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Heritage A
@heritageadeye
CRM, Project Management, Automation Specialist HubSpot, Zoho, Monday, Suitedash
Nigeria
Englisch
Über mich
I help coaches, consultants, and online business owners stop drowning in disconnected tools and start running on systems that work together.
My focus: CRM setup (HubSpot, Zoho, Pipedrive, GoHighLevel, ActiveCampaign), project management (ClickUp, Monday.com, Asana, Trello), automation (Zapier, Make.com, Pabbly Connect), and AI-powered support using Claude AI for content, research, and operations.
And bring the same precision to CRM and PM setup, clean pipelines, automated follow-ups, dashboards that don't break in six months.
Tired of doing what your tools should do for you? Let's fix that.
Kompetenzen
Heritage A
offline •
Durchschnittliche Antwortzeit: 9 Stunden
Meine Dienstleistungen
Projektmanagement-Software
I will setup suitedash suitedash client portal suitedash automation suitedash integrate
Umfragen
I will create jotform, google form, typeform, online form, surveys, cognito form,
Portfolio
Arbeitserfahrung
CRM & Automation Specialist
Grow with Google
Mar 2023 - Present • 3 yrs 5 mos
Designed and implemented high-performing systems using SuiteDash, Typeform, and Jotform to streamline onboarding, lead capture, and workflows. Reduced manual tasks and improved efficiency through smart automation.
SuiteDash Implementation Specialist
Tax Prep A-Go-Go
Jul 2026 - Jul 2026 • 0 mos
Built a complete SuiteDash CRM and client portal system for a dual-service tax preparation and insurance agency, designed as the operational backbone for the business. Key deliverables included: Custom CRM pipeline architecture for two distinct service lines (10-stage tax workflow, 8-stage insurance workflow) Branded client portal with dedicated service-specific sections and secure document upload capabilities Client segmentation system using custom fields and permission-based access groups Team role structure designed to scale with future hires Lifecycle automation triggering welcome communications at key client touchpoints Delivered a scalable foundation supporting the client's goal of a fully systems-driven, owner-independent business.
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kurtturrell
Vereinigte Staaten
Heritage created an operating system using SuiteDash for our new non-profit organization. She did a great job. I highly recommend Heritage!
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