Certified CRM Admin

Your CRM Should Be Closing Deals, Not Creating More WorkYour

I'm John Rico Cortes. I help service businesses fix the leaks in their CRM, set up automations that actually run, and make sure no lead falls through the cracks from first message to booked job.

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Certified CRM AdminAI-Savvy FreelancerWorkflow AutomationAI Voice AgentsCRM Setup & Cleanup

Lead Capture

New inquiry from a service business

Form, missed call, chat, or ad lead routed into the right CRM pipeline.

Workflow

Follow-up starts without manual chasing

SMS, email, reminders, calendar links, and owner notifications stay connected.

AI Voice

Calls answered with practical guardrails

Voice agents qualify, capture details, and hand off when a human should step in.

Reviews

Happy customers get the right ask

Every happy customer gets asked for a review

About Rico

Skip the agency layers. Work directly with the person building it.

Rico Automates is the personal brand of John Rico Cortes, also known as Rico, a Certified CRM Admin from the Philippines serving clients globally.

Rico helps business owners, service businesses, and agencies with CRM setup, workflows, funnels, AI voice agents, review automation, and practical AI guidance. The point is not to add more tools. The point is to save time, respond faster, book more appointments, capture leads cleanly, and make the system easier to run.

CRM Platformn8nRetell AIChatGPTClaudeGeminiElevenLabs

What I can help you with

Practical fixes and builds for the systems your business already depends on

CRM Setup

Set up the core pieces correctly so leads, calendars, pipelines, and messages have a clean path.

Workflow & Automation Fixes

Repair confusing workflows, broken triggers, missed notifications, and follow-up gaps.

Funnels & Websites

Build or improve practical pages that capture leads and connect to the rest of the system.

AI Voice Agents

Create useful voice agent flows for lead capture, qualification, reminders, and appointment support.

Reviews Automation

Send the right review request at the right moment without making the process awkward.

AI Tool Guidance

Figure out which AI tools actually fit your business and which ones are just noise.

CRM Cleanup & Improvement

Untangle old accounts, duplicate workflows, cluttered pipelines, and unclear automations.

Technical Freelance Help For Agencies

Support agencies that need a reliable builder for technical setup and automation work.

How I help

Simple, hands-on, and clear enough to act on

Understand

We talk through the business, the current CRM setup, and what is getting in the way.

Find the Leaks

I look for missing connections, broken workflows, unclear handoffs, and places where leads slow down.

Fix Or Build

Then I repair what is broken or build what is missing, with the simplest useful system first.

Hand It Off Clean

You get plain explanations, clean next steps, and a setup that feels easier to manage.

Practical AI help

Not every business needs a new AI tool. Some need better follow-up first.

Business owners hear about ChatGPT, AI agents, voice AI, automation, and new tools every week. Rico helps you sort what is useful, what is hype, and what actually fits the way your business gets leads and books work.

Sometimes that means building an AI voice agent. Sometimes it means fixing CRM workflows first. Sometimes it means keeping things simple so your team can actually use it.

Live Voice AI

Natural conversation flows

Agents that sound human, qualify leads intelligently, and hand off seamlessly.

Portfolio

Setups That Hold Up When the Calls Start Coming In

No fluff, just practical setups that save time, capture more leads, and make daily operations smoother.

KITCHEN REMODELER

Full Stack GHL Buildout

What Was Needed Outdated website, no lead capture system, and no after-hours coverage.
What Was Built Or Fixed Website upgrade, voice AI agent setup, and end-to-end automation.
Tools Used GoHighLevel, Zapier
Result Captured leads around the clock with a fully connected system

HVAC CONTRACTOR

GHL Cleanup & Automation Audit

What Was Needed Cluttered GHL setup with no clear view of what was running.
What Was Built Or Fixed Website refresh and full automation audit with cleanup recommendations.
Tools Used GoHighLevel
Result Clearer operational view and a healthier automation stack.

MARKETING AGENCY VOICE

Automation & Voice AI Support

What Was Needed An intelligent voice AI agent that could actually take action, not just answer calls.
What Was Built Or Fixed Full voice AI agent that triggers workflows, answers questions, and sends emails on the fly
Tools Used GoHighLevel, Retell AI, Zapier
Result Hands-off call handling with real follow-through on every conversation

Why work with me

A Technical Builder Who Talks Like a Human

Certified CRM Admin

Comfortable inside the platform and focused on practical business use.

Hands-on builder

Rico is close to the actual setup work, not passing it through layers of an agency.

AI-savvy

Able to connect modern AI tools where they make sense and skip them where they do not.

Clear communication

Plain language, simple next steps, and no pressure to buy a bigger system than needed.

Problem-solver mindset

The work starts with what is broken, missing, confusing, or slowing the business down.

Helpful freelancer approach

Flexible support for owners and agencies that need capable technical help.

FAQ

Simple answers before you book

How much does it cost?

It depends on what needs to be fixed or built. The discovery call is a free conversation to understand the problem and suggest a clear next step.

How long does a project take?

Small fixes can move quickly. Larger setup, workflow, funnel, or AI voice projects depend on the current account and what needs to connect.

What if my CRM setup is messy?

That is common. Rico can help make sense of the account, clean up what is confusing, and focus on the parts that affect leads and follow-up.

I do not know anything about AI. Can you still help?

Yes. You do not need to know the tools first. Rico can explain what makes sense for your business in plain language.

Can you build AI voice agents?

Yes. Rico can help plan and build practical AI voice agent flows for lead handling, qualification, booking support, and follow-up.

Do you work with agencies?

Agencies can bring Rico in for technical freelance help on setup, cleanup, workflows, automations, and AI-related builds.

Is the discovery call a sales call?

No. It is a simple conversation to understand what is going on, see whether Rico can help, and suggest the next best step.