Streamline your business with smart CRM setups and no-code automation
I design efficient systems so you can focus on growth, not tech headaches
About Me
Hi, I’m Frances — but most people call me Yeng! I’ve spent the past 7 years helping businesses get organized and efficient through Zoho, WordPress, and automation tools. From setting up CRM systems to streamlining lead acquisition and operations, I love creating workflows that just make sense.
As an introvert who enjoys all things tech, I find joy in solving complex problems quietly behind the scenes — making systems run smoother so you don’t have to worry about them. My goal is to build reliable setups that save time and help your business flow better, day after day.
I work best with…
- Small businesses using Zoho, WordPress, Zapier, Make, n8n and GHL
- Service providers who want to save time through automation
- Teams that already have a clear process but need better tool connections
- Teams that already have a manual process in place and would like to automate their process
- Entrepreneurs ready to use their CRM properly — not just collect leads
Services
Practical, reliable support for Zoho, WordPress, and automation tools that keep your business running smoothly
Zoho Setup & Management
- Zoho CRM – Setup, automation, workflow customization, webform integration, email deliverability
- Zoho Flow – Connect Zoho apps and external tools (Google, Slack, WordPress, etc.)
- Zoho Forms – Smart forms with conditional logic and complex integration to other apps
- Zoho Analytics – Dashboards and reports for business tracking, custom query tables
- Zoho Bookings – Appointment booking setup and CRM link
- Zoho Sign – E-signature setup + automation
- Zoho WorkDrive – File management, shared document setup and automated folder setup
- Zoho SalesIQ – Website live chat setup, chatbot creation, and CRM integration
GHL Management
- Account Setup & Configuration – Agency setup, Sub-account creation and onboarding, Domain connection & DNS setup, Email/SMS provider setup (Lead connector), A2P 10 DLC registration, User roles and permission setup
- Website, Funnel & Landing Page Buildouts and Forms – Custom website setup, funnel creation, checkout page setup with Stripe/Paypal, Form & Survey creation
- Automation & Workflow Setup – Workflow automation buildout (Lead nurturing, CRM automation, Calendar automation, IVR)
- Voice AI Agent – Setup knowledgebase, AI Agent training etc.
- CRM Customization & Object Setup – custom fields, custom objects and data structuring
- Integrations & Tech Setup – zapier, make.com integration, third party apps (calendly, zoho, slack, notion, stripe, paypal etc.)
- Admin, Back-Office & Maintenance Support – monthly GHL admin support, sub-account setup for client onboarding, troubleshooting & cleanups
WordPress Management
- Website layout with basic SEO and security setup
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Website updates and maintenance
Form integrations (Zoho Forms, WPForms, Elementor, Divi, Beaver Builder) - Domain and Hosting setup
- Google Analytics and Search console integration
Automation & Integration
- Workflow automations using Make.com, n8n and Zapier
- Connect CRM, WordPress, email, and other tools seamlessly
- Notification, task, and data sync automations
- Reduce manual work with multi-step workflows
Systems I’ve Built
For privacy reasons, I don’t display live client systems. The projects shown here are examples I built in my own account to demonstrate how I approach automation and integration work.
Testimonial
Honest feedback from people who’ve trusted me with their setup and automation
She is a remarkable person who takes pride in her work and is always looking to better her skills, knowledge, and expertise. Her commitment to ensuring the tasks assigned to her are completed in a timely manner, is one that very few people have. Frances is a professional who understands business requirements, project management, and various technology tools and platforms. She is creative in the way she approaches how to solve problems. She is always doing her best to understand the tasks assigned to her prior to working on developing solutions. Her goal is always to find a simple and user-friendly solution that simplifies the task the client wants to accomplish. She is very detail oriented. In the world of technology, we face many challenges in various ways, but some way, somehow Frances finds solutions to the problems.
If you want your business process and technology problems solved, I highly recommend Frances
Luis Camarena
CEO, Asentex Inc
Frequently Asked Questions
Still unsure? These FAQs will help you make the right decision. Everything you need to know before getting started.
General FAQs
What types of projects do you handle?
I help small to mid-sized businesses streamline their workflows using Zoho, WordPress, and automation tools like Make and Zapier. Whether it’s CRM setup, form integration, chatbot creation, or process automation — I specialize in practical, result-driven solutions.
Do I need to know exactly what I want before hiring you?
Yes — I work best with clients who already have a defined process or clear goals for automation. If you can describe or diagram your workflow, I can quickly turn it into a working automation or system.
What if I’m not sure how to explain my process?
You don’t need technical knowledge — just clarity. Before starting, I’ll send a short questionnaire to help you map your workflow in simple terms (who does what, when, and how). If your process isn’t ready yet, I can recommend steps to organize it before we begin.
Zoho Services
Which Zoho apps do you work with?
I’m proficient in Zoho CRM, Flow, Forms, Analytics, Bookings, Books (configuration only), Sign, WorkDrive, and SalesIQ (including chatbot setup).
Can you build Deluge scripts or custom workflows?
Yes, I can create custom Deluge functions, workflows, and integrations to connect your Zoho apps with other platforms or automate internal tasks.
GHL Services
What exactly do you help with in Go High Level?
I handle everything from account setup, funnels, website building, domain connection, email setup, A2P registration, automation workflows, CRM customization, and ongoing admin support. I can work at both the Agency level and Sub-account level.
Can you fix issues in my current GHL setup?
Yes. I can troubleshoot broken automations, form/booking issues, domain/DNS problems, email deliverability, pipeline errors, or anything that’s not working as expected.
WordPress Services
What kind of WordPress work do you offer?
I focus on site management, optimization, and integrating WordPress with CRM or automation tools — not full design or theme development.
Website Design (UI/UX)
Unfortunately, I don’t offer design services anymore. I only help with building out websites based on the design provided but you may reach out to Jarvey Aldaba a colleague of mine who is a UI/UX designer.
Automation Services
What automation tools do you specialize in?
I primarily use Make (formerly Integromat), Zapier, n8n and Zoho Flow to connect apps, sync data, and reduce manual work.
Do you build custom API or webhook integrations?
Yes — if the tools you use don’t have native integrations, I can create custom connections using APIs or webhooks.
Process Pricing
How does your pricing work?
After reviewing your workflow details and project scope, I’ll provide a fixed quote. Small tasks can be billed hourly, while ongoing support or larger projects may use a package rate.
What’s the typical project timeline?
Simple automations or setups can be done within a few days. Larger integrations or multi-app workflows may take 2–4 weeks or more depending on complexity and feedback speed.
How do we communicate during the project?
Most communication happens via email or chat. For complex setups, we can schedule short Zoom calls or Google Meet calls as needed.
Do you offer ongoing maintenance?
Yes — I offer optional monthly support plans for system monitoring, updates, and minor tweaks.
Ready to Streamline Your Workflow?
If you already have a clear process and are ready to automate, I’d love to help bring it to life.
