
froi
CRM Setup Automation Expert HubSpot Close io Zoho Salesforce

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CRM SPecialist
Upwork • Freelance
Aug 2024 - Present • 1 yr 10 mos
Designed, implemented, and optimized CRM systems to help businesses streamline sales processes and improve customer relationship management. Worked with platforms such as HubSpot, Salesforce, Pipedrive, Zoho CRM, and Close.io to build scalable pipelines, automate workflows, and improve lead tracking accuracy. Responsible for configuring CRM environments from scratch, including pipeline setup, custom properties, lead scoring systems, and automation rules for follow-ups and task assignments. Integrated CRMs with third-party tools such as email platforms, forms, and analytics systems to ensure seamless data flow across sales and marketing teams. Built and maintained dashboards and reporting systems to give teams real-time visibility into sales performance, conversion rates, and deal progress. Managed data migration from legacy systems, ensuring clean, structured, and accurate CRM records. Collaborated with sales and marketing teams to identify bottlenecks, improve lead nurturing processes, and reduce manual tasks through automation. Focused on increasing operational efficiency, improving deal closure rates, and enabling data-driven decision-making across teams.