Destiny Felix
Sales Funnel & CRM Automation Specialist for Small Businesse
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This project focused on setting up and organizing a Zoho CRM system to help manage leads, customer information, sales activities, and repetitive business processes more efficiently.
The work included CRM configuration, lead and contact management, sales pipeline setup, workflow automation, email and task automation, and dashboard organization.
The goal was to create a clean and practical CRM system that reduces manual work, keeps customer data organized, and helps streamline the sales process.
Tools used: Zoho CRM, Zoho Books, Zapier, and Gmail.
Skills: CRM Setup, CRM Automation, Workflow Automation, Lead Management, Sales Pipeline Management, and Email Automation.
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Concept Project — HubSpot CRM Setup & Automation
A conceptual CRM setup designed to demonstrate how a small business can organize leads, manage its sales pipeline, and automate repetitive follow-up tasks using HubSpot.
The system focuses on:
• CRM and contact organization
• Sales pipeline management
• Lead tracking
• Workflow automation
• Automated follow-ups
• Dashboard and reporting
Tools: HubSpot CRM, Workflow Automation, Email Automation
Project focus: Creating a clean, scalable CRM workflow that helps businesses reduce manual tasks and manage leads more efficiently.
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