i
israel_gregory

Israel G

@israel_gregory

Cloze Consultant, Automation and Sales Pipelines

United Kingdom
Japanese, Chinese, Polish, Danish, Portuguese, Dutch, German, French, Italian, Spanish, English
About me
I am an advanced Cloze CRM consultant specializing in Cloze CRM setup, Cloze automation, Cloze dashboard configuration, Cloze CRM data cleanup, and Cloze custom sales pipelines. I help real estate professionals, consultants, and business owners fix Cloze AI errors, optimize Cloze workflows, and build structured Cloze CRM systems for scalable sales and relationship management. My expertise includes Cloze CRM optimization, automation triggers, pipeline architecture, and performance refinement designed to improve lead management, follow ups, and long term business growth.... Read more

Skills

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israel_gregory
Israel G
Offline • 

See my services

CRM Management
I will setup cloze crm, cloze dashboard, cloze automation, cloze optimization expert
From$50 / projectMore details
Project Management
I will be your advanced cloze CRM consultant, cloze automation expert, cloze crm setup
From$65 / projectMore details

Work experience

CRM Systems & Automation Consultant

HubSpot, Inc. • Freelance

Oct 2024 - Nov 2025 • 1 yr 1 mo

I provided contract based CRM consulting services focused on system configuration, automation design, and sales pipeline architecture for service businesses and real estate professionals. My responsibilities included CRM setup, data cleanup, automation workflow configuration, dashboard optimization, and sales pipeline restructuring. I worked closely with clients to identify data inconsistencies, resolve synchronization errors, and improve CRM usability. My projects required rebuilding pipelines to reflect accurate sales stages, configuring automation triggers for follow ups, refining tagging logic, and improving reporting visibility. I also assisted with contact segmentation, communication tracking, and automation refinement to support scalable growth. Each engagement focused on transforming disorganized CRM systems into structured, performance driven environments that supported measurable improvements in lead management and conversion processes.

Sales Automation & CRM Optimization Specialist

Salesforce, Inc. • Part-time

Aug 2023 - Oct 2025 • 2 yrs 2 mos

I currently deliver project based CRM optimization and automation consulting services for professionals requiring structured sales systems and accurate data environments. My role involves analyzing CRM workflows, correcting data architecture issues, rebuilding sales pipelines, and implementing automation logic aligned with business objectives. I support clients in resolving AI matching errors, refining automation triggers, optimizing dashboards, and improving data reliability. My work emphasizes structured pipeline design, automation governance, performance tracking, and system scalability. Each project is handled with a consulting approach focused on clarity, measurable outcomes, and long term maintainability. I ensure that CRM systems operate efficiently, support consistent follow up processes, and provide reliable reporting for strategic decision making.