
Harvey
CRM AUTOMATION SPECIALIST FOR GROWING BUSINESSES
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Work experience
CRM & BUSINESS AUTOMATION SPECIALIST
CRM • Freelance
Aug 2026 - Present • 3 mos
I help businesses build, organize, and automate CRM systems that improve sales, customer management, and daily operations. I specialize in CRM setup, customization, workflow automation, integrations, data migration, reporting, and business process optimization. My experience includes HubSpot, GoHighLevel, Zoho CRM, Recruit CRM, Jobber, JobNimbus, Buildertrend, Procore, Houzz Pro, PlanRadar, Stack CRM, Zapier, Make, and n8n. I build sales pipelines, lead management systems, automated follow-ups, client onboarding workflows, scheduling systems, email and SMS automation, data synchronization, API/webhook integrations, and customized business workflows. My approach is focused on understanding each client's process and creating reliable, scalable systems that reduce manual work, improve organization, and help businesses operate more efficiently.
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phofeling62

United States
Great experience! He built a custom integration between Buildium and Jobber for our property management and maintenance businesses. This was an important piece of connecting our systems and streamlining our workflow, and I really appreciate his work getting it put together. Highly recommend for anyone needing a custom integration!
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