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chloe_videos

Chloe W

@chloe_videos

CRM Automation and Integration Specialist

Regno Unito
Inglese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
A CRM specialist with experience helping businesses set up and optimize Zoho CRM, Zoho One, HubSpot, GoHighLevel, and Monday CRM for smoother operations and better results. I handle CRM setup, custom modules, automation workflows, blueprints, API integrations, Zoho Books, Inventory, and dashboards. I create systems that streamline pipelines, improve lead management, and support growth. I also design lead capture forms and automation flows with Jotform, Typeform, and Google Forms, connecting them to your CRM for accurate data. I deliver reliable setups that save time and cut manual work.... Continua a leggere

Competenze

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chloe_videos
Chloe W
offline • 
Tempo di risposta medio: 1 ora

Consulta i miei servizi

Applicazioni web full stack
I will customize, perfex CRM, develop custom modules and fix bugs professionally
A partire da10 USD / progettoMaggiori dettagli
Gestione CRM
I will set up, automate and customize your moxie crm for client management and workflow
A partire da10 USD / progettoMaggiori dettagli

Portfolio

Esperienza lavorativa

CRM Specialist

Nestuge • Full time

Apr 2022 - Feb 2026 • 3 yrs 10 mos

Managed and maintained CRM systems for multiple business units, ensuring accurate customer data and smooth operations. Configured custom workflows, pipelines, and automation rules to improve sales tracking and lead management. Designed custom reports and dashboards for management to monitor sales performance and KPIs. Integrated CRM with other business tools such as marketing platforms, email automation, and accounting software. Conducted data imports, migration, and system audits to maintain data integrity and operational efficiency. Trained staff on CRM best practices, improving user adoption and reducing errors.