
EMMANUEL
Business Software Setup, CRM Integration and Workflow Automation
Habilidades

Conheça meus serviços


Portfólio
Experiência profissional
CRM & Automation Specialist
Freelance • Freelance
Apr 2026 - Present • 5 mos
I work with businesses that need a better way to manage leads, customers, sales opportunities and follow-ups. My process starts with mapping the client's current customer journey and identifying areas where manual work can be reduced. I configure CRM accounts, contacts, pipelines, custom fields, users, permissions, forms, tasks, notifications and workflow automation. I also assist with supported integrations, APIs, webhooks, data imports and third-party automation tools. After configuration, I test each workflow and make sure the system reflects the client's actual sales and customer-management process.
Automotive Dealer Software Specialist
remote • Freelance
Feb 2026 - Present • 7 mos
I help automotive businesses organize their dealership CRM, lead management, appointment scheduling and customer follow-up processes. I review how leads enter the dealership, how sales teams handle prospects, how appointments are scheduled and how customer information is maintained. I configure the appropriate dealership software, organize users and customer records, create lead and sales workflows, configure notifications and automate supported follow-up processes. I also assist with integrations between dealership systems where supported and test the workflow from lead capture through appointment and customer follow-up.
Field Service & Business Operations Specialist
Business • Freelance
Dec 2025 - Present • 9 mos
I help service-based businesses configure software for managing customers, appointments, jobs, employees, and daily operations. I begin by understanding how the business receives requests and moves them through scheduling, assignment, service delivery and follow-up. I then configure the relevant business platform, organize customer and employee information, create workflows, set notifications and automate repetitive tasks. Where supported, I connect other business applications so information can move between systems. I test the complete workflow before handoff and make adjustments based on the client's operational requirements.