Ravinder S.

I help service businesses capture leads, keep their CRM updated and automate followup without juggling disconnected tools. As a Top Rated Plus automation specialist with 100% Job Success, $90K+ earned and 10,900+ Upwork hours, I design reliable CRM and workflow systems using Zapier, Make, Airtable, Insightly, Copper, HubSpot, Zoho, Clio, Follow Up Boss, Close and GoHighLevel. I can help you: - Map a manual process and turn it into a dependable automation plan. - Connect forms, CRM, email, calendars, spreadsheets and operations tools. - Build or repair lead-routing, follow-up and sales-pipeline workflows. - Configure, migrate or clean up CRM systems and data. - Add testing, error handling, documentation and team training. - Monitor and improve automations after launch. Relevant work includes CRM setup for a real-estate company, a customized Insightly workflow for a private practice, Jotform and Zapier integrations, Google Sheets to Airtable migration, and cross platform systems mapping. My process is simple: discovery → workflow map → build → QA → documentation → handover. You receive a system that is understandable and maintainable, not a fragile black box. When AI genuinely improves the workflow, I can add controlled OpenAI/Claude assisted classification, summarization or drafting. I recommend AI only where quality, cost and human review can be managed. Send me the apps you use, the process that is causing friction and the outcome you want. I will suggest the clearest next step and flag any risks before we build.