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Olly
CRM and Automation Specialist
Employed
California, San Jose
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I'm Open to Work
Freelance Full-Time Contract

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Member since: Apr 29, 2026

Completed Job: 0

About Me

I help businesses design and implement automation systems that reduce manual work, improve data flow, and create reliable operations.

Most teams already use tools like CRMs, spreadsheets, and automation platforms, but the systems are often disconnected or require too much manual input. I focus on fixing that by building clean, scalable workflows that actually support how your business runs.

I specialize in CRM setup and automation using HubSpot, GoHighLevel, Monday.com, Pipedrive, and similar platforms. I configure pipelines, custom fields, and user flows, then build automation for lead routing, follow-ups, task creation, and reporting.

Using Make.com and Zapier, I connect your tools so data flows seamlessly across your stack. I also integrate AI where it makes sense, such as automated responses, lead qualification, and content generation using OpenAI and AI agents.

My approach is simple:
Understand your workflow
Design the system
Build and test in stages
Ensure reliability with error handling

I focus on systems that are easy to use, maintain, and scale.

If you want to reduce manual work, improve efficiency, and have automation that actually works, I can help.

Current Status

Employed

Language

Spoken

English

Written

Working Experience

10 Jan, 2025 - Current

Automation specialist

Silverwheels Leasing, United States

Company Type

New Startup

Position

Manager

Specification

Management, Marketing, Sales, Admin

Roles

Business Development Manager

I designed and implemented an end-to-end automation system for a car dealership to streamline lead management, customer communication, and sales operations.

The dealership was handling leads manually across multiple channels, which led to slow response times, missed follow-ups, and inconsistent tracking. My goal was to centralize their workflow and automate key processes from lead capture to deal closing.

I started by setting up and optimizing their CRM to properly track leads, deals, and customer interactions. I structured the pipeline, defined deal stages, and ensured all data was clean and usable for automation and reporting.

Next, I built automation workflows using Make.com and Zapier to handle:

Lead capture from website forms, ads, and third-party platforms
Automatic lead routing and assignment to sales reps
Instant follow-up sequences via email and SMS
Appointment booking confirmations and reminders
Pipeline updates based on customer actions

I also integrated their CRM with tools like Google Sheets and communication platforms to ensure data flowed seamlessly across systems.

To improve performance tracking, I implemented reporting dashboards that gave visibility into lead sources, conversion rates, and sales activity.

Additionally, I introduced AI-assisted workflows for faster response generation and lead qualification, helping the team respond more efficiently and consistently.

The result was a fully automated system that reduced manual work, improved response time, increased follow-up consistency, and gave the dealership better control over their sales pipeline.

Education

Harvard University

Major in Business Administration

Bachelor's Degree

Business Studies/ Administration/ Management

10 Oct, 2019 - 20 Feb, 2023

Harvard University

Major in Business Administration

Bachelor's Degree

Business Studies/ Administration/ Management

10 Oct, 2019 - 20 Feb, 2023

Awards

AI Fundamentals

Exceptional!

Completed a 6 weeks course on AI Automation

Make.com

-

Skill Sets

Newsletter /Email Template
CRM Automation
AI Automation
Workflow

Tools & Software

Monday
make.com
hubspot
Gohighlevel
n8n

Additional Information

Owns Transportation

Yes

Owns Laptop

Yes

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