Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
JONATHANPIP
@jonathan_pip
CRM Automation Specialist for Industry Specific Business Workflows
Nigeria
Inglese, Spagnolo, Francese, Tedesco
Chi sono
Hi Valued buyers, I’m Jonathan, a CRM and automation specialist helping businesses build dependable systems for lead capture, follow up, marketing, sales, and customer management. I work across insurance, mortgage & lending, events, webinars, social media, and advertising connecting the tools teams already use so information moves correctly and tasks happen on time. I focus on clean CRM setup, integrations, workflows, forms, email automation, data organization, testing, and handover. If your systems feel disconnected, I can help turn them into one workable process.
Competenze
JONATHANPIP
offline •
Tempo di risposta medio: 1 ora
Consulta i miei servizi
Gestione CRM
I will integrate agencyzoom ams360 vertafore ezlynx typeform hubspot salesforce zapier
Portfolio
Esperienza lavorativa
Independent CRM & Automation Projects
Freelance • Freelance
Jul 2026 - Present • 2 mos
Worked on CRM and workflow automation projects for insurance-focused business processes, concentrating on lead capture, CRM data organization, field mapping, pipeline management and automated follow-up. Built and tested workflows connecting lead forms, CRM platforms and automation tools. Configured lead routing, contact creation, opportunity stages, notifications and follow-up actions while checking data accuracy across connected systems. The work required understanding how insurance teams manage prospects from initial inquiry through quote and follow-up, then translating those processes into practical CRM workflows. Tools and platforms included insurance CRM environments, Salesforce, HubSpot, Typeform and Zapier, along with industry-specific systems where required.
Independent CRM & Automation Projects
Freelancer • Freelance
Jun 2026 - Present • 3 mos
Worked on mortgage and lending workflow projects focused on improving the movement of prospect information between lead sources, CRM systems, lending platforms and marketing tools. Configured lead intake, CRM field mapping, status updates, notifications and automated follow-up processes. Tested different lead scenarios to identify duplicate records, incorrect mappings and workflow failures before finalizing each setup. The projects required careful handling of mortgage pipeline stages, application information and follow-up requirements while keeping the workflow practical for the team using it. Experience included Salesforce, Encompass, Floify, Mailchimp, Typeform, Zapier, Velocify and SimpleNexus environments.
