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marcusautomates

Marcus

@marcusautomates

CRM and Automation Expert Setup, Integration, Workflow Optimization

Nigeria
English, Spanish, German, Yoruba
About me
Struggling with messy systems and lost leads? I help you set up and optimize CRMs, automations, and accounting tools for smooth operations. From GoHighLevel, HubSpot, Zoho, and Salesforce to Airtable, Monday, and QuickBooks, I work with businesses that want clarity and growth. You get clean workflows, better tracking, and more conversions. Ready to simplify your systems and scale faster? Send me a message and let’s discuss your project.... Read more

Skills

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marcusautomates
Marcus
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will setup zoho bigin, clickup pipedrive salesforce, mail chimp zapier integration
Bookkeeping
I will do quickbooks enterprise zendesk salesforce xero jobber, gohighlevel automation

Portfolio

Work experience

Freelancing_Career

Customer Relationship Management Expert

Freelancing Career • Freelance

Jun 2017 - Present8 yrs 11 mos

Set up and optimized CRM systems and automation workflows for businesses across sales, marketing, and operations. Experienced with platforms including Lofty CRM, kvCORE, BoldTrail, GoHighLevel, Zoho Bigin, HubSpot, Salesforce, and Pipedrive. Built automated pipelines, lead capture systems, and follow-up sequences to improve conversion and client management. Integrated tools such as Trello, Airtable, Monday.com, Notion, Asana, and Make.com to streamline workflows and eliminate manual processes. Connected systems using Zapier and APIs for seamless data flow and task automation. Also configured and managed accounting platforms including QuickBooks, Zoho Books, NetSuite, Wave, and GoHighLevel integrations to align financial tracking with CRM operations. Focused on delivering automation-driven systems that improve efficiency, organization, and business growth.