Bose B

CRM & AI Automation Specialist

Business 2 Community • Freelance

Oct 2025 - Present • 9 mos

Help businesses streamline sales processes through CRM implementation, AI chatbots, and workflow automation. Specialize in setting up HubSpot CRM, Pipedrive CRM, Tidio AI, lead management systems, customer communication workflows, and sales automation processes. Designed and configured CRM pipelines that improve lead tracking, automate follow ups, and organize customer interactions from first contact through conversion. Built AI chatbot solutions for lead qualification, appointment booking, customer engagement, and automated support. Integrated websites, forms, chatbots, and third party applications with CRM platforms to create seamless data flow and reduce manual work. Developed automated workflows for lead nurturing, task assignment, contact segmentation, sales notifications, and customer onboarding. Worked with service businesses, ecommerce brands, agencies, consultants, coaches, and growing companies seeking scalable sales systems. Focused on improving response times, increasing operational efficiency, reducing repetitive tasks, and creating structured sales processes that support business growth. Delivered CRM setup, AI chatbot implementation, automation workflow development, pipeline optimization, reporting dashboards, and system integrations tailored to each client's sales objectives and operational requirements.