CRM Automation & Operations Systems

Core strengths

Recent focus

Systems Integration & Operations Automation

Freelance / project-based · Remote

• Build and improve CRM, automation, and operations systems for service businesses across home services, property, coaching, healthcare, and customer-facing environments.
• Design GoHighLevel pipelines, opportunity stages, custom fields, workflow triggers, forms, calendars, lead routing, internal notifications, email/SMS logic, and operational handoffs.
• Connect systems using Make.com, Zapier, webhooks, HTTP modules, APIs, Google Sheets, Apps Script, Stripe, Zoho CRM, Airtable, and other business tools.
• Troubleshoot missing records, duplicate contacts, failed field updates, incorrect tags, broken triggers, and reporting mismatches.
• Create SOPs and technical documentation so teams can monitor, maintain, and hand off systems after implementation.

Selected project

Affordable Window Systems · GoHighLevel CRM & Operations Build

Florida home services · Project-based

• Helped replace a legacy CRM with a connected GoHighLevel system spanning sales, production, completed work, customer follow-up, reporting, and operational handoff.
• Built three core pipelines and supporting opportunity stages, fields, tags, workflow logic, and reporting structure.
• Created Sales, Production, Balance Due, Job Cost, Commission, and related dashboard views using Google Sheets, Apps Script, and embedded reporting.
• Supported consent, opt-in, opt-out, DND, duplicate suppression, stop-on-response, and communication workflow improvements during the migration.
• Built Python-based checks and diagnostics to surface data issues before they affected reporting.
• Created an 87-step onboarding SOP and supporting system documentation for repeatable implementation and handover.

Product / reporting

StayReports · Project Lead Developer

Remote · 2025–Present

• Developing a secure reporting portal concept for property managers and serviced accommodation owners to reduce repetitive manual reporting.
• Designed reporting logic and client access concepts around bookings, revenue, occupancy, maintenance notes, guest feedback, and monthly performance summaries.
• Translate operational needs into system features, data structures, and a clearer digital client experience.

Property operations

Remote Property Management & Operations

• Supported a UK serviced accommodation business for more than two years across guest communication, Airbnb/Booking.com/VRBO activity, cleaners, vendors, maintenance, records, and owner updates as the portfolio grew from 2 to 5 units.
• Supported follow-up that secured a 6-month long-stay booking.
• Worked in Australian residential property administration across a portfolio of roughly 130 properties and completed an audit of around 200 compliance records in one week.
• Worked with New Zealand room-rental operations using Airtable and OneDrive for property and tenant information.
• Platforms include PropertyMe, Palace, Realworks, Airtable, OneDrive, Pipedrive, Google Workspace, and major OTA channels.

E-commerce & customer operations

Shopify / Ecwid Support

• Supported Sassi & Krafti in a Shopify e-commerce environment and Brilin in Ecwid.
• Worked with customer-facing content, order and fulfilment communication, records, product information, returns guidance, and operational administration.

Foundation

Convergys · Customer Service Representative

2012–2016 · Philippines

• Handled high-volume customer inquiries, complaints, orders, returns, account updates, product questions, and issue resolution.
• Built the customer-service and escalation foundation that still informs how I design operational systems today.