CRM Workflow Automation (Freelance) — Upwork/Fiverr (Data structuring for automation and dashboards)
Designed and implemented CRM workflow systems that required structuring and operationalizing client data streams for automation and reporting. Built automated lead pipelines and follow-up mechanisms to improve conversion efficiency by enforcing consistent data handling and routing. Developed real-time operational dashboards using SQL and BI tools to provide visibility into sales and performance metrics. • Created custom CRM systems in Airtable, Monday.com, and Trello aligned to business workflows. • Built automated lead pipelines and follow-up systems using Zapier and Make. • Led CRM migrations and data cleanups to ensure accurate data structure with minimal disruption. • Implemented real-time dashboards (Power BI, SQL, Excel) for sales and operations visibility.