
Marcus
CRM and Automation Expert Setup, Integration, Workflow Optimization
Competenze

Consulta i miei servizi


Portfolio
Esperienza lavorativa
Customer Relationship Management Expert
Freelancing Career • Freelance
Jun 2017 - Present • 8 yrs 11 mos
Set up and optimized CRM systems and automation workflows for businesses across sales, marketing, and operations. Experienced with platforms including Lofty CRM, kvCORE, BoldTrail, GoHighLevel, Zoho Bigin, HubSpot, Salesforce, and Pipedrive. Built automated pipelines, lead capture systems, and follow-up sequences to improve conversion and client management. Integrated tools such as Trello, Airtable, Monday.com, Notion, Asana, and Make.com to streamline workflows and eliminate manual processes. Connected systems using Zapier and APIs for seamless data flow and task automation. Also configured and managed accounting platforms including QuickBooks, Zoho Books, NetSuite, Wave, and GoHighLevel integrations to align financial tracking with CRM operations. Focused on delivering automation-driven systems that improve efficiency, organization, and business growth.