
Rachael
CRM Setup, Integration and Automation Expert
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Expérience professionnelle
CRM and Workflow Automation Specialist
Tech & Fix • Indépendant
Apr 2025 - Present • 1 yr 1 mo
Designed and implemented CRM systems, workflow automation, and business process solutions using Zoho CRM, HubSpot, GoHighLevel, Monday.com, Pipedrive, and Zapier. Configured sales pipelines, lead management systems, automated follow-ups, data migration, integrations, appointment booking workflows, reporting dashboards, and customer management processes. Helped businesses reduce manual tasks, improve team productivity, and optimize sales and operational workflows.
4 Avis
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michaelvictorz
Client récurrent

États-Unis
Outstanding experience working with Rachel! She did an amazing job with my Zoho CRM setup and exceeded my expectations in every way. She was professional, knowledgeable, patient, and very responsive throughout the entire project. Everything was organized perfectly, the workflows were set up smoothly,...
michaelvictorz
Client récurrent

États-Unis
Rachel did an amazing job handling our HubSpot to Zoho migration. The entire process was smooth, well-organized, and completed professionally without any data issues. She communicated clearly, understood our requirements perfectly, and ensured everything was migrated accurately. Highly skilled and reliable — I would definitely work with her again!
joycesmithgal

Royaume-Uni
Excellent Zoho People HR setup. Rachael configured the system with smart automations, custom workflows, and seamless integrations. Everything runs smoothly and is tailored to our HR processes. Highly recommended.
sliverichie

États-Unis
Rachael did an excellent job setting up Zoho People for us. She was very knowledgeable, patient, and explained everything clearly during onboarding. The system is now well-structured and easy for our team to use. Highly recommended!
