Phinees

CRM & Workflow Automation for Startups, SaaS & Real Estate

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Overview

Looking for full-time work (8 hours/day)

at $12.64/hour ($2,432.00/month)

Bachelors degree

Last Active

June 26th, 2026 (today)

Member Since

January 19th, 2022

Profile Description

A systems-driven problem-solver helping startups, eCommerce, SaaS, and real estate teams save time and scale with smarter operations. My focus? Clean workflows, automated CRMs, and decision-making dashboards that drive growth--not stress.

- 3+ years of experience in CRM setup & automations
- Supported 10+ businesses across real estate, healthcare, and digital marketing
- Skilled in building systems that eliminate bottlenecks & free up your time ????

Here are some of the things I can help you with:

EXECUTIVE / ADMINISTRATIVE SUPPORT & PROJECT MANAGEMENT
- Email & Calendar Management (Google Workspace, Outlook, Spark)
- Lead Generation & Research
- Data Entry & Database Management
- Task & Project Management (ClickUp, Trello, ---------- , Notion, Airtable)
- File Organization & Digital Workspace Setup
- Client & Team Coordination

CRM BUILDING & MANAGEMENT
- GoHighLevel (pipelines, automations, funnels, reporting)
- FG Funnels (landing pages, automations, CRM setup)
- Airtable, Notion, ClickUp, ---------- , Trello
- Database Structuring & Maintenance
- Client Follow-Up Systems & Lead Tracking

AUTOMATION & AI
- Zapier
- Make (Integromat)
- Google Apps Script
- ChatGPT, Gemini (for content, reporting & task automation)

DASHBOARD & REPORTING
- Google Sheets (custom formulas, automation-ready)
- Looker Studio (interactive dashboards & reports)
- Airtable Interfaces
- Notion Dashboards

FUNNELS & DIGITAL MARKETING SUPPORT
- Funnel Setup & Design (GoHighLevel, FG Funnels, ClickFunnels, ---------- )
- Email Marketing (ActiveCampaign, MailerLite, MailChimp, Klaviyo)
- Social Media Scheduling & Basic Management
- Canva (content, graphics, presentations)

If my skills align with your needs, don't hesitate to reach out! :)

Top Skills

Professional Services » Management Services » Administrative Management

Experience: 1 - 2 years

To administrative support promoted as an KPI Specialist. • Supported clear and consistent communication between clients and internal teams to ensure smooth project coordination. • Handled data management tasks, including organizing lead lists and preparing cleaned data for operation purposes. • Compiled and delivered KPI reports to clients, providing valuable performance insights on a regular basis. • Created internal performance reports to help teams make informed, data-driven decisions. • Maintained the KPI tracking database, ensuring accuracy and up-to-date information across all metrics.