Kaite

Lead Capture and CRM Automation Specialist

Aug 2025 - Present • 9 mos

I specialize in helping businesses capture, manage, and convert leads through strategic automation and CRM systems. One of my key projects involved working with a growing online service brand that struggled with losing leads due to manual follow-ups and disorganized data. I designed a complete lead capture and CRM automation system using Zapier and Make, integrating landing pages, forms, email marketing tools, and a CRM platform. This included automated lead capture, instant follow-up email sequences, lead scoring, and pipeline tracking to ensure no opportunity was missed. Through this business automation system, the client was able to respond to leads in real time, improve data accuracy, and streamline their sales process. The automation reduced manual tasks, increased lead conversion rates, and created a more efficient workflow from lead generation to client onboarding. I focus on building scalable workflow automation and CRM automation systems that simplify operations Automation, Business Automation, Zapier, Make (Integromat), Sales Funnel Automation, Email Automation, Lead Nurturing, System Integration

CRM Automation & Management Specialist

Mar 2026 - Mar 2026 • 0 mos

I help businesses organize, automate, and optimize their customer relationship management systems for better visibility and growth. In one project, I worked with a service-based business that had a CRM but struggled with poor data management, missed follow-ups, and an unstructured sales pipeline. I redesigned their CRM system and implemented CRM automation workflows using Zapier and Make. This included automated lead assignment, follow-up reminders, pipeline stage automation, and customer data synchronization across platforms. I also created dashboards to track customer interactions and sales performance. As a result, the business improved customer tracking, increased response time, and achieved a more structured and predictable sales process. My CRM automation solutions help businesses improve client management, reduce manual input, and build stronger customer relationships through efficient systems.

Business Process Automation Specialist

Jan 2026 - Jan 2026 • 0 mos

I specialize in helping businesses streamline operations through scalable business automation and workflow automation systems. In a recent project, I worked with a growing business that relied heavily on manual processes for daily operations, leading to delays, errors, and reduced productivity. I analyzed their workflows and implemented a complete business process automation system using Zapier and Make. This included task automation, internal notifications, data transfer between tools, and automated reporting systems. I integrated platforms such as project management tools, CRMs, and communication systems to create a seamless workflow. This transformation reduced operational bottlenecks, improved efficiency, and allowed the team to focus on high-value tasks. My approach to business automation focuses on simplifying complex processes, improving accuracy, and building systems that support long-term growth and scalability.