
Annie S
PROFESSIONAL CRM AUTOMATION AND INTEGRATION
Skills

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Work experience
CRM and Business Automation Specialist
Upwork • Freelance
Aug 2024 - Present • 1 yr 10 mos
As a CRM & Business Automation Specialist, I help businesses streamline operations, improve customer relationships, and automate repetitive tasks for better productivity and growth. I have worked with startups, agencies, and established businesses to implement customized CRM solutions and workflow automations tailored to their business goals. My expertise includes CRM setup, customization, pipeline management, workflow automation, email marketing automation, lead tracking, sales funnel optimization, and integration with third-party tools. I am experienced with platforms such as Zoho CRM, GoHighLevel, Monday.com, Asana, and HubSpot. I have successfully automated lead generation processes, customer onboarding systems, appointment scheduling, follow-up sequences, invoicing workflows, and team collaboration systems, helping clients save time, increase efficiency, and boost conversions. I focus on delivering organized, scalable, and user-friendly systems that support long-term business growth.