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Fiverr Pro
Deutsch
$
USD
Bee N
@bee100nita
CRM setup and automation 'N' Project management specialist
Nigeria
Französisch, Deutsch, Spanisch, Englisch
Über mich
Hello,
I’m a CRM Automation & Project Management Specialist helping businesses streamline operations, automate workflows, and manage projects without confusion or delays. I build systems that capture leads, nurture prospects, organize teams, and keep revenue moving without manual stress.
I work with powerful tools like GoHighLevel, HubSpot CRM, Zoho CRM, Salesforce, Monday.com, ClickUp, Asana, Trello, Airtable, Notion, HoneyBook, Dubsado etc.
CRM setup| sales funnel automation| workflow automation| pipeline management| lead tracking| project management| Sales CRM setup| API integration
Kompetenzen
Bee N
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
CRM-Management
I will crm set up, migrate CRM, automation on honeybook dubsado salesforce 17hats CRM
Projektmanagement
I will setup clickup, monday crm automation zapier integration, asana trello automation
Portfolio
Arbeitserfahrung
Sales Pipeline & Automation Specialist (Salesforce)
GrowthBridge Realty Group • Freiberufler
Apr 2025 - Apr 2025 • 0 mos
Real estate agents tracked buyers manually, making it difficult to monitor property inquiries and deal progress. Implemented Salesforce CRM tailored to real estate workflows. Created property inquiry pipelines, automated lead assignment, and follow-up reminders for agents. Built dashboards showing deal value, conversion stages, and agent performance. Integrated Salesforce with website inquiry forms and email automation tools. Result: Agents tracked prospects more efficiently, improving organization of high-value deals and reducing missed follow-ups.
Operations Automation Consultant (Airtable + Notion Integration)
LaunchPeak Digital Agency • Freiberufler
Feb 2025 - Feb 2025 • 0 mos
The agency used multiple disconnected tools for client onboarding, content planning, and internal documentation, creating operational confusion. Built an Airtable operations database serving as the central system for clients, projects, and deliverables. Connected Airtable with Notion to create a structured knowledge base and SOP hub. Automated onboarding workflows that generated projects, tasks, and timelines immediately after contract signing. Result: Operations became centralized, reducing onboarding time and giving leadership real-time visibility into workloads.
CRM Migration & Data Automation Specialist (HubSpot CRM Migration)
Northlane Business Solutions • Freiberufler
Sep 2024 - Nov 2024 • 2 mos
The company was transitioning from spreadsheets and an outdated CRM system that lacked automation and proper reporting. Sales data was inconsistent, duplicate contacts were common, and the team risked losing historical customer information during the move. Led a full CRM migration to HubSpot CRM, beginning with data auditing and cleanup. Analyzed existing customer records, standardized contact properties, removed duplicates, and mapped legacy fields to HubSpot’s structure to ensure accurate data transfer. Managed secure data import including contacts, companies, deals, and activity history while preserving pipeline stages and ownership assignments. Rebuilt sales pipelines and automated workflows to match the company’s sales process. Integrated HubSpot with Gmail, website forms, and email marketing tools to ensure continuous lead capture after migration. Created onboarding documentation and trained the sales team on daily CRM usage and reporting dashboards. Result: Successfully migrated thousands of customer records with zero data loss, improved pipeline visibility, and reduced manual data entry through automation, allowing the sales team to manage leads from one centralized system.
