Steve Andre

CRM SPECIALIST

Fiverr • Freelance

Jul 2024 - Present • 2 yrs 2 mos

CRM & Automation Specialist Results-driven CRM & Automation Specialist helping businesses streamline operations, automate workflows, improve lead management, and create scalable systems for growth. Experienced in CRM implementation, automation, integrations, and process optimization. Core Expertise • CRM Setup & Customization • Workflow Automation • Sales Pipeline Management • Lead Capture & Nurturing • CRM Integrations • Email & SMS Automation • Appointment Scheduling • AI Chatbot Integration • Reporting & Dashboards Key Responsibilities Worked with businesses struggling with missed leads, manual processes, disconnected tools, and inefficient customer management. Analyzed existing workflows to identify bottlenecks and opportunities for automation. Designed and implemented CRM solutions tailored to each business's sales process and customer journey. Configured pipelines, automated follow-ups, lead assignment, appointment scheduling, and customer communication workflows. Integrated CRMs with websites, forms, calendars, email marketing platforms, and other business tools. Results Delivered • Improved lead tracking and follow-up efficiency • Reduced manual tasks through automation • Increased productivity with centralized systems • Enhanced customer experience through automated communication • Improved sales visibility with organized pipelines and reporting Work Approach Focus on understanding business goals before building solutions. Combines CRM strategy, automation, and process optimization to create systems that save time and support growth. Tools & Platforms GoHighLevel, HubSpot, Zoho CRM, Pipedrive, Bitrix24, Close CRM, Attio, Zapier, Make, Calendly, Mailchimp, ActiveCampaign, Klaviyo, Airtable, Notion, Typeform, Stripe, and QuickBooks Online.

CRM & Automation Specialist

Growthub • Freelance

Nov 2024 - Nov 2025 • 1 yr

CRM & Automation Specialist GrowthFlow Solutions Worked with GrowthFlow Solutions to optimize lead management, sales processes, and customer engagement workflows. Conducted a full audit of existing systems, identified operational bottlenecks, and implemented a centralized CRM solution with automated lead capture, follow-ups, appointment scheduling, and reporting. Integrated CRM platforms with forms, calendars, email marketing tools, and communication channels to eliminate manual tasks and improve data accuracy. Designed custom sales pipelines, automated workflows, and performance dashboards to provide greater visibility into customer journeys and business operations. Impact Delivered • Reduced manual administrative workload through automation • Improved lead response and follow-up consistency • Increased team productivity with centralized customer data • Enhanced sales pipeline visibility and reporting • Streamlined business operations through system integrations • Created scalable processes to support business growth Tools Used GoHighLevel, HubSpot, Zapier, Make, Calendly, Mailchimp, Airtable, and Google Workspace.