Samuel O

CRM Specialist | HubSpot and Automation Expert

Fiverr • Freelance

Aug 2025 - Present • 1 yr 2 mos

Worked as a CRM Specialist on Fiverr, helping businesses set up, optimize, and automate CRM systems that improved lead management, sales processes, customer communication, and day-to-day operations. I worked with business owners, consultants, service providers, and growing teams across different industries, building CRM solutions around their actual business processes rather than relying on generic setups. My experience includes HubSpot CRM implementation, pipeline setup, contact and company management, custom properties, lifecycle stages, lead segmentation, forms, active lists, workflows, email automation, task automation, lead routing, reporting, dashboards, and database cleanup. I also designed and implemented workflow automations and integrations using tools such as Zapier, Asana, website forms, scheduling platforms, and other third-party applications automating repetitive processes including lead capture, follow-ups, internal notifications, record updates, deal movement, task creation, and customer communication. For existing CRM accounts, I performed audits and restructuring to identify inefficient processes, duplicate records, incorrect properties, broken workflows, poor pipeline structures, and reporting gaps, then rebuilt or optimized these areas to create a cleaner, more reliable system. Each Fiverr project required managing the full CRM implementation cycle from requirements gathering and process mapping through configuration, automation, testing, troubleshooting, and final delivery. My focus was never just setting up CRM software; it was building practical, organized, and scalable CRM systems that help teams reduce manual work, manage opportunities effectively, maintain accurate customer data, and gain clearer visibility into their sales and operational processes.

CRM System and Workflow Automation Specialist

Upwork • Freelance

Apr 2023 - Present • 3 yrs 6 mos

As a CRM Systems and Workflow Automation Specialist on Upwork, I helped businesses build and improve CRM systems that made their sales, lead management, and customer operations more organized and efficient. I worked directly with clients to understand their existing processes, identify gaps, and design solutions tailored to how their businesses actually operated covering everything from CRM setup and optimization to sales pipelines, deal stages, contact and company management, custom properties, lead qualification, lifecycle stages, segmentation, forms, lists, task management, reporting, and dashboards. Each system was structured to give clients clearer control and visibility over their leads, opportunities, customers, and internal activities. Workflow automation was central to my work. I built automated processes for lead assignment, follow-ups, internal notifications, task creation, deal updates, form submissions, customer communication, record updates, and sales handoffs reducing repetitive manual work and ensuring the right actions happened at the right stage of the customer journey. I also handled CRM integrations, connecting systems with websites, forms, scheduling tools, project management platforms, Zapier, and other business applications to create smoother data flow between tools. For clients with existing CRM accounts, I reviewed and cleaned up poorly structured pipelines, inefficient workflows, duplicate data, inconsistent properties, reporting gaps, and unnecessary manual processes. Across every project, I managed the full cycle from requirements gathering and process mapping to configuration, testing, troubleshooting, and delivery with a strong focus on reliability and usability. My goal was always to leave clients with scalable CRM and automation systems that save time, improve data accuracy, and support stronger sales and customer management.