Temmy Comy

CRM Automation Expert

Fiverr • Freelance

Jan 2025 - Present • 1 yr 9 mos

CRM Automation Expert focused on helping businesses implement, customize, and automate CRM systems for better customer management and sales operations. I work with entrepreneurs, small businesses, agencies, consultants, and service providers that need a reliable CRM system to manage leads, contacts, deals, customers, tasks, and follow-up activities more efficiently. My services include CRM setup, CRM customization, CRM migration, workflow automation, lead management, sales pipeline setup, customer journey automation, email automation, task automation, follow-up systems, CRM integrations, data organization, reporting, and dashboard configuration. I create structured workflows that allow businesses to capture leads, assign activities, track opportunities, and maintain consistent customer follow-up. I have worked across platforms including Less Annoying CRM, Bigin, OnePageCRM, HoneyBook, Dubb, Close, Keap, Sage, JobNimbus, and other CRM solutions. I can configure pipelines, stages, fields, tags, templates, automations, notifications, forms, and integrations based on specific business requirements. I also assist with troubleshooting existing CRM systems and improving inefficient workflows. My goal is to make CRM technology practical and easy to use while reducing repetitive administrative work. I combine CRM implementation, workflow automation, integration, and process optimization to create systems that support business growth and improve sales productivity.

CRM Automation Expert

Upwork • Freelance

Mar 2024 - Present • 2 yrs 7 mos

CRM Automation Expert providing professional CRM setup, CRM automation, CRM integration, and workflow optimization services for businesses and independent professionals. I help clients build organized CRM systems that simplify lead management, customer relationship management, sales tracking, follow-ups, and day-to-day business operations. My work covers CRM configuration, pipeline setup, sales process automation, contact management, lead organization, custom fields, automated tasks, email workflows, reminders, notifications, forms, data migration, dashboards, reports, and third-party integrations. I specialize in understanding an existing business process and converting it into a structured and automated CRM workflow. I have experience working with CRM platforms such as Less Annoying CRM, Bigin CRM, OnePageCRM, HoneyBook, Dubb, Close CRM, Keap, Sage, JobNimbus, and related sales and business management systems. I also work with automation and integration tools to connect CRM platforms with websites, forms, email applications, calendars, spreadsheets, and other business tools. My approach focuses on creating reliable CRM systems that are easy to manage, scalable, and aligned with the client's sales pipeline and customer journey. From initial CRM setup to automation, integration, optimization, and troubleshooting, I provide complete freelance CRM support focused on improving efficiency and reducing repetitive manual processes.

CRM Automation Expert

Fiverr • Freelance

May 2023 - Present • 3 yrs 5 mos

CRM Automation Expert specializing in CRM setup, CRM implementation, workflow automation, sales pipeline management, lead management, and business process automation for businesses, startups, agencies, and entrepreneurs. I provide end-to-end CRM solutions designed to help businesses organize customer data, automate repetitive tasks, improve lead follow-up, and create efficient sales processes. My freelance work includes CRM setup and customization, contact and pipeline configuration, custom fields, deal stages, task automation, email automation, lead capture, workflow design, sales funnel automation, CRM integrations, data migration, reporting, dashboards, and third-party app connections. I work with platforms including Less Annoying CRM, Bigin, OnePageCRM, HoneyBook, Dubb, Close, Keap, Sage, JobNimbus, and other CRM and automation platforms. I also help clients connect their CRM with tools such as email marketing platforms, calendars, forms, websites, spreadsheets, payment systems, and other business applications. My focus is creating practical CRM automation systems that reduce manual work and improve productivity. Every project is structured around the client's workflow, customer journey, sales process, and business goals. As a freelance CRM specialist, I handle CRM configuration, automation strategy, workflow optimization, troubleshooting, integration, and ongoing improvements while maintaining organized and scalable systems.