Kacey O

CRM Automation Specialist

Mar 2023 - Present • 3 yrs 2 mos

I specialize in designing and implementing high-performance monday CRM systems tailored to business operations, sales pipelines, and lead management. Over the past few years, I have worked with startups, agencies, and service-based businesses to transform manual workflows into fully automated systems. My work focuses on building structured CRM environments, automating repetitive processes, and integrating tools like Zapier and Make to create seamless data flow across platforms. I have successfully delivered CRM solutions that improve efficiency, reduce manual workload, and enhance team collaboration. I also develop custom dashboards and reporting systems that give clients real-time visibility into their operations, sales performance, and key metrics. My approach is always centered on scalability, ensuring that each system can grow alongside the business. Key Achievements: -Built 50+ monday CRM systems for different industries -Reduced manual processes by up to 60% through automation -Improved sales pipeline visibility and tracking efficiency -Integrated CRM systems with 20+ third-party tools -Delivered scalable workflows for long-term business growth

Lead Systems Architect | ConstructStream Automation Labs

Mar 2023 - Present • 3 yrs 2 mos

Efficiency in the construction and home services sector is won or lost in the pipeline. As a CRM Systems Architect and AI Automation Expert, I specialize in transforming monday.com from a simple task board into a high-octane revenue engine. I solve the chronic "Field Service" bottlenecks: lead leakage, manual estimation delays, and the lack of real-time visibility into project profitability. By architecting custom sales pipelines and automated dashboards, I provide business owners with a "command center" that synchronizes field operations with back-office financial accuracy. My methodology centers on deep technical integration. I don't just build boards; I engineer ecosystems. I utilize Zapier and Make.com to bridge the gap between your lead generation and your project execution. I naturally weave in AI Voice Agents powered by Vapi, Synthflow, and Retell AI via Twilio to ensure that every lead entering your monday CRM is qualified immediately. Whether it’s an inbound inquiry or an outbound follow-up, the data flows instantly into your CRM, triggering OpenAI or Claude to summarize project requirements and move the deal stage forward without human intervention. For contractors requiring precision, I specialize in building automated estimate-to-invoice workflows. My systems pull data from Roofr and RSMeans to populate monday.com items with accurate costs and measurements, which are then pushed directly into Jobber, JobNimbus, or GoHighLevel for field management. Finally, I ensure 100% financial data integrity by automating the synchronization of completed milestones with QuickBooks. This end-to-end orchestration eliminates manual errors, speeds up the billing cycle, and allows your team to focus on the build, not the paperwork.