Custom CRM & Automations
Preston Cardwell
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Posted May 1, 2025
Built custom ClickUp CRM with automations: logs new leads as tasks with call notes, moves funnel stages, AI proposal generation, auto client onboarding.
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Jan 1, 2025 - Mar 31, 2025
AI Email Inbox Manager
Client Onboarding System
Startup Financial Services
Business Operations & Automation Consulting