CRM Developer & AI Process Automation Expert*

Key Responsibilities

- CRM Development & Customization

- Develop, customize, and maintain CRM applications, primarily using Zoho CRM and related Zoho applications
- Create and manage CRM modules, custom functions, workflows, automation rules, and business logic
- Develop customized CRM solutions based on business requirements
- Manage CRM data, customer records, lead management, follow-ups, and process tracking
- Optimize CRM workflows to improve efficiency and reduce manual operations
- Troubleshoot and resolve technical issues related to CRM applications and configurations

2. AI Process Automation
- Design, develop, and implement AI-driven process automation solutions to streamline business operations
- Identify repetitive manual tasks and automate them using AI tools, workflows, and integrations
- Configure and implement AI tools, AI agents, and automated business processes
- Develop AI-powered workflows for customer support, internal operations, and business process management
- Train and configure AI modules based on business requirements, FAQs, response patterns, and process workflows
- Monitor AI-generated outputs and optimize workflows to improve efficiency and performance
- Explore new AI technologies and automation tools to identify opportunities for process improvement

3. Workflow Automation & System Integration
- Design and implement automated workflows across CRM applications and other business systems
- Integrate Zoho CRM with WhatsApp, Double Tick, AI tools, and third-party applications
- Work with APIs, webhooks, REST APIs, and integration platforms to connect different systems
- Develop custom functions and automated triggers to streamline business processes
- Test, debug, and maintain integrations to ensure smooth data flow and system functionality
- Identify integration gaps and recommend suitable technical solutions

4. WhatsApp & Double Tick Automation
- Manage, develop, and optimize Double Tick automation and WhatsApp-based communication processes
- Configure WhatsApp automation, chatbot workflows, message templates, triggers, and automated responses




- Develop and maintain AI-powered chat process automation for customer support
- Integrate WhatsApp communication workflows with CRM systems and customer databases
- Configure automated customer follow-ups, notifications, and escalation workflows
- Troubleshoot issues related to WhatsApp automation, Double Tick, chatbot workflows, and integrations

5. AI Chatbot & Customer Support Automation
- Develop and optimize AI-powered chatbot workflows for customer support processes
- Configure AI responses using FAQs, product information, customer queries, and business guidelines
- Train AI modules to understand customer queries and provide relevant responses
- Define escalation rules for queries requiring human intervention
- Monitor chatbot performance and identify areas for improvement
- Collaborate with customer support teams to understand requirements and improve automated communication

6. Testing, Support & Documentation
- Test and validate CRM customizations, AI workflows, and integrations before deployment
- Monitor automation performance and resolve technical issues
- Maintain documentation of CRM configurations, custom functions, integrations, and automation workflows
- Provide technical guidance and training to internal teams on CRM applications and automation tools
- Coordinate with different departments to understand business requirements and implement suitable solutions
- Continuously improve existing systems to enhance productivity and reduce manual work

Candidate Requirements

- Hands-on experience in CRM development and customization, preferably Zoho CRM
- Solid understanding of AI process automation and workflow development
- Experience with CRM modules, custom functions, workflows, automation rules, and business logic




- Knowledge of Zoho applications and third-party integrations
- Understanding of APIs, REST APIs, webhooks, and system integrations
- Knowledge of AI tools, AI agents, chatbot development, and AI-powered automation
- Experience configuring AI workflows, prompts, FAQs, automated responses, and business processes
- Familiarity with WhatsApp Business API, WhatsApp automation, and Double Tick automation
- Understanding of customer support processes and CRM data management
- Strong analytical, troubleshooting, and problem-solving skills
- Ability to understand business requirements and convert them into technical solutions
- Good communication and coordination skills
- Ability to learn new AI technologies and automation platforms quickly

Preferred Skills

- Experience with Zoho Deluge or other CRM scripting languages
- Knowledge of third-party automation platforms and integration tools
- Experience developing custom CRM functions and connecting multiple business applications
- Familiarity with AI APIs, LLM-based applications, prompt engineering, and AI agents
- Experience implementing end-to-end business process automation solutions
- Primary Focus Areas
- CRM Development & Customization
- AI Process Automation
- Workflow Development & System Integrations
- Zoho CRM & Application Management
- AI Chatbot and Customer Support Automation

Role Expectations

- The candidate will primarily focus on developing and maintaining CRM solutions and implementing AI-driven process automation across business operations. The role requires a hands-on technical professional who can understand business requirements, develop customized solutions, integrate multiple systems, and continuously improve processes through automation.
- Experience with Double Tick and WhatsApp automation will be valuable, but the major emphasis will be on CRM development, AI automation, and end-to-end business process optimization.

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Oratech Lifestyle Pvt. Ltd.

201, 2nd Floor, Bund Garden, Connaught Place, Sangamwadi, Pune

OWNAIR | SEZNIK

📌 CRM Developer And AI Process Automation Expert (Pune)
🏢 Oratech Lifestyle
📍 Pune