
Usman
A CRM AND AUTOMATION EXPERT
Habilidades

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Experiência profissional
Self Employed
Freelance • 2 yrs
Accounting & Client Management Automation Specialist
Jan 2025 - Jul 2026 • 1 yr 6 mos
Created business automation systems connecting accounting, CRM, communication, and scheduling platforms. Worked with QuickBooks, Lofty, ServiceTitan, Dubsado, Zoho, Mailchimp, Calendly, Airtable, Slack, and Notion to automate client onboarding, invoicing workflows, lead management, reminders, follow-ups, notifications, and business data organization.
CRM & Workflow Automation Specialist
Nov 2024 - May 2025 • 6 mos
Built and optimized automated CRM workflows for businesses using HubSpot, Zoho CRM, Monday CRM, Twilio, Pipedrive, Vapi, GoHighLevel, and n8n. Created lead capture, customer follow-up, notifications, pipeline management, data synchronization, and automated communication workflows to reduce repetitive tasks and improve sales processes.