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jason_m54

Jason M

@jason_m54

CRM Solution Experts

United Kingdom
English
About me
HI! I'm Jason, I’m a CRM and automation specialist helping businesses streamline sales, marketing, and operations through smart system design. I set up, customize, and optimize CRMs like Pipedrive, integrating them with tools such as Zapier, Make, Calendly, Mailchimp, Google Workspace, and more. From pipeline structure to advanced workflow automation, I build scalable, reliable systems that reduce manual work and improve visibility. My goal is simple: turn your CRM into a powerful, connected growth engine.... Read more

Skills

j
jason_m54
Jason M
Offline • 
Average response time: 22 hours

See my services

CRM Management
I will setup, optimize pipedrive crm for real estate agencies consultants and b2b teams
From$25 / projectMore details
CRM Management
I will sync pipedrive with google sheet or airtable for crm data reporting for business
From$20 / projectMore details

Portfolio

Work experience

Automat-IT

Chatbot & DM Automation Specialist

Automat-IT • Freelance

Apr 2026 - Present • 3 mos

I run my own freelance automation studio, helping brands turn social media engagement into leads, bookings, and sales using ManyChat and other chat tools. I design end‑to‑end DM funnels for Instagram, Facebook, and WhatsApp - from welcome flows and keyword triggers to advanced branching, tags, and custom fields. My work includes building flows that answer FAQs, capture emails and phone numbers, qualify leads, and route hot prospects directly to sales teams or booking links. I regularly connect automations with CRM, email marketing, and payment platforms so conversations don’t stop in the inbox. I collaborate with clients to map their ideal customer journey, then translate it into clear, high‑performing automations that reduce response time, save manual work, and increase conversions. This role has given me hands‑on experience across niches like coaches, e‑commerce, local services, and info products. Skills: ManyChat, Chatbot Design, Automation Strategy, Lead Generation, Funnel Building, Instagram DM Automation, Facebook Messenger Automation