
Rick Gordon
CRM Expert, Sales Funnels, AI Agents and Automation
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Esperienza lavorativa
CRM & Automation Specialist
Upwork • Freelance
Apr 2022 - Aug 2025 • 3 yrs 4 mos
Help clients build and optimize CRM systems using GoHighLevel, HubSpot, Pipedrive, and Zapier. Configure sales pipelines, automate lead follow-ups, connect third-party applications, and streamline daily workflows. - Set up and customize CRM platforms to improve lead organization and sales visibility. - Build automated email and SMS follow-ups to support faster lead response. - Create workflow automations that reduce repetitive manual tasks. - Integrate CRM platforms with external tools to improve data flow. - Troubleshoot automation errors and optimize existing workflows. - Configure appointment booking, reminders, and lead management processes. Focus on helping clients save time, maintain consistent follow-ups, reduce missed opportunities, and manage their sales processes more efficiently.