
Damien Oswald
CRM Setup Pipeline Automation and Workflow Specialist
Habilidades

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Experiência profissional
Fiverr
Freelance • 4 mos
Quickbase CRM Workflow Configuration
Aug 2026 - Present • 1 mo
Configured a Quickbase CRM and business workflow system for a company that needed better data organization, pipeline tracking, and process automation. The project focused on database setup, CRM configuration, workflow automation, and business process management. • Created and organized tables, fields, records, and user access • Built sales and customer tracking workflows • Configured automated actions and process triggers • Organized lead, contact, and account information • Connected workflow steps to improve daily operations • Tested records, automations, and user processes The result was a structured Quickbase system with organized business data, automated processes, clearer pipeline tracking, and improved workflow management for the company team and more reliable business operations.
SuperOffice CRM Setup for Sales Team
Jun 2026 - Present • 3 mos
Configured a SuperOffice CRM environment for a growing business that needed better lead management, sales pipeline organization, and automated follow ups. The work focused on CRM setup, pipeline configuration, contact management, and workflow automation. • Created and organized CRM users, contacts, companies and sales records • Built sales pipelines with stages, fields, and activity tracking • Configured automated tasks and follow up workflows • Organized lead and customer information for easier management • Tested CRM processes and corrected setup issues • Reviewed workflows to improve sales operations The result was a structured SuperOffice CRM system with organized data, clearer sales processes, and automated follow ups that helped the team manage opportunities more efficiently.
Breakcold CRM Pipeline Automation
Upwork • Freelance
Jan 2026 - Present • 8 mos
Built a Breakcold CRM sales workflow for a lead generation team that needed organized prospect tracking, pipeline management, and automated follow ups. The work focused on CRM setup, sales pipeline configuration, contact organization, and workflow automation. • Configured Breakcold accounts, contacts, companies, and sales data • Created and organized pipeline stages for active opportunities • Set up lead tracking and follow up activities • Configured automated actions for sales workflows • Organized prospect information for easier team access • Tested pipeline processes and resolved setup issues The result was a structured Breakcold CRM workflow that improved prospect organization, simplified pipeline tracking, and gave the sales team a clearer process for managing leads and follow ups.