
MICHORA LTD.
CRM setup and workflow automation for growing teams
Habilidades

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Experiencia laboral
CRM and Workflow Automation Consultant
Fiverr • Freelance
Aug 2026 - Present • 2 mos
Set up CRM pipelines, contact structures, and lead capture for small businesses using Flowlu, TextP2P, and HubSpot. Built routing and follow-up workflows with Zapier and Make, tested each path before handover, and wrote guides so clients could run their systems alone.
Project Management and Dashboard Setup
Facebook • Freelance
Jul 2026 - Present • 3 mos
Structured Wrike, Jira, and Basecamp workspaces for teams that were tracking work across too many places to see what was actually moving. Each workspace was built around the team’s real approval stages, with folder and status structures that match how projects move from request to delivery. Set up task creation and assignment rules so new work from the CRM or from a client request lands in the right place without someone copying it by hand. Built cross-tool reporting dashboards that pull task status, workload, and delivery dates into one view, so managers could see bottlenecks before they became missed deadlines. Connected approval routing and status update automations to reduce the number of manual check-ins needed each week. Wrote a short handover guide covering workspace structure, dashboard definitions, and automation triggers, so the team could add projects, reassign tasks, and read reports without needing support for routine changes. Tested each workflow with sample projects before go-live to confirm that statuses updated correctly, that tasks reached the right owner, and that dashboards matched the underlying data. [Replace the bracketed examples with the client types, tool combinations, and results you have actually delivered.]