Adeel Malik

Founder | Business Automations & Integration Expert | CRM Consultant

Get CRM Consultant • Indépendant

May 2018 - Present • 8 yrs

I help businesses transform disorganized operations into scalable, revenue-generating systems through expert CRM consulting, workflow automation, and AI-powered integrations. With over 3 years of experience, I specialize in designing high-performance CRM architectures, automation workflows, and intelligent business systems that save time, reduce errors, and optimize growth. Core Expertise: CRM Consulting: Salesforce, HubSpot, Zoho, Pipedrive, ActiveCampaign, Keap/Infusionsoft, GoHighLevel. CRM setup, migration, data architecture, pipeline optimization, and RevOps strategy. Automation & Integration: Zapier, Make.com, n8n, Pabbly, Custom API integrations, AI-powered workflows, OpenAI/GPT integrations, no-code and low-code automation systems. Marketing & Growth Automation: Lead generation systems, sales funnels, ClickFunnels, webinar automation, lifecycle campaigns, data scraping, and marketing operations optimization. Advanced Excel & Reporting: Dashboards, automation, data cleanup, and KPI tracking systems. Achievements & Impact: Helped businesses save 15–25+ hours per week by automating manual processes. Designed scalable workflow systems supporting 6- and 7-figure growth. Increased CRM efficiency, pipeline visibility, and conversion tracking accuracy. Built AI-enhanced automation strategies, integrating multiple SaaS platforms for smarter operations. Delivered actionable strategy sessions with written summaries and clear implementation guidance for clients worldwide. I bring enterprise-level strategy to startups, agencies, and growth-focused businesses. My approach combines CRM excellence, automation expertise, and AI-driven insights to create predictable, scalable workflows that maximize ROI and minimize operational chaos.

Technology & Integrations Manager | CRM Consultant

Templar Payments • Temps plein

Feb 2021 - Aug 2021 • 6 mos

As a Technology and Integrations Manager at Templar Payments, I am responsible for overseeing the technology-related operations and integrations that drive the company's payment processing and financial systems. My key responsibilities include: 🔗 Managing tools and platforms essential for payment processing 🤖 Ensuring seamless integration and functionality of payment systems 🚀 Coordinating and implementing innovative technology solutions 📊 Optimizing systems to enhance operational efficiency 🌐 Staying updated on industry trends and technological advancements With a focus on streamlining operations and maintaining cutting-edge technology, I contribute to Templar Payments' mission of delivering reliable and efficient financial solutions.

CRM Consultant | Head of Technology & Integrations

Financial Empowerment Institute • Temps plein

Jun 2020 - Feb 2021 • 8 mos

As the Head of Technology & Integrations at the Financial Empowerment Institute (FEI), I lead efforts in advancing web development, landing page creation, and client services, while overseeing automation and integrations to drive operational excellence. My key responsibilities include: 🌐 Developing and optimizing web solutions and client-facing technologies 🎯 Creating impactful and user-friendly landing pages 🤝 Providing exceptional client services and ensuring seamless experiences 🤖 Implementing and managing automation workflows and integrations 📊 Overseeing CRM management to streamline processes and enhance efficiency 🚀 Leading a dynamic team to implement cutting-edge technology solutions With a commitment to staying abreast of industry trends, my focus is on innovating and optimizing technologies to support FEI's mission of empowering financial success and growth.