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gennaromichele

Gennaro Michele

@gennaromichele

CRM Automation Expert

Italia
Italiano, Inglese, Spagnolo
Alcune informazioni sono riportate in lingua inglese.
Chi sono
I configure CRM systems that help businesses organize leads, client records, onboarding, and workflows while reducing repetitive work. My services include CRM setup, workflow automation, API integrations, data migration, email automation, chatbots, lead management, and client intake. I work with WATI, Filevine, Lawmatics, and Wealthbox, tailoring WhatsApp automation, legal case workflows, intake processes, and financial advisor onboarding to each business. I focus on practical setups, reliable integrations, and tested workflows that help teams stay organized and respond faster.... Continua a leggere

Competenze

g
gennaromichele
Gennaro Michele
offline • 
Tempo di risposta medio: 12 ore

Consulta i miei servizi

Chatbot basati su regole
I will setup wati whatsapp business api chatbot automation workflow crm integration
Gestione CRM
I will setup filevine law firm crm case management workflow automation intake migration

Esperienza lavorativa

Freelancer.com

CRM Automation Specialist

Freelancer.com • Freelance

Feb 2026 - Present • 9 mos

I provide CRM configuration, workflow automation, and business process solutions that help businesses organize customer data, improve lead management, and streamline daily operations. My services include WhatsApp API and chatbot setup, legal client intake workflows, case management automation, financial advisor CRM configuration, data migration, email automation, and API integrations. I work with WATI, Filevine, Lawmatics, and Wealthbox, tailoring each setup to business requirements. My technical skills include CRM configuration, workflow automation, chatbot development, lead generation, data migration, and integration of supported applications. I focus on practical solutions, reliable workflows, and thorough testing to help teams reduce repetitive tasks and manage customer relationships more efficiently.