c
crespo_solution

Crespo S

@crespo_solution

CRM SETUP, AUTOMATION EXPERT, WORKFLOWS, PIPELINES, LEAD MANAGEMENT

United States
English
About me
I help businesses build, organize, and automate CRM systems that make sales and customer management easier. From CRM setup and sales pipeline configuration to workflow automation, lead management, integrations, email automation, and reporting, I create practical systems tailored to your business processes. I can help you streamline repetitive tasks, keep your leads organized, improve follow-ups, and create a smoother customer journey. My services can support businesses using platforms such as HubSpot, Zoho CRM, Salesforce, Pipedrive, GoHighLevel, and other CRM solutions... Read more

Skills

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crespo_solution
Crespo S
Offline • 

See my services

CRM Management
I will integrate hubspot zoho gohighlevel CRM salesforce make com zapier automation
Project Management Software
I will clickup asana zapier automation suitedash client portal kommo crm integration

Work experience

ClickUp

Clickup CRM SETUP & WORKFLOW

ClickUp • Freelance

Nov 2024 - Dec 20241 mo

Experienced in building ClickUp CRM systems, customizing pipelines, setting up workflows, automations, task structures, custom fields, and dashboards to help businesses organize leads, streamline operations, and manage client relationships efficiently.

Zoho

ZOHO AUTOMATION & INTEGRATION

Zoho • Freelance

May 2024 - Aug 20243 mos

Experienced in configuring Zoho workflows, automations, forms, CRM integrations, and connected business processes to streamline operations, reduce manual tasks, and improve lead and customer management.