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nichole_josh

Nichole Expert

@nichole_josh

CRM AUTOMATION AND PROJECT MANAGEMENT EXPERT

United Kingdom
English, French, Spanish
About me
Hi, I’m a CRM specialist focused on CRM setup, customization, automation, and integrations. I help businesses build efficient sales pipelines, manage leads, automate workflows, organize customer data, and improve follow-ups using Zoho CRM, HubSpot CRM, Monday CRM, Odoo CRM, Airtable, and Salesforce. My services include CRM migration, pipeline setup, lead management, dashboards, reports, email automation, custom fields, third-party integrations, and workflow automation using Zapier, Make, and APIs. Let’s build a CRM system that fits your business and improves sales productivity.... Read more

Skills

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nichole_josh
Nichole Expert
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will setup zoho crm hubspot crm monday odoo airtable salesforce CRM pipelines setup
From$10 / projectMore details
CRM Management
I will setup jobber jobnimbus procore buildertrend acculynx jobtrend houzz pro highleve
From$15 / projectMore details

Work experience

Fiverr

CRM Setup & Automation

Fiverr • Freelance

Sep 2023 - Present • 3 yrs

Successfully configured CRM systems for sales and customer management. Built automated workflows for lead assignment, follow-ups and notifications. Integrated CRM platforms with third-party business applications. Migrated and organized customer data into structured CRM systems. Created sales pipelines, dashboards and automated reporting systems. Improved lead tracking and follow-up processes through CRM automation. Implemented custom CRM fields, stages, permissions and workflows. Connected CRM platforms using Zapier, Make and API integrations. Automated repetitive administrative and sales processes. Built customized CRM solutions around different business workflows.