
Trinity
Level 1
CRM, AI Agent and Phone System Automation Specialist
Habilidades

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US$ 15
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Experiência profissional
CRM & Automation Specialist
Hair Removal Laser • Freelance
Mar 2026 - Present • 2 mos
I help businesses streamline their operations by setting up and customizing CRM systems with automation, pipelines, and smart workflows. I’ve worked with platforms like GoHighLevel, HubSpot, and Zoho to improve lead tracking, follow-ups, and client management. My solutions ensure no lead is missed and businesses can scale efficiently with less manual work.
Ringcentral Phone system setup
Gold Silver Market Update • Freelance
Nov 2024 - Mar 2025 • 4 mos
I provided end-to-end RingCentral phone system setup and management services for small to mid-sized businesses looking to modernize their communication infrastructure. My role involved designing, deploying, and optimizing RingCentral VoIP solutions tailored to each company’s operational needs, team size, and call volume requirements. Key responsibilities included initial RingCentral account setup, number provisioning (local, toll-free, and ported numbers), user and extension creation, call flow design, auto-attendant configuration, business hours and holiday schedules, and voicemail setup for both individual users and departments. I also configured advanced features such as call queues, ring groups, call forwarding rules, call recording, analytics, and role-based permissions to ensure seamless internal and external communication. I worked closely with business owners and remote teams to integrate RingCentral with existing workflows, including mobile and desktop apps, softphones, desk phones, and third-party tools like CRM systems and collaboration platforms. I ensured proper E911 configuration, device provisioning, and tested inbound/outbound calling to guarantee reliability and call quality. Beyond setup, I provided ongoing system optimization, troubleshooting, and user support—resolving call routing issues, improving call handling efficiency, and refining IVR menus based on real usage data. I also assisted clients with compliance-related requirements such as A2P messaging readiness, number management, and best practices for secure VoIP usage. Through these implementations, businesses achieved improved call management, reduced missed calls, better customer experience, and scalable communication systems that supported growth and remote work. My work consistently focused on reliability, clarity, and ease of use, ensuring clients could fully leverage RingCentral’s features without technical complexity.
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napo_22

Estados Unidos
Trinity is amazing, I had no clue how to setup ring central AI He helped me integrated into my business. The knowledge he has makes him stand out from the rest. I had a great experience and he will be my go to guy for any AI setup in the future.
Resposta do freelancer
robert_wyt
Cliente recorrente

Estados Unidos
Working with this Trinity was a great experience. He was very knowledgeable about business phone system setup and handled everything professionally from start to finish. Communication was clear, and he made sure the IVR routing, voicemail, and call flow were properly configured and tested. Everything works smoothly now. I recommend him.
Resposta do freelancer

middleman83

Estados Unidos
dorothyi337

Estados Unidos
Resposta do freelancer
martinskerg

Estados Unidos


