Precious F

CRM Automation & Workflow Specialist

May 2026 - Present • 4 mos

Help businesses turn scattered leads, disconnected tools, and manual follow-up processes into organized CRM systems and automated workflows. My work focuses on CRM setup, CRM management, CRM optimization, sales pipeline configuration, lead management, contact management, deal management, opportunity tracking, and workflow automation. I support businesses using HubSpot CRM, Close CRM, GoHighLevel, Zoho CRM, Pipedrive, Bitrix24, and other customer relationship management platforms. Projects include CRM implementation, CRM configuration, CRM customization, custom properties, pipeline setup, pipeline stages, lifecycle management, lead segmentation, contact segmentation, Smart Views, dashboards, reporting, CRM data cleanup, contact import, data mapping, and data migration. I also build CRM automation designed to reduce repetitive work and keep important sales activities moving. This includes workflow automation, sales automation, lead routing, lead qualification, automated follow-up, task automation, notifications, deal progression, pipeline automation, business process automation, and customer journey workflows. Key achievements and project outcomes include: • Structured customized sales pipelines around real business processes, from new lead and initial follow-up through discovery, proposals, agreements, and closed opportunities. • Organized CRM records and lead stages to improve pipeline visibility, opportunity tracking, and daily follow-up management. • Built automated workflows that connect lead activity with follow-ups, internal notifications, tasks, CRM updates, and sales processes. • Improved CRM organization through contact management, lead segmentation, data cleanup, custom fields, lifecycle stages, and reporting structures. • Created scalable CRM foundations that support future email automation, marketing automation, sales automation, and business growth. HubSpot CRM, Close CRM, GoHighLevel, Zoho CRM, Pipedrive, Bitrix24, CRM setup, CRM automation

HubSpot CRM implementation & sales automation consultant

Jan 2026 - Present • 8 mos

Partnered with a professional services company to organize their customer relationship management process using HubSpot CRM. Before implementation, sales information was scattered across spreadsheets, emails, and multiple communication channels, making follow-up difficult and reporting unreliable. I configured the CRM from the ground up by creating custom pipelines, lifecycle stages, deal properties, contact segmentation, and automated workflows. I also connected their email accounts so conversations were automatically logged within HubSpot. The project included lead assignment automation, follow-up reminders, task automation, and reporting dashboards that provided management with real-time visibility into pipeline performance. I worked closely with stakeholders to understand their existing sales process before translating those workflows into HubSpot automation. After implementation, the sales team experienced faster lead management, improved collaboration, and greater confidence in forecasting opportunities. Comprehensive documentation and onboarding sessions ensured the client could confidently manage the CRM after project completion. hubspot crm hubspot hubspot automation gohighlevel hubspot expert monday crm crm zapier automation clay com ai automation pipedrive apollo io zoho crm hubspot workflow crm automation workflow automation marketing automation zapier integration hubspot website hubspot integration email marketing brevo gohighlevel crm ghl automation zoho landing page automation hubspot setup hubspot sales email automation hubspot marketing hubspot landing page hubspot consultant rei reply airtable automation hubspot specialist email campaign data enrichment n8n zapier zoho one jobtread n8n automation api integration workflow sales pipeline make com b2b lead generation airtable tally form follow up boss clickup integration business consultant slack integration kommo crm hubspot developer clay instantly ai lead generation

CRM integration & workflow automation specialist

Oct 2025 - Present • 11 mos

Supported a technology company that relied on several disconnected applications for marketing, sales, and customer management. Manual data entry created duplicate records, delayed follow-ups, and increased operational errors. I designed automated workflows connecting their CRM with communication tools, lead capture forms, calendars, spreadsheets, and email platforms using Zapier and Make.com. The integrations eliminated repetitive administrative tasks by automatically creating contacts, assigning sales representatives, updating deal stages, and triggering internal notifications whenever new prospects entered the pipeline. Special attention was given to error handling, duplicate prevention, and data accuracy to ensure reliable automation. Testing and optimization were completed before deployment to minimize business disruption. The project significantly improved internal efficiency, reduced manual processing, and enabled employees to focus more on revenue-generating activities instead of administrative work. hubspot crm hubspot hubspot automation gohighlevel hubspot expert monday crm crm zapier automation clay com ai automation pipedrive apollo io zoho crm hubspot workflow crm automation workflow automation marketing automation zapier integration hubspot website hubspot integration email marketing brevo gohighlevel crm ghl automation zoho landing page automation hubspot setup hubspot sales email automation hubspot marketing hubspot landing page hubspot consultant rei reply airtable automation hubspot specialist email campaign data enrichment n8n zapier zoho one jobtread n8n automation api integration workflow sales pipeline make com b2b lead generation airtable tally form follow up boss clickup integration business consultant slack integration kommo crm hubspot developer clay instantly ai lead generation