Hire the Best NimbleSchedule Specialists

Every business I work with has the same problem: their tools don't talk to each other, so people do it manually. A lead comes in — someone copies it to the CRM. A form is submitted — someone sends an email. A document is needed — someone builds it from scratch. Every time. For every record. The average team loses 15–30 hours per week this way. I build the system that does this automatically. Recent results: — Healthcare SaaS (UK): replaced 60-min compliance process → 30-second automated workflow, 96 practices, zero manual re-entry. — Prague CRM fix: Zapier bug corrupting Pipedrive data → one root cause, permanent fix, 5-star review. — Construction (USA): Airtable QR inventory tracking system → mobile form automation, instant status updates, zero manual data entry, tested across 10 locations on iOS and Android. — AI content system: Make + Claude API → consistent brand output, fully automated, zero manual steps. — Webinar funnel: ClickFunnels + ActiveCampaign + Make + Calendly → lead to booked call in 90 seconds, zero manual steps across 5 tools. Tools I work with: Automation: Make, Zapier, n8n, Webhook architecture, API integration CRM: HubSpot, Pipedrive, ActiveCampaign, GoHighLevel, Airtable and others AI: Claude API, OpenAI Documents: Documint, Google Sheets, Google Docs Portals: Softr, Webflow Messaging: Telegram bots, Slack, Gmail Payments: Stripe, Calendly, Cal I work with SaaS companies, healthcare, real estate, and service businesses across EU and US markets. Clients usually reach out when their leads come in but never get tracked or followed up, when their CRM is full of duplicates and nobody trusts the data, when their team is spending hours on manual updates a workflow could handle automatically, or when their existing Make or Zapier automation breaks the moment real data hits it. What I build for clients: Lead capture and routing automation, CRM automation, sales pipeline workflows, business process automation, multi-tool API integrations, AI agent workflows, AI content pipelines, marketing automation, client onboarding systems, booking automation, and Airtable operations databases. My approach: AI automation should SAVE time and MAKE money — not create more complexity. If your team is spending time on work a system could handle — send me a message and tell me what the process looks like. I work fully async — clear updates, no video calls required. [Updated: July 6, 2026]

I help businesses streamline operations, automate workflows, and implement CRM systems to create repeatable, high-efficiency processes that save time, reduce errors, and improve team performance. Using tools like HubSpot, Salesforce, HoneyBook, Dubsado, workflow automation software, and internal dashboards, I design business systems and operational workflows that allow teams to scale confidently and focus on growth. My Expertise Includes: CRM Setup & Optimization: Configure, integrate, and optimize platforms like HubSpot, Salesforce, HoneyBook, and Dubsado for efficient client management and data-driven operations. Workflow Automation & Business Process Automation: Automate client onboarding, support, task management, and internal workflows to reduce manual work and increase team productivity. Operations Systems Design & Business Systems: Build scalable, repeatable operational systems tailored to your business, ensuring clarity, accountability, and operational efficiency. SOPs & Documentation: Create standard operating procedures, process documentation, and guides to ensure long-term usability and team alignment. Sales & Revenue Operations: Optimize sales pipelines, lead routing, CRM reporting, and revenue lifecycle management to improve visibility, accountability, and performance metrics. I don’t just execute tasks, I design systems that scale. Businesses I work with often reduce manual work by up to 50%, achieve predictable execution across teams, and free leadership to focus on growth and strategic decision-making. If you’re looking for a Business Operations Manager, CRM Specialist, or Workflow Automation Expert to implement systems, optimize processes, and streamline operations, I can help. Let’s connect and build business operations that support growth instead of slowing it down.

