j
joaberto

Joab

@joaberto

I provide solutions that brings more sales and reduces leaks

Regno Unito
Inglese, Francese, Tedesco
Alcune informazioni sono riportate in lingua inglese.
Chi sono
I turn CRM software into automated business systems that work while you sleep. I specialise in GHL, zapier, make.com, SuiteDash, Agile CRM, Freshsales & Follow Up Boss, building pipelines, client portals, onboarding flows, and email automation for coaches, agencies, real estate teams & startups. No templates. Every system built for your business. Message me.... Continua a leggere

Competenze

j
joaberto
Joab
offline • 
Tempo di risposta medio: 1 ora

Consulta i miei servizi

Project management del software
I will setup dubsado honeybook suitedash CRM client portal workflow automation
A partire da50 USD / progettoMaggiori dettagli
Project management del software
I will do monday com monday CRM monday automation project management as monday expert
A partire da50 USD / progettoMaggiori dettagli

Portfolio

Esperienza lavorativa

Upwork

CRM Implementation & Workflow Automation Specialist

Upwork • Freelance

Oct 2024 - Present • 1 yr 10 mos

I help businesses streamline operations by implementing, customizing, and automating CRM platforms for service based businesses, agencies, consultants, and growing teams. My expertise includes designing scalable CRM systems, automating client onboarding, creating sales pipelines, and integrating third-party applications to eliminate manual tasks and improve business efficiency. Key Responsibilities & Achievements: • Implemented and customized Dubsado, HoneyBook, SuiteDash, HubSpot, GoHighLevel, Zoho CRM, Salesforce, and Pipedrive. • Built automated client onboarding workflows including proposals, contracts, invoices, questionnaires, appointment scheduling, and client portals. • Configured sales pipelines, lead management systems, opportunity stages, task automation, and follow-up workflows. • Integrated CRMs with Zapier, Make.com, Google Workspace, Microsoft 365, Stripe, Calendly, Slack, Twilio, QuickBooks, Shopify, WooCommerce, and custom APIs. • Performed CRM migration, data import, field mapping, database cleanup, deduplication, and workflow optimization. • Created custom dashboards, reporting systems, and automation strategies that reduced manual work and improved team productivity. • Delivered tailored CRM solutions for agencies, consultants, photographers, coaches, real estate professionals, healthcare providers, and e-commerce businesses. Skills i provided CRM Implementation Workflow Automation Dubsado HoneyBook SuiteDash HubSpot CRM GoHighLevel Salesforce CRM Zoho CRM Pipedrive Zapier Make.com API Integration Business Process Automation Client Onboarding CRM Migration