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ralf_dres

Ralf Dresdner

@ralf_dres

CRM Automation Specialist, Lawmatics Podio Clientify Rex CRM

United Kingdom
English, German
About me
I help businesses streamline operations through CRM setup, workflow customization, automation, and integrations. My expertise includes Lawmatics CRM, Podio CRM, Clientify CRM, and Rex CRM. I build efficient systems that improve lead management, client onboarding, pipeline tracking, and team productivity. Whether you need a new CRM implementation, custom workflows, automation, or seamless integrations, I deliver reliable solutions designed to save time, reduce manual work, and support business growth.... Read more

Skills

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ralf_dres
Ralf Dresdner
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will setup lawmatics CRM podio CRM clientify and rex CRM
From$30 / projectMore details

Work experience

Upwork

CRM Automation Consultant

Upwork • Freelance

Aug 2024 - Mar 2025 • 7 mos

As a freelance CRM Automation Consultant, I have worked with businesses seeking customized CRM solutions using Podio. My responsibilities included CRM architecture planning, workspace development, workflow customization, lead management system implementation, client onboarding automation, and process optimization. I designed custom applications, relationship fields, reporting dashboards, and automated workflows to support sales, operations, and customer management teams. I collaborated with clients to map business requirements and translate them into scalable CRM environments. My work included developing automated task assignments, status tracking systems, lead qualification pipelines, client communication processes, and document management workflows. I configured user permissions, optimized workspace structures, and improved overall CRM usability. Tools and technologies used included Podio, Globiflow, ProcFu, Zapier, Make, Google Workspace, Microsoft 365, Twilio, and various third-party integrations. I also supported CRM migrations, data imports, field mapping, data cleanup, and system documentation. Deliverables included complete CRM implementation, workflow automation, integration support, reporting solutions, user training, process documentation, and ongoing system maintenance. Projects focused on improving operational efficiency, reducing repetitive manual tasks, increasing team visibility, and creating scalable business workflows for growing organizations.