← Jonary DejongoyBook a Discovery Call

02 / Systems & Automation

CRM, Systems & Workflow Automation

Connecting the tools behind the business so information, follow-ups, and workflows move reliably.

The work behind the outcome

Project Context

My role: Systems & Automation Support

Business systems work best when each platform has a clear role and information moves without unnecessary manual handling. I build and manage connected workflows that capture inquiries, organize contacts, coordinate scheduling, trigger communication, and make follow-up easier to track.

The work includes both building new workflows and maintaining existing ones. When a connection breaks or information stops moving correctly, I trace the process across platforms, identify the failure point, repair the workflow, test it, and document the practical steps needed to keep it reliable.

Scope of support

What I Worked On

01CRM setup and management
02CRM pipelines
03Workflow automation
04Lead and guest intake workflows
05Calendly scheduling workflows
06Jotform forms and data collection
07Zapier integrations
08ActiveCampaign automations
09Automated email sequences
10Email authentication and technical setup
11Constant Contact email marketing
12Contact and database organization
13System integrations
14Automation troubleshooting
15Diagnosing and repairing broken workflows
16Process optimization

Connected workflow

How the Work Moves

01Lead / Application
02Form
03CRM
04Scheduling
05Automation
06Email
07Follow-Up
Platforms supporting the workflow

ActiveCampaign · Close CRM · Zapier · Calendly · Jotform · Constant Contact · Email and DNS authentication tools

PROOF OF WORK

Evidence

CRM Management

Organized pipeline activity and contact workflows that make application progress and next actions easier to track.

View screenshot ↗
Scheduling Workflow

Booking notifications and automated reminders configured around the client journey.

View screenshot ↗
Lead & Guest Intake

A structured interview application built to collect the information needed for qualification and coordination.

View screenshot ↗
Email Marketing Operations

Campaign preparation, audience settings, testing, and coordinated promotional email delivery.

View screenshot ↗
Email Infrastructure

Supporting domain authentication and deliverability-related setup while keeping account details private.

View screenshot ↗
Troubleshooting & Optimization

Examples of diagnosing and restoring email authentication, integrations, CRM synchronization, and automation triggers.

View screenshot ↗

LIKE WHAT YOU SEE?

Let’s talk about the systems, operations, or ongoing support you need.

Explore more work →