
Chad Donald
CRM and Automation
Skills

See my services


Work experience
CRM & Automation Specialist
Fiverr • Freelance
Aug 2022 - Present • 3 yrs 9 mos
I specialize in CRM setup, workflow automation, and business process optimization for businesses looking to improve lead management, communication, and operational efficiency. I help clients connect their CRM, forms, scheduling tools, payment systems, email marketing platforms, and automation tools into one organized workflow. My work includes CRM pipeline setup, WhatsApp automation, AI integrations, lead capture systems, email and SMS automation, appointment booking workflows, campaign automation, payment integrations, and workflow optimization using tools like Folk CRM, HubSpot, Salesforce, Typeform, Calendly, Mailchimp, Stripe, Zapier, Tidio, and other automation platforms. I focus on building systems that reduce manual work, improve follow up speed, organize customer data, and help businesses manage leads and clients more efficiently.