j
joaberto

Joab

@joaberto

I provide solutions that brings more sales and reduces leaks

Großbritannien
Englisch, Französisch, Deutsch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I turn CRM software into automated business systems that work while you sleep. I specialise in GHL, zapier, make.com, SuiteDash, Agile CRM, Freshsales & Follow Up Boss, building pipelines, client portals, onboarding flows, and email automation for coaches, agencies, real estate teams & startups. No templates. Every system built for your business. Message me.... Mehr lesen

Kompetenzen

j
joaberto
Joab
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

Projektmanagement-Software
I will setup dubsado honeybook suitedash CRM client portal workflow automation
Ab50 $ / ProjektWeitere Details
Projektmanagement-Software
I will do monday com monday CRM monday automation project management as monday expert
Ab50 $ / ProjektWeitere Details

Portfolio

Arbeitserfahrung

Upwork

CRM Implementation & Workflow Automation Specialist

Upwork • Freiberufler

Oct 2024 - Present • 1 yr 10 mos

I help businesses streamline operations by implementing, customizing, and automating CRM platforms for service based businesses, agencies, consultants, and growing teams. My expertise includes designing scalable CRM systems, automating client onboarding, creating sales pipelines, and integrating third-party applications to eliminate manual tasks and improve business efficiency. Key Responsibilities & Achievements: • Implemented and customized Dubsado, HoneyBook, SuiteDash, HubSpot, GoHighLevel, Zoho CRM, Salesforce, and Pipedrive. • Built automated client onboarding workflows including proposals, contracts, invoices, questionnaires, appointment scheduling, and client portals. • Configured sales pipelines, lead management systems, opportunity stages, task automation, and follow-up workflows. • Integrated CRMs with Zapier, Make.com, Google Workspace, Microsoft 365, Stripe, Calendly, Slack, Twilio, QuickBooks, Shopify, WooCommerce, and custom APIs. • Performed CRM migration, data import, field mapping, database cleanup, deduplication, and workflow optimization. • Created custom dashboards, reporting systems, and automation strategies that reduced manual work and improved team productivity. • Delivered tailored CRM solutions for agencies, consultants, photographers, coaches, real estate professionals, healthcare providers, and e-commerce businesses. Skills i provided CRM Implementation Workflow Automation Dubsado HoneyBook SuiteDash HubSpot CRM GoHighLevel Salesforce CRM Zoho CRM Pipedrive Zapier Make.com API Integration Business Process Automation Client Onboarding CRM Migration