Angela

Business Automation Consultant

Apr 2023 - Present • 3 yrs 3 mos

As a CRM & Automation Specialist, I help businesses optimize their operations through customized CRM implementations, workflow automation, and business process improvements. My role involves analyzing business requirements, designing scalable automation strategies, and implementing solutions that increase efficiency while reducing manual tasks. I specialize in Zoho CRM setup, customization, workflow automation, Blueprint configuration, custom modules, layouts, fields, reports, dashboards, lead management, sales pipeline optimization, user permissions, email automation, and data migration. I also develop integrations using Zapier and Make.com to connect business applications including Google Workspace, Calendly, Slack, Stripe, HubSpot, ClickUp, GoHighLevel, Flodesk, and other cloud platforms. Throughout my work, I collaborate with business owners, sales teams, and operations managers to identify workflow bottlenecks and implement automation that improves customer engagement, team productivity, and operational efficiency. Every solution is designed to be scalable, user-friendly, and tailored to each client's business processes. I have successfully delivered CRM implementations, automated lead management systems, sales process automation, customer support workflows, reporting dashboards, API integrations, and business automation projects across multiple industries including consulting, real estate, e-commerce, marketing, financial services, and technology. My focus is always on creating reliable, organized, and results-driven systems that support long-term business growth while providing ongoing technical support and optimization.

Business Automation Consultant

Feb 2022 - Dec 2022 • 10 mos

As a freelance Business Automation Consultant, I partnered with entrepreneurs and growing businesses to simplify repetitive operations by implementing automated workflows and system integrations. My responsibilities included evaluating existing business processes, identifying inefficiencies, and designing automation solutions that improved productivity while reducing manual effort. I built automated workflows using Zapier and Make.com, connected CRM platforms with third-party business applications, configured email marketing automations, synchronized customer data across multiple systems, and developed scalable automation processes tailored to each client's operational needs. Projects included CRM automation, lead capture systems, customer onboarding workflows, appointment scheduling automation, payment processing integrations, task management automation, internal notification systems, and reporting dashboards. Every implementation focused on improving operational efficiency, minimizing human error, and enabling businesses to scale without increasing administrative workload. Working with clients across industries strengthened my expertise in workflow optimization, cloud application integration, API connectivity, and business process automation while maintaining excellent communication, documentation, and project delivery standards.