CRM Automation Specialist for Moving Company (Make.com + GoHighLevel + Integrations)

Remote, USA Full-time
We are looking for an experienced CRM Automation Specialist to help us build a simplified and efficient CRM system for our moving company. We currently use a CRM and will provide access for reference. Your role is to create a cleaner, more streamlined version with essential features and reliable workflow automation. The ideal candidate has strong experience with GoHighLevel, Make.com, CRM automation, data mapping, integrations, and lead management. You should be able to design a smooth operational system that improves lead generation, scheduling, client management, and communication workflows.ResponsibilitiesBuild a simplified CRM based on our existing structureConfigure pipelines, custom fields, tagging, segmentation, and lead routingAutomate key workflows for leads, quotes, bookings, follow-bolthires, and internal notificationsIntegrate CRM with existing tools (forms, calendars, email, messaging systems)Ensure clean data flow, duplicate prevention, and consistent mappingSet up reporting dashboards for leads and jobsProvide documentation and a clear handoverRequired SkillsStrong experience with GoHighLevelExpertise in Make.com (multi-step scenarios, error handling, API connections)CRM setup & optimizationWorkflow automation (branching logic, triggers, conditions, delays)Lead generation workflow setupAPI / webhook integrationsData cleaning & duplicate preventionDashboard and reporting setupExcellent understanding of customer lifecycle stagesDeliverablesAutomated scheduling workflowStreamlined lead management systemClean CRM interface with efficient pipelinesIntegrated lead sourcesMarketing automation enhancementsDocumentation + SOPs for internal use Apply tot his job
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