micheal

Monday.com CRM & Project Manager

monday.com • Freelance

Feb 2026 - Mar 2026 • 1 mo

Managed Monday.com as both a CRM and project management system to streamline sales pipelines and operational workflows Designed and maintained structured boards for lead tracking, project planning, and task management across teams Built automated workflows for task assignments, follow-ups, and status updates to improve efficiency and reduce manual coordination Oversaw project timelines, deliverables, and team responsibilities to ensure on-time execution of tasks and campaigns Developed dashboards and reporting systems to monitor performance, project progress, and sales activity in real time Integrated Monday.com with external tools to improve communication flow and data synchronization across systems Coordinated with team members to improve workflow structure and optimize CRM usage for better productivity

Lofty CRM Specialist & Real Estate Automation Expert

Lofty • Freelance

Jan 2026 - Feb 2026 • 1 mo

Configured and optimized Lofty CRM systems for real estate teams, managing pipelines with 200–500+ active leads monthly Designed automated follow-up workflows (email, SMS, drip campaigns), increasing lead response rates by 30–50% Implemented lead scoring and segmentation strategies to prioritize high-converting prospects Integrated CRM with marketing platforms and ad funnels, improving campaign tracking and ROI visibility Reduced manual admin tasks by 40%+ through automation of onboarding, follow-ups, and task assignments Monitored CRM analytics and KPIs to refine sales processes and boost conversion rates Trained agents and teams on CRM best practices, improving adoption and system efficiency

CRM & Automation Specialist (Follow Up Boss, Lofty, Zapier) – Real Estate

EXP Realty • Freelance

Nov 2025 - Dec 2025 • 1 mo

Managed and optimized Follow Up Boss and Lofty CRM systems to streamline lead management and improve conversion rates Built end-to-end automation workflows using Zapier, connecting CRMs with marketing and communication tools Designed drip campaigns, follow-up sequences, and pipeline automations to nurture leads and reduce manual tasks Segmented and maintained lead databases to enable targeted outreach and higher engagement Implemented email and SMS marketing strategies that increased response rates and client interactions Monitored CRM analytics and pipeline performance to refine sales processes and improve deal flow Trained real estate agents on CRM systems, automation tools, and best practices for lead conversion