
Maria S
Certified CRM And Workflow Automation Specialist
Habilidades

Revisa mis servicios


Experiencia laboral
Zoho book implementation
Zoho • Freelance
Feb 2026 - Present • 8 mos
Configured Zoho Books for small businesses, including organization setup, customers, vendors, invoices, expenses, payments, taxes, and financial reports. Helped businesses organize their accounting processes and automate recurring financial tasks.
CRM Setup & Workflow Automation Specialist
Fiverr • Freelance
Nov 2025 - Present • 11 mos
Help businesses improve client management and streamline daily operations through CRM setup, customization, and workflow automation. Work with HubSpot, Pipedrive, HoneyBook, and Follow Up Boss to organize contacts, configure sales pipelines, improve lead tracking, and simplify client onboarding. Focus on building practical CRM systems, optimizing follow-up processes, and creating organized workflows tailored to each client's business needs. Prioritize clear communication, efficient implementation, and user-friendly solutions that support business growth.
Zoho CRM Implementation & Automation Specialist
Zoho • Freelance
Apr 2025 - Present • 1 yr 6 mos
My experience includes CRM setup, customization, workflow automation, lead assignment, data organization, dashboards, reporting, integrations, troubleshooting, and CRM optimization. I focus on understanding how a business currently handles leads and customers before designing a CRM structure around its actual process.