
Emma O
CRM, Automation and Business Systems Specialist for Growing Brands
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Portfolio
Esperienza lavorativa
Multi-Channel CRM & SMS Automation Setup for Fitness Brand
EcoWR.com • Freelance
Jun 2025 - Present • 11 mos
Worked with growing businesses and service brands to improve customer communication, lead management, and workflow efficiency through CRM and automation system setups. My responsibilities included configuring CRM platforms, integrating SMS and email marketing systems, setting up automated follow-up workflows, connecting third-party applications, and organizing customer pipelines to streamline daily operations. I handled automation setups involving lead capture, appointment scheduling, customer tagging, workflow triggers, messaging systems, and campaign tracking. I also implemented analytics and user behavior tracking tools to help businesses monitor conversions, improve engagement, and optimize their customer journey. In several projects, I helped businesses reduce manual tasks by connecting multiple platforms into one organized system that improved communication speed, lead response time, and operational efficiency. I also tested workflows, resolved integration issues, optimized automations, and provided structured system handovers to ensure clients could manage their platforms smoothly after project completion.