Mary Temmy

VoIP & CRM Integration Expert

Fiverr • Freelance

Jul 2023 - Present • 3 yrs 4 mos

As a VoIP & CRM Integration Expert, I connect business phone systems like Nextiva with leading CRM platforms including HubSpot, Salesforce, NetSuite, SugarCRM, and Bitrix24 using Zapier and custom API integrations. My specialty is building click-to-call functionality, automated call logging, and screen pop configurations that give sales and support reps instant access to customer history the moment a call connects. This eliminates blind cold calls and helps teams deliver more personalized, informed customer interactions. My services include CRM-to-VoIP integration, SMS automation, voicemail-to-CRM syncing, missed call alert setup, call recording synchronization, and custom reporting automation. I work with businesses across industries including real estate, financial services, and B2B sales teams who need their phone system and CRM working together seamlessly rather than as disconnected tools. I also assist clients in evaluating whether Zapier or n8n is the better fit for their call volume and workflow complexity, helping them avoid unnecessary subscription costs. Every integration includes thorough testing for call quality and data accuracy, complete documentation for internal teams, and a post-delivery support window. My focus is always on reducing manual work for sales reps while improving response times and overall customer experience through smart automation.

CRM Specialist & Implementation Consultant

Upwork • Freelance

Mar 2023 - Present • 3 yrs 8 mos

I provide freelance CRM setup and business automation services to businesses that want a more organized way to manage leads, customers, sales activities, and follow-ups. My work focuses on configuring CRM systems around each client's workflow rather than using a one-size-fits-all setup. I assist with account setup, pipeline creation, contact and company records, custom fields, tags, task management, lead stages, forms, calendars, and user permissions where required. I also help organize customer data, connect relevant business tools, and build practical automations for lead assignment, follow-up reminders, appointment notifications, and changes in deal stages. I work with platforms such as GoHighLevel, HubSpot, Zoho CRM, Salesforce, Pipedrive, and Monday.com, depending on the client's requirements. My approach is to understand the business process first, configure the CRM clearly, test the important functions, and provide a setup that is easy for the client to manage. I prioritize accurate data organization, clear communication, and a smooth handover so the system supports everyday sales and customer management. I adapt the configuration to the tools and processes the client already uses.

Construction CRM & Field Service Software Specialist

Fiverr • Freelance

Apr 2022 - Present • 4 yrs 7 mos

I help contractors, field-service companies, and service-based businesses configure digital tools for customer management, job tracking, team coordination, and operational workflows. My freelance services can include CRM and business software setup, customer and project record organization, pipeline configuration, forms, task workflows, scheduling support, and system integrations based on the client's chosen platform. I work with tools such as JobTread, Jobber, Buildertrend, ServiceTitan, Housecall Pro, and other construction or field-service management platforms, alongside CRM systems where required. I assist with organizing customer details, setting up job or project stages, structuring service records, configuring intake forms, and creating repeatable processes for tracking enquiries and work progress. I take a practical, detail-focused approach: first understanding how the business handles enquiries, estimates, jobs, and customer communication, then configuring the relevant software to support that process. I test the main workflows and keep the setup organized so business owners and team members can use it confidently. My focus is on clear processes, reliable configuration, and reducing avoidable manual administration.