RS
Consultant & Solution Architect · Product · Delivery

Rajeev
Srivastava

Years of Building & Delivering

Expert Zoho Consultant & Solution Architect and versatile product professional across B2B SaaS, startup, and enterprise environments, turning complex business challenges into scalable digital solutions with measurable impact.

Years Experience
250+
Projects Completed
10+
Industries Served
92%
Error Reduction
Rajeev Srivastava
Rajeev Srivastava
Consultant & Solution Architect · Product · Delivery
Rajeev Srivastava professional headshot
Years of Impact
Who I Am

A Professional Who
Bridges Gaps

Consultant, Solution Architect, and Product professional with over years of experience across consulting, product management, delivery, and operations — in startups, B2B SaaS, and enterprise environments.

I am passionate about understanding how businesses really work — identifying what slows them down and designing solutions that are practical, scalable, and built to last. I bring curiosity, ownership, and a genuine commitment to creating value that outlives the engagement.

Services

How I Can Help You

I work with businesses across consulting, product, and operations — helping them design better processes, implement the right tools, and get more out of what they already have. Below is my current offering under Zoho consulting. More service categories will be added over time.

Free
Let's Just Talk — Free Discovery Call

Not sure where to start? Let's have a relaxed 20-minute conversation about your business, your current Zoho setup (or lack of one), and whether I can help. No agenda, no pitch, no commitment.

₹9,999
Zoho Health Check — Audit & Roadmap Session

A structured 60-minute deep-dive into your current Zoho setup. I'll identify what's broken, what's missing, and the 5–7 highest-impact fixes. You'll walk away with a written report, a prioritised quick-win roadmap, and a short Loom video walkthrough — all within 48 hours.

Ready to Take the First Step?

Whether you want a quick conversation or a full audit of your Zoho setup — both options are straightforward, no-obligation, and designed around your time.

Free — 20 Min
Discovery Call
A relaxed conversation. No prep needed.
₹9,999
Zoho Health Check Audit
60 min deep-dive + written report + Loom walkthrough.
The Zoho Platform

Zoho Ecosystem

Zoho offers one of the world's most comprehensive business software ecosystems — from CRM and accounting to HR, marketing, and developer tools. Below is a structured overview of the full Zoho platform: its unified suite Zoho One, all individual Suites, and every standalone application by category.

Zoho One — The Operating System for Business

A single subscription that bundles 45+ integrated Zoho applications into one unified platform. Zoho One eliminates the need for multiple SaaS vendors by giving every department — sales, finance, HR, marketing, support — a connected suite of tools that share data, automate workflows across apps, and provide a single source of truth for the entire organisation.

45+ Apps Cross-department automation Single sign-on Unified analytics Admin console
Suites

Bundled Suites for Every Department

Purpose-built bundles that combine the most relevant Zoho apps for a specific business function — more focused than Zoho One, and more integrated than buying apps individually.

CRM Plus
Unified customer experience platform for sales, marketing & support teams.
  • CRM
  • SalesIQ
  • Campaigns
  • Social
  • Desk
  • Projects
  • Analytics
  • Survey
Workplace
Centralized productivity & communication suite for daily team operations.
  • Mail
  • Cliq
  • WorkDrive
  • Meeting
  • Writer
  • Sheet
  • Show
  • Connect
Finance Plus
Interconnected financial management covering accounting, billing & payments.
  • Books
  • Invoice
  • Expense
  • Inventory
  • Billing
  • Checkout
People Plus
End-to-end digital HR platform from recruitment to payroll.
  • People
  • Recruit
  • Payroll
  • Expense
  • Cliq
  • Connect
Marketing Plus
Unified marketing platform for campaigns, events & performance analytics.
  • Campaigns
  • Social
  • Backstage
  • PageSense
  • Webinar
  • Survey
  • Analytics
Service Plus
Integrated customer service toolkit connecting helpdesk with field teams.
  • Desk
  • Assist
  • FSM
  • Lens
Projects Plus
Unified project portfolio workspace for agile and traditional delivery.
  • Projects
  • Sprints
  • BugTracker
Creator Plus
App lifecycle workspace to build, deploy, and connect custom software.
  • Creator
  • Flow
  • Analytics
Individual Applications

All Apps by Category

Every standalone Zoho application, organised by business function.

