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businessorvexa

Emma

@businessorvexa

Business Systems Expert, CRM, RMM and Workflow Automation Setup

United Kingdom
English, Spanish, French, German
About me
Hi, I’m Emma, a Business Systems & Operations Setup Specialist helping businesses streamline their workflows, automate daily operations, and improve team productivity through modern CRM, project management, field service, and remote monitoring systems. I work with service businesses, agencies, MSPs, startups, and growing companies to build organized, scalable systems that improve efficiency, customer management, scheduling, reporting, and business operations. I focus on reliable setup, clear communication, and results-driven solutions.... Read more

Skills

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businessorvexa
Emma
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will setup agile crm apptivo zoho keap erpnext vtiger odoo pipedrive nimble zendesk
From$30 / projectMore details
CRM Management
I will hubstaff clockify harvest asana trello notion anydesk atera ninjaone clickup
From$80 / projectMore details

Portfolio

Work experience

Business Systems & Field Service Operations Specialist

Business • Freelance

Nov 2025 - Present • 6 mos

Worked with service-based businesses and operational teams to implement and optimize CRM, field service management, workflow automation, and remote business systems. Assisted companies in improving scheduling, dispatch operations, customer management, technician coordination, invoicing workflows, and internal productivity processes. Handled complete system configuration for field service and operations platforms, including workflow setup, customer database organization, reporting structures, automation rules, staff access management, and operational dashboards tailored to each business model. Supported businesses transitioning from manual processes and spreadsheets into centralized digital systems by organizing existing records, configuring automation workflows, and improving communication between office teams and field technicians. Also helped clients streamline task management, team collaboration, remote monitoring operations, and daily business processes through customized operational systems designed to improve efficiency, reduce administrative workload, and create scalable workflows for growing businesses.