Stop Doing Work
Your Software Should
Handle — I'll Automate It.
Most businesses run on tools that don't talk to each other. I connect them — and automate everything in between.
6+
Years Experience
100+
Automations Built
Global
Client Reach
6+
Industries Served
From Operator to Architect
Remote
BS Information Technology
Philippine Christian University
Philippines
I spent years inside operations managing teams buried in manual work. At some point it became obvious — the work itself wasn't the problem. The missing infrastructure was.
I'm Romiel — an AI & CRM Automation Specialist from the Philippines with 6+ years connecting the tools your team uses every day into pipelines that actually work together.
I've been in your shoes. As a former Project Manager, Talent Acquisition, and Client Success professional, I've managed high-volume teams buried in repetitive workflows. That experience gave me something rare — I don't just build automations, I build them from a CEO's perspective. I know what's at stake when systems fail.
Today I help businesses worldwide eliminate manual work by connecting their CRMs, document systems, scheduling platforms, and AI — so things just happen. Contract signed? CRM updated. Job done? Invoice sent. No chasing. No data entry. No babysitting.
If your tools don't talk to each other — I fix that.
Core Competencies
0+
Workflow Automations
0+
Industries Served
0
Global Markets
0+
Years Experience
Systems Built in Production
Real workflows, real numbers. Hover a card to reveal the solution — tap the image to view the full work sample.
Multi-Source Lead Traffic & Sales Funnel Dashboard
Problem
Client had no single view of where leads were coming from — decisions were made on gut feel instead of data.
700+
Leads tracked
6
Connected boards
0
Manual updates
Won / Lost Estimates Tracker — Automated Deal Outcome Board
Problem
Sales team had no reliable way to track deal outcomes — results scattered across emails and spreadsheets.
150+
Deals tracked/quarter
0 min
Manual entry per deal
Live
Win rate visibility
Recruitment Datacall Board — Multi-Board Integration System
Problem
Proposal managers manually copying contact and status data between boards — causing errors and no real-time visibility.
7
Active automations
5+
Boards synced
4–6
Hours saved/week
PaintScout → Monday.com Contract Automation
Problem
Every signed contract required manual CRM entry — hours of admin work per week, frequent duplicate contacts, and data errors.
100+
Contracts/month
Eliminated
Duplicate contacts
5 hrs
Admin saved/week
My Proposal Specialist — 18-Zap Automation Suite
Problem
Consultants submitted hours in Harvest, finance managed QuickBooks separately, and Monday.com had no visibility into either.
18
Active Zaps
3
Platforms synced
Zero
Manual reconciliation
Acuity Scheduling → Monday.com Lead Intake
Problem
Every Acuity booking required manual CRM entry — causing duplicate records, incorrect source attribution, and hours of cleanup.
100%
Bookings processed
Eliminated
Duplicate records
3–5 hrs
Cleanup saved/week
Ohana Tinting — 57-Step Warranty Automation Pipeline
Problem
After every tinting job, technicians hand-filled warranty paperwork — a 20+ minute process that was error-prone and inconsistent.
0 min
Post-job admin
100%
Paperwork automated
3+ hrs
Admin saved/week
Systems & Technologies
A full-spectrum automation stack — from CRM architecture to AI model integration and everything in between.
CRM Platforms
Automation
AI & Voice
Docs & Finance
E-Commerce
Analytics
Comms & Ops
Dev & Integration
Full toolkit
Certifications
Verified credentials across the platforms and technologies I work with daily.
What I Build For You
Specialized expertise across the full automation stack — from CRM architecture to AI-powered workflow design.
CRM Architecture & Optimization
Design and implement scalable CRM ecosystems across HubSpot, GoHighLevel, Monday.com, and Airtable — built to grow with your business.
AI Workflow Automation
Integrate LLMs, AI voice agents, and generative AI as active components in your operational pipelines for intelligent, adaptive automation.
Operational Systems Design
Map, architect, and build end-to-end operational systems that eliminate manual work and give teams back hours every week.
Project Management Systems
Build custom Monday.com and Airtable project management environments with real-time KPI dashboards and automated reporting.
API & Webhook Integrations
Connect any combination of platforms using custom API integrations, webhooks, and middleware — no pre-built connector needed.
Recruitment & Hiring Systems
Design CRM-driven hiring pipelines with automated candidate tracking, scoring, and communication — built in Airtable or Monday.com.
E-Commerce Operations Automation
Automate order processing, inventory sync, customer communications, and fulfillment workflows across Shopify, Amazon, and multi-channel platforms.
KPI Dashboards & Reporting
Build live operational intelligence dashboards that surface the metrics leadership needs — pulling from every tool in your stack, automatically.
Trusted by Professionals
“Romiel’s help implementing a new CRM system was invaluable. He is responsive, motivated, and thorough. He methodically walked us through defining requirements, mapping out processes, defining integrations, and developing a system that made sense for our business model. I highly recommend him.”
“Romiel has been an absolute pleasure to work with over the last couple of years. Hard working, upbeat and very strong technically. He is a team member you can rely on in front of customers, handling complex technical tasks and thinking outside the box to get the outcomes for the team. Romiel thank you — you get my full endorsement.”
Let's Build Intelligent
Operational Systems
Helping businesses eliminate inefficiencies through AI, automation, CRM architecture, and scalable workflows. Based in the Philippines.
Phone
+63 956 780 9082Location
Bulacan, Philippines
Ask Romiel
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