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zohoscape

Carlos G

@zohoscape

CRM and Ops Setup Specialist for Churches, Roofing, Solar and Memorial

Nigeria
English, French, Spanish
About me
Hi Awesome Buyers, I’m Carlos. I help service-based teams get their systems set up the right way, so leads don’t slip, jobs move smoothly, and everyone knows what to do next. I work with churches/nonprofits, cemetery & memorial businesses, roofing contractors, and solar companies to organize pipelines, automate follow-ups, set up forms/payments, clean up data, connect tools, and document everything with simple SOPs. Clear communication, fast turnaround, and a clean handoff, every time. Contact my expertise now, I'MAVAILABLE 24/7... Read more

Skills

z
zohoscape
Carlos G
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will setup planning center breeze chms pushpay tithely elvanto rock rms subsplash acs
From$30 / projectMore details
CRM Management
I will setup solo crm sunbase aurora solar crm opensolar enact shape solargraf arka 360
From$30 / projectMore details

Portfolio

Work experience

Operations & Systems Implementation Specialist | Grace Harbor Church (Contract)

Grace Harbor Church • Freelance

Aug 2025 - Aug 2025 • 0 mos

Contracted by Grace Harbor Church to help them get out of spreadsheets and into a system their team could actually run week to week. I started by meeting with leadership to understand their day-to-day problems (guest follow-up, small groups, volunteers, check-in, and giving), then mapped out a simple setup plan. From there, I cleaned and organized their people data—removing duplicates, fixing household records, and setting up tags/custom fields so tracking stayed consistent. I configured staff and ministry leader access, built easy workflows for new visitors and next steps, and set up volunteer and small-group tracking so nothing fell through the cracks. On the Sunday side, I implemented Breeze Check-In with the right locations, labels, and security settings, then created online forms for visitors, prayer requests, and event signups and connected everything to the right follow-up steps. To wrap up, I delivered clear documentation (SOPs), a weekly checklist, and a simple training plan so the team could manage Breeze confidently without needing ongoing support.