
Desmond
BUILDING SMART CRM AUTOMATIONS THAT DRIVE BUSINESS GROWTH
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CRM AUTOMATION & INTEGRATION SPECIALIST
Business • Freelance
Mar 2026 - Present • 6 mos
Specialized in building structured CRM systems, workflow automations, integrations, and business processes that help businesses streamline operations, manage leads, and improve customer journeys. KEY ACHIEVEMENTS Designed CRM pipelines for lead management, sales, client onboarding, follow-ups, and service operations. Built automated workflows for lead routing, notifications, task assignments, customer follow-ups, and lifecycle management. Integrated CRM platforms with email marketing systems, forms, scheduling tools, payment platforms, and other business applications. Created dashboards and reporting systems to improve workflow visibility, performance tracking, and decision-making. SPECIALIZED EXPERTISE CRM Setup & Optimization Sales Pipeline Architecture Lead Management & Qualification Workflow Automation CRM Integration Zapier / Make / n8n Automation Email Marketing Automation Client Onboarding Systems CRM Data Migration & Cleanup API & Webhook Integration Business Process Automation AI-Powered Workflow Systems SELECTED TOOLS & PLATFORMS GoHighLevel • HubSpot • Zoho CRM • Pipedrive • Jobber • JobNimbus • JobTread • ServiceTitan • Workiz • Wealthbox • Redtail CRM • Salesforce • Practifi • InvestGlass • ServiceM8 • Klaviyo • Omnisend • Mailchimp • ActiveCampaign • Zapier • Make • n8n IMPACT Automated repetitive business processes, improved lead follow-up, connected business applications, reduced manual data entry, and built scalable CRM systems tailored to each business workflow.