Joshua C.

Need help cleaning up your CRM, automating repetitive work, or getting better visibility from your business data? I’m a CRM & Automation Specialist helping businesses improve their CRM systems, organize messy data, streamline workflows, and automate manual processes. I specialize in Pipedrive and also work with HubSpot, GoHighLevel and Zoho CRM, alongside automation and reporting tools including Zapier, Make, n8n, Excel, Google Sheets and Power BI. How I can help: • CRM Setup & Optimization – Pipedrive, HubSpot, GoHighLevel and Zoho CRM • CRM Data Cleaning – duplicates, missing data, inconsistent records and data quality • CRM Workflows – pipelines, stages, custom fields, activities and workflow automation • Workflow Automation – Zapier, Make and n8n integrations and automated processes • Excel & Google Sheets – formulas, Pivot Tables, data cleaning, validation and reporting • Reporting & Dashboards – Excel, Power BI and CRM reporting • Process Improvement – identifying bottlenecks and reducing repetitive manual work • Data Management – organising, maintaining and improving business databases • KPI Reporting – performance tracking and management reporting Tools & Technologies CRM: Pipedrive | HubSpot | GoHighLevel | Zoho CRM Automation: Zapier | Make | n8n Data & Reporting: Excel (Advanced) | Google Sheets | Power BI | SQL Project & Collaboration: Monday | Trello | Notion | Slack | Microsoft Teams My approach is simple: Understand the process → Clean the data → Identify bottlenecks → Improve the workflow → Automate where it makes sense. I don’t just complete individual tasks. I look at how your CRM, data and workflows work together and identify opportunities to improve data accuracy, reduce manual work and give you better visibility into your business. If you're dealing with messy CRM data, repetitive tasks, inefficient workflows, broken processes, or reporting that doesn't give you the information you need, send me a message and tell me what you're trying to improve.