Kategorien durchsuchen
Entdecken
Fiverr Pro
Deutsch
$
USD
Evelyn
@evelyn_josh245
AI Automation Specialist
Nigeria
Englisch, Französisch, Deutsch, Spanisch
Über mich
I am a CRM and AI automation specialist with hands on experience in TaxDome, Zoho CRM, Replit, Base44, Lovable AI, and Simplero. I help businesses streamline operations, automate workflows, and build smart systems that improve efficiency and client management. My focus is on clean setup, seamless integrations, and practical solutions that save time and support growth.
Kompetenzen
Evelyn
offline •
Durchschnittliche Antwortzeit: 602 Stunden
Meine Dienstleistungen
Strategie & Planung
I will do complete taxdome setup workflows client portal
CRM-Management
I will setup zoho CRM, zoho books zoho form, desk zoho campaign, zoho one, zoho sites
Arbeitserfahrung
Freelancer.com
Freiberufler • 5 mos
TaxDome CRM Specialist
Sep 2025 - Nov 2025 • 2 mos
Built complete TaxDome CRM setups for CPA, tax, and accounting firms, including client portal configuration, onboarding workflows, pipelines, job tracking, and automated organizers, emails, invoices, and payments. Focused on turning existing TaxDome accounts into clean, automated systems that reduce manual client-chasing and improve the client experience.
Zoho CRM & Automation Specialist
Aug 2025 - Nov 2025 • 3 mos
Set up and customized Zoho CRM, Zoho Books, Zoho Forms, Zoho Desk, Zoho Campaigns, Zoho One, and Zoho Sites for businesses in e-commerce, education, and real estate. Handled data migration and lead import, built automated sales pipelines and custom workflows, configured email marketing automation, and integrated third-party apps via API. Delivered full Zoho ecosystem setups aimed at improving efficiency and team productivity.