Sales
Tools designed to increase sales team productivity and manage customer relationships.
▼
CRM
Comprehensive customer relationship management for customer-facing teams.
Bigin
Simple pipeline-centric CRM tailored for small businesses moving away from spreadsheets.
Sign
Secure digital signature application for legally binding business documents.
SalesIQ
Digital customer engagement platform with live chat to track and convert website visitors.
Forms
Online form builder to collect data and responses for various business needs.
RouteIQ
Sales map visualisation and optimal route planning for field sales agents.
Bookings
Appointment scheduling app for managing customer consultations and bookings.
Thrive
Complete customer loyalty platform built to reward, retain, and grow your consumer base.
POS
Modern retail point-of-sale system to manage transactions and streamline store operations.
Marketing
Multi-channel marketing tools to engage prospects and personalise experiences at scale.
▼
Campaigns
Email marketing software to create, send, and track targeted, conversion-driven campaigns.
Social
All-in-one platform to schedule, monitor, and manage social media channels.
Backstage
End-to-end event management software for conferences, meetups, and product launches.
Survey
Online survey tool to create custom questionnaires and extract audience feedback.
Marketing Automation
All-in-one software to orchestrate lead generation and multi-channel marketing campaigns.
Sites
Drag-and-drop website builder with extensive visual customisation options.
Webinar
Dedicated platform for hosting, webcasting, and managing large-scale online webinars.
PageSense
Website conversion optimisation platform with heatmaps, A/B testing, and personalisation.
LandingPage
Builder focused on creating optimised, high-converting standalone landing pages.
Domains
Domain name registration, secured transfers, and secure DNS management.
CommunitySpaces
Online community platform for brands to build interactive networks and engage members.
Service & Support
Platforms that empower support agents and field workers to deliver great customer service.
▼
Desk
Comprehensive context-aware helpdesk and customer support ticketing software.
Assist
Remote support and unattended remote desktop access software for IT troubleshooting.
FSM
End-to-end field service management for scheduling, dispatching, and tracking technicians.
Finance
Back-office operations tools for accounting, expenses, and transaction management.
▼
Books
Powerful cloud accounting to track finances, manage invoices, and maintain tax compliance.
Expense
Corporate travel and automated expense reporting management platform.
Payroll
Employee payroll processing software configured for automatic tax deductions.
Inventory
Multi-channel stock management and inventory tracking system.
Billing
End-to-end subscription lifecycle billing management for businesses.
Invoice
Free online invoicing platform optimised for freelancers and small businesses.
Practice
Secure practice management workspace tailored for accounting and auditing firms.
Checkout
Payment collection portal with custom-branded, secure payment checkout pages.
Payments
Unified secure payment gateway for collecting business revenue.
Spend
Centralised platform to track, control, and approve corporate cash outflows.
ERP
Cohesive corporate planning software to manage enterprise supply chains and finances.
Email, Storage & Collaboration
Core communication suites and productivity systems built for day-to-day operations.
▼
Mail
Ad-free, secure email service hosted for businesses of all sizes.
WorkDrive
Secure online cloud content storage and team file management platform.
Connect
Internal corporate social network and employee experience engagement platform.
Cliq
Team messaging app with real-time chat channels, audio, and video calling.
ZeptoMail
Cloud service optimised for high-deliverability transactional email delivery.
