
Pearl C
CRM Automation Expert, HoneyBook, Dubsado, Lofty and GoHighLevel,Client Onboard
Habilidades

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Experiencia laboral
Freelance CRM Automation Specialist
Pearl Creative Tech • Trabajador autónomo
Sep 2025 - Present • 8 mos
I design and implement CRM and workflow systems that help service based businesses and real estate professionals manage leads, automate client onboarding, and streamline follow ups. My work includes HoneyBook, Dubsado, Lofty, GoHighLevel, HubSpot, KVCore, BoldTrail, Chime, and Zapier based automation. Key responsibilities Created CRM workflows for lead capture, booking, contracts, invoices, and follow up automation. Organized pipelines, forms, templates, and client communication processes. Built structured onboarding systems that reduce manual admin and improve client experience. Integrated automation tools to connect business processes and improve efficiency. Optimized existing CRM setups for better clarity, consistency, and conversion.