Giovanni Pugliese
Expert-vettedTop-rated Plus

Technology partner for B2B teams and founders on Salesforce CRM, AI SaaS, automation, and full stack development.

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

Services

CRM, AI, automation, and full stack work for B2B teams that need one partner accountable for the outcome.

  • 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.

  • AI SaaS & Automation

    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.

  • Workflow Automation

    Design and implementation of business automations: lead routing, appointment booking, marketing-to-sales handoffs, and CRM-triggered actions. Process design through deployment.

  • CRM & Marketing Integration

    Unified data flows across Salesforce, Pardot, Marketo, HubSpot, Google Analytics, WooCommerce, and QuickBooks. Conversion tracking, lead attribution, bidirectional sync, and reporting.

  • Full Stack Development

    Web applications and APIs with React, Node.js, authentication, and CRM-connected backends. One developer accountable from UI through deployment.

  • Systems Integration

    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.

Selected work

Representative engagements across Salesforce, AI SaaS, integrations, and full stack delivery.

  • NotaryAgentAi

    AI SaaS

    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.

  • React + Salesforce

    Full Stack

    Mobile-first React application with Salesforce API integration and magic link authentication. Delivered in one week. 5.0 review.

  • Salesforce FSC Multi-LoB

    Salesforce

    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.

  • Marketing Stack Integration

    Integration

    627-hour integration connecting Salesforce, Pardot, WooCommerce, QuickBooks, Google Analytics, and ad platforms into one marketing and revenue data hub.

  • CommerceHub / Costco

    E-commerce

    E-commerce order automation with XML and sFTP pipelines into Salesforce per Costco and CommerceHub specifications.

  • Pardot Dashboards

    Marketing

    Marketing reporting suite for campaign and pipeline visibility. Built for leadership and sales alignment. 5.0 review.

  • GA to Salesforce Attribution

    Analytics

    Per-lead source tracking from Google Analytics into Salesforce for ad spend and conversion reporting.

  • HubSpot Newsletter Template

    HubSpot

    Reusable drag-and-drop HubSpot template with custom modules for monthly client communications. One-week delivery. 5.0 review.

Approach

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.

Client feedback

  • 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

Tech stack

Platforms and tools used in recent production work.

SalesforceApexNode.jsReactTypeScriptTwilioSupabasePlaywrightPardotHubSpotGoogle AnalyticsAuth0

Contact

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)