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charlesjoules

Charles

@charlesjoules

CRM Specialist

United States
English, Malay, French, Spanish, Italian, Portuguese, Urdu, Arabic
About me
I help businesses unlock the full power of their CRM by handling efficient migrations, smart automations, and powerful integrations. Whether you're moving any CRM platforms to another, etc. I produce AI voice integrations, ensured your data is clean, secure, and optimized. I do specialize in workflow automation, API integrations, and connecting third party tools to rationalize your operations and boost efficiency. From setup to advanced customization, I turn complex systems into simple, scalable solutions that save you time and increase revenue. Let’s build CRMs that actually works for you.... Read more

Skills

c
charlesjoules
Charles
Offline • 
Average response time: 5 hours

See my services

Project Management
I will setup hubspot zoho pipedrive CRM automation sales pipeline project management
From$20 / projectMore details
CRM Management
I will setup gohighlevel microsoft dynamics 365 bitrix24 vendasta espocrm attio
From$10 / projectMore details

Portfolio

Work experience

Automation_Solutions

AI Voice Agent & CRM Automation Expert

Automation Solutions • Self-employed

Jan 2023 - Present • 3 yrs 4 mos

I specialize in building high-converting AI-powered appointment systems and CRM automations for coaches, consultants, real estate agents, and service-based businesses. MY SERVICE INCLUDES: Designing and deploying advanced AI Voice Agents (Vapi AI and similar) for outbound cold calling, lead qualification, and automated appointment booking. Full CRM setup, integration, and optimization (GoHighLevel, Close CRM, HubSpot, Salesforce, Pipedrive, Follow Up Boss, etc.). Seamless integrations using Zapier, Make (Integromat), n8n and native API connections. Complete appointment workflows: Lead capture → AI engagement → Calendly booking → CRM sync → Automated follow-ups via SMS, Email & Voice. Data migration, custom workflows, and multi-platform automation systems. I have successfully helped clients scale their lead generation and booking systems, reducing manual work while increasing appointment rates significantly.