
Temmy Expert
CRM EXPERT
Habilidades

Revisa mis servicios


Experiencia laboral
Fiverr
Freelance • 5 yrs 5 mos
Zoho CRM & Zoho Books Implementation Consultant
Jan 2024 - Present • 2 yrs 7 mos
I help businesses implement, customize, and optimize the complete Zoho ecosystem to improve operational efficiency, financial management, and customer relationship management. My expertise spans Zoho CRM, Zoho Books, Zoho One, Zoho Desk, Zoho Creator, Zoho Inventory, Zoho Projects, Zoho Forms, Zoho Campaigns, Zoho Analytics, and Zoho Flow. My work includes CRM implementation, workflow automation, Blueprint development, Deluge scripting, sales pipeline configuration, lead assignment automation, custom modules, dashboards, reporting, invoice automation, accounting workflows, expense tracking, inventory management, purchase orders, customer portals, and secure data migration. I also specialize in QuickBooks to Zoho Books migration, Xero migration, CRM data cleanup, duplicate record management, API integrations, payment gateway integration, Stripe, PayPal, Zapier, Make.com, Google Workspace, Microsoft 365, and custom business automation solutions. I work closely with businesses to understand operational challenges and develop scalable systems that automate daily tasks, improve collaboration, enhance reporting accuracy, and support long-term growth. My objective is to deliver reliable CRM solutions that increase productivity, streamline workflows, and provide measurable business value.
GoHighLevel CRM & Marketing Automation Expert
Oct 2023 - Present • 2 yrs 10 mos
I provide complete GoHighLevel CRM and marketing automation services for agencies, entrepreneurs, coaches, healthcare providers, real estate professionals, and service-based businesses seeking to automate client acquisition and customer management. My services include GoHighLevel account setup, CRM customization, sales funnels, landing pages, website development, workflow automation, calendar setup, pipelines, SaaS configuration, white-label CRM customization, reputation management, missed-call text-back automation, email marketing, SMS automation, AI chatbots, appointment booking systems, membership websites, and client onboarding automation. I also assist businesses with CRM migration from HubSpot, Zoho CRM, Salesforce, Pipedrive, Keap, and ActiveCampaign while ensuring secure data transfer and workflow continuity. Additional expertise includes Stripe integration, Twilio setup, Mailgun configuration, LC Phone System, webhooks, Zapier, Make.com, Facebook Lead Ads integration, Google Calendar synchronization, and advanced automation. Every CRM system is designed to improve lead conversion, automate repetitive tasks, optimize marketing campaigns, and create scalable systems that support sustainable business growth.
HubSpot CRM & Sales Automation Specialist
Upwork • Tiempo parcial
Apr 2023 - Present • 3 yrs 4 mos
As an independent CRM consultant on Upwork, I work with businesses worldwide to build scalable CRM systems that improve customer acquisition, sales management, and marketing automation. My expertise covers HubSpot CRM, Zoho CRM, GoHighLevel, Salesforce, Pipedrive, Freshsales, Monday CRM, Airtable, ActiveCampaign, Mailchimp, and ClickFunnels. My work involves CRM implementation, account setup, workflow automation, lead nurturing, pipeline management, customer segmentation, dashboard creation, reporting, sales forecasting, marketing automation, API integrations, CRM migration, and process optimization. I design customized CRM solutions tailored to each client's workflow, helping businesses automate follow-up emails, appointment scheduling, lead distribution, internal notifications, sales tracking, customer onboarding, and recurring operational tasks. My experience includes integrating CRM platforms with Stripe, QuickBooks, Google Workspace, Microsoft 365, Calendly, Zoom, Slack, WhatsApp, Twilio, Zapier, Make.com, Shopify, WooCommerce, and other third-party applications to create efficient business ecosystems. I focus on reducing manual processes, increasing operational efficiency, improving customer engagement, and maximizing return on investment through intelligent CRM automation. Every implementation follows industry best practices for scalability, performance, and long-term business growth.