I help SaaS companies, agencies, and government teams deliver complex technical projects on time — without the chaos. 15 years across Fortune 100 (Hewlett Packard Enterprise) and US government digital transformation (Granicus). At HPE I ran a multi-billion-dollar global portfolio across 150+ countries and cut deployment timelines by 20%. At Granicus I led public-sector digitization that changed how citizens reach essential services. On UpWork: 22+ projects · 5,000+ hours · 100% Job Success. I now operate as SOTO⟂DEV — a doctrine-driven technical practice for businesses that have outgrown chaos. Most automation and software breaks within a year because it was built to demo, not to last. I work the opposite way: documentation-first, maintainable by your team, designed to outlive the technology it runs on. What I deliver – End-to-end project management (discovery → UAT → rollout) for SaaS and public-sector engagements – Custom software & web apps — SaaS products, internal tooling, operational dashboards – Automation architecture (n8n, Make, custom) with runbooks your team can actually maintain – AI-assisted workflows (OpenAI, Anthropic) wired into your real CRM, not a toy demo – Chatwoot deployments — multi-inbox, multi-agent, white-label-ready – CRM optimization, SaaS operations, agile/sprint planning, cross-functional coordination – Fractional technical operator engagements for founders and ops leaders who need a steady hand How I work – Written scope before any code. Written handoff after. – Every system ships with a runbook, a recovery procedure, and a change log. – Stakeholder communication tuned for both engineering teams and executive audiences. – I optimize for the third year of the system, not the first week. Who I am Bilingual EN/ES, based in San José, Costa Rica (GMT-6). Available for US and EU time zones. Operating under a written doctrine — clients see it on day one, because the same standards that govern my code govern the engagement. If you need a senior operator who's done this at Fortune 100 and government scale, won't disappear on you, and ships systems built to last — let's talk.

I help businesses streamline operations, automate workflows, and implement CRM systems that eliminate manual work and improve efficiency. If your processes are messy, repetitive, or slowing growth, I design structured business systems that bring clarity, automation, and scalability. I specialize in CRM Automation, Workflow Automation, and Business Process Optimization using tools like HubSpot, Salesforce, Zapier, Dubsado, HoneyBook, ClickUp, Monday .com, and GoHighLevel to design structured systems that support growth and improve operational visibility. Here’s how I help: Workflow Automation & Business Process Automation I design automated workflows for onboarding, approvals, reporting, task management, and internal operations to reduce manual work and increase productivity. CRM Implementation & Optimization Full CRM setup, configuration, and automation in HubSpot, Salesforce, Dubsado, and HoneyBook, including pipelines, lifecycle stages, automations, and reporting dashboards. Operations Systems Design I build structured business systems that eliminate bottlenecks, improve team coordination, and create scalable operational processes. Process Documentation & Optimization Clear SOPs, process mapping, and performance tracking to ensure long-term efficiency and operational clarity. AI & Smart Automation Integrating automation tools and AI-driven processes to streamline reporting, communication, and workflow execution. I don’t just automate tasks, I build operational systems that scale. Clients typically reduce manual workload, improve process clarity, and gain structured visibility across their operations. If you need a Business Operations Specialist who can implement CRM systems, automate workflows, and optimize business processes, I’m ready to help you build systems that support growth instead of slowing it down.

D2C generalist with 8+ years in remote operations. I help businesses eliminate manual work, streamline backend processes, and make faster decisions through automation, data, and research. What I Can Do For You ⚙️ Sheets & Automation -Custom Google Sheets systems, advanced formulas, and pivot tables -Dynamic dashboards and real-time tracking templates -n8n workflows and Google Apps Script to automate repetitive tasks -Save your team hundreds of hours in manual work 📊 Data & Reporting -Organize and analyze large datasets for actionable insights -Build automated performance reports and tracking systems -Create real-time dashboards in Looker Studio (GA4 + Google Search Console) 🔍 Market & Competitive Research -Competitive analysis and industry landscape mapping -Expansion opportunity research across real estate, e-commerce, and other sectors -Structured research reports tailored to your business needs 🛒 E-commerce & Supply Chain Ops -Back-end ops setup and management for Shopify -Supplier and vendor coordination, shipping, and manufacturing liaison -Dispute resolution handling for PayPal, Klarna, and Mollie 🗂️ CRM & Case Management -Email management and case resolution workflows -CRM setup and support using Freshdesk, Zendesk, Salesforce, and GoHighLevel -Process documentation and SOP creation 🎨 Creative & Content -Logo design and brand collateral creation -Social media content planning and production -Video editing for marketing and branding using DaVinci Resolve 🛠️ Tools & Platforms Google Sheets Google Apps Script Looker Studio (GA4, GSC) N8N Automation Shopify Zendesk Salesforce Freshdesk GoHighLevel PayPal Klarna Mollie Rent Manager Canva Adobe Firefly DaVinci Resolve ChatGPT Claude AI 📌 Upwork Highlights ✅ 100% Job Success Score 🏆 Top Rated Plus 🕐 8+ years remote experience

