I'm Philip Ophrote
I design, implement, and optimize CRM systems that turn scattered operations into scalable, automated workflows — for real estate, construction, healthcare, and service-based businesses.
How I Bring Systems to Life
Who is Philip Ophrote?
Results-driven Monday.com CRM Specialist and Workflow Automation Consultant with experience designing, implementing, and optimizing CRM systems for real estate, home services, construction, healthcare, and service-based businesses.
Skilled in translating business processes into scalable Monday.com solutions that improve lead management, sales tracking, project delivery, client onboarding, and operational visibility.
Recognized for building user-friendly systems that reduce manual work, improve team collaboration, and provide actionable business insights through automation and reporting.
Exploring the Platforms Behind My Systems
Let's Have a Look at My Work
Real boards and dashboards built for clients across marketing, finance, sales, onboarding, and regulatory operations.
Brand Operations — Invoicing & Purchase Orders
A Monday.com system tracking invoices, purchase orders, and vendor payments end to end — every bill moves through Received, Sent, and Paid with a live status board for finance.
Marketing Agency — Client Management Dashboard
A live dashboard tracking 700+ client accounts across ten service lines, from lead generation to onboarding, with performance gauges and revenue targets in one view.
Team Task Dashboard & Calendar
A combined chart, calendar, and card view giving a team real-time visibility into dozens of tasks by status and priority, with due dates mapped across the month.
Automated Lead Qualification & Scoring
A scoring system that ranks incoming leads by industry, deal value, and fit — surfacing $120K+ in qualified pipeline and routing each lead to the right rep automatically.
Client Onboarding Kanban Portal
A five-stage onboarding board — Onboarding, CRM Setup, Follow-up, Client Success, Review — moving every new client through setup with an owner and due date on each card.
Multi-Country Regulatory Lifecycle Tracker
A board tracking product lifecycle stage, compliance pathway, and documentation status across multiple country markets, keeping regulatory submissions on schedule.
Certifications
Industries Served
What I Bring Beyond CRM & Automation
Systems are half the job — the other half is people. Here's what else I bring to the table.
Public Speaking
Comfortable in front of a room or a camera — leading workshops, training sessions, and talks on automation, digital skills, and business systems.
Sales
Skilled at pitching solutions, framing value, and closing deals — turning a system's ROI into a story stakeholders actually buy into.
Community Management
Building and moderating engaged online and offline communities — keeping conversations active, useful, and aligned with a group's goals.
Personal Development
A steady reader and practitioner of personal growth — goal-setting, discipline, and mindset work that shapes how I show up for clients and teams.
Team Building
Facilitating team meetings and planning sessions that turn a group of individuals into a team that collaborates, plans, and delivers together.
The Way I Deliver Systems
Discover & Diagnose
Map current workflows, identify bottlenecks and manual processes.
Design the Architecture
Board structure, automation logic, and integration plan.
Build & Automate
Configure the CRM, wire up Make.com/Zapier automations, migrate data.
Document & Handoff
SOPs, stakeholder review, training, and long-term maintenance support.
What Clients Say
"Great experience. He's very knowledgeable and had great suggestions. I will be using his services again."
"Phil is the bees knees. Always responsive. Quick delivery on gigs. Loves to jump on video chat to understand the project in depth. Great to work with."
"Nice to find a guy that's easy to work with and delivers the projects quickly. Working with Phil is fantastic — great at communicating, quick turnaround, and high quality service. Highly recommended."
"Working with Phil as a seller is fantastic. He is great at communicating, provides quick service and turnaround, and has high quality service. Highly recommended."
"Philip was great to work with. Working with most freelancers comes with a language barrier that isn't easy to overcome — Philip asked several questions throughout the process to confirm he understood the objectives. He allowed several changes and updates without getting upset or asking for more money. Highly recommend."
"I'm going to be sad when this guy is super busy because he is legit. Easy to work with. Replies super fast. Great communication."
Insights
Why Most CRMs Fail Before They Launch
From Spreadsheets to Systems: Automating a Healthcare Intake Process
The Hidden Cost of Manual Workflows in Construction Businesses
Let's Talk for Your Next System
Reach Me Directly
FAQ
Real estate, home services, construction, healthcare, inspection services, professional services, and small business operations.
Both — the system and the automations that run it are designed together, so they don't break apart later.
Monday.com, GoHighLevel, Airtable, ClickUp, Asana, Trello, and Notion.
Yes — clean, structured migration is part of most implementations, with no duplicate records or lost history.
It depends on scope, but most builds run from a couple of weeks to a couple of months from discovery to handoff.
Yes — every build ships with SOPs and training, and ongoing support is available on retainer.