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Modern CRM setup and automation without the enterprise price tag
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Esperienza lavorativa
CRM Consultant & Automation Specialist
Self-Employed • Freelance
Jun 2023 - Present • 3 yrs 2 mos
Specialise in implementing and automating modern CRM platforms for businesses transitioning away from legacy systems. Work across open source, AI-native, and no-code CRM environments including Twenty CRM, Nutshell, and Creatio. Responsibilities include full CRM setup and configuration, data migration from platforms such as HubSpot, Salesforce, and Pipedrive, workflow automation, AI agent configuration, and client training and handover. Every implementation is built around the client's specific business processes, not generic templates. Clients include agencies, service businesses, startups, and mid-market teams across multiple industries.