
Adebayo S
AI Chatbot, Automation and CRM Expert: Business and System Automation
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Work experience
Crm Manager
Tax Relief Advocates • Freelance
May 2024 - Dec 2025 • 1 yr 7 mos
As CRM Manager at Tax Relief Advocates, I led the implementation, customization, and continuous optimization of the company’s CRM system. I successfully managed the full client lifecycle for a portfolio of over 500 high-net-worth individuals and corporate clients, ensuring seamless lead tracking, onboarding, service delivery, and long-term retention. I designed and automated key workflows for tax filing reminders, client follow-ups, and communications, which significantly reduced manual work and improved overall team efficiency. I developed custom dashboards and reports that provided real-time visibility into the sales pipeline, client engagement, and revenue forecasting for senior management. Additionally, I trained and supported over 25 team members including tax consultants, accountants, and sales staff, driving high user adoption across the organization. I also led targeted client segmentation and marketing campaigns that boosted client retention and upsell opportunities while maintaining full compliance with data protection regulations. Through close collaboration with IT and Finance teams, I integrated the CRM with accounting software to streamline billing and service delivery processes.
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Rating Breakdown
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lorenaroe
Repeat Client

United States
Great work! He quickly added notification and Google Sheets integration to my Voiceflow chatbot. Leads are now saving automatically and I receive clean notifications from my business email. Fast delivery and exactly what I needed. Highly recommended!

proplusdubai202

Yemen
Adebayo was switching, attentive and very good, even with different timezone, delayed details he delivered on time and even language differences was not a barrier, I recommend him
lorenaroe
Repeat Client

United States
Thank you Adebayo! Quick and thorough GHL account audit. Everything was clearly explained in the report. I'll surely be back, highly recommended!
mabel_worre
Repeat Client

United States
Thank you Adebayo! He stayed professional and delivered solid work on the Voiceflow + Shopify advanced upgrade. The smarter recommendations, abandoned cart recovery, and multi-language features all work well and integrate smoothly. Great job overall, would recommend!

mabel_worre
Repeat Client

United States
Thank you Adebayo, You'rea real go-getter. Even at this budget price, you didn't let it shake your integrity at all, you delivered an excellent job with the Voiceflow + Shopify integration. Everything works perfectly as requested. Highly recommendation


