
Shubomi
EXCELLENT CRM AUTOMATION
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CRM & Workflow Automation Specialist
Upwork
Feb 2026 - Present • 3 mos
Business Systems & Automation Architect | Upwork Worked with startups, marketing agencies, ecommerce brands, and service-based businesses to transform disorganized tools into structured, revenue-driven systems. Many clients came in with scattered data, slow lead follow-up, manual processes, and unclear pipelines. By redesigning their CRM architecture and automation workflows, I helped them gain full visibility into their sales process, respond to leads faster, and eliminate repetitive tasks that slowed growth. Led CRM setup, cleanup, migration, and optimization projects that improved team productivity, reduced human error, and increased lead conversion consistency. Implemented automated follow-ups, pipeline triggers, reporting dashboards, and cross-platform integrations that allowed business owners to make data-backed decisions instead of guessing. Delivered systems that reduced operational bottlenecks, improved customer onboarding experiences, and created predictable sales processes. Clients reported faster response times, better internal organization, smoother collaboration between teams, and measurable revenue improvements due to improved automation and structured workflows. Maintained strong client relationships on Upwork through clear communication, on-time delivery, and a focus on long-term scalability rather than quick fixes. Recognized for building systems that grow with the business — not systems that need constant patching.