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crmtech001

Robert Jackson

@crmtech001

CRM Expert Workflow Automation, Integration Business Solutions

Estados Unidos
Inglês, Italiano, Alemão
Algumas informações são exibidas no idioma inglês.
Sobre mim
Hi, I’m James Robertson, a professional CRM Expert specializing in Workflow Automation, CRM Integration, and business process optimization. I help businesses streamline their operations, automate repetitive tasks, connect essential tools, and build efficient CRM systems that save time and improve productivity. My goal is to deliver clean, reliable, and scalable solutions tailored to your business needs. ... Saiba mais

Habilidades

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crmtech001
Robert Jackson
offline • 

Conheça meus serviços

Gerenciamento de CRM
I will zoho CRM housecall pro buildertrend automation procore jobber zapier integration
A partir deUS$ 20 /projetoMais detalhes
Gerenciamento de CRM
I will setup bitrix24, honeybook, freshsales automation brevo zapier integration
A partir deUS$ 20 /projetoMais detalhes

Experiência profissional

Fiverr

CRM Expert & Workflow Automation Specialist

Fiverr • Freelance

Aug 2024 - Jun 2025 • 10 mos

• Configured and optimized CRM systems to improve lead, contact, and customer management. • Built automated workflows for lead assignment, follow-ups, notifications, and customer onboarding. • Integrated CRM platforms with third-party applications and business tools. • Created pipelines, custom fields, dashboards, reports, and automated processes. • Audited CRM setups and identified opportunities to improve data quality and workflow efficiency. • Supported businesses with CRM migration, customization, integration, and process automation.