06 — Automation & Operations
CRM Workflow Automation
A process-improvement project inside an existing CRM workflow.
Manual → Auto
CRM workflow improvement
Typographic summary — not a client screenshot.
Context
Employees had to repeatedly enter and check phone numbers by hand to retrieve customer information — slow and repetitive.
Work performed
- 01Helped automate the lookup process
- 02Supported faster data input and information retrieval
- 03Worked with WordPress, the existing CRM and a landing page
- 04Automation logic written in VS Code, plus Meta Pixel integration
Outcomes
- — Reduced repetitive manual work and improved processing efficiency, as described in the portfolio
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