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CRM

Folder: CRM

11 items under this folder.

  • May 29, 2025

    Reviewed and Updated CRM Card Deck

    • CRM
    • Cleanup
    • News-Integration
    • Card-Deck
  • May 29, 2025

    Reviewed and organized CRM card deck

    • CRM
    • Contact-Management
    • Organization
    • Review
  • May 27, 2025

    Analyzed and Enhanced RAG Pipeline for Contact Management

    • RAG
    • Retrieval
    • Contact-Management
    • Automation
    • Prompt-Engineering
  • May 07, 2025

    Developed Email Automation and CRM Integration

    • Email-Automation
    • Crm-Integration
    • Ai-Workflows
    • System-Architecture
    • Agent-Orchestration
  • Jan 23, 2025

    Developed CRM and Google Sheets Automation Systems

    • CRM
    • Google-Sheets
    • Automation
    • Networking
    • Contact-Management
  • Jan 23, 2025

    Structured CRM Setup and Data Consolidation

    • CRM
    • Data-Management
    • Automation
    • Dataset-Consolidation
  • Jan 15, 2025

    Developed CRM and HubSpot Integration Plan

    • CRM
    • Hubspot
    • Google-Sheets
    • Api-Integration
    • Automation
  • Jan 14, 2025

    Setup CRM agent for social and emotional connections

    • CRM
    • Social-Connections
    • Engagement
    • Automation
  • Oct 28, 2024

    Developed CRM and Networking Strategies

    • CRM
    • Networking
    • Automation
    • Voice-To-Text
    • Hubspot
  • Oct 06, 2024

    Developed CRM system with AI and automation

    • CRM
    • AI
    • Automation
    • Task-Management
    • Relationship-Management
  • Sep 30, 2024

    Designed Relationship Management Module Architecture

    • Relationship-Management
    • System-Architecture
    • Data-Ingestion
    • Mermaid.Js
    • Productivity

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