
Navas Paul
CRM Specialist
Habilidades

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Porfolio
Experiencia laboral
CRM Systems Specialist
NABOR Northshore Area Board Of Realtors • Freelance
Oct 2021 - Present • 5 yrs
CRM Setup & Automation Specialist — NavasPaul CRM Solutions 2022 – Present Providing CRM setup, customization, and automation solutions for law firms, construction companies, and service-based businesses. Specialized in Lawmatics, JobTread, and Housecall Pro, with a focus on lead management, client intake, workflow automation, scheduling, follow-ups, integrations, and reporting. Achievements Successfully configured CRM systems and automated business workflows for different industries. Built streamlined legal intake and client onboarding workflows using Lawmatics. Created organized lead and project management systems with JobTread. Configured scheduling, customer management, estimates, and follow-up workflows using Housecall Pro. Helped businesses reduce repetitive manual tasks through CRM automation. Delivered customized CRM solutions based on individual business processes and requirements. Tip: Only claim specific numbers such as “100+ clients” or “50% efficiency improvement” if you can substantiate them.