Ted Robins

CRM Automation Specialist Pipedrive CRM (Real Estate)

Real Estate Instruct • Freelance

Jun 2026 - Jun 2026 • 0 mos

Designed and implemented a customized Pipedrive CRM system for a real estate agency. Built sales pipelines to manage buyer leads, seller leads, property listings, negotiations, and closed deals. Configured custom fields, deal stages, user permissions, and contact segmentation. Automated lead assignment, follow-up reminders, task creation, email notifications, and deal progression. Integrated website lead capture forms, Google Calendar, Gmail, and third party automation tools. Developed real time dashboards and reports to monitor lead sources, pipeline performance, agent productivity, and revenue. Migrated existing customer and property data into Pipedrive while ensuring data accuracy and organization. Trained the client's team on CRM best practices, workflow automation, and efficient pipeline management. Key Achievements: Centralized all buyer, seller, and property data into one organized CRM platform. Reduced manual administrative work through automated workflows. Improved lead response times with automated follow up processes. Increased visibility into the sales pipeline with custom dashboards and analytics. Enhanced collaboration among agents through standardized CRM processes. Delivered a scalable CRM solution that supports business growth and higher lead conversion rates. Skills Demonstrated Pipedrive CRM Setup & Customization CRM Workflow Automation Real Estate Sales Pipeline Design Lead Management Email Automation CRM Integrations Dashboard & Reporting Data Migration Business Process Optimization Team Training & Support

CRM Automation Specialist

Business Directory for business listing • Freelance

Jan 2025 - Feb 2025 • 1 mo

Helping businesses streamline sales operations, automate workflows, and improve customer relationship management using Pipedrive CRM. Key Responsibilities: • Configure and customize CRM systems based on business requirements. • Design and optimize sales pipelines for lead management and deal tracking. • Build workflow automations to reduce manual tasks and improve team productivity. • Integrate CRM platforms with websites, forms, email marketing tools, and third party applications. • Create custom dashboards and reports for sales performance tracking. • Perform CRM data migration, cleanup, and system optimization. • Train teams on CRM best practices and automation strategies. Notable Projects: Tour & Travel Company Implemented a fully automated Pipedrive CRM system. Automated lead capture, assignment, and follow up processes. Built custom booking pipelines and revenue dashboards. Reduced manual administrative work and improved lead tracking. Professional Services Business: Customized Pipedrive CRM workflows and client onboarding processes. Integrated email automation and task management systems. Improved sales visibility and operational efficiency.