z
zohoscape

Carlos G

@zohoscape

CRM and Ops Setup Specialist for Churches, Roofing, Solar and Memorial

Nigeria
Inglés, Francés, Español
Parte de la información aparece en idioma inglés.
Sobre mí
Hi Awesome Buyers, I’m Carlos. I help service-based teams get their systems set up the right way, so leads don’t slip, jobs move smoothly, and everyone knows what to do next. I work with churches/nonprofits, cemetery & memorial businesses, roofing contractors, and solar companies to organize pipelines, automate follow-ups, set up forms/payments, clean up data, connect tools, and document everything with simple SOPs. Clear communication, fast turnaround, and a clean handoff, every time. Contact my expertise now, I'MAVAILABLE 24/7... Lee más

Habilidades

z
zohoscape
Carlos G
desconectado • 
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Revisa mis servicios

Gestión de CRM
I will setup planning center breeze chms pushpay tithely elvanto rock rms subsplash acs
DeUSD 30 / proyectoMás información
Gestión de CRM
I will setup solo crm sunbase aurora solar crm opensolar enact shape solargraf arka 360
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Porfolio

Experiencia laboral

Operations & Systems Implementation Specialist | Grace Harbor Church (Contract)

Grace Harbor Church • Freelance

Aug 2025 - Aug 2025 • 0 mos

Contracted by Grace Harbor Church to help them get out of spreadsheets and into a system their team could actually run week to week. I started by meeting with leadership to understand their day-to-day problems (guest follow-up, small groups, volunteers, check-in, and giving), then mapped out a simple setup plan. From there, I cleaned and organized their people data—removing duplicates, fixing household records, and setting up tags/custom fields so tracking stayed consistent. I configured staff and ministry leader access, built easy workflows for new visitors and next steps, and set up volunteer and small-group tracking so nothing fell through the cracks. On the Sunday side, I implemented Breeze Check-In with the right locations, labels, and security settings, then created online forms for visitors, prayer requests, and event signups and connected everything to the right follow-up steps. To wrap up, I delivered clear documentation (SOPs), a weekly checklist, and a simple training plan so the team could manage Breeze confidently without needing ongoing support.