
Fredrick
CRM expert
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Work experience
CRM Automation & Business Systems Specialist
Upwork • Freelance
Dec 2023 - Present • 2 yrs 9 mos
Designed and implemented CRM systems, workflow automation, and business process optimization solutions for businesses across multiple industries. Specialized in configuring and customizing GoHighLevel, HubSpot, Zoho CRM, Pipedrive, Jobber, Notion, and Zapier to streamline lead management, customer relationships, sales pipelines, and daily operations. Key achievements: Built end-to-end CRM systems tailored to business workflows. Automated lead capture, follow-ups, appointments, and customer onboarding. Integrated CRM platforms with third-party tools using Zapier and APIs. Designed custom sales pipelines, dashboards, reports, and automation workflows. Migrated customer data between CRM platforms while maintaining data integrity. Improved sales productivity by reducing manual tasks through automation. Created scalable business systems for service businesses, agencies, real estate, healthcare, eCommerce, and consulting firms. Delivered secure, reliable, and user-friendly CRM solutions that increased operational efficiency and customer engagement. Skills GoHighLevel HubSpot CRM Zoho CRM Pipedrive Jobber Zapier Notion CRM Automation Workflow Automation Sales Pipeline API Integration Business Process Automation Industry Business Services & Consulting