
Patrick
CRM Specialist, Converting leads into clients
Habilidades

Revisa mis servicios


Experiencia laboral
CRM Administrator
Real Estate Specialists • Freelance
Apr 2021 - May 2024 • 3 yrs 1 mo
Results driven CRM Specialist and Sales Automation Expert with experience supporting small scale real estate companies, consulting firms, and service based businesses in improving customer relationship management and sales operations through Follow Up Boss and other leading CRM platforms. Skilled in CRM setup, workflow automation, lead management, pipeline organization, and sales process optimization tailored to business needs. I have worked with growing real estate teams and independent agencies such as Horizon Realty Group, PrimeNest Properties, UrbanKey Homes, and Elevate Realty Solutions, helping them organize client data, automate follow ups, and improve lead conversion processes. My expertise has helped businesses reduce manual workload, improve response time, and maintain stronger relationships with clients and prospects. Experienced in customizing CRM systems, integrating third party tools, setting up automated workflows, and building structured sales pipelines that improve operational efficiency and support business growth. I have assisted clients in creating scalable systems that simplify communication, enhance team collaboration, and improve customer retention. Known for professionalism, transparency, and reliable project delivery, I focus on providing practical CRM solutions that align with client goals and business operations. My ability to combine technical CRM knowledge with an understanding of sales and customer management allows me to deliver systems that contribute to increased productivity and better customer experiences. Passionate about helping businesses grow through smart automation and organized processes, while continuously staying updated with modern CRM trends, sales tools, and customer engagement strategies.