Mohammed S.
CRM Automation Expert | Fractional CTO | AI & Sales Systems
Your CRM should turn leads into revenue, not become another spreadsheet. I help small businesses and lead generation agencies improve sales pipelines, follow up faster, reactivate old leads, and understand what drives growth. I work best with teams under 20 people, typically doing $500K - $5M in annual recurring revenue, that need experienced CRM and technology leadership without hiring a full-time CTO. 📈 TRACK RECORD • 18 years building automation systems for American Airlines, AAA, recruiting firms, and marketing agencies • Helped scale a franchise marketing agency as CTO to over $3.4M in annual revenue • CRM sales automations handling thousands of leads monthly • $11.5M generated through CRM sales automation over five years • 600+ AI automations managing 70,000+ tasks per month ⚙️ CRM AUTOMATION & SALES PIPELINES I help businesses stop losing leads through slow or inconsistent follow-up: • GoHighLevel, HubSpot, Salesforce, Zoho, Pipedrive, Keap, Close, and other CRMs • Pipeline stages, lead routing, reminders, tagging, task automation, and sales handoffs • Email and SMS follow-ups for each pipeline stage • Calendar reminders, e-signatures, payments, invoicing, onboarding, and internal alerts 🔄 LEAD REACTIVATION • Find inactive leads and past opportunities in your CRM • Build tailored reactivation campaigns using CRM data • AI-assisted email workflows that personalize outreach • Campaigns have achieved positive response rates of 1.2%–2.1% 📊 CUSTOM DASHBOARDS & ANALYTICS • Dashboards for sales pipelines, lead sources, conversions, and fulfillment • Reporting built around the questions your business needs answered • Practical alternatives to spreadsheet-heavy reporting or complex BI setups 🤖 AI TRAINING & ENABLEMENT • Help owners and executives use Claude, Codex, and AI tools with business data • Practical workflows for research, reporting, operations, and sales support • Help teams improve output without automatically adding headcount 🧭 FRACTIONAL CTO SUPPORT • Part-time technology strategy and technical leadership • Guidance across CRM, automation, AI, reporting, operations, and project management • Identify opportunities to improve revenue, fulfillment, and customer experience 🛠️ TOOLS GoHighLevel, HubSpot, Salesforce, Zoho, Pipedrive, Keap, Close, Zapier, Make, n8n, Retool, Claude, Codex, and custom AI automation. 🤝 HOW I WORK I start close to revenue by understanding your lead flow and CRM. I identify high-impact improvements, build and test the workflows, and help your team use them. Then we can address dashboards, fulfillment, customer experience, and other operational processes. You get clear communication, practical implementation, and systems your team can maintain. 💬 NEXT STEP Send me your current CRM, how leads enter your pipeline, and your biggest follow-up or reporting challenge. I'll suggest a practical place to start.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $38k
Billed in all: $125,395$125k
$3.8k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 0.58% in ClickUp
Top 1% in 3 of 15 skills, ranked by MRR among everyone on Upwork with the skill.
- #5Keap253 freelancers · 🇺🇸 #3Top 2%🇺🇸#3 of 65
- #6Pipedrive744 freelancers · 🇺🇸 #3Top 0.81%🇺🇸#3 of 63
- #14ClickUp2,407 freelancers · 🇺🇸 #7Top 0.58%🇺🇸#7 of 258
- #34Zoho CRM2,793 freelancers · 🇺🇸 #8Top 1%🇺🇸#8 of 200
- #44HighLevel5,168 freelancers · 🇺🇸 #17Top 0.85%🇺🇸#17 of 373
- #44CRM Development2,819 freelancers · 🇺🇸 #17Top 2%🇺🇸#17 of 355
- #51Salesforce3,758 freelancers · 🇺🇸 #27Top 1%🇺🇸#27 of 821
- #58Business Process Automation3,508 freelancers · 🇺🇸 #23Top 2%🇺🇸#23 of 541