
JANE AUTOMATION
Automation CRM and E Signature Workflows That Save You Time
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Work experience
CRM & Business Systems Integration Consultant
Fiverr • Freelance
Jul 2025 - Present • 1 yr
Focused on configuring and connecting business platforms that support customer acquisition, sales management, proposal delivery, document approvals, and team collaboration. Assisted organizations with CRM implementation, workflow planning, automation design, and integration projects involving scheduling software, marketing tools, payment processors, and electronic signature platforms. Developed automated sequences linking Typeform, Calendly, SavvyCal, Acuity Scheduling, Doodle, Klaviyo, ActiveCampaign, Customer.io, Airtable, Slack, Jira, Stripe, Braintree, FreshBooks, and Xero to create consistent data flow across departments. Built solutions for proposal management using PandaDoc, Qwilr, Proposify, QuoteWerks, DocuSign, SignNow, and OneSpan Sign while supporting approval processes and document tracking requirements. Configured WordPress and Webflow websites with forms, webhooks, email delivery systems, and customer intake workflows. Created process documentation, integration maps, testing procedures, and operational guidelines to support long-term usability. Worked closely with stakeholders to understand workflow requirements, improve task management, reduce manual data entry, and establish dependable automation systems that supported daily business activities and internal team coordination.