
Fernani
CRM Automation Specialist Integrations Business Automation
Habilidades

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Experiência profissional
CRM Automation Specialist
Fiverr • Freelance
May 2025 - Present • 1 yr 4 mos
I help businesses set up and optimize CRM systems, automate repetitive processes, capture and organize leads, improve sales pipelines, and build reliable follow-up systems. I help with CRM setup, customization, data migration, lead management, sales pipeline development, workflow automation, email and SMS follow-up, appointment booking, customer onboarding, task automation, reporting dashboards, CRM integrations, API connections, and AI-powered business automation. I also connect CRMs with tools such as Zapier, Make, n8n, Google Sheets, Airtable, Calendly, Stripe, Shopify, email platforms, forms, payment systems, and communication tools. CRM setup, CRM automation, workflow automation, lead management, sales pipeline setup, lead capture, email automation, SMS automation, appointment automation, CRM integrations, Zapier, Make, n8n, HubSpot, GoHighLevel, Zoho CRM, Pipedrive, Salesforce, Airtable, Calendly, Stripe, Shopify, Google Sheets, Slack, AI automation.
CRM & Business Automation Consultant
Mental Health America • Autônomo
Dec 2025 - Feb 2026 • 2 mos
**CRM & Business Automation Consultant** **Freelance / Self-Employed** **Jan 2023 – Present** I help businesses build organized CRM systems and automate the processes they use to manage leads, customers, sales, appointments, and daily operations. I help with CRM setup and customization, CRM migration, contact management, sales pipeline setup, lead capture, lead qualification, automated lead follow-up, email automation, SMS automation, appointment reminders, customer onboarding, task automation, sales notifications, internal workflows, reporting, dashboards, and database organization. I also help businesses connect their CRM with forms, websites, payment platforms, calendars, email tools, spreadsheets, e-commerce platforms, communication apps, and other business software. **Services & Tools:** CRM setup, CRM customization, CRM integration, workflow automation, marketing automation, sales automation, lead management, customer relationship management, API integration, Zapier, Make, n8n, HubSpot, GoHighLevel, Zoho CRM, Pipedrive, Salesforce, Airtable, Google Sheets, Calendly, Stripe, Shopify, Slack, Microsoft Teams, OpenAI, Claude AI.