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Grey Todd
@grey_todd
CRM Implementation Sales Automation Specialist
Estados Unidos
Inglés, Alemán, Italiano
Sobre mí
Sales teams need more than a place to store contacts. They need a clear path for turning new leads into opportunities and customers. I help businesses organize that process through CRM implementation, pipeline design, contact management, workflow automation and sales process optimization. From structuring stages and fields to creating practical follow-up workflows, I focus on making CRM systems easier to operate and maintain. I work across popular CRM platforms and tailor each setup to the way the business actually handles leads, deals, tasks and customer communication.
Habilidades
Grey Todd
desconectado •
Revisa mis servicios
Gestión de CRM
I will setup zoho CRM automation workflows pipeline lead management email integration
Gestión de CRM
I will do monday CRM salesforce for sales pipelines leads CRM integration setup
Porfolio
Experiencia laboral
CRM Consultant & Sales Automation Specialist
Fiverr • Freelance
Feb 2026 - Present • 7 mos
I work as a freelance CRM consultant and sales automation specialist, helping businesses organize their customer management processes, improve lead tracking, and automate repetitive sales and marketing tasks. My experience covers CRM setup, integration, workflow automation, lead management, sales pipeline development, and email automation for businesses with different sales processes and operational needs. I have worked with CRM platforms and business automation tools including Bitrix24, SendPulse, Agile CRM, Monday CRM, Salesforce, and Zoho CRM. My work involves configuring CRM systems according to business requirements, creating structured sales pipelines, organizing leads and contacts, setting up custom fields and stages, and developing automated workflows that reduce manual work and improve team efficiency. I have experience implementing lead capture and management processes, sales pipeline automation, follow-up workflows, email automation, task assignments, notifications, customer segmentation, and CRM integrations. I also help businesses connect their CRM systems with other tools so information can move efficiently between platforms and sales teams can maintain accurate customer records. For CRM implementation projects, I focus on understanding the client's existing workflow and identifying opportunities to simplify and automate their processes. I can assist with CRM migrations, data organization, pipeline configuration, automation rules, integration setup, and testing to ensure the system functions properly. My approach is centered on building practical CRM solutions that are easy for teams to use, scalable as the business grows, and aligned with the company's sales and customer-management goals. Whether a business needs a new CRM setup, an improved sales pipeline, automated lead follow-ups, or integration between multiple platforms, I focus on delivering organized and reliable solutions that improve productivity and streamline day-to-day operations.
