
Peace Success
CRM Setup and Automation for HVAC Plumbing Roofing and Construction
Skills

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Work experience
Freelancer.com
Freelance • 6 yrs
Independent CRM Consultant – Zoho CRM
Aug 2025 - Present • 10 mos
Built Zoho CRM pipelines for construction and renovation business models, from initial inquiry through job completion, with automated stage-based follow-ups.
Independent CRM Consultant – ServiceTitan & Pipedrive
Apr 2024 - Present • 2 yrs 2 mos
Built and customized ServiceTitan and Pipedrive pipelines for HVAC, plumbing, and field service business models, including lead stages, automated follow-up sequences, and dispatch-to-invoice workflows.
Independent Automation Specialist – GoHighLevel
Jun 2023 - Present • 3 yrs
Built speed-to-lead automation and lead intake systems for roofing contractor business models, including SMS and email follow-up sequences.