CRM & Automation Specialist
Building systems.
Optimizing experiences.
Driving real impact.
I help businesses streamline operations, improve user experiences, and scale with smart automation and AI-powered solutions across Microsoft ecosystems.
Contact Me10+
Years Experience
30+
Projects Delivered
3
Specializations
100%
Client Focused
About
Bridging business needs with technology, UX, and automation.
With a background in CRM, product thinking, and UX optimization, I design solutions that remove manual processes, empower teams, and elevate customer experiences. I combine strategic thinking with execution excellence, leveraging AI tools to accelerate results.
⚙️
Systems Thinker
See the bigger picture and build scalable solutions.
🤝
People Focused
Align teams, stakeholders, and goals for real value.
⚡
Automation Mindset
Eliminate manual work and drive operational efficiency.
🤖
AI-Enhanced
Use AI tools to build faster and continuously improve.
Featured Case Studies
Real problems. Smart solutions. Measurable results.
Lead Intake Automation for Microsoft Dynamics 365
Problem
Three external call centers submitted leads through end-of-day email batches. Manual CRM entry created delays, inconsistent data, and no scalability path.
Solution
Custom intake solution with automated lead routing, validation layer, and deep MSD365 integration — supporting multiple entities without additional CRM licenses.
Behavioral UX & Conversion Optimization
Problem
Standard UX improvements weren't moving the needle. The challenge was identifying counterintuitive psychological levers that would genuinely change user behavior.
Solution
Applied behavioral psychology principles — strategic friction, progressive disclosure, and choice reduction — to create intentional experiences that guided users toward better outcomes.
Building With AI: My Workflow Advantage
Problem
Complex projects required moving between strategy, visual exploration, and implementation — each phase traditionally siloed in different tools and mindsets.
Solution
Built a personal AI-assisted workflow that assigns each tool a specific cognitive role, enabling faster ideation-to-execution cycles without sacrificing quality.
Expertise
Technologies & areas I work with
CRM & Platforms
Strategy & Design
Automation & AI
Delivery
Development
Tools
Contact
Let's build something
meaningful together.
Whether you need CRM architecture, automation workflows, or UX strategy — I'm open to new projects and collaborations.
Gabriel — CRM, Automation & UX
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