Systems, CRM, and Operations Specialist with strong experience in CRM management, workflow automation, data organization, lead management, and business process improvement. I help businesses create cleaner systems, organize their operations, improve follow-up processes, and reduce manual work through practical automation.
My background includes hands-on work with real estate teams, service-based businesses, and growing companies that need reliable support in managing CRMs, tracking leads, maintaining databases, building workflows, creating reports, and improving day-to-day operations.
I’m experienced in working with tools such as GoHighLevel, FollowUpBoss, Lofty, Salesforce, Pipedrive, CHIME, Make, Zapier, n8n, Google Workspace, Microsoft Excel, Airtable, Notion, Trello, Slack, RingCentral, Zoom, and WhatsApp.
I’m detail-oriented, organized, and comfortable handling both technical and operational tasks. I can work independently, follow SOPs, manage multiple priorities, troubleshoot issues, and communicate clearly with clients and tea-----------mbers.
My goal is to help businesses stay organized, improve efficiency, and build systems that support long-term growth.
Core Skills:
• CRM setup, management, and database cleanup
• Lead organization, pipeline management, and follow-up coordination
• Workflow automation and process optimization
• Data entry, tracking, reporting, and spreadsheet management
• Business operations support and system improvement
• SOP implementation and process documentation
• Calendar, task, and project management
• Client communication and relationship coordination
• Research, data processing, and information management
• Technical troubleshooting and platform setup
• Appointment setting and lead nurturing
• Strong written and verbal communication
• Time management, organization, and problem-solving
Software and Tools:
• CRM Systems: GoHighLevel, FollowUpBoss, Lofty, Salesforce, Pipedrive, CHIME
• Automation Tools: Make, Zapier, n8n
• App and System Building: Softr, Airtable, Supabase, Lovable, Bolt
• Data Tools: Google Sheets, Microsoft Excel, Power Query, dashboards
• Project Management Tools: Stackby, Notion, Trello, Slack
• Communication Tools: RingCentral, Zoom, WhatsApp
