
Shoday
Level 1
HELPING BUSINESSES AUTOMATE SALES CRM AND WORKFLOWS
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CRM & Workflow Automation Specialist
Self Employed • Freelance
Feb 2026 - Present • 7 mos
Professional Work Experience Description I help businesses streamline sales, marketing, and daily operations by designing and implementing CRM systems, workflow automations, and business integrations. I specialize in building structured systems that organize customer data, capture and manage leads, automate follow-ups, and improve the overall customer journey. KEY AREAS OF EXPERTISE CRM Setup & Customization Sales Pipeline Development Lead Generation & Lead Management Workflow & Process Automation Email & SMS Automation Client Onboarding Systems Appointment & Booking Automation Marketing Automation CRM Integration API & Webhook Integration Data Migration & Synchronization AI & Chatbot Integration Dashboard & Reporting Setup System Optimization & Troubleshooting I work with platforms including GoHighLevel, HubSpot, Zoho CRM, Pipedrive, Jobber, JobNimbus, JobTread, ServiceTitan, Wealthbox, Redtail CRM, Salesforce, Klaviyo, Mailchimp, ActiveCampaign, Zapier, Make, and n8n. My approach is focused on understanding each business process and creating reliable, scalable systems that reduce repetitive work, improve lead response, keep information organized, and help teams operate more efficiently. IMPACT Built customized CRM workflows, connected business applications, automated repetitive processes, improved customer management, and created scalable systems tailored to business goals.
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Valutazione dettagliata
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- Qualità della consegna
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Ordina per
garybosanto

Stati Uniti
Excellent experience! The seller understood exactly what I needed and completed my GoHighLevel workflow perfectly. Communication was clear, delivery was fast, and the automation worked exactly as expected. The seller was professional, responsive, and paid close attention to every detail. I highly recommend...

koenvos1

Stati Uniti
Great experience working with this seller. He set up my GoHighLevel calendar exactly the way I needed, including the appointment duration, business hours, booking fields, and confirmation settings. I requested one small change to the appointment buffer after the initial setup, and he fixed it quickly...
catspringyavpon

Stati Uniti
Excellent work! The seller connected my Google Sheet, Zapier, and Jobber exactly as I needed. The setup was completed quickly, and when I noticed a small issue with the address mapping, he fixed it immediately. Communication was clear and professional throughout the project. Everything is working properly...
catspringyavpon

Stati Uniti
Great experience! The seller set up my HubSpot CRM exactly the way I needed. My contacts are now organized, the pipeline is much easier to manage, and the custom field was added perfectly. Communication was clear throughout the project, and when I requested a small change to the pipeline, it was fixed...
brandonleex2

Stati Uniti
Everything is working exactly as requested. I added a new customer to the Google Sheet, and the information was successfully created in Jobber with the correct name, email, phone number, and service address. The setup has saved me from having to enter customers manually. I’m very happy with the work...
