
Benard
CRM SOLUTIONS, MAKING THE DIFFERENCE, ZOHO, PIPEDRIVE, HUBSPOT
Skills

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Work experience
Zoho CRM Architect
Wellview Care • Freelance
Feb 2026 - Present • 3 mos
I designed a custom Zoho CRM environment for a multi-location private clinic to streamline patient onboarding and follow-ups. I implemented automated appointment reminders and integrated a secure patient portal, reducing administrative "no-show" rates by 30%. My work focused on ensuring data privacy while automating the transition of lead inquiries into active patient records.
Pipedrive Specialist for Real Estate Investment
realestate.com.au • Freelance
Mar 2025 - Mar 2025 • 0 mos
I architected a high-velocity sales pipeline in Pipedrive for realestate.com investment firm managing over 50 active property deals. I set up custom deal stages, automated email sequencing for lead nurturing, and integrated third-party property data tools via API. This allowed the team to track deal progress in real-time, resulting in a 20% faster closing cycle for commercial acquisitions.
HubSpot Marketing Automation & CRM Strategist
Buy Organic Loose Leaf Tea | Premium Herbal Tea Shop Online • Freelance
Feb 2025 - Feb 2025 • 0 mos
I led the migration of a high-volume B2C retailer from legacy spreadsheets to HubSpot CRM. I built complex lead-scoring models to prioritize high-value customers and automated post-purchase email flows to increase repeat buyers. By syncing their Shopify store with HubSpot, we achieved a unified view of the customer journey, leading to a 15% increase in total customer lifetime value (CLV).
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edi_cen
Repeat Client

United States
Great job well done by Benard, handled the project perfectly. Thank you.

edi_cen
Repeat Client

United States
I would like to express my gratitude to Benard for the exceptional discovery call; he skillfully interpreted and comprehended my request with remarkable ease, demonstrating true professionalism. It was indeed a productive conversation.
