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$
USD
marvellous
@marvel_201
CRM Automation and Setup
Netherlands
English, French, Spanish, German
About me
I help businesses turn disconnected leads, customer data, and repetitive processes into organized CRM systems that actually support growth. My work focuses on CRM architecture, pipeline configuration, workflow automation, lead management, integrations, and performance tracking. I can structure your CRM around your sales process, automate follow-ups, organize customer journeys, and connect the tools your business already uses. My goal is simple: build a cleaner, smarter, and more efficient system that reduces manual work and keeps opportunities moving.
Skills
marvellous
Offline •
See my services
CRM Management
I will map pipedrive CRM for insurance agency and automate client journey
CRM Management
I will configure a hubspot med spa lead to appointment CRM system
Work experience
CRM Automation Specialist
Freelancer.com
May 2018 - Present • 8 yrs 3 mos
Worked as a freelance CRM Automation Specialist, helping businesses organize customer data, streamline sales processes, and automate repetitive tasks. Configured and customized CRM pipelines for different business workflows. Built automated lead follow-ups, task assignments, notifications, and email sequences. Created workflow automation using triggers, actions, conditions, and customer segmentation. Integrated CRM systems with forms, calendars, email platforms, and other business tools. Organized contacts, custom fields, tags, and opportunity stages. Developed client onboarding and lead nurturing workflows. Optimized CRM processes to reduce manual work and improve lead management. Created structured reporting systems for monitoring sales activity and opportunities.
