i
israel_turner

Israel Turner

@israel_turner

CRM Automation Expert SuiteDash, Cloze Real Estate CRM Setup

Großbritannien
Englisch, Deutsch, Spanisch, Italienisch, Niederländisch, Französisch, Russisch, Polnisch, Portugiesisch, Dänisch, Türkisch, Chinesisch, Japanisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I am a CRM automation and setup expert specializing in SuiteDash, Cloze, and real estate CRM platforms including Chime, kvCORE, Follow Up Boss, BoldTrail, Ylopo, and Lofty. I help agencies, consultants, and real estate professionals design structured CRM systems, client portals, and automation workflows that improve follow up, organization, and conversion. My experience covers CRM configuration, workflow automation, lead pipelines, integrations, and process optimization. I focus on clean system architecture, usability, and scalable automation that supports long term business growth.... Mehr lesen

Kompetenzen

i
israel_turner
Israel Turner
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

CRM-Management
I will setup real estate CRM chime kvcore followupboss boldtrail ylopo cloze lofty CRM
Ab20 $ / ProjektWeitere Details
CRM-Management
I will setup suitedash crm, cloze crm, suitedash automation, cloze automation expert
Ab35 $ / ProjektWeitere Details

Arbeitserfahrung

CRM Systems & Automation Specialist

Salesforce, Inc. • Teilzeit

Nov 2023 - May 2025 • 1 yr 6 mos

I provided project based CRM systems and automation support for professional service providers and real estate focused teams requiring structured CRM environments. My work included CRM setup, automation design, workflow optimization, and system customization aligned with business objectives. I configured lead pipelines, automation triggers, task rules, and communication tracking to improve response times and conversion efficiency. I supported CRM onboarding, automation refinement, and integration planning while ensuring systems remained user friendly and scalable. My responsibilities also included testing workflows, resolving automation conflicts, documenting processes, and advising on best practices for CRM usage, automation governance, and long term system performance.

CRM Automation Consultant

HubSpot, Inc. • Teilzeit

Feb 2020 - Oct 2023 • 3 yrs 8 mos

I worked as a contract CRM automation consultant supporting service businesses, agencies, and sales teams with CRM system design, data structure, and workflow automation projects. My role focused on analyzing business processes, mapping client journeys, and configuring CRM environments to improve lead handling, follow up consistency, and operational clarity. I delivered CRM setups that included contact segmentation, pipeline architecture, task automation, email workflow configuration, and reporting frameworks. I collaborated with stakeholders to translate operational requirements into scalable CRM logic, ensured data hygiene standards, and supported CRM migrations. I also assisted clients with automation troubleshooting, system optimization, and documentation to support long term adoption and internal team usage across sales and operations.