Thomas Dubois

CRM Automation & GoHighLevel Implementation Specialist for Sales and Business Growth

REAL CAVIAR • Freelance

May 2025 - Nov 2025 • 6 mos

Worked as a CRM Automation and Implementation Specialist responsible for helping businesses streamline their sales processes, customer management, lead generation, and follow-up operations through customized CRM systems. My responsibilities included setting up CRM accounts, organizing contacts, creating sales pipelines, configuring opportunity stages, building automated workflows, and developing systems that help businesses capture, nurture, and convert leads more efficiently. I worked closely with business owners and teams to understand their existing processes and transform repetitive manual tasks into automated systems. This included lead capture automation, automated follow-ups, appointment scheduling, email sequences, SMS notifications, customer onboarding workflows, internal task automation, pipeline movement, lead assignment, tagging, segmentation, reporting, and dashboard configuration. My CRM experience covers GoHighLevel, HubSpot CRM, Salesforce, Zoho CRM, Pipedrive, Freshsales, Monday CRM, Microsoft Dynamics 365, Close CRM, Copper CRM, Insightly, Keap, ActiveCampaign, Bitrix24, Zendesk Sell, and other business automation platforms. I also worked with third-party integrations to connect CRMs with websites, forms, calendars, email marketing tools, communication platforms, and automation software. A major focus of my work was improving lead response time and creating structured customer journeys that reduce missed opportunities. I helped design automated sales processes from initial lead capture through qualification, nurturing, booking, conversion, onboarding, and customer retention. My role required strong attention to CRM architecture, workflow logic, sales automation, business processes, and creating scalable systems that teams could easily manage.

Lead Management, Sales Automation and CRM Workflow Development Consultant for Companies

LinkedIn • Freelance

Feb 2025 - Jun 2025 • 4 mos

Worked on CRM and sales automation projects focused on helping businesses organize leads, improve follow-up processes, and create more efficient customer management systems. My responsibilities involved designing CRM workflows that support the complete sales cycle, starting from lead generation and capture through qualification, nurturing, appointment scheduling, conversion, and customer retention. I configured sales pipelines based on individual business requirements and created structured stages that allow teams to track every opportunity effectively. My work included contact management, lead tagging, custom fields, pipeline automation, automated task creation, reminders, email automation, SMS automation, appointment confirmations, follow-up campaigns, internal notifications, and customer onboarding systems. I developed experience across multiple CRM platforms including GoHighLevel, Salesforce, HubSpot CRM, Zoho CRM, Pipedrive, Freshsales, Monday CRM, Microsoft Dynamics 365, Close CRM, Copper CRM, Insightly, ActiveCampaign, Keap, Bitrix24, Zendesk Sell, and other sales and marketing automation tools. A major focus of my work was ensuring that businesses did not lose potential customers due to delayed responses or inconsistent follow-ups. I created automation workflows that trigger actions based on customer behavior, pipeline movement, form submissions, appointment bookings, and other business events. These workflows helped maintain consistent communication while reducing the amount of repetitive work required from sales teams. I also supported CRM optimization projects by reviewing existing workflows and identifying areas where automation could improve efficiency. This included simplifying complex processes, improving pipeline structures, organizing customer data, connecting business tools, and creating dashboards that provide better visibility into sales performance.

CRM Integration and Marketing Automation Expert for Customer Acquisition and Retention

Freelance • Freelance

Mar 2024 - May 2025 • 1 yr 2 mos

Delivered CRM integration, marketing automation, and customer lifecycle solutions for businesses seeking to improve lead acquisition, customer communication, sales operations, and retention processes. My role involved connecting different business systems and creating automated workflows that allow customer information and sales activities to move efficiently between platforms. I worked on CRM setup and optimization projects involving lead capture, contact organization, sales pipeline configuration, automated communication, appointment booking, customer onboarding, follow-up sequences, segmentation, reporting, and workflow automation. Each system was structured to provide businesses with better visibility into customer interactions while reducing the amount of manual work required from employees. My platform experience includes GoHighLevel, HubSpot CRM, Salesforce, Zoho CRM, Pipedrive, Freshsales, Monday CRM, Microsoft Dynamics 365, Close CRM, Copper CRM, Insightly, Keap, ActiveCampaign, Bitrix24, Zendesk Sell, and other CRM, sales, and marketing automation solutions. I also worked with integrations that connect CRM systems with websites, landing pages, forms, calendars, email platforms, messaging tools, and automation applications. This allowed businesses to automatically capture leads, assign contacts, trigger follow-up sequences, update customer records, schedule appointments, and notify internal teams when important actions occurred. A key part of my work involved building customer lifecycle automation. This included creating systems for new lead engagement, lead nurturing, appointment reminders, sales follow-ups, customer onboarding, review requests, re-engagement campaigns, and retention workflows. I focused on ensuring that automation supported a natural customer journey while maintaining organized and accurate CRM data.