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Emma
@businessoptivon
AI CRM and Automation Expert for SaaS, Healthcare and Service Businesses
Großbritannien
Englisch, Französisch, Spanisch, Deutsch
Über mich
My name is Emma, a CRM and automation specialist helping businesses streamline operations and scale efficiently. I design and implement powerful systems for insurance agencies, healthcare providers, medspa and wellness brands, travel and booking companies, and project-based teams. I specialize in setting up workflows, automations, dashboards, and integrated business systems that improve leads, bookings, and productivity. My goal is to turn complex processes into simple, fully automated operations that drive growth and save time. Ready to scale.
Kompetenzen
Emma
offline •
Meine Dienstleistungen
CRM-Management
I will setup jenesis nowcerts radiusbob agencyzoom ursu hawksoft vertaforce indio crm
API & Integrationen
I will setup and automate asana notion zapier jira clickup make smartsheet zapier
Portfolio
Arbeitserfahrung
AI Voice & Workflow Automation Specialist
Automation Solutions • Freiberufler
Jan 2026 - Present • 6 mos
Develop and design AI-powered communication systems that handle inbound and outbound calls, automate appointment scheduling, and improve customer engagement for service-based businesses. My work focuses on integrating AI voice agents with telephony systems and backend workflows to ensure real-time responses, structured data handling, and seamless customer interactions across multiple platforms.
Industry-Specific CRM Implementation Consultant
HealthCare.gov • Freiberufler
May 2025 - Present • 1 yr 2 mos
Specialize in configuring and optimizing CRM systems for industry-specific workflows, including healthcare, insurance agencies, medspas, and service businesses. I help businesses streamline lead management, scheduling, client follow-ups, and internal operations by customizing CRM platforms and integrating automation tools tailored to their exact business needs.
CRM & Automation Systems Engineer
Business • Freiberufler
Mar 2025 - Present • 1 yr 4 mos
Designed and implemented business automation systems that connect CRMs, scheduling tools, and workflow platforms for service-based companies. My role involves analyzing business operations and building structured systems that improve lead handling, client communication, and internal task automation. I’ve helped businesses move from manual processes to fully automated workflows using tools like Zapier, Make, and CRM platforms, ensuring smoother operations, better visibility, and improved customer response times.
