
Emrik
CRM Automation and Integration Expert Helping Businesses Scale
Compétences

Voir mes services

Portfolio
Expérience professionnelle
CRM Integration & Automation Consultant
Business • Freelance
Dec 2025 - Present • 9 mos
I specialize in connecting CRM systems with the applications businesses use every day. I build workflows that move information between platforms, create records automatically, update CRM fields, send internal notifications, assign leads, and trigger follow-up actions. My projects involve tools such as Zapier, Make, n8n, webhooks, APIs, and native CRM integrations. I first map the client's process, identify repetitive manual tasks, design the automation logic, configure the connections, and test the workflow using different scenarios. I also troubleshoot existing automations and improve workflows that are producing errors, duplicate records, incomplete data, or inconsistent results.
CRM Automation Specialist
Freelance • Freelance
Oct 2025 - Present • 11 mos
I help businesses design and implement CRM workflows that improve lead management, sales follow-up, customer organization, and internal processes. My work includes configuring CRM pipelines, creating custom fields and views, setting up automated lead routing, building follow-up workflows, and connecting CRM platforms with other business applications. I work with businesses across real estate, insurance, professional services, healthcare, sales, and other lead-driven industries. I focus on understanding the client's existing process first, then translating that process into a practical CRM workflow. My responsibilities include CRM configuration, workflow automation, integration setup, testing, troubleshooting, data organization, and client handover.
CRM Data Migration Specialist
Freelancer.com • Freelance
Apr 2025 - Present • 1 yr 5 mos
I help businesses move customer and sales data from existing CRM systems into new platforms. My work covers data export, field mapping, formatting, organization, import preparation, duplicate review, and post-migration verification. For each project, I review the structure of the source data and compare it with the destination CRM before beginning the migration. I identify fields that need to be renamed, reformatted, combined, or recreated, then prepare the data for the new system. After importing the information, I verify sample records, check important fields, identify inconsistencies, and make corrections where necessary. My focus is on making CRM migrations organized, traceable, and practical for the client's day-to-day operations.