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CRM Implementation & Automation Consultant
Upwork • Freelance
Oct 2025 - Present • 10 mos
Led CRM implementation and optimization projects for home service businesses, including roofing, HVAC, plumbing, electrical, landscaping, and painting contractors. Planned and deployed CRM systems, customized sales pipelines, automated lead follow-ups, configured job scheduling workflows, integrated third-party applications, migrated customer data, and resolved complex CRM issues. Collaborated with business owners to streamline operations, improve team productivity, reduce administrative workload, and build scalable systems that support lead management, customer retention, and long-term business growth.