
Daniel
CRM Systems Specialist, Turning Complex Workflows Into Simple Systems
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
JOB HISTORY & ACHIEVEMENTS
Yat • Freiberufler
Jul 2024 - Jun 2026 • 1 yr 11 mos
I have built and optimized CRM and business automation systems for growing businesses that need better organization, smoother workflows, and less manual work. My experience spans Airtable, Softr, GoHighLevel, ActiveCampaign, and Zoho CRM, with a focus on turning business processes into structured, automated systems. My work includes building Airtable CRM databases, Softr client portals, lead management systems, sales pipelines, automated follow-ups, email sequences, lead nurturing workflows, client onboarding systems, and business process automations. I also connect platforms through tools such as Zapier and Make to ensure information moves reliably between systems. I have worked across different business models, including consultants, coaches, SaaS businesses, service providers, and SMBs. Each project starts by understanding the existing workflow, identifying bottlenecks, and designing a practical system around the client's actual process rather than forcing a one-size-fits-all setup. Key achievements include creating centralized CRM systems, reducing repetitive administrative tasks through automation, improving lead follow-up processes, structuring sales pipelines, and building client-facing portals that make information easier to access and manage. My goal on every project is simple: build a reliable system that is organized, scalable, easy to use, and aligned with the way the business operates.