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imogenroberts11

Imogen roberts

@imogenroberts11

CRM Setup Integration and Automation Specialist

United Kingdom
English, Spanish, German, Italian, French
About me
Hello and welcome! I specialize in CRM setup, sales pipeline management, lead routing, deal follow-ups, and workflow automation. I configure Salesmate CRM with Make for lead assignment and sales follow-ups, and connect Tally forms with CRM workflows to manage new leads. I also set up Creatio CRM pipelines, workflow automation, and API integrations. For SaaS businesses, I configure Customer.io onboarding, customer lifecycle messaging, retention, and churn workflows. My focus is on keeping your CRM organized and your sales processes running smoothly. Let’s get started!... Read more

Skills

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imogenroberts11
Imogen roberts
Offline • 

See my services

Email Automations
I will setup customer io saas onboarding retention churn lifecycle automation workflow
From$20 / projectMore details
CRM Management
I will setup creatio crm workflow automate creatio sales pipeline api integration
From$20 / projectMore details