
Martinez Andrew
Turning chaos into clarity CRM setups, automation and dashboards that grow
Competenze

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Esperienza lavorativa
Freelance CRM & Automation Specialist
Business Directory for business listing • Freelance
Jun 2020 - Present • 5 yrs 11 mos
Setup and customize CRM systems (HubSpot, Zoho, Pipedrive, HoneyBook) for small businesses, photographers, event planners, and healthcare professionals. Automate workflows for leads, client follow-ups, appointments, and payments. Build Google Sheets dashboards and automated reporting to track performance and boost productivity. Help clients streamline their operations, save hours weekly, and reduce manual errors.
Business Process Analyst
Business Reporter • Part time
Jul 2016 - Jun 2023 • 6 yrs 11 mos
Optimized internal CRM systems and automated sales and client management processes. Configured workflows and dashboards to monitor team performance and sales metrics. Trained teams on CRM use and workflow automation tools for efficiency and accuracy.