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Pearl C
@pearl_creative2
CRM Automation Expert, HoneyBook, Dubsado, Lofty and GoHighLevel,Client Onboard
Royaume-Uni
Anglais
À propos de moi
I help service-based businesses, creatives, coaches, and real estate teams streamline client workflows and automate CRMs. I set up HoneyBook, Dubsado, Lofty, and GoHighLevel for lead capture, booking, proposals, contracts, invoices, follow-ups, and pipeline management. My systems save time, reduce manual work, and increase client conversion. Maybe you are starting fresh or optimizing an existing CRM, I deliver structured, high-performing workflows that turn leads into paying clients.
Compétences
Pearl C
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Gestion de la relation client
I will honeybook crm automation workflow, client onboarding and booking system
Gestion de la relation client
I will do lofty crm, follow up boss, kvcore, lofty website, boldtrail, real estate crm
Expérience professionnelle
Freelance CRM Automation Specialist
Pearl Creative Tech • Indépendant
Sep 2025 - Present • 8 mos
I design and implement CRM and workflow systems that help service based businesses and real estate professionals manage leads, automate client onboarding, and streamline follow ups. My work includes HoneyBook, Dubsado, Lofty, GoHighLevel, HubSpot, KVCore, BoldTrail, Chime, and Zapier based automation. Key responsibilities Created CRM workflows for lead capture, booking, contracts, invoices, and follow up automation. Organized pipelines, forms, templates, and client communication processes. Built structured onboarding systems that reduce manual admin and improve client experience. Integrated automation tools to connect business processes and improve efficiency. Optimized existing CRM setups for better clarity, consistency, and conversion.
