Temmy R

CRM & Sales Automation Expert

Fiverr • Freelance

Jul 2024 - Present • 2 yrs 1 mo

I currently work as a Freelance CRM & Sales Automation Expert, supporting businesses that want to improve their customer management, sales pipeline, lead generation, and operational workflows. I specialize in turning CRM platforms into organized systems that help teams capture leads, manage opportunities, automate repetitive tasks, and maintain consistent customer follow-up. Depending on the project, I work with HubSpot, GoHighLevel, Salesforce, Zoho CRM, and Pipedrive. I configure pipelines, deal stages, contact records, custom fields, lead sources, lifecycle stages, tasks, notifications, automated workflows, email sequences, and reporting dashboards. I also help businesses document and standardize their sales processes so CRM activity is consistent across the team. My automation work includes connecting CRM platforms with websites, lead forms, landing pages, calendars, email marketing tools, Google Sheets, and other applications through Zapier and Make. I build workflows for lead capture, assignment, qualification, follow-up, appointment booking, deal updates, customer onboarding, and internal notifications. I also troubleshoot existing automations and improve workflows that are producing duplicate records, missed leads, or incorrect data. Another important part of my work is CRM data management. I assist with CRM migrations, CSV imports, field mapping, database cleanup, duplicate removal, contact segmentation, and restructuring poorly organized CRM accounts. I approach each project with attention to data quality and practical usability. As a freelance CRM professional, I focus on understanding the client’s actual business process before implementing technology. Whether the need is CRM setup, CRM optimization, sales automation, lead management, integration, or reporting, I aim to build a dependable system that reduces manual work, improves visibility, and helps sales teams manage customer relationships more efficiently.

CRM Expert

Upwork • Part-time

May 2023 - Present • 3 yrs 3 mos

I work as a Freelance CRM Expert helping businesses organize, optimize, and automate their customer relationship management systems. My work focuses on building practical CRM solutions that improve lead management, sales pipeline visibility, customer follow-up, workflow automation, and overall sales operations. I have hands-on experience working with platforms such as HubSpot, GoHighLevel, Salesforce, Zoho CRM, and Pipedrive, depending on the client’s business model and requirements. My typical projects include CRM setup and configuration, pipeline and deal stage creation, contact and company management, custom fields, lead routing, task automation, email sequences, workflow design, sales funnel optimization, reporting dashboards, and data cleanup. I also help businesses migrate CRM data, structure existing databases, remove duplicates, and create systems that make it easier for sales and customer service teams to manage leads from first contact through conversion. I regularly connect CRM platforms with tools such as Zapier, Make, Google Sheets, Calendly, email marketing platforms, forms, websites, and other business applications. I pay close attention to automation logic, data accuracy, user experience, and scalability so that the CRM is not only functional but easy for teams to maintain. As a freelance CRM specialist, I work directly with clients to understand their sales process, identify workflow gaps, recommend improvements, and implement solutions that save time and reduce manual work. My goal is to turn a CRM into a reliable business system for lead tracking, sales automation, customer management, reporting, and revenue growth.

CRM Automation Expert

Fiverr • Freelance

Jan 2022 - Present • 4 yrs 7 mos

I work as a Freelance CRM Automation Expert, helping startups, agencies, service businesses, and growing companies improve their sales processes through CRM setup, workflow automation, and lead management. My role involves translating business requirements into clean, reliable CRM systems that sales teams can actually use. I work across popular CRM platforms including HubSpot, GoHighLevel, Salesforce, Zoho CRM, and Pipedrive. My projects often involve designing sales pipelines, configuring CRM stages, creating custom properties and fields, setting up automated tasks and notifications, building lead qualification workflows, and improving follow-up processes. I also create automated email workflows and customer journeys, connect lead sources to CRM systems, and organize contact data so teams have a clear view of every prospect and customer. For integrations, I work with tools such as Zapier and Make to connect CRM platforms with websites, landing pages, forms, calendars, spreadsheets, email systems, payment tools, and other third-party applications. I troubleshoot automation errors, review existing workflows, and redesign processes when a CRM has become complicated, inconsistent, or difficult to manage. I also handle CRM data migration, cleanup, duplicate management, field mapping, segmentation, and basic reporting. When working on an existing CRM, I first understand how the business currently handles leads, deals, customers, and follow-ups before recommending changes. My focus as a freelance CRM specialist is simple: create organized CRM systems, reduce repetitive administrative work, improve lead response time, and give businesses better visibility into their sales pipeline. I build solutions with usability, accuracy, automation, and long-term scalability in mind.