CRM Automation Specialist for Moving Company (Make.com + GoHighLevel + Integrations)
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. Responsibilities Build a simplified CRM based on our existing structure Configure pipelines, custom fields, tagging, segmentation, and lead routing Automate key workflows for leads, quotes, bookings, follow-ups, and internal notifications Integrate CRM with existing tools (forms, calendars, email, messaging systems) Ensure clean data flow, duplicate prevention, and consistent mapping Set up reporting dashboards for leads and jobs Provide documentation and a clear handover Required Skills Strong experience with GoHighLevel Expertise in Make.com (multi-step scenarios, error handling, API connections) CRM setup & optimization Workflow automation (branching logic, triggers, conditions, delays) Lead generation workflow setup API / webhook integrations Data cleaning & duplicate prevention Dashboard and reporting setup Excellent understanding of customer lifecycle stages Deliverables Automated scheduling workflow Streamlined lead management system Clean CRM interface with efficient pipelines Integrated lead sources Marketing automation enhancements Documentation + SOPs for internal use Apply tot his job