
Ryan Phola
CRM Expert GoHighLevel, HubSpot, Pipedrive, Zoho Setup and Automation
Skills

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Portfolio
Werkervaring
Zoho CRM Specialist — SMEs & Growing Teams
Zoho • Freelance
Dec 2023 - Present • 2 yrs 7 mos
Delivered complete Zoho CRM implementations for businesses across retail, logistics, and financial services sectors. Built custom modules, layouts, and fields to mirror each client's business process within Zoho's flexible architecture. Designed Blueprint workflows for structured sales process enforcement and created Zoho Flow automations connecting CRM data with third-party platforms including WhatsApp, Shopify, and Google Workspace. Configured Zoho Analytics dashboards for real-time KPI tracking and sales forecasting. Handled data migrations from legacy systems and spreadsheets into Zoho CRM with clean, validated records. Provided role-based user permission setups and conducted staff training to drive rapid team adoption and consistent CRM usage across departments.
Pipedrive CRM Administrator — Sales-Led Businesses
Pipedrive • Freelance
Aug 2023 - Present • 2 yrs 11 mos
Configured and customized Pipedrive CRM environments for sales-driven SMEs in e-commerce, consulting, and professional services. Designed multi-stage deal pipelines tailored to each client's sales cycle, set up custom fields, filters, and activity tracking to keep sales reps focused on high-value actions. Built automation rules to eliminate repetitive tasks, trigger follow-up reminders, and update deal stages automatically. Integrated Pipedrive with tools such as Mailchimp, Slack, QuickBooks, and Zoom to create a unified sales tech stack. Produced Pipedrive dashboard reports and revenue forecasting views that gave management clear insights into team performance. Supported sales teams through onboarding, pipeline strategy, and ongoing CRM management.
HubSpot CRM Consultant — B2B SaaS & Professional Services
HubSpot • Freelance
Apr 2023 - Present • 3 yrs 3 mos
Implemented and optimized HubSpot CRM for B2B companies ranging from early-stage startups to mid-market firms. Core work included contact and deal pipeline configuration, lifecycle stage mapping, lead scoring setup, and custom property creation aligned to each client's unique sales process. Built automated marketing workflows for lead nurturing, re-engagement, and onboarding sequences using HubSpot's Workflow tool. Managed seamless HubSpot integrations with tools including Salesforce, Slack, Gmail, and LinkedIn Sales Navigator. Conducted in-depth CRM audits to identify data hygiene issues, eliminate duplicate records, and improve reporting accuracy. Delivered HubSpot onboarding programs and team training sessions that accelerated CRM adoption across sales and marketing departments.