j
joaberto

Joab

@joaberto

I provide solutions that brings more sales and reduces leaks

Reino Unido
Inglês, Francês, Alemão
Algumas informações são exibidas no idioma inglês.
Sobre mim
I turn CRM software into automated business systems that work while you sleep. I specialise in GHL, zapier, make.com, SuiteDash, Agile CRM, Freshsales & Follow Up Boss, building pipelines, client portals, onboarding flows, and email automation for coaches, agencies, real estate teams & startups. No templates. Every system built for your business. Message me.... Saiba mais

Habilidades

j
joaberto
Joab
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Software de Gerenciamento de Projeto
I will setup dubsado honeybook suitedash CRM client portal workflow automation
A partir deUS$ 50 /projetoMais detalhes
Software de Gerenciamento de Projeto
I will do monday com monday CRM monday automation project management as monday expert
A partir deUS$ 50 /projetoMais detalhes

Portfólio

Experiência profissional

Upwork

CRM Implementation & Workflow Automation Specialist

Upwork • Freelance

Oct 2024 - Present • 1 yr 10 mos

I help businesses streamline operations by implementing, customizing, and automating CRM platforms for service based businesses, agencies, consultants, and growing teams. My expertise includes designing scalable CRM systems, automating client onboarding, creating sales pipelines, and integrating third-party applications to eliminate manual tasks and improve business efficiency. Key Responsibilities & Achievements: • Implemented and customized Dubsado, HoneyBook, SuiteDash, HubSpot, GoHighLevel, Zoho CRM, Salesforce, and Pipedrive. • Built automated client onboarding workflows including proposals, contracts, invoices, questionnaires, appointment scheduling, and client portals. • Configured sales pipelines, lead management systems, opportunity stages, task automation, and follow-up workflows. • Integrated CRMs with Zapier, Make.com, Google Workspace, Microsoft 365, Stripe, Calendly, Slack, Twilio, QuickBooks, Shopify, WooCommerce, and custom APIs. • Performed CRM migration, data import, field mapping, database cleanup, deduplication, and workflow optimization. • Created custom dashboards, reporting systems, and automation strategies that reduced manual work and improved team productivity. • Delivered tailored CRM solutions for agencies, consultants, photographers, coaches, real estate professionals, healthcare providers, and e-commerce businesses. Skills i provided CRM Implementation Workflow Automation Dubsado HoneyBook SuiteDash HubSpot CRM GoHighLevel Salesforce CRM Zoho CRM Pipedrive Zapier Make.com API Integration Business Process Automation Client Onboarding CRM Migration