CRM systems I work in every day
Pipeline configuration, tag/field hygiene, automations, and reporting so leads and deals move without manual chaos.
- Keap (formerly Infusionsoft)
- GoHighLevel
- Kajabi
- Ontraport
- Pipedrive
- ActiveCampaign
- HubSpot
Software Skills
Learn how I work day to day across CRM, automation, web, and learning platforms. This page outlines the software I touch regularly and the types of tasks I handle for clients—from maintenance and integrations to launch support and reliability checks. Use it to see where I can step in immediately and keep your systems moving without a long ramp-up.
Last updated: 2026-02-01
WordPress
Theme + plugin tuning, page edits, performance fixes, and landing pages that align with CRM workflows.
- Theme and plugin editing
- Elementor
- Thrive Theme
- Landing page design
LMS (Learning Management Systems)
Course setup, access rules, enrollment flows, and automated onboarding inside popular learning platforms.
- LearnDash
- TutorLMS
- Teachable
- Kajabi
- GoHighLevel Courses
- Ontraport Courses
Membership platforms
Member access, renewal logic, gated content, and CRM-connected entitlement management.
- Memberium
- MemberPress
- iMember360
- Wishlist Member
Integrations & connections
Automated handoffs between forms, CRMs, calendars, payments, and course platforms.
- Zapier
- WP Fusion
- Make.com
- n8n
Email marketing & deliverability
Segmentation, automation sequences, broadcast setup, and deliverability-friendly sending practices.
- Mailchimp
- ConvertKit
- Klaviyo
- Brevo (Sendinblue)
- ActiveCampaign
Scheduling & meetings
Calendar automation, booking flows, reminders, and CRM-linked scheduling.
- Calendly
- Acuity Scheduling
- Google Calendar Appointment Scheduling
- Zoom
- Google Meet
Payments & checkout
Payment collection, checkout automation, subscriptions, and post-purchase fulfillment triggers.
- Stripe
- PayPal
- ThriveCart
- SamCart
- WooCommerce
Analytics & reporting
Dashboard setup, conversion tracking, and performance reporting for marketing and sales flows.
- Google Analytics 4
- Google Tag Manager
- Looker Studio
- Hotjar
- Databox
Forms & surveys
Lead capture forms, qualification surveys, and CRM-aware intake experiences.
- Typeform
- Jotform
- Gravity Forms
- WPForms
- Tally
Project management
Client delivery tracking, task handoffs, and internal workflow visibility.
- Asana
- Trello
- ClickUp
- Monday.com
- Notion
Team communication
Fast client updates, async collaboration, and project visibility across teams.
- Slack
- Microsoft Teams
- Google Chat
- Loom
Customer support & helpdesk
Ticket workflows, client intake tracking, and support automation tied to CRM data.
- Zendesk
- Help Scout
- Freshdesk
- Intercom
E-commerce & stores
Product setup, purchase triggers, and post-purchase automation for course and service delivery.
- Shopify
- WooCommerce
- Kajabi
- Gumroad
AI & automation helpers
Prompt workflows, content assistance, and automation accelerators to speed up operations.
- OpenAI / ChatGPT
- Claude
- Gemini
- Make AI
- Zapier AI