ups. Migrated 3 years of lead data from Excel and built automated follow-up workflows.
Zoho One
Data Migration
Automation
✓ Lead response time reduced from 4 hours to under 20 minutes
CRM Audit & Rebuild — Retail Chain
Audited an existing Salesforce setup that the team had abandoned. Identified configuration issues and rebuilt the CRM around actual sales workflows. Conducted role-specific training for 15 staff members.
Salesforce
Audit
Training
✓ CRM daily active usage went from 12% to 78% post-rebuild
Engagement Details
Engagement Models
Project-Based
Advisory / Consulting
Monthly Retainer
Typical Project Duration
2-6w
Willing to Travel
Yes, within Ahmedabad
NDA
Yes, signs NDAs
Currency
USD · INR accepted
Client Reviews
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$25/hr
INR billing available on request
✓ Free 20-minute call, no obligation
✓ No payment required to book
✓ Direct conversation, no middleman
✓ You hire directly — Advoira takes nothing
Available for new projects
Response time
Usually within 4 hrs
Experience
3–5 Years
Active since
2009
Location
Mumbai , $India
Timezone
GMT+05:30
Languages
English · Hindi · Gujarati
Domain
CRM Specialist
LinkedIn Profile
https://www.linkedin.com/in
↗
Website
www.google.com
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⚠ Independent Marketplace
Advoira connects you with this consultant but is not a party to any agreement you make. All project terms, pricing, and deliverables are agreed directly between you and the consultant. Advoira takes no commission.
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