
Christiano
EXCELLENT LOGISTICS CRM AND WORKFLOW AUTOMATION SETUP
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Esperienza lavorativa
CRM & Workflow Automation Specialist
Upwork / Freelance Client Projects • Freelance
Jan 2025 - Present • 1 yr 10 mos
In past logistics CRM projects, I designed and configured workflow systems for freight brokers, 3PLs, carriers, and transportation teams. I organized RFQs, freight quotes, customer records, sales pipelines, bookings, dispatch activities, and load-status updates in one central workspace. I built practical automations for quote follow-ups, booked-load handoffs, driver and carrier task assignment, document checklists, proof-of-delivery tracking, billing reminders, and exception alerts. These projects helped teams replace scattered spreadsheets and inboxes with clearer ownership, faster follow-up, better load visibility, and more consistent sales-to-operations handoffs. My work included workflow mapping, CRM customization, pipeline setup, automation testing, dashboard configuration, and client handover documentation.