
Sam
Level 1
BUILDING SMART CRM AUTOMATIONS THAT STREAMLINE SALES AND DRIVE CONSISTENT GROWTH
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Expérience professionnelle
CERTIFIED CRM EXPERT
Fiverr • Freelance
Feb 2026 - Present • 4 mos
Specialized in building structured CRM pipelines, automations, and integrations for growing businesses. Key Achievements Designed multi-stage sales pipelines for industries including real estate, travel agencies, SaaS, and home services. Implemented lead routing and internal notification systems for sales teams. Integrated CRM platforms with: Email marketing systems Payment gateways Scheduling software Marketing automation tools Built custom dashboards for performance tracking and sales analytics. Marketing Automation & Workflow Specialist CRM Integration Projects Focused on connecting marketing platforms with CRM systems to automate customer journeys. Key Achievements Built end to end automation workflows connecting: CRM platforms Email marketing tools Lead generation systems Forms and landing pages Implemented customer lifecycle automation including onboarding, nurture campaigns, and retention sequences. Designed trigger-based email campaigns that increased engagement and response rates. Specialized Expertise CRM Setup & Optimization Sales Pipeline Architecture Lead Routing & Qualification Automation Zapier / Make Workflow Automation Email Marketing Automation CRM Data Migration & Cleanup AI Lead Response Systems Revenue Operations Infrastructure Selected Tools & Platforms GoHighLevel • HubSpot • Salesforce • Zoho CRM • Pipedrive • Zapier • Make • ClickFunnels • Mailchimp • Brevo • Airtable • Notion • Shopify • WordPress Impact Delivered for Clients Organized CRM databases with tens of thousands of contacts Built automation systems that run entire sales pipelines Reduced manual data entry and repetitive work Increased lead response speed and customer engagement Helped businesses scale operations with structured CRM systems
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koenvos1
Client récurrent

États-Unis
Sam did a great job optimizing our CRM automation. He quickly found problems inside our pipeline setup, fixed the workflow logic, and improved the lead follow up process without overcomplicating things. You can tell he actually understands GoHighLevel, Jobber, and Zapier integrations. Will definitely work with him again.

koenvos1
Client récurrent

États-Unis
Third time working with Sam and honestly he knows his stuff. He fixed issues in our Jobber, GoHighLevel, and Zapier automation that other people couldn’t figure out. Follow ups are now working correctly, duplicates stopped, and the pipeline flow feels much cleaner. Fast communication, professional work, and very easy to work with. Definitely recommended.

richcrib
Client récurrent

Royaume-Uni
⭐⭐⭐⭐⭐ Sam has been an invaluable help with setting up and managing Connecteam and Xero Accounting, helping me streamline team management, timesheets, payroll processes, and integrations designed to make day-to-day operations much easier and less stressful. He brought some excellent ideas to the project,...

richcrib
Client récurrent

Royaume-Uni
Sam is a brilliant Connecteam professional he has helped integrate Xero so my timesheets are passed to my accounts. Very helpful and knowledgeable. Highly recommend
Réponse du freelance
jonbrightchoice
Client récurrent

États-Unis
For a business having SMS text messaging is very very important. After multiple failed attempts at getting my SMS registration completed I was able to get it completed within a couple of days. Very thankful and happy with the service and outcome.



