Balqees

CRM Automation & Sales Funnel Specialist

GymAscend • Freelance

Dec 2025 - Dec 2025 • 0 mos

I specialize in CRM setup, workflow automation, lead management, sales pipeline creation, and client onboarding systems for businesses, agencies, coaches, and service providers. I help businesses automate repetitive tasks, improve customer communication, organize leads, and increase conversions using smart CRM solutions and automation systems. My expertise includes Pipedrive CRM, HoneyBook setup, Jobber CRM, Instantly AI, Clay automation, sales funnel optimization, lead nurturing workflows, email automation, appointment scheduling, pipeline management, and business process automation. I create customized CRM systems that help businesses capture leads, automate follow ups, track sales activities, and improve customer experience. I have experience building automated workflows, lead generation systems, CRM integrations, AI powered outreach systems, client onboarding processes, and sales automation for startups and growing businesses. My solutions are designed to reduce manual work, improve efficiency, and help businesses scale operations effectively. I also develop landing pages, automation funnels, follow up sequences, marketing workflows, and business automation systems optimized for lead generation and conversion. My focus is on building reliable CRM systems that improve workflow organization, communication, customer retention, and revenue growth.

CRM Automation & QA Testing Specialist

Independent Home Lending • Freelance

Oct 2025 - Oct 2025 • 0 mos

Provided end to end QA testing, CRM automation, AI chatbot testing, SaaS platform testing, and workflow optimization for web applications, business software, and cloud based systems. Planned and executed functional testing, regression testing, user acceptance testing (UAT), cross browser testing, mobile responsiveness testing, performance testing, and usability testing to ensure reliable software performance before launch. Tested user registration, login systems, booking flows, payment gateways, Stripe integrations, dashboards, CRM workflows, AI chatbots, AI agents, email marketing, SMS campaigns, appointment scheduling, calendar synchronization, API integrations, webhooks, third party applications, forms, surveys, and automation sequences across multiple business platforms. Identified bugs, UI and UX issues, broken workflows, integration failures, and performance bottlenecks while documenting detailed reports and collaborating with development teams to resolve issues efficiently. Validated GoHighLevel CRM, Make.com, Zapier, n8n, Twilio, Stripe, OpenAI, webhooks, REST APIs, workflow automation, SaaS platforms, and customer onboarding systems to ensure seamless functionality and a smooth user experience. Worked closely with agencies, startups, real estate businesses, coaches, consultants, healthcare providers, and service based companies to improve software quality, automate business processes, increase system reliability, and optimize customer journeys. Delivered scalable QA solutions, automation testing, CRM optimization, AI workflow validation, and post launch support that helped businesses reduce errors, improve efficiency, enhance customer satisfaction, and confidently launch high performing digital products.

CRM Automation & Business Systems Specialist

Business Beyond Limits • Freelance

Aug 2025 - Aug 2025 • 0 mos

Helped businesses streamline operations by designing and implementing custom CRM systems, workflow automation, and lead management solutions tailored to their daily processes. Specialized in CRM setup, CRM migration, pipeline management, sales automation, client onboarding, email marketing, SMS automation, appointment scheduling, and customer relationship management using Clay, Instantly AI, Pipedrive, HoneyBook, Jobber, HubSpot, Zoho CRM, and other leading business platforms. Built automated workflows that eliminated repetitive tasks, improved lead response time, and increased team productivity through API integrations, webhooks, automation tools, and custom CRM configurations. Configured lead capture forms, calendars, proposals, invoices, customer portals, contact segmentation, automated follow up campaigns, and reporting dashboards that allowed businesses to manage leads more efficiently and improve conversion rates. Integrated Facebook Lead Ads, Google Forms, Stripe, Gmail, Outlook, Slack, Zapier, Make.com, and third party applications to create seamless customer journeys from lead generation to client onboarding. Worked with service businesses, agencies, consultants, contractors, and local companies to optimize sales pipelines, automate communication, and build scalable business systems that reduce manual work while increasing revenue and customer satisfaction. Delivered reliable support, CRM optimization, troubleshooting, data migration, workflow improvements, and long term automation strategies designed to help businesses grow faster with modern CRM technology.