
Chris C
CRM That Works Harder, So you don't have to
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Portfolio
Work experience
CRM Solutions Specialist
EMR and CO
May 2025 - Present • 1 yr
Work Experience | CRM Solutions Specialist – EMR and CO My work focuses on helping businesses implement efficient CRM systems that improve lead management, automate workflows, and create clear sales visibility. At EMR and CO, I work with startups, small businesses, and growing teams to turn disorganized customer data and broken processes into structured CRM systems that support growth. Early Experience – CRM Setup & Organization • Implemented CRM platforms for small businesses and startups • Structured lead and contact management systems • Organized messy CRM databases and improved data accuracy • Built basic dashboards and reporting systems for sales tracking • Assisted teams in understanding CRM workflows and daily usage System Optimization – Automation & Workflow Development • Designed automated workflows to reduce manual tasks • Customized sales pipelines and deal tracking systems • Implemented list segmentation and lead scoring strategies • Integrated CRM with email marketing and sales automation tools • Improved team productivity through structured CRM processes Advanced CRM Solutions – Integration & Scalability • Managed CRM data migration and system cleanup projects • Built advanced dashboards and performance reports • Integrated CRM platforms with marketing, support, and sales tools • Optimized CRM systems for scalability and business growth • Provided ongoing CRM support, maintenance, and optimization Key Focus Areas • Clean and structured CRM architecture • Automated sales and marketing workflows • Reliable lead and contact management systems • Clear performance tracking and reporting dashboards My goal is to help businesses move from disorganized customer data to a streamlined CRM system that supports sales growth, automation, and better customer management.
Fiverr
3 yrs 5 mos
EngageBay CRM Specialist & Marketing Automation Expert
Jan 2025 - Present • 1 yr 4 mos
Overview Provided professional CRM setup, customization, and automation services using EngageBay CRM. Helped businesses streamline sales, marketing, and customer support processes for improved productivity and growth. Key Responsibilities Set up and customized EngageBay CRM accounts based on client workflows Built and optimized sales pipelines, deals, and contact management systems Designed marketing automation workflows (email sequences, lead nurturing) Integrated third-party tools (email platforms, landing pages, forms, APIs) Configured customer support tools including helpdesk and live chat Managed data migration, segmentation, and CRM optimization Core Achievements Increased lead conversion rates through targeted automation campaigns Reduced manual workload with efficient workflow automation setups Delivered scalable CRM solutions for startups and growing businesses Skills & Expertise EngageBay CRM setup & customization Marketing automation & email campaign design Sales funnel and pipeline optimization Lead generation & segmentation CRM data migration & cleanup System troubleshooting & support Tools & Technologies EngageBay Email automation tools & templates Zapier / Make (Integromat) Google Workspace integrations Client Focus Startups and small-to-medium businesses E-commerce, digital marketing agencies, service providers Professional Approach Strong focus on client requirements and business goals Clear communication and timely project delivery Tailored CRM solutions for maximum efficiency Ongoing support and performance optimization
Zoho CRM Specialist & Business Automation Consultant
Apr 2024 - Present • 2 yrs 1 mo
Zoho CRM Expert Overview Delivered tailored CRM and automation solutions using Zoho CRM to help businesses streamline operations, improve customer engagement, and boost sales performance. Key Responsibilities Configured and customized Zoho CRM modules (Leads, Contacts, Deals, Accounts) Designed and implemented workflow automation, blueprints, and approval processes Built sales pipelines and optimized lead management systems Integrated Zoho CRM with third-party applications (email, telephony, APIs) Set up dashboards, reports, and analytics for business insights Provided user training, onboarding, and ongoing support Core Achievements Improved sales tracking and reporting accuracy for multiple clients Automated repetitive tasks, reducing operational workload significantly Delivered scalable CRM systems for startups and established companies Skills & Expertise Zoho CRM setup & customization Workflow automation & Blueprint design API integrations & Zoho ecosystem tools Sales funnel optimization Data migration & CRM cleanup Technical support & system optimization Tools & Technologies Zoho CRM Zoho Flow, Zoho Campaigns, Zoho Desk REST APIs & Webhooks Zapier / Make (Integromat) Client Focus Small to medium-sized businesses Real estate, e-commerce, SaaS, and service-based industries Professional Approach Strong attention to detail and business requirements Clear communication and timely delivery Customized, scalable CRM solutions Continuous improvement and post-project support Available for advanced Zoho CRM customization, automation, and integrations.
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mikeconlee

United States
Good job over all. We are using him for a 2nd project.
