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webappcreators

Derek M

@webappcreators

CRM, Automation and Business Software Setup Specialist

Nigeria
English, French, Spanish, German
About me
Hi Valued Buyers, I’m Derek. I help businesses set up reliable CRM systems, workflow automations, lead generation processes, and industry-specific software that make daily operations easier to manage. I work with B2B teams, service providers, travel businesses, health and wellness practices, and growing companies that need organized systems they can trust. I take time to understand your business, handle your setup with care, automate repetitive tasks, and create a smooth workflow that supports your clients, team, and growth. My Service is what you need, Contact me Today.... Read more

Skills

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webappcreators
Derek M
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will setup travel crm zoho automation travefy peek pro traveljoy wetravel rezdy bókun
From$30 / projectMore details
CRM Management
I will setup practice better fullscript nutriadmin batchmaster inecta deacom wherefour
From$30 / projectMore details

Work experience

Visit_Santa Barbara

CRM & Workflow Automation Specialist — Travel Agency Operations

Visit Santa Barbara • Freelance

Jan 2026 - Jan 2026 • 0 mos

I worked with a travel agency that needed a more organized system for managing client inquiries, trip requests, bookings, itineraries, payments, and follow-up communication. Before the project, the agency was handling most of its workflow through email, spreadsheets, and separate booking tools, which made it difficult to track each client from first inquiry to confirmed trip. My role was to review their existing process and set up a cleaner travel CRM workflow that matched how the agency operated. I helped organize client records, inquiry forms, booking stages, destination details, travel dates, budgets, traveler preferences, and follow-up tasks. I also helped structure the workflow around key stages such as new inquiry, consultation, quote sent, itinerary planning, deposit received, confirmed booking, travel documents, and post-trip follow-up. The goal was to reduce missed follow-ups, improve client organization, and give the agency a professional system for managing bookings and customer communication. The final setup made it easier for the team to track leads, manage trip details, and handle clients with more confidence and consistency.