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CRM Consultant, Sales Automation, Pipeline Setup and Lead Management
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CRM & Automation Specialist
Freelance • Self-employed
Jan 2026 - Present • 8 mos
Provide CRM setup, automation, lead management, sales pipeline configuration, workflow development, integrations, reporting, and CRM optimization for businesses. Work across CRM and business platforms to organize customer data, improve sales processes, automate repetitive tasks, and create practical systems aligned with each client's workflow. Specializations include CRM configuration, pipeline setup, contact management, workflow automation, lead scoring, sales automation, appointment workflows, reporting, integrations, and existing CRM cleanup.