
Lillian G
Streamline Your Sales, Marketing and Customer Management With HubSpot CRM
Habilidades

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Experiencia laboral
Monday.com CRM & Automation Specialist
Fiverr • Freelance
Jan 2024 - Apr 2025 • 1 yr 3 mos
As an independent Monday.com specialist, I help businesses build organized and scalable systems for CRM, project management, team collaboration, workflow automation, and AI-powered processes. Key responsibilities and achievements: • Set up and customized Monday CRM systems for lead and customer management. • Built custom project management boards for teams, agencies, and growing businesses. • Created workflow automations for task assignments, notifications, reminders, approvals, and follow-ups. • Designed sales pipelines and lead management workflows to improve visibility and organization. • Configured dashboards and reporting systems for tracking KPIs, projects, sales, and team performance. • Designed AI-powered workflows and automation solutions to reduce repetitive manual tasks. • Integrated Monday.com with compatible business tools and automated data movement between workflows. • Consulted with clients to understand their processes and recommend efficient Monday.com solutions. • Optimized existing workspaces by improving board structures, workflows, automations, and team usability. • Delivered clean, user-friendly Monday.com systems tailored to each client's business requirements.