b
businessoptivon

Emma

@businessoptivon

AI CRM and Automation Expert for SaaS, Healthcare and Service Businesses

Verenigd Koninkrijk
Engels, Frans, Spaans, Duits
Sommige informatie wordt in het Engels weergegeven.
Over mij
My name is Emma, a CRM and automation specialist helping businesses streamline operations and scale efficiently. I design and implement powerful systems for insurance agencies, healthcare providers, medspa and wellness brands, travel and booking companies, and project-based teams. I specialize in setting up workflows, automations, dashboards, and integrated business systems that improve leads, bookings, and productivity. My goal is to turn complex processes into simple, fully automated operations that drive growth and save time. Ready to scale.... Lees meer

Skills

b
businessoptivon
Emma
offline • 

Bekijk mijn diensten

CRM-management
I will setup jenesis nowcerts radiusbob agencyzoom ursu hawksoft vertaforce indio crm
API en integraties
I will setup and automate asana notion zapier jira clickup make smartsheet zapier

Portfolio

Werkervaring

Automation_Solutions

AI Voice & Workflow Automation Specialist

Automation Solutions • Freelance

Jan 2026 - Present6 mos

Develop and design AI-powered communication systems that handle inbound and outbound calls, automate appointment scheduling, and improve customer engagement for service-based businesses. My work focuses on integrating AI voice agents with telephony systems and backend workflows to ensure real-time responses, structured data handling, and seamless customer interactions across multiple platforms.

HealthCare.gov

Industry-Specific CRM Implementation Consultant

HealthCare.gov • Freelance

May 2025 - Present1 yr 2 mos

Specialize in configuring and optimizing CRM systems for industry-specific workflows, including healthcare, insurance agencies, medspas, and service businesses. I help businesses streamline lead management, scheduling, client follow-ups, and internal operations by customizing CRM platforms and integrating automation tools tailored to their exact business needs.

CRM & Automation Systems Engineer

Business • Freelance

Mar 2025 - Present1 yr 4 mos

Designed and implemented business automation systems that connect CRMs, scheduling tools, and workflow platforms for service-based companies. My role involves analyzing business operations and building structured systems that improve lead handling, client communication, and internal task automation. I’ve helped businesses move from manual processes to fully automated workflows using tools like Zapier, Make, and CRM platforms, ensuring smoother operations, better visibility, and improved customer response times.