o
oliver_mercy3

Olivia

@oliver_mercy3

Suite Dash CRM and Automation Specialist

Colombie
Anglais, Français, Allemand
Certaines informations sont présentées en anglais.
À propos de moi
Most businesses buy powerful tools like SuiteDash but struggle to build automated revenue systems. That’s where I come in. I specialize in đ—Šđ˜‚đ—¶đ˜đ—Čđ——đ—źđ˜€đ—” 𝘀đ—Čđ˜đ˜‚đ—œ, 𝗰đ—čđ—¶đ—Čđ—»đ˜ đ—œđ—Œđ—żđ˜đ—źđ—č𝘀, and đ—–đ—„đ—  đ—źđ˜‚đ˜đ—Œđ—șđ—źđ˜đ—¶đ—Œđ—» that actually convert. From workflow automation and Zapier integrations to sales funnels and project management, I build scalable solutions for lead generation and growth. Whether it’s GoHighLevel, HubSpot, or TaxDome, I fix broken systems and automate your workflow. đ—„đ—Čđ—źđ—±đ˜† đ˜đ—Œ 𝘀𝗰𝗼đ—čđ—Č? 𝗟đ—Č𝘁’𝘀 đ—Żđ˜‚đ—¶đ—čđ—± đ˜†đ—Œđ˜‚đ—ż 𝘀𝘆𝘀𝘁đ—Čđ—ș đ˜đ—Œđ—±đ—źđ˜†!... Plus d’infos

Compétences

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oliver_mercy3
Olivia
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Portfolio

Expérience professionnelle

SuiteDash CRM & Automation Specialist

BrightFlow Consulting ‱ Freelance

Aug 2025 - Dec 2025 ‱ 4 mos

Implemented a full SuiteDash CRM system for a consulting firm, including client onboarding, automated workflows, and custom client portals. Integrated SuiteDash with Zapier to automate lead capture from forms and email platforms. Set up Stripe and PayPal payment gateways for invoices, subscriptions, and proposal approvals. Built branded dashboards, automated follow-ups, task management, and document sharing to improve client experience and internal efficiency.

SuiteDash CRM Implementation Specialist

Horizon Insurance Services ‱ Temps partiel

Jan 2025 - Nov 2025 ‱ 10 mos

Led the full CRM implementation of SuiteDash for an insurance agency. Set up pipelines for leads, policies, and renewals. Automated follow-ups, SMS reminders, and document requests. Integrated payment gateways for policy payments and recurring billing. Built internal task management systems for agents and admin staff, improving response times and customer retention.

SuiteDash CRM & Workflow Automation Manager

Digital Growth Agency ‱ Freelance

May 2024 - Jan 2025 ‱ 8 mos

Configured SuiteDash as an all-in-one CRM for a digital agency managing multiple clients. Created automated onboarding, proposal approvals, invoicing, and project workflows. Integrated SuiteDash with Zapier, email marketing tools, and Google Sheets. Built client portals for real-time project updates and communication. Streamlined operations and improved client transparency.