Meeting
Browser-based video conferencing tool built for remote meetings and webinars.
Learn
Corporate learning management system and internal training manual platform.
TeamInbox
Shared email inboxes built for collaborative department sorting (info@, sales@, etc.).
Writer
Collaborative word processor for distraction-free content writing and real-time reviews.
Sheet
Collaborative spreadsheet tool with data validation, pivot functions, and charts.
Show
Collaborative cloud presentation software with animation tools and pre-made themes.
Tables
Modern hybrid database-spreadsheet app to structure business data visually.
Notebook
Visually structured note-taking app spanning voice, text, and checklist files.
Calendar
Business calendar for managing schedules, recurring events, and appointment availability.
ToDo
Task tracker for scheduling personal deadlines or organising team itineraries.
PDF Editor
Online utility to split, merge, annotate, sign, and edit text within PDF files.
Office Suite
Productivity bundle linking Writer, Sheet, and Show into a collaborative interface.
Human Resources
Tools built to acquire talent, onboard teams, and manage administrative HR workflows.
▼
People
Centralised HR management handling attendance, leaves, and employee self-service records.
Recruit
Applicant tracking system to source, track, and interview incoming job candidates.
Workerly
Temporary agency platform to match, schedule, and track hourly or temp shifts.
Legal
Applications structured to manage legally binding operations and contract frameworks.
▼
Contracts
Contract lifecycle management software to draft, negotiate, and renew business agreements.
Security & IT Management
Tools dedicated to keeping operational data safe while offering IT infrastructure support.
▼
Vault
Secure password manager to store, generate, and share enterprise credentials safely.
Directory
Identity and Access Management service for user provisioning and Single Sign-On.
Creator
Low-code, AI-powered platform to build custom enterprise cloud applications.
eProtect
Advanced email security layer to defend corporate communications against malware and phishing.
Catalyst
Full-stack serverless platform to build and deploy microservices and APIs.
RPA
Robotic Process Automation to automate repetitive manual UI actions via software bots.
QEngine
Test automation framework to build, manage, execute, and report code testing scripts.
OneAuth
Secure multi-factor authenticator to secure accounts via biometrics or OTPs.
BI & Analytics
Systems crafted to compile, refine, and present raw business data through visual reporting.
▼
Analytics
Self-service business intelligence platform to connect databases and create dashboards.
DataPrep
AI-driven ETL tool to cleanse, model, and prepare raw data for analytics.
Embedded BI
White-labeled analytics tools built to sit directly inside third-party applications.
Project Management
Task execution systems to keep projects on track across agile and traditional styles.
▼
Projects
Milestone-driven project tracker to organise tasks, log timesheets, and map Gantt charts.
Sprints
Agile tool for dev teams to map sprint backlogs, task boards, and velocity charts.
Developer Platforms & IoT
Frameworks to assist developers with integrations, automation, and IoT orchestration.
▼
Flow
Integration platform to build multi-step workflow automations between web apps.
Creator
Low-code platform to build custom enterprise cloud applications with AI assistance.
Catalyst
Full-stack serverless platform to build and deploy microservices or APIs.
IoT
Low-code IoT configuration system to integrate and map live machine data streams.
Apptics
Application analytics suite to monitor mobile app usage, crashes, and performance.
MCP
Modern workflow engine to create agentic processes that act on direct text prompts.
Vertical Studio
Infrastructure to build secure, multi-tenant cloud systems for specialised niche industries.
What I Bring

