Do you spend hours managing data, tweaking workflows, or manually moving information between systems? I help businesses automate their backend processes — using Podio, Globiflow, Zapier, Twilio, DocuSign, and more — so you can focus on growth instead of grunt work.
What I offer:
- Full Podio system setup (from scratch) tailored to your business logic
- Workflow automation & scripting using Globiflow / Podio APIs
- API integrations (Zapier, Twilio, DocuSign, etc.) to connect Podio with other tools
- CRM audits & optimization to remove bottlenecks and scaling issues
- Custom forms, schemas, dashboards, reporting in Podio & Google Sheets
- Ongoing support & training to help your team get the most out of the system
Why work with me?
- Over 500+ hours on CRM/automation projects
- 100% job success, Top Rated badge, and consistent 5-star reviews
- Deep dive approach: I don’t just “do stuff” — I understand your process, then design the solution
- Strong communication, prompt responsiveness, and a collaborative mindset
Let’s set up a call to talk about your challenges and goals. I’ll help you map out your CRM automation roadmap so you can scale without the noise.
Podio
Google Docs
Customer Relationship Management
Google Sheets
GlobiFlow
DocuSign
Zapier
CallTools Call Center Software
PHP
Automation
CRM Software
HighLevel
Looker Studio
Typeform
Pipedrive
Myanne I.
Antipolo City, Philippines
$20/hr
4.6
103 jobs
Sales experts/ Best Closer/ Real estate caller/Outbound caller/Financial account/VA/ Sales Expert in E-commerce Business and B2B companies. Skilled in how to profile a client base on their needs. Hustler in all many ways to hit target quota.
Strategically know how to market the products and learn in each sale.
Locate the A, A+ market to target the highest sale.
Podio
Customer Engagement
Real Estate
Scheduling
Sales & Marketing
Lead Generation
Customer Support
Cold Calling
Phone Communication
Client Management
Customer Retention
Business Development
Real Estate Investment Assistance
Jelius Triztan J.
Davao City, Philippines
$11/hr
5.0
11 jobs
Businesses don't just need another virtual assistant. They need someone who can take ownership, solve problems, and keep operations moving without constant supervision.
That's exactly what I do.
I have over 15 years of experience in operations, customer service, leadership, real estate, and executive support. Throughout my career, I've helped business owners build systems, manage teams, improve processes, and free up their time so they can focus on growing their businesses.
Most recently, I worked directly with a real estate entrepreneur as one of her first team members. I helped build the operational side of her business from the ground up, supporting the acquisition of her first mobile home park and contributing to its growth into a portfolio of three parks. My responsibilities included coordinating property renovations, communicating with tenants and vendors, implementing Rent Manager, developing the company's online presence, improving the appearance of the properties, and ensuring smooth ownership transitions. By handling the day to day operations, I gave the owner the freedom to focus on acquisitions and long term growth.
Before that, I worked for a Texas based digital marketing company where I partnered closely with the CEO during a period of rapid growth. As one of the company's first employees, I helped recruit and hire more than 20 team members, built HR and operational processes, managed customer service, chat support, digital marketing, and website projects, and created systems that supported multiple businesses. Our clients included cosmetic surgery practices that relied on us to manage lead intake, appointment scheduling, patient communication, and customer service.
Whether I'm supporting a startup or an established business, I believe in taking ownership, staying organized, and finding better ways to get things done. I don't wait to be told what to do. I look for solutions, improve processes, and make sure nothing falls through the cracks.
Areas of expertise include:
Real Estate Property Management
Executive Virtual Assistance
Executive Assistant Support
Operations Management
Project Management
Mobile Home Park Operations
Calendar and Email Management
Process Creation and SOP Documentation
Team Leadership
Hiring, Recruiting, and Human Resources
Customer Service Management
Lead Management and Appointment Setting
Cold Calling
Business Development
CRM Management
Social Media Management
Website Management
Technical Support
Software I have worked with includes Rent Manager, Podio, Buildium, Salesforce, ClickUp, Trello, Asana, Pipedrive, Zillow, Realtor,Apartments, Google Workspace, Microsoft 365, Outlook, Zoho Mail, RingCentral, CallRail, and Canva.
If you're looking for someone who takes initiative, communicates clearly, adapts quickly, and genuinely cares about helping your business grow, I'd love the opportunity to be part of your team.
