Wilfredo A.
Business Operations & Systems Specialist | CRM, ClickUp & Excel
Growing businesses often reach a point where information becomes scattered, follow-ups depend on memory, and owners spend too much time keeping daily work organized. I help small businesses improve the operational systems behind their work. I organize workflows, build practical tracking systems, document processes, and make information easier for teams to maintain and use. I can support your business with: • Excel and Google Sheets systems for inventory, costs, pricing, deliveries, and operational reporting • ClickUp and Asana workflow organization, task structure, automations, and follow-up systems • Zoho CRM cleanup, organization, workflow automation, and process support • Process mapping, SOPs, internal documentation, and team handoffs • Inventory, pricing, order, and delivery tracking • Website and system QA, issue documentation, and integration testing • Project coordination across team members, vendors, tasks, and approvals My experience includes managing operations for a food delivery business, where I handled inventory, purchasing, pricing, delivery logistics, operational records, and staff coordination. I also support U.S. veterinary businesses with project workflows, CRM administration, recruiting coordination, customer communications, reporting, and technical QA. I have created and refined workflow automations in Zoho CRM and ClickUp, and I focus on practical improvements that teams can understand and maintain. My approach is straightforward: understand the current process, identify what is creating confusion or delays, and build a clearer system around the tools the business already uses. Tools I work with include Microsoft Excel, Google Sheets, ClickUp, Asana, Zoho CRM, MailerLite, Canva, and Elementor. If your business needs better visibility, clearer processes, or a more organized way to manage daily operations, send me a message with the workflow you want to improve.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $7.8k
Billed in all: $9,656$9.7k
$2.6k in the last 6 months
Across 3 contracts
Earnings, last 30 days
Skill rankings: Top 9% in Microsoft Excel
Ranked by MRR among everyone on Upwork with the skill.
- #102Business Process Management645 freelancers · 🇻🇪 #2Top 16%🇻🇪#2 of 9
- #125Operations Management Software807 freelancers · 🇻🇪 #5Top 15%🇻🇪#5 of 17
- #162Project Workflows1,289 freelancers · 🇻🇪 #4Top 13%🇻🇪#4 of 22
- #304ClickUp2,407 freelancers · 🇻🇪 #9Top 13%🇻🇪#9 of 40
- #378Asana3,013 freelancers · 🇻🇪 #7Top 13%🇻🇪#7 of 52
- #380Inventory Management3,087 freelancers · 🇻🇪 #5Top 12%🇻🇪#5 of 19
- #393Zoho CRM2,793 freelancers · 🇻🇪 #5Top 14%🇻🇪#5 of 22
- #441Process Improvement2,840 freelancers · 🇻🇪 #3Top 16%🇻🇪#3 of 23