Core Capabilities

★ Core Expertise
01
Zoho Consulting & SaaS
  • Zoho CRM, Books, Desk, People, Projects
  • Workflow automation & Deluge scripting
  • Implementation, customisation & training
  • API integrations & Zoho Flow
  • Data quality & migration frameworks
02
Product & Business
  • Product discovery & user research
  • BRDs, PRDs & user stories
  • Roadmap & prioritization
  • MVP design & iterative delivery
  • Data-driven decision making
03
Delivery & Execution
  • End-to-end project ownership
  • Agile/Scrum & sprint management
  • Resource planning & estimation
  • Risk management
  • Cross-functional team leadership
04
Operations & Support
  • IT service desk & incident mgmt
  • SLA-driven support
  • Escalation handling
  • Vendor & field coordination
Career Journey

Professional Experience

Dec 2022 – Feb 2026
Xindus Trade Networks Pvt. Ltd.
New Delhi
Product Analyst
  • Led Zoho One consulting and implementation across CRM, Books, Desk, Sign, Forms, Bookings, Campaigns, Social, Backstage, Surveys, Marketing Automation, Sites, Webinar, Expense, Payroll, Connect, ZeptoMail, Meetings, People, Recruit, Vault, Creator, Deluge Scripting, Projects and more
  • Owned end-to-end product lifecycle: discovery, roadmap, delivery, iteration
  • Translated business problems into scalable product requirements
  • Collaborated across engineering, design and stakeholders for feature delivery
  • Defined and tracked success metrics improving performance and adoption
Key Achievements
  • Reduced shipment creation time by 75% — from 60 minutes down to 10–15 minutes
  • Reduced shipment failures and claims by 92% via a custom validation system
  • Built tariff management system cutting contract turnaround from days to minutes
Sep 2022 – Dec 2022
1Cloud Consulting
Dubai & New Delhi
Zoho Consultant
  • Delivered end-to-end Zoho-based solutions from requirements to implementation
  • Configured and customized Zoho applications per business needs
  • Built workflows, automations, and integrations to streamline processes
  • Managed client onboarding, training and solution adoption
Jun 2021 – Sep 2022
V-Align Technologies
Bengaluru
Delivery Owner – Projects
  • Owned end-to-end delivery, billing and client closure
  • Managed Agile execution: sprint planning, backlog, resource allocation
  • Led client communication, reviews and risk management
  • Mentored team members and improved delivery processes
Nov 2018 – Mar 2021
Target Integration
Gurgaon
Project Manager
  • Led Zoho implementation projects covering scope, timeline, quality, and profitability
  • Conducted requirement workshops and translated them into technical solutions
  • Managed stakeholders, demos, UAT and delivery tracking
  • Improved margins via scope control and early risk identification
Featured Project  |  Government of J&K  |  2020
J&K COVID-19 First Helpline Call Centre — Zoho Desk Implementation
During the COVID-19 pandemic, led the team to configure and customise Zoho Desk for the Government of Jammu & Kashmir's first-ever COVID helpline call centre in Srinagar — inaugurated by Lt. Governor G.C. Murmu. The system powered real-time ticket management, SLA tracking, and agent workflows for the government's emergency citizen support operation, enabling swift and organised response during the crisis.
ANI News Coverage ↗ Times of India Coverage ↗
Aug 2017 – Oct 2018
Iron Systems
Noida
Command Center Specialist
  • Provided global enterprise support for Lenovo, Microsoft, and others
  • Managed incidents, field engineers and hardware logistics
  • Coordinated US-based operations and vendor payments
Jun 2014 – Jun 2017
InterGlobe Technologies
Gurgaon
IT Service Desk Engineer
  • Delivered technical support, incident management and SLA adherence
  • Handled onboarding, troubleshooting and system monitoring
Process Associate — IndiGo Process
  • Managed customer queries, bookings, cancellations and escalations
  • Ensured high customer satisfaction and process compliance
Measurable Results

Business Impact

75%
Process Time Reduction
Shipment creation cut from 60 minutes to 10–15 minutes through workflow automation
92%
Error & Failure Reduction
Dramatic reduction in failures via a purpose-built Zoho validation system
250+
Projects Delivered
Across Zoho consulting, product delivery, and operations in 10+ industries
Years of Expertise
Spanning Zoho, Product, Delivery and Operations in diverse environments
What Sets Me Apart

Key Strengths

☉
Zoho Solution Architect
Designs end-to-end Zoho ecosystems that align with business goals — not just configuring apps, but architecting how data flows and teams collaborate across the entire platform.
◈
Business Process Problem Solver
Goes beyond Zoho configuration to identify broken workflows, inefficient handoffs, and data gaps — delivering solutions that actually fix the root cause, not just the symptom.
△
Full-Stack Zoho Expertise
Hands-on experience across 30+ Zoho applications — from CRM and Books to Creator, Flow, and Deluge scripting — with the ability to connect them into a unified, automated operation.
◎
Cross-Functional Fluency
Works seamlessly across product, business, and operations — bridging the gap between technical Zoho capabilities and real-world business outcomes.
✦
Strong Ownership Mindset
Takes full accountability from discovery to go-live and beyond — including post-implementation support, iteration, and adoption tracking.
◆
Implementation that Sticks
Prioritises user adoption and change management alongside configuration — ensuring teams actually use what is built, not just that it technically works.
▲
Stakeholder & Client Communication
Translates complex Zoho technical concepts into plain business language, managing expectations clearly and keeping every stakeholder aligned throughout.
◯
Data-Driven Configuration
Uses Zoho Analytics, custom reports, and defined KPIs to measure whether implementations are working — and iterates based on real usage data, not assumptions.
∞
High Adaptability
Proven ability to deliver across industries from logistics to government, startups to enterprise — adapting quickly to domain-specific requirements and constraints.
Academic Background

Education

2014
B.Sc. (Information Technology)
Kuvempu University, Karnataka
2009
Intermediate
Physics, Chemistry, Math
U.P. Board, Uttar Pradesh
2007
High School
Physics, Chemistry, Math
U.P. Board, Uttar Pradesh
Let's Connect

Let's
Connect

Have a question about Zoho, want to explore working together, or just want to say hello? Reach out through any of the channels below — I usually respond within a few hours.

iam@rajeevsrivastava.com (+91) 9717131413 linkedin.com/in/rajeevsri
A58 Third Floor Front Side, Jeewan Park, West Delhi
Som Bazar Road, New Delhi, Delhi 110059