Salesforce CRM
Custom development, architecture, and integration for B2B teams that need CRM aligned with how they sell and operate. Includes Apex, Flows, FSC, Connected Apps, reporting, and multi-team data models.

I work as a business partner, not a task-based contractor. I focus on understanding what you need to achieve, recommending the right technical approach, and taking responsibility for delivery through production.
My work sits where CRM, data, and automation meet: custom Salesforce and marketing stack integrations on one side, and production AI SaaS and workflow systems on the other. Recent examples include NotaryAgentAi (AI SMS lead intake, concept to production) and enterprise CRM architecture across multi-team organizations.
Expert-vetted and Top-rated Plus on Upwork. Founder of Atlas Global Solutions. Based in Ft. Lauderdale, FL. English and Spanish.
Salesforce & CRM
Custom architecture, Apex, Flows, FSC, and CRM integrations
AI SaaS & Automation
Production AI workflows, SMS pipelines, and intelligent automation
Stack Integration
Salesforce, Pardot, HubSpot, analytics, and e-commerce unified
Full Stack Delivery
React, Node.js, APIs, auth, and deployment through production
CRM, AI, automation, and full stack work for B2B teams that need one partner accountable for the outcome.
Custom development, architecture, and integration for B2B teams that need CRM aligned with how they sell and operate. Includes Apex, Flows, FSC, Connected Apps, reporting, and multi-team data models.
Production AI systems and intelligent automation: workflow orchestration, LLM integration, SMS pipelines, and real-time lead intake. Built for reliability after launch, not proof-of-concept demos.
Design and implementation of business automations: lead routing, appointment booking, marketing-to-sales handoffs, and CRM-triggered actions. Process design through deployment.
Unified data flows across Salesforce, Pardot, Marketo, HubSpot, Google Analytics, WooCommerce, and QuickBooks. Conversion tracking, lead attribution, bidirectional sync, and reporting.
Web applications and APIs with React, Node.js, authentication, and CRM-connected backends. One developer accountable from UI through deployment.
API design, middleware, webhooks, and custom connectors when native integrations or no-code tools are not sufficient. Includes XML/sFTP pipelines and multi-platform data mapping.
Representative engagements across Salesforce, AI SaaS, integrations, and full stack delivery.
AI SaaS platform with SMS lead intake and sub-10-second auto-acceptance. Node.js, Twilio, Supabase, Playwright. Concept to production. 272 hours, 5.0 review.
Mobile-first React application with Salesforce API integration and magic link authentication. Delivered in one week. 5.0 review.
Multi-line-of-business architecture in a single org: segregated data access, shared accounts, dedicated apps per unit, and per-LoB reporting. 5.0 review.
627-hour integration connecting Salesforce, Pardot, WooCommerce, QuickBooks, Google Analytics, and ad platforms into one marketing and revenue data hub.
E-commerce order automation with XML and sFTP pipelines into Salesforce per Costco and CommerceHub specifications.
Marketing reporting suite for campaign and pipeline visibility. Built for leadership and sales alignment. 5.0 review.
Per-lead source tracking from Google Analytics into Salesforce for ad spend and conversion reporting.
Reusable drag-and-drop HubSpot template with custom modules for monthly client communications. One-week delivery. 5.0 review.
How I work with clients from first conversation through production.
Understand the business need first
Projects start by clarifying what the client needs to achieve. Technical scope follows the business goal, not a predefined task list.
Recommend the right solution
Work may involve configuration, custom development, integration, or AI automation depending on the problem. The approach is chosen based on fit, complexity, and long-term maintainability.
Deliver through production
Responsibility includes build, deployment, integrations, and reliability in live use. Support continues through handoff and early production use.
CRM depth and modern AI delivery
15+ years in Salesforce and CRM, combined with recent production AI SaaS work. One partner when the project spans CRM, data layer, and automation.
“Instrumental in helping bring NotaryAgentAi from concept to a production-ready AI automation platform. Would recommend to founders building SaaS, AI automation, or telecommunications applications.”
AI SaaS Client
“Worked through any roadblocks quickly with a full understanding of what I needed. Turnaround time was great.”
Full Stack Client
“Took the time to truly understand our project needs and worked with us to complete the project exactly how we had envisioned.”
CRM Client
Platforms and tools used in recent production work.
Available on Upwork for CRM builds, AI SaaS products, automation, and integration projects. Share your goals and timeline to confirm fit.
Ft. Lauderdale, FL · English & Spanish · Florida International University, B.S. (2000-2006)