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CRM Specialist, Customer Retention and Automation
Habilidades

CRM & Automation Specialist
Self
Apr 2026 - May 2026 • 1 mo
Designed and configured CRM systems for real estate agents and businesses using Lofty CRM, BoldTrail, Follow Up Boss, Chime CRM, kvCORE, and GoHighLevel. Built automated lead capture, follow-up, pipeline management, and appointment booking workflows. Integrated CRMs with third-party tools using n8n, Zapier, webhooks, and APIs. Created email automation sequences and lead nurturing systems to improve client response rates. Provided CRM migration, customization, user training, and ongoing technical support.