Jude

CRM Automation & Integration Specialist

Fiverr • Freelance

Mar 2020 - Present • 6 yrs 7 mos

Specialized in designing, implementing, and optimizing CRM systems, workflow automation, and business process solutions for clients across real estate, construction, healthcare, home services, marketing agencies, and professional services. Delivered complete CRM implementations, migrations, custom pipelines, sales automation, client onboarding systems, lead nurturing, API integrations, reporting dashboards, and project management workflows that help businesses streamline operations and improve customer experience. Key achievements include: • Built advanced workflows and automations in HubSpot, GoHighLevel, Zoho CRM, Monday.com, HoneyBook, and ServiceM8. • Migrated thousands of contacts, deals, and historical records between CRM platforms. • Designed sales pipelines, onboarding systems, and automated customer journeys. • Integrated third-party tools including Slack, Calendly, Zoom, Stripe, Google Workspace, QuickBooks, Zapier, Make.com, Twilio, PandaDoc, DocuSign, Jotform, Typeform, and webhook/API connections. • Created automated email, SMS, WhatsApp, and follow-up sequences. • Developed lead qualification, scoring, routing, and assignment workflows. • Built project management systems, task automation, dashboards, forms, and reporting solutions. • Optimized CRM performance through automation, data cleanup, custom properties, permissions, and process improvements. Successfully delivered CRM and automation solutions for businesses ranging from startups to established organizations, helping reduce manual work, improve response times, and increase operational efficiency.