Samuel

@SamtechGlobal

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CRM Automation Specialist | Zoho & HubSpot Expert | Workflow & Integration Systems

Hi, I’m Sam a results-driven CRM Automation Specialist focused on helping businesses streamline operations, improve customer relationships, and scale efficiently through smart systems.

If you're tired of scattered data, manual processes, or a CRM that feels more confusing than helpful, you're in the right place.

💼 WHAT I DO

I design and implement high-performing CRM systems using platforms like Zoho CRM and HubSpot, tailored to your unique business workflow.

My goal is simple: 👉 Turn your CRM into a revenue-generating machine — not just a contact database.

⚙️ MY CORE SERVICES

✔ Full CRM Setup & Customization (Zoho & HubSpot) ✔ Sales Pipeline Design & Optimization ✔ Workflow Automation & Lead Nurturing Systems ✔ Email Marketing Automation & Sequences ✔ CRM Cleanup, Audit & Optimization ✔ Third-Party Integrations (Zapier, Make, APIs) ✔ CRM → Accounting Integration (Xero & QuickBooks) ✔ Contact, Deal & Data Management Systems

🔗 SMART INTEGRATIONS THAT SCALE YOUR BUSINESS

I go beyond basic CRM setup by connecting your tools into one seamless system.

For example:

Sync your CRM with Xero or QuickBooks for automated invoicing Connect marketing tools for lead tracking and nurturing Automate repetitive tasks to save hours every week

This means less manual work, fewer errors, and more focus on growth.

📈 WHY WORK WITH ME?

✔ I focus on results, not just setup ✔ I build systems that are simple, scalable, and efficient ✔ I understand both sales processes and technical automation ✔ I communicate clearly and deliver on time

You’re not just hiring someone to “set up a CRM”— You’re getting a partner who understands how systems drive business growth.

🧠 MY EXPERIENCE

I’ve worked with entrepreneurs, startups, and growing businesses to:

Fix broken CRM systems Build automation that saves time and increases conversions Create structured pipelines that improve sales visibility Integrate CRM with essential business tools for smoother operations

My approach is always tailoreo generic setups, no one-size-fits-all solutions.

🎯 WHAT YOU CAN EXPECT

Clean, organized CRM structure Automated workflows that reduce manual effort Better lead tracking and follow-up systems Improved customer experience A system you can actually understand and use

**🤝 LET’S WORK TOGETHER ** If you’re ready to: ✔ Automate your processes ✔ Improve your sales workflow ✔ Get the most out of your CRM

Send me a message and let’s discuss your project.

I’m here to help you build systems that work - so your business can grow faster and smarter.


Skills

  • Zoho Social
  • CRM tool management
  • Hubspot
  • E-commerce inventory management training
  • E-commerce platform management


Work experience

  • Shopify Store Setup & Automation Specialist Freelance / Independent - Since Sep 2021
    Built and optimized Shopify stores, product systems, POD workflows, and customer automation processes for e-commerce brands, improving store performance, sales operations, and customer experience.
  • E-commerce Operations Specialist Freelance / Contract - Since Jul 2021
    Supported Amazon and online business sellers with product listing optimization, operational systems, workflow improvements, and digital process enhancements for scalable marketplace growth.
  • HubSpot & Zoho CRM Consultant Freelance / Contract - Since May 2021
    Customized HubSpot and Zoho CRM systems, sales pipelines, and lead automation workflows for startups and growing businesses seeking scalable customer acquisition and retention systems.

Degrees and certifications

  • HubSpot Sales Hub Software HubSpot Academy  ‐ Mar 2025
  • Customer Relationship Management HP LIFE  ‐ Mar 2023
  • Shopify Store Setup, Product Listing & Store Customization Shopify  ‐ May 2020

My services

Orders in progress 0

Total sales 0

Seller since Apr 2026