At 2TRITE INSURANCE COMPANY, I built a simple CRM system to organize customer and prospect information and improve sales-process visibility.
I also developed email and SMS automation to support lead follow-up and customer communication, and created weekly reporting processes for business activities, leads, and performance.
For GETRONAGE ENTERPRISE, I designed a lead-generation landing page focused on capturing and qualifying prospective customers. I structured the customer journey from initial interest through lead capture and follow-up.
In my projects, I structured a CRM and lead management system around contacts, opportunities, pipelines, customer stages, and follow-up workflows. I also designed a KPI and revenue reporting framework covering conversions, revenue, customer acquisition cost, customer lifetime value, and profitability.
