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Israel Franklin
@israel_frankl
CRM Integration Sales Automation and Workflow Specialist
Nigeria
Englisch
Über mich
Hi, I’m Israel, a CRM Integration, Sales Automation and Workflow Specialist. I help businesses connect CRM systems, organize customer data, automate sales processes and improve daily workflows. I work with SuperOffice, EngageBay, Breakcold, Quickbase, Streak CRM, SuiteDash, ProofHub, Mavenlink, Teamwork, Capsule CRM, Kylas, Ploomes and Insightly. My services include CRM integration, CRM setup, sales automation, workflow automation, lead management, pipeline management and email automation. I help businesses simplify processes and manage customers more efficiently. LET’S AUTOMATE YOUR CRM TODAY
Kompetenzen
Israel Franklin
offline •
Meine Dienstleistungen
CRM-Management
I will setup breakcold capsule crm superoffice teamwork mavenlink pipeline automation
CRM-Management
I will setup kylas CRM ploomes CRM insightly quickbase gmelius pipeline automation
Arbeitserfahrung
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Fiverr
Freiberufler • 8 mos
Insightly CRM Integration and Sales Management
Jul 2026 - Present • 3 mos
Implemented an Insightly CRM system for a business that needed organized customer records, better sales tracking, and improved workflow management. The project focused on CRM integration, contact management, sales processes, task automation, and business data organization. • Configured contacts, organizations, opportunities, and CRM records • Organized sales pipelines and opportunity stages • Created tasks and automated workflow activities • Structured customer information for easier access • Connected business processes with CRM activities • Tested CRM workflows and resolved setup issues The result was an organized Insightly CRM environment with improved customer data management, clearer sales tracking, automated activities, and a more efficient workflow for managing business relationships.
Capsule CRM Customer Management Setup
May 2026 - Present • 5 mos
Configured Capsule CRM for a business that needed a simpler way to manage contacts, customer relationships, sales activities, and follow up processes. The project focused on CRM organization, customer data management, sales tracking, and workflow improvement. • Created and organized contacts, companies, and customer records • Structured sales opportunities and pipeline information • Configured custom fields for business data • Organized tasks, activities, and customer follow ups • Improved contact management and record organization • Tested CRM processes and resolved configuration issues The result was a cleaner Capsule CRM environment with organized customer information, improved sales visibility, easier follow up management, and a more efficient process for handling customer relationships.
Ploomes CRM Sales Workflow Configuration
Upwork • Freiberufler
Jan 2026 - Present • 9 mos
Configured Ploomes CRM for a business that wanted to organize its sales operation, improve opportunity tracking, and automate repetitive sales activities. The project focused on CRM configuration, pipeline management, workflow automation, and sales process organization. • Configured CRM records, contacts, companies, and opportunities • Structured sales stages and opportunity management • Created automated actions for sales workflows • Organized tasks and activities for sales teams • Improved customer data and opportunity tracking • Tested workflows and adjusted automation rules The result was a more organized Ploomes CRM environment with structured sales processes, automated activities, improved opportunity tracking, and better visibility across the customer journey.
