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crmtech001

Robert Jackson

@crmtech001

CRM Expert Workflow Automation, Integration Business Solutions

United States
English, Italian, German
About me
Hi, I’m James Robertson, a professional CRM Expert specializing in Workflow Automation, CRM Integration, and business process optimization. I help businesses streamline their operations, automate repetitive tasks, connect essential tools, and build efficient CRM systems that save time and improve productivity. My goal is to deliver clean, reliable, and scalable solutions tailored to your business needs. ... Read more

Skills

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crmtech001
Robert Jackson
Offline • 

See my services

CRM Management
I will zoho CRM housecall pro buildertrend automation procore jobber zapier integration
From$20 / projectMore details
CRM Management
I will setup bitrix24, honeybook, freshsales automation brevo zapier integration
From$20 / projectMore details

Work experience

Fiverr

CRM Expert & Workflow Automation Specialist

Fiverr • Freelance

Aug 2024 - Jun 2025 • 10 mos

• Configured and optimized CRM systems to improve lead, contact, and customer management. • Built automated workflows for lead assignment, follow-ups, notifications, and customer onboarding. • Integrated CRM platforms with third-party applications and business tools. • Created pipelines, custom fields, dashboards, reports, and automated processes. • Audited CRM setups and identified opportunities to improve data quality and workflow efficiency. • Supported businesses with CRM migration, customization, integration, and process automation.