Podio
Real Estate Virtual Assistance
Real Estate Acquisition
Trello
Microsoft Office
Email Communication
Customer Support
Sales
Customer Service
Technical Support
Cold Calling
Google Workspace
Phone Communication
Appointment Scheduling
Real Estate Listing
Arde Lloyd E.
Dipolog, Philippines
$8/hr
5.0
6 jobs
Your tools shouldn't create more work — they should eliminate it. I make that happen.
I'm a Tech VA & Systems Specialist who builds, connects, and optimizes the systems behind your business. CRM cleanup, workflow automation, cross-platform integrations, and process documentation — I handle the backend so your operations run cleaner, faster, and without the manual grind.
While most VAs wait for instructions, I look at what's broken, flag it, and fix it. If your CRM is a mess, your team is copy-pasting between tools, or your follow-ups depend on someone remembering — I'm the person who solves that permanently.
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WHAT I DO:
📧 Email & Calendar Systems
Automated filters · Scheduling workflows · Inbox structure
I don’t just organize inboxes — I build systems around them. Automated triage, smart filters, scheduling workflows, and calendar optimization that protect your focus time. Nothing slips, nothing gets buried.
📊 CRM & Pipeline Optimization
HubSpot · Pipedrive · Salesforce · GoHighLevel
Dirty data kills deals. I turn CRMs into reliable systems — pipeline automation, lead tracking, follow-ups, contact cleanup, tagging, segmentation, and reporting dashboards so your sales data is actually usable for decisions.
🔄 Workflow & Automation Support
Make · n8n · Zapier · ManyChat · Meta APIs · Supabase · Slack
I don’t just manage tasks — I eliminate the need for them. Onboarding flows, reminder systems, notifications, cross-platform integrations, and data syncing that remove copy-paste work and reduce errors to zero.
🗂️ SOP Development & Process Documentation
If it lives in someone's head, it's a liability. I turn processes into clear, repeatable SOPs with screenshots, video walkthroughs, and step-by-step guides so your team can execute consistently without dependency or confusion.
📌 Project & Workflow Management
ClickUp · Asana · Trello · Notion · Monday
Board setup, task architecture, sprint workflows, and dashboards — designed around how your team actually works, not how the tool was intended to be used.
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FULL TOOL STACK:
Google Workspace · Slack · Trello · Asana · ClickUp · Notion · Monday · Make · n8n · Zapier · ManyChat · Meta APIs · Supabase · HubSpot · Pipedrive · Salesforce · GoHighLevel · Calendly · Loom · Airtable
━━━━━━━━━━━━━━━━━━━
WHY CLIENTS STAY:
✔ Systems-first mindset — I fix root problems, not symptoms
✔ Proactive execution — I identify and solve issues early
✔ Fast learner — I adapt quickly to any tool or workflow
✔ Detail-obsessed — clean systems, clean data, clean execution
✔ Low-maintenance — I bring solutions, not more questions
You don't need another task-doer. You need someone who builds the machine.
Let's talk about what's broken — I'll show you how to automate it.
Automation
Virtual Assistance
Make.com
Python
Process Improvement
Data Scraping
Shopify
Chatbot Development
API Integration
Google Workspace
Email Management
n8n
HighLevel
Zapier
ClickUp
Salesforce
Raychie N.
Ormoc, Philippines
$20/hr
5.0
31 jobs
Real Estate Cold Caller | Acquisition Specialist | Lead Manager | Executive VA
Real estate is where I've built my career.
For the past 7+ years, I've worked directly with real estate investors, wholesalers, acquisition teams, and business owners, helping them generate motivated seller leads, qualify prospects, call cash buyers, manage CRM pipelines, and support daily operations that keep deals moving.
I've personally made thousands of outbound calls, managed acquisition and disposition workflows, and led remote teams of up to 60 agents, giving me a strong understanding of what it takes to consistently generate opportunities and improve campaign performance.
