o
oliver_mercy3

Olivia

@oliver_mercy3

Suite Dash CRM and Automation Specialist

Colombia
Inglese, Francese, Tedesco
Alcune informazioni sono riportate in lingua inglese.
Chi sono
Most businesses buy powerful tools like SuiteDash but struggle to build automated revenue systems. That’s where I come in. I specialize in 𝗦𝘂𝗶𝘁𝗲𝗗𝗮𝘀𝗵 𝘀𝗲𝘁𝘂𝗽, 𝗰𝗹𝗶𝗲𝗻𝘁 𝗽𝗼𝗿𝘁𝗮𝗹𝘀, and 𝗖𝗥𝗠 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 that actually convert. From workflow automation and Zapier integrations to sales funnels and project management, I build scalable solutions for lead generation and growth. Whether it’s GoHighLevel, HubSpot, or TaxDome, I fix broken systems and automate your workflow. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘀𝗰𝗮𝗹𝗲? 𝗟𝗲𝘁’𝘀 𝗯𝘂𝗶𝗹𝗱 𝘆𝗼𝘂𝗿 𝘀𝘆𝘀𝘁𝗲𝗺 𝘁𝗼𝗱𝗮𝘆!... Continua a leggere

Competenze

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oliver_mercy3
Olivia
offline • 

Portfolio

Esperienza lavorativa

SuiteDash CRM & Automation Specialist

BrightFlow Consulting • Freelance

Aug 2025 - Dec 2025 • 4 mos

Implemented a full SuiteDash CRM system for a consulting firm, including client onboarding, automated workflows, and custom client portals. Integrated SuiteDash with Zapier to automate lead capture from forms and email platforms. Set up Stripe and PayPal payment gateways for invoices, subscriptions, and proposal approvals. Built branded dashboards, automated follow-ups, task management, and document sharing to improve client experience and internal efficiency.

SuiteDash CRM Implementation Specialist

Horizon Insurance Services • Part time

Jan 2025 - Nov 2025 • 10 mos

Led the full CRM implementation of SuiteDash for an insurance agency. Set up pipelines for leads, policies, and renewals. Automated follow-ups, SMS reminders, and document requests. Integrated payment gateways for policy payments and recurring billing. Built internal task management systems for agents and admin staff, improving response times and customer retention.

SuiteDash CRM & Workflow Automation Manager

Digital Growth Agency • Freelance

May 2024 - Jan 2025 • 8 mos

Configured SuiteDash as an all-in-one CRM for a digital agency managing multiple clients. Created automated onboarding, proposal approvals, invoicing, and project workflows. Integrated SuiteDash with Zapier, email marketing tools, and Google Sheets. Built client portals for real-time project updates and communication. Streamlined operations and improved client transparency.