Humphreyw

CRM Intergration

Outspot • Freelance

Mar 2026 - Jun 2026 • 3 mos

Integrated CRM platforms with accounting software, email marketing tools, and cloud storage solutions. Configured API and no-code integrations using automation platforms such as Zapier and Make. Automated contact synchronisation across multiple business applications. Improved data accuracy by eliminating duplicate records through automated validation processes.

Crm Automation EXpert

Captivate • Freelance

Jun 2025 - Nov 2025 • 5 mos

Designed and implemented CRM workflows to automate lead management, customer follow-ups, and task assignments. Configured sales pipelines, dashboards, and custom reports to improve customer relationship management and sales visibility. Automated email campaigns, lead nurturing sequences, and customer onboarding processes. Integrated CRM systems with third-party applications using tools such as Zapier, Make, and APIs to streamline business operations. Maintained accurate customer databases through automated data synchronisation, validation, and duplicate management. Developed workflow automations to reduce manual administrative tasks, improve response times, and enhance operational efficiency. Analysed CRM performance metrics and customer engagement data to optimise workflows and support business growth.

Accounting Expert

Out Of This World Investments • Full-time

May 2018 - Aug 2024 • 6 yrs 3 mos

Maintained accurate financial records by recording daily business transactions and updating accounting systems. Performed bank reconciliations to ensure financial records matched bank statements and resolve discrepancies. Managed accounts payable by processing supplier invoices and scheduling timely payments. Managed accounts receivable, including preparing invoices, tracking payments, and following up on outstanding balances. Prepared monthly financial reports, including profit and loss statements, balance sheets, and cash flow summaries. Assisted with VAT preparation, tax documentation, and compliance with applicable financial regulations. Processed payroll, maintained employee payroll records, and calculated statutory deductions where required. Utilised accounting software such as QuickBooks Online, Xero, Sage, and Zoho Books to manage financial data efficiently. Maintained organised financial documentation and ensured compliance with internal controls and accounting standards. Supported budgeting, financial analysis, and management reporting by providing accurate and timely financial information.