Microsoft Office + Zoho CRM Help

I’m streamlining internal workflows and need a sharp pair of hands that can move comfortably between Microsoft Office and Zoho CRM.

On the Office side, most of the heavy lifting happens in Excel. I have raw data coming in daily; I need you to shape it into clear, insightful reports and dashboards, then polish the spreadsheets so they’re easy for non-technical colleagues to follow. Strong formatting skills are just as important as solid analytical thinking. Word and PowerPoint come in right after: once the numbers are ready, I’ll ask you to turn key findings into clean Word briefs and concise slide decks that carry the same visual style.

In parallel, our customer records live in Zoho CRM. I’m looking for someone who already knows their way around Zoho’s modules, custom fields, views and basic automation. Typical tasks will include tidying up existing data, configuring views that match our new reporting structure, and making sure the CRM and the Excel reports stay perfectly in sync.

Deliverables I expect:
• Interactive Excel workbook with automated summaries and a presentation-ready layout
• Matching Word brief and PowerPoint deck generated from the same data set
• Updated Zoho CRM configuration and data cleanup, documented so I can maintain it going forward

If you’re comfortable bouncing between advanced Excel work, strong document design skills, and practical Zoho CRM tweaks, I’d love to get started right away.