Lia LeonLeolia Projects

AI Automation Architect | CRM/ERP Systems Specialist

AI-based automation for CRM and ERP systems — built with enterprise discipline, sized for any team.

I design AI-based automation for CRM and ERP systems — from enterprise compliance workflows to lean, cost-efficient systems for smaller teams. 11+ years across a wide range of industries, now focused on embedding AI into the systems businesses run on daily.

Architect & Developer

I work as both the architect and the hands-on developer on everything I build. The same person designs the system and builds it, so nothing gets lost between planning and building. It also means you end up owning real infrastructure: documented, easy to maintain, and not dependent on one person or vendor to keep it running.

Compliance & Security

AI automation deals with sensitive data by nature. Every system I build — for a bank or a five-person team — follows the same standard: a clear record of what happened, role-based access, and clear limits on what the AI can decide on its own versus what stays with a person. That standard stays the same regardless of company size; only the scope changes.

Skills & Systems

AI & Automation

  • LLM/ChatGPT integration
  • Intent detection & sentiment analysis
  • AI-assisted decision routing
  • RAG-based knowledge retrieval
  • Automated document/contract intelligence

CRM/ERP Platforms (Zoho One Suite)

  • Zoho CRM
  • Zoho Desk
  • Zoho Creator
  • Zoho Books
  • Zoho Analytics
  • Zoho People
  • Zoho Sign
  • Zoho WorkDrive

Compliance & Security

  • KYC / identity verification automation
  • Role-based access control
  • Audit-trail design
  • Data governance in automated workflows
  • GDPR-conscious architecture

Data & Analytics

  • Power BI (DAX, Power Query)
  • Zoho Analytics
  • SQL & Relational Data Modeling
  • ETL / Data Pipeline Design
  • KPI Dashboard Design
  • Cross-Department Reporting
  • Forecasting & Trend Analysis
  • Data Quality & Validation

Have a project in mind?

Available for new engagements — enterprise or lean/SMB scope.

Book a Call