Mathew

Follow Up Boss CRM Specialist | Real Estate CRM Automation Expert | Lead Conversion Consultant

Jacuzzi • Freelance

May 2026 - Present • 1 mo

I worked as a professional Follow Up Boss CRM specialist, helping real estate agents, teams, and brokerages set up, customize, and optimize their CRM systems to improve lead response time, client communication, and overall sales performance. As a real estate CRM automation expert, I implemented and configured Follow Up Boss to manage leads, contacts, pipelines, and communication workflows. I ensured that every incoming lead is properly tracked, assigned, and followed up with using structured automation systems. In my role as a lead conversion consultant, I built automated follow-up systems, lead routing rules, drip campaigns, task automation, and communication sequences to help agents respond faster and close more deals. I also optimized pipeline stages, contact organization, and reporting dashboards for better visibility and decision-making. Experienced in Follow Up Boss CRM setup and automation, I helped real estate professionals streamline their sales process, reduce missed leads, and improve conversion rates through efficient workflow design, CRM customization, and consistent follow-up systems. Key Skills: Follow Up Boss Setup • Real Estate CRM Management • Lead Routing • Lead Nurturing • Workflow Automation • Pipeline Optimization • Contact Management • Real Estate Lead Conversion • Email & SMS Automation • Task Automation • CRM Integration • Sales Funnel Optimization • Client Follow-Up Systems • Real Estate Operations • Reporting & Analytics.

HubSpot CRM Specialist | HubSpot Automation Expert | CRM System Builder

HubSpot • Freelance

May 2026 - Present • 1 mo

I worked as a certified-level HubSpot CRM specialist helping businesses design, build, and optimize high-performing CRM systems tailored to their sales, marketing, and customer service processes. Focused on creating scalable systems that improve lead management, automate workflows, and increase conversions. As a HubSpot automation expert, I built and implemented advanced workflows inside HubSpot, including lead capture automation, email sequences, pipeline automation, deal tracking, and customer onboarding systems. I ensured smooth transitions across marketing, sales, and support pipelines using smart automation logic. In my role as a CRM system builder, I customized pipelines, dashboards, contact properties, and reporting systems to give businesses full visibility into their operations. I also integrated HubSpot with third-party tools, set up forms, landing pages, and email marketing campaigns to support end-to-end customer journey automation. Experienced in creating smart CRM systems, I helped businesses streamline processes, reduce manual tasks, and improve efficiency through powerful HubSpot automation and data-driven CRM solutions designed for growth.

Zoho Analytics Specialist | Business Intelligence Analyst | Data Visualization

Zoho • Freelance

Apr 2026 - May 2026 • 1 mo

I worked as a professional Zoho Analytics specialist, helping businesses transform raw data into meaningful insights through interactive dashboards, automated reporting, and advanced business intelligence solutions. Specialized in building data-driven systems that support informed decision-making and improve operational performance. As a business intelligence analyst, I designed and developed customized dashboards using Zoho Analytics to track KPIs, monitor business performance, and identify trends across sales, marketing, finance, and operations. I connected multiple data sources to provide a centralized view of critical business metrics. In my role as a data visualization consultant, I created interactive reports, charts, and executive dashboards tailored to client objectives. I also implemented automated report scheduling, data synchronization, and custom formulas to simplify reporting processes and eliminate manual analysis. Experienced in Zoho Analytics dashboard development, data modeling, report customization, KPI tracking, and data integration, I helped organizations gain deeper insights into their operations, improve forecasting accuracy, and make strategic decisions backed by reliable data. Key Skills: Zoho Analytics • Business Intelligence • Dashboard Development • Data Visualization • KPI Reporting • Executive Dashboards • Custom Reports • Data Integration • Automated Reporting • Sales Analytics • Marketing Analytics • Financial Reporting • Data Modeling • Performance Tracking • Business Reporting • Insight Generation.