Here's how I can help your business:
🏡 Real Estate Cold Calling & Lead Generation
Cold calling motivated sellers, homeowners, and cash buyers
Seller qualification and lead pre-screening
Appointment setting for acquisitions
Buyer outreach and disposition support
Follow-up calls and pipeline management
Property research, skip tracing, and lead management
📈 Acquisition & Operations Support
CRM management (Podio, GoHighLevel, Follow Up Boss, REI Reply)
Lead tracking and pipeline organization
KPI reporting and performance monitoring
Team coordination and daily operations
Calendar, email, and administrative support
📞 Sales & Client Communication
Outbound sales and appointment setting
Objection handling
Lead nurturing and follow-up
B2B and B2C outreach
Professional phone communication with U.S. clients
Tools I Work With
Podio • GoHighLevel (GHL) • Follow Up Boss • REI Reply • ReadyMode • BatchDialer • SmrtPhone • Speed2Lead • Zillow • PropStream • Google Workspace • Slack • Microsoft Office • Canva • Zoom
Why clients hire me
✔ 7+ years of real estate and sales closing experience
✔ Managed and coached teams of up to 60 remote agents as a Team Manager
✔ Strong background in acquisitions, lead management, and CRM systems
✔ Reliable communicator who works independently and keeps projects moving
✔ Top Rated freelancer with a 100% Job Success Score and 5-star reviews from past clients
Whether you need someone to generate leads, qualify sellers, contact buyers, manage your CRM, or support your acquisition team, I can step in quickly and contribute from day one.
Let's build a pipeline that consistently creates opportunities.
Podio
Team Management
Outbound Sales
Real Estate Cold Calling
Cold Call
Sales
Campaign Management
Sales Call
Lead Generation
Administrative Support
Executive Support
Customer Acquisition
Phone Communication
CRM Software
Telemarketing
Lead Capture
Appointment Setting
High-Ticket Closing
Real Estate Closing
Commercial Lease
Charry D.
Iligan, Philippines
$10/hr
4.1
10 jobs
Hi, I'm Charry 👋
I'm a Top Rated Virtual Assistant with 1,300+ Upwork hours and a 100% job success
score, specializing in podcast operations, Shopify management, and project management
for content creators and small teams.
Here's what that's looked like in practice:
- Built a podcast pipeline (recording → editing → publishing → IMDb) that runs with
zero missed uploads
- Used AI to turn a single episode into show notes, YouTube descriptions, captions,
and social hooks — 5x the content output from the same recording
- Organized a 15-market Shopify catalog (50+ products) from inconsistent listings to
fully launch-ready
- Built a project dashboard for a content team that eliminated missed deadlines and
gave everyone visibility into task ownership
Here's how I can help:
🎙 Podcast Operations
- Manage podcast workflows from recording to publishing
- Upload and organize episodes on WordPress, YouTube, Riverside, and IMDb
- Light video editing in Riverside and Opus Clip for short-form clips
- Update episode links, descriptions, guest details, and show notes
- Track episode progress, files, approvals, and publishing schedules
🛒 Shopify & E-Commerce Support
- Manage product listings, catalog organization, and multi-market updates
- Set up email automations in ActiveCampaign
- Launch and manage Facebook Ad campaigns
- Design ad creatives and product graphics in Canva
- Coordinate order fulfillment and vendor delivery tracking
📌 Project Management Support
- Create and maintain task trackers in Notion, Google Sheets, Asana, Trello, or ClickUp
- Monitor deadlines, missing assets, and project status
- Organize SOPs, checklists, and repeatable workflows
- Keep teams on schedule without constant follow-ups
🤖 AI-Assisted Admin & Content Support
- Use AI tools to draft summaries, captions, descriptions, and content outlines
- Repurpose long-form content into structured, organized formats
- Support research, content organization, and admin tasks
🌐 WordPress & Website Support
- Publish and format blog posts, podcast pages, and website updates
- Add links, images, embeds, tags, categories, and basic SEO formatting
- Update and organize existing site content
Tools I use:
WordPress, YouTube, Riverside, Opus Clip, IMDb, Notion, Google Sheets, Google
Workspace, Shopify, ActiveCampaign, Canva, Adobe Photoshop, Asana, Trello, ClickUp,
Slack, and AI tools (ChatGPT, ClaudeAI).
I'm organized, detail-oriented, and easy to hand things off to. If you need someone
who can keep your podcast publishing on schedule, your Shopify store running smoothly,
or your team's projects moving without the constant check-ins — I'd be happy to help.
Microsoft Office
Google Docs
WordPress
Virtual Assistance
Data Entry
ChatGPT
Adobe Photoshop
Shopify
SEO Keyword Research
General Transcription
Administrative Support
Graphic Design
Shopify Dropshipping
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Summa Linguae
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