
James M
CRM Specialist Salesforce, HubSpot, Zoho, Pipedrive and Odoo Expert
Habilidades

Conheça meus serviços


Experiência profissional
CRM & Workflow Automation Specialist
Freelancing Career • Freelance
Feb 2021 - Present • 5 yrs 3 mos
“I am a freelance CRM and workflow automation specialist, helping businesses streamline operations, improve sales productivity, and automate repetitive tasks. I have hands-on experience with Salesforce, HubSpot, Zoho, Pipedrive, Monday.com, Odoo CRM, and EspoCRM. Key achievements: Successfully implemented CRM setups for small and medium-sized businesses across multiple platforms. Migrated thousands of records across CRMs without data loss, ensuring seamless transitions. Integrated CRMs with automation tools like Zapier, Make, Twilio, Slack, and Apollo to increase operational efficiency. Developed custom dashboards, reports, and workflows tailored to client requirements. My focus is on delivering high-quality, reliable, and customized CRM solutions that help clients save time, reduce errors, and boost revenue. I am committed to understanding your business needs and creating systems that truly work for you.”