I am a CRM Automation and Workflow Specialist with 4 years of experience building end-to-end business automation systems that reduce manual work, increase lead conversion, and help businesses scale without hiring more staff. I have worked with startups, marketing agencies, real estate firms, healthcare providers, SaaS companies, coaching businesses, and e-commerce brands across multiple markets. My primary platforms are GoHighLevel, HubSpot, Pipedrive, Zoho CRM, Salesforce, and ActiveCampaign. I handle everything from full CRM setup and pipeline architecture to contact segmentation, tagging logic, lead scoring, and lifecycle automation. I build systems where your CRM actually reflects how your business operates, not just a default setup that gets ignored after a week. For workflow automation and cross-platform integration, I work with Zapier, Make, n8n, Pabbly Connect, and direct API and webhook connections. I connect CRMs with tools like Calendly, Google Calendar, Typeform, Jotform, Gravity Forms, Stripe, PayPal, PandaDoc, DocuSign, Twilio, Mailchimp, ActiveCampaign, Klaviyo, Sendgrid, Postmark, Slack, Google Sheets, Airtable, Notion, ClickUp, Monday, Asana, Trello, and more. If two tools need to talk to each other, I build that connection cleanly and reliably. My automation services include lead capture workflows, multi-step follow-up sequences, missed-call text-back, appointment scheduling and reminder systems, SMS drip campaigns, email marketing automation, onboarding flows, re-engagement campaigns, deal stage automation, task assignment triggers, and contract or invoice automation. I also handle A2P 10DLC registration, SMTP and email domain configuration, email deliverability setup, and CRM data cleanup and migration. For messaging and outreach automation, I work with Twilio, WhatsApp Business API, ManyChat, Intercom, Drift, and native GHL conversation tools. I build chatbot flows for lead qualification, customer support, appointment booking, and multi-channel nurturing across SMS, email, WhatsApp, and website chat widgets. On the data and reporting side, I integrate with Google Analytics, Google Tag Manager, Meta Ads, Google Ads, Looker Studio, and reporting dashboards that pull live data from your CRM. I also work with Shopify, WooCommerce, and payment integrations to automate post-purchase workflows, subscription billing, and customer retention flows. My project types include new CRM builds, broken workflow audits and repairs, full system migrations, platform consolidations, and ongoing retainer support. I document everything I build, train your team if needed, and stay available after launch for any adjustments. If you are losing leads because follow-ups are late, your CRM is a mess no one trusts, your tools are disconnected and syncing manually, or your team is spending hours on tasks that should run automatically, those are exactly the problems I solve. Platforms and tools I work with regularly: GoHighLevel, HubSpot, Pipedrive, Zoho CRM, Salesforce, ActiveCampaign, Keap, Podio, Copper CRM, Freshsales, Zapier, Make, n8n, Pabbly Connect, Webhooks, REST API, JSON, Twilio, WhatsApp API, ManyChat, Mailchimp, Klaviyo, Sendgrid, Google Sheets, Airtable, Notion, ClickUp, Slack, Stripe, Shopify, WooCommerce, Calendly, Typeform, Jotform, PandaDoc, DocuSign, Google Analytics, Looker Studio, Meta Ads, Google Ads, WordPress, and more. Send me a message describing your current setup and what you need automated or fixed. I will review it and let you know exactly how I can help.