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Fiverr Pro
Português
$
USD
James M
@james_mandi
CRM Automation Project Systems Specialist
Nigéria
Italiano, Inglês
Sobre mim
I help agencies, consultants, and service businesses organize leads, onboard clients, and manage projects with reliable automation. I build CRM pipelines, client onboarding systems, project workflows, dashboards, task automations, and integrations in Monday.com, ClickUp, Airtable, Zapier, Make.com, and Notion. I also connect practical AI workflows for lead intake, follow-up, and meeting summaries. I focus on your complete process, from lead capture to delivery, reporting, and follow-up, then build a system your team can use. Message me with your process and the part slowing you down.
Habilidades
James M
offline •
Tempo médio de resposta: 1 hora
Conheça meus serviços
Desenvolvimento de CRM e ERP
I will setup monday CRM and automate your client onboarding workflow monday integrate
Desenvolvimento de CRM e ERP
I will build your clickup CRM for leads clients and project management
Experiência profissional
CRM Automation & Project Management Specialist
Coca-Cola Argentina • Período integral
Jul 2026 - Present • 2 mos
I help agencies, consultants, and service businesses improve their CRM, project management, and daily operations. I build and optimize Monday.com, ClickUp, Airtable, and Notion systems, including CRM pipelines, client onboarding workflows, task automations, dashboards, integrations, and team processes. I use Zapier and Make.com to connect business tools and reduce repetitive work. I also design practical AI workflows for lead intake, follow-up, task creation, meeting summaries, and internal operations. My work includes process mapping, workflow design, system setup, testing, documentation, and remote team coordination.
Business Operations & Workflow Automation Consultant
Business & Life Coaching for Soulful Entrepreneurs • Meio período
Jul 2026 - Aug 2026 • 1 mo
I design practical business systems that help service businesses organize their operations and manage work more efficiently. My experience includes CRM setup, sales pipeline design, client onboarding, project management workflows, dashboards, task automation, team coordination, and tool integrations. I build systems in Monday.com, ClickUp, Airtable, Notion, Zapier, and Make.com. I also help remote teams document processes, improve handoffs, track project progress, and reduce repetitive administrative work through reliable automation.
