Sam T

CRM & AI Automation Specialist

Business • Freelance

Mar 2026 - Present • 6 mos

Specialized in building structured CRM systems, AI automation, sales pipelines, and integrations for real estate, construction, home services, SaaS, and growing businesses. Key Achievements Designed multi-stage sales pipelines for real estate, construction, roofing, HVAC, plumbing, home services, and SaaS businesses. Implemented lead routing, qualification, automated follow-ups, appointment scheduling, and internal notification systems. Integrated CRM platforms with email marketing systems, lead generation platforms, forms and landing pages, scheduling software, payment systems, communication platforms, APIs, and webhooks. Built end-to-end automation workflows connecting CRM platforms, AI agents, email and SMS systems, lead generation tools, forms, databases, APIs, and webhooks. Built n8n AI agents and automated workflows for lead processing, data management, notifications, follow-ups, and repetitive business tasks. Specialized Expertise CRM Setup & Optimization Sales Pipeline Architecture Lead Routing & Qualification Automation n8n AI Agent Development n8n Workflow Automation Zapier / Make.com Automation API & Webhook Integration Email & SMS Automation CRM Data Migration & Cleanup AI Lead Response Systems Client Onboarding Automation Revenue Operations Infrastructure Selected Tools & Platforms GoHighLevel • JobNimbus • Jobber • HubSpot • Salesforce • Zoho CRM • Pipedrive • ServiceTitan • ServiceM8 • Connecteam • n8n • Zapier • Make.com • OpenAI • Airtable • Google Sheets • Notion • WordPress Impact Delivered for Clients Organized CRM databases and sales pipelines Built automation systems that run entire sales workflows Reduced manual data entry and repetitive tasks Improved lead response and follow-up speed Connected multiple business applications into unified systems Helped real estate and construction businesses streamline operations Built scalable CRM and AI automation systems designed for business growth