
Temmy M
CRM AND AI EXPERT
Competenze

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Portfolio
Esperienza lavorativa
AI Automation, CRM & Business Process Automation Expert
Fiverr • Freelance
Feb 2024 - Present • 2 yrs 6 mos
I specialize in AI automation, CRM automation, and business process automation for companies that want to replace repetitive manual tasks with intelligent and connected workflows. My work combines CRM expertise, automation platforms, APIs, AI tools, and SaaS integrations to create systems that help businesses operate faster and more efficiently. I build and optimize automated workflows for sales, marketing, customer support, lead generation, client onboarding, data management, and internal operations. My CRM experience includes HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales, and Zendesk, while my automation toolkit includes Make, Zapier, n8n, APIs, webhooks, and custom integrations. I also work on AI-powered automation solutions such as AI lead qualification, AI customer support workflows, AI email processing, AI data extraction, AI assistants, automated response systems, intelligent routing, document processing, and workflows that connect AI models with CRM and business applications. I can design workflows where incoming information is analyzed, processed, enriched, categorized, and automatically sent to the appropriate CRM or business system. My goal is not simply to automate tasks but to build complete business workflows that are dependable and scalable. I carefully map the existing process, identify bottlenecks and repetitive tasks, determine where automation or AI can provide the most value, and implement the required integrations. I also help improve existing automations by fixing errors, optimizing workflow logic, preventing duplicate records, improving data synchronization, and making processes easier to manage. Whether the requirement is CRM automation, AI integration, API integration, sales automation, customer support automation, workflow design, or end-to-end business process automation, I focus on delivering practical systems that save time, reduce human error, and improve productivity.
RM Integration & Workflow Automation Specialist
Upwork • Part time
Apr 2023 - Present • 3 yrs 4 mos
As a freelance CRM Integration and Workflow Automation Specialist, I help businesses connect their CRM, sales, marketing, customer support, and internal business applications into efficient automated systems. My focus is on eliminating repetitive manual processes and creating workflows that allow teams to capture leads, update records, communicate with customers, manage sales pipelines, and move data between applications automatically. I specialize in CRM integration and automation across HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales, Zendesk, and other SaaS platforms. I build custom integrations using Make, Zapier, n8n, REST APIs, webhooks, JSON, and application connectors. I can connect CRMs with websites, landing pages, forms, email marketing platforms, calendars, Google Sheets, databases, help desk systems, communication platforms, payment tools, and other business applications. My projects commonly involve lead capture automation, lead assignment, sales pipeline automation, automated follow-up sequences, CRM data synchronization, contact management, customer onboarding, support ticket automation, notifications, reporting workflows, and cross-platform data synchronization. I also troubleshoot existing workflows and identify the reason an automation is failing, producing duplicate records, losing data, or not triggering correctly. I approach every project with a focus on reliability, scalability, clean data, and practical business results. Rather than simply connecting two applications, I analyze the complete workflow and design an automation that fits the way the business actually operates. I help clients reduce administrative work, improve response times, maintain accurate CRM records, and create smoother sales and customer service operations through intelligent CRM automation and system integration.
Real CRM Expert & AI Automation Expert
Fiverr • Freelance
May 2022 - Present • 4 yrs 3 mos
I work as a CRM Expert and AI Automation Expert helping businesses build, optimize, integrate, and automate their customer relationship management systems. My work focuses on creating reliable CRM solutions that reduce manual work, improve lead management, streamline sales processes, and give businesses better visibility into their customer data and operations. I specialize in CRM setup, CRM migration, CRM customization, CRM integration, workflow automation, sales pipeline automation, lead management, customer support automation, and business process automation. I have experience working with platforms including HubSpot, Salesforce, Zoho CRM, Pipedrive, Freshsales, Zendesk, and other business applications. I also build integrations and automated workflows using Make, Zapier, n8n, APIs, webhooks, and third-party applications. For businesses looking to incorporate artificial intelligence into their operations, I develop AI-powered workflows, AI assistants, lead qualification systems, customer support automation, data processing workflows, and intelligent business automations. My approach is centered around understanding the client's existing workflow, identifying repetitive processes, designing the right automation architecture, and implementing a solution that is scalable and easy to maintain. I work with businesses to connect CRM systems with websites, forms, email platforms, calendars, spreadsheets, communication tools, help desks, payment systems, and other SaaS applications. I also troubleshoot broken automations, improve existing CRM workflows, clean and organize CRM data, configure pipelines, create custom fields, implement lead routing, automate follow-ups, and connect multiple systems through APIs. My goal is to help businesses save time, improve operational efficiency, increase sales productivity, and create a more automated customer journey.