
Jeremy
CRM Automation Notion HubSpot GoHighLevel Pipedrive Jobber Zapier Integration
Competenze

Consulta i miei servizi


Portfolio
Esperienza lavorativa
Business Systems & Workflow Consultant
Fiverr • Freelance
Oct 2025 - Present • 1 yr 1 mo
Developed connected business workflows using CRM, project management, and automation tools. Helped organize client onboarding, task assignments, lead tracking, notifications, and reporting processes. CRM expert CRM setup CRM automation CRM integration CRM migration Salesforce HubSpot GoHighLevel Pipedrive Zoho CRM Attio monday CRM Keap Jobber HoneyBook Housecall Pro ServiceTitan JobTread Follow Up Boss Clio Grow PracticePanther Zapier Make automation n8n automation workflow automation API integration webhook integration sales pipeline lead management contact management CRM customization CRM dashboard sales automation AI automation business process automation real estate CRM legal CRM construction CRM field service CRM customer management project management automation CRM expert CRM setup CRM automation CRM integration CRM migration Salesforce HubSpot GoHighLevel Pipedrive Zoho CRM Attio monday CRM Keap Jobber HoneyBook Housecall Pro ServiceTitan JobTread Follow Up Boss Clio Grow PracticePanther Zapier Make automation n8n automation workflow automation API integration webhook integration sales pipeline lead management contact management CRM customization CRM dashboard sales automation AI automation business process automation real estate CRM legal CRM construction CRM field service CRM customer management project management automation CRM expert CRM setup CRM automation CRM integration CRM migration Salesforce HubSpot GoHighLevel Pipedrive Zoho CRM Attio monday CRM Keap Jobber HoneyBook Housecall Pro ServiceTitan JobTread Follow Up Boss Clio Grow PracticePanther Zapier Make automation n8n automation workflow automation API integration webhook integration sales pipeline lead management contact management CRM customization CRM dashboard sales automation AI automation business process automation real estate CRM legal CRM construction CRM field service CRM customer management project management automation CRM expert CRM setup CRM automation CRM integration CRM migration
CRM Implementation Consultant
Clear Path Utility Solutions LLC • Part time
Apr 2024 - Nov 2024 • 7 mos
Supported CRM implementation and optimization for service-based businesses. Worked with contact management, pipeline customization, workflow automation, customer communication, and operational dashboards across different CRM platforms. CRM expert CRM setup CRM automation CRM integration CRM migration Salesforce HubSpot GoHighLevel Pipedrive Zoho CRM Attio monday CRM Keap Jobber HoneyBook Housecall Pro ServiceTitan JobTread Follow Up Boss Clio Grow PracticePanther Zapier Make automation n8n automation workflow automation API integration webhook integration sales pipeline lead management contact management CRM customization CRM dashboard sales automation AI automation business process automation real estate CRM legal CRM construction CRM field service CRM customer management project management automation CRM expert CRM setup CRM automation CRM integration CRM migration Salesforce HubSpot GoHighLevel Pipedrive Zoho CRM Attio monday CRM Keap Jobber HoneyBook Housecall Pro ServiceTitan JobTread Follow Up Boss Clio Grow PracticePanther Zapier Make automation n8n automation workflow automation API integration webhook integration sales pipeline lead management contact management CRM customization CRM dashboard sales automation AI automation business process automation real estate CRM legal CRM construction CRM field service CRM customer management project management automation v CRM expert CRM setup CRM automation CRM integration CRM migration Salesforce HubSpot GoHighLevel Pipedrive Zoho CRM Attio monday CRM Keap Jobber HoneyBook Housecall Pro ServiceTitan JobTread Follow Up Boss Clio Grow PracticePanther Zapier Make automation n8n automation workflow automation API integration webhook integration sales pipeline lead management contact management CRM customization CRM dashboard sales automation AI automation business process automation real estate CRM legal CRM construction CRM field service CRM customer management project management automation CRM expert CRM setup CRM AI
CRM & Automation Specialist
Northdocks GmbH • Full time
Apr 2023 - Feb 2024 • 10 mos
Designed and configured CRM environments, sales pipelines, lead routing, automated follow-ups, and reporting systems. Connected business applications through Zapier, Make, and API-based workflows to reduce repetitive administrative work. CRM expert CRM setup CRM automation CRM integration CRM migration Salesforce HubSpot GoHighLevel Pipedrive Zoho CRM Attio monday CRM Keap Jobber HoneyBook Housecall Pro ServiceTitan JobTread Follow Up Boss Clio Grow PracticePanther Zapier Make automation n8n automation workflow automation API integration webhook integration sales pipeline lead management contact management CRM customization CRM dashboard sales automation AI automation business process automation real estate CRM legal CRM construction CRM field service CRM customer management project management automation CRM expert CRM setup CRM automation CRM integration CRM migration Salesforce HubSpot GoHighLevel Pipedrive Zoho CRM Attio monday CRM Keap Jobber HoneyBook Housecall Pro ServiceTitan JobTread Follow Up Boss Clio Grow PracticePanther Zapier Make automation n8n automation workflow automation API integration webhook integration sales pipeline lead management contact management CRM customization CRM dashboard sales automation AI automation business process automation real estate CRM legal CRM construction CRM field service CRM customer management project management automation CRM expert CRM setup CRM automation CRM integration CRM migration Salesforce HubSpot GoHighLevel Pipedrive Zoho CRM Attio monday CRM Keap Jobber HoneyBook Housecall Pro ServiceTitan JobTread Follow Up Boss Clio Grow PracticePanther Zapier Make automation n8n automation workflow automation API integration webhook integration sales pipeline lead management contact management CRM customization CRM dashboard sales automation AI automation business process automation real estate CRM legal CRM construction CRM field service CRM customer management project management automation