Abigail Jane

CRM Automation & AI Integration Specialist

Self Employed

Jan 2020 - Jan 2022 • 2 yrs

I work as a freelance CRM Automation and AI Integration Specialist, helping businesses set up, customize, integrate, and automate CRM systems for sales, customer service, recruitment, field service, and appointment booking. My work includes CRM setup, pipeline configuration, lead management, contact migration, workflow automation, API integration, sales automation, recruitment workflows, customer follow-up systems, AI chatbots, AI agents, and appointment booking automation. I work with platforms including Salesforce, HubSpot, Zoho CRM, Pipedrive, Bigin, Kylas, Copper, Nutshell, Apptivo, GoHighLevel, Jobber, Housecall Pro, Zoho Recruit, Bullhorn, JobAdder, and Vincere. For automation and lead generation, I integrate CRM systems with Zapier, n8n, Apollo.io, webhooks, APIs, forms, calendars, email, and other business applications. I also build AI-powered customer communication systems such as AI receptionists, voice agents, automated appointment booking, lead qualification, customer support chatbots, and follow-up agents using Vapi, Retell AI, n8n, GoHighLevel, and CRM platforms. My focus is creating organized, automated CRM systems that help businesses capture leads, reduce manual work, improve follow-up, manage customers or candidates, and streamline daily operations.

Sales CRM Implementation & Pipeline Specialist

Business VA Hub

Mar 2018 - Mar 2020 • 2 yrs

I work as a freelance CRM Setup and Automation Specialist, helping businesses build, organize, customize, and improve their customer relationship management systems. My work focuses on setting up CRM platforms that help businesses manage leads, contacts, customers, sales opportunities, pipelines, tasks, follow-ups, and daily sales activities more efficiently. I have experience working with Salesforce, HubSpot CRM, Zoho CRM, Pipedrive, Bigin, Kylas, Copper CRM, Nutshell, and Apptivo. I configure CRM accounts based on each business's sales process and operational requirements. My responsibilities include CRM setup and configuration, custom fields, deal stages, sales pipelines, contact and company management, lead tracking, user permissions, dashboards, reporting, data organization, CSV import, contact migration, duplicate cleanup, and CRM customization. I also create workflow automations for lead assignment, follow-up reminders, email notifications, task creation, deal updates, customer onboarding, lead nurturing, and sales pipeline management. For businesses moving from spreadsheets or another CRM, I assist with data migration, field mapping, database cleanup, and proper organization of customer information. I can also connect CRM platforms with forms, email marketing tools, calendars, websites, Zapier, APIs, webhooks, and other business applications to reduce repetitive manual work. My goal is to provide businesses with a clean, reliable, and easy-to-manage CRM system that improves lead management, customer follow-up, sales visibility, team productivity, and overall workflow efficiency.