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Alcune informazioni sono riportate in lingua inglese.
5,0
5,0

Stati Uniti

Parlo Inglese, Francese

12 ordini completati

CONSTRUCTION and NONPROFIT CRM SPECIALIST: MIGRATE, AUTOMATE and SETUP

CONSTRUCTION & NONPROFIT CRM SPECIALIST | MIGRATE • AUTOMATE • SETUP I'm a CRM Migration & Automation Specialist helping businesses set up, migrate, and automate JobTread, ReSimpli, Pipedrive, Sierr...

Cosa è piaciuto agli altri di questo freelance

Informazioni su questo servizio

Managing jobs, estimates, clients, and projects across multiple platforms can slow your business and create unnecessary manual work. I help contractors and service businesses set up and automate Housecall Pro, JobTread, Podio, SuiteDash, and API integrations so your leads, estimates, projects, invoices, and customer data stay connected. Whether you need a new setup, custom API integration, workflow automation, or help improving an existing system, you'll receive a tested solution with reliable connections, reporting, and clear documentation built around your business operations.

Here's what my service includes:

  • Housecall Pro
  • JobTread setup
  • Podio CRM
  • SuiteDash
  • API integration
  • Lead pipeline
  • Estimate sync
  • Project workflow
  • Client portal
  • Invoice flow
  • Data mapping
  • Report dashboard
  • Workflow testing
  • System audit
  • Setup guide

Platforms I work with:

Housecall Pro · JobTread · Podio · SuiteDash · Zapier · Make · QuickBooks Online · Google Sheets · Airtable · HubSpot · Slack · Stripe · Calendly · Jotform · Typeform · Google Workspace · Microsoft 365 · WordPress · Pipedrive · Monday CRM

SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.

Software:

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Settore:

Marketing e pubblicità

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Settore immobiliare

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Software

Il mio portfolio

Recensioni

3 recensioni per questo servizio
5,0

(3)
(0)
(0)
(0)
(0)
Valutazione dettagliata
  • Livello di comunicazione del venditore
    5
  • Qualità della consegna
    5
  • Valore della consegna
    5
Ordina per
Più rilevante
  • A

    areagencypro

    DE

    Germania

    Collaborazione in corso
    5

    Ayomide built out a Slack alert system for us tied to Housecall Pro job completions, so our team gets notified right away with the customer name, job type, and technician whenever a job wraps up. He delivered ahead of schedule and caught a few things during testing I wouldn't have thought to check myself,...

    50 USD

    Prezzo

    3 giorni

    Tempo

    Utile?
    Sì
    No
  • E

    excelentspirit

    US

    Stati Uniti

    Collaborazione in corso
    5

    Ayomide built out a Slack alert system for us tied to our CRM pipeline, so the team gets notified the moment a deal hits our final stage with the deal name, value, and assigned rep. He delivered ahead of schedule and caught a few things during testing I wouldn't have thought to check myself, an internal...

    50 USD

    Prezzo

    2 giorni

    Tempo

    Utile?
    Sì
    No
  • E

    excelentspirit

    US

    Stati Uniti

    Collaborazione in corso
    5

    Ayomide connected Roofr to JobTread for us so accepted proposals automatically create the matching job, eliminating manual re-entry. She caught important issues during testing, including duplicate jobs after a proposal was resent, customer names appearing in all caps, and a financed proposal showing...

    50 USD

    Prezzo

    2 giorni

    Tempo

    Utile?
    Sì
    No
Recensioni

3 recensioni per questo servizio
5,0

(3)
(0)
(0)
(0)
(0)
Valutazione dettagliata
  • Livello di comunicazione del venditore
    5
  • Qualità della consegna
    5
  • Valore della consegna
    5
Ordina per
Più rilevante
  • A

    areagencypro

    DE

    Germania

    Collaborazione in corso
    5

    Ayomide built out a Slack alert system for us tied to Housecall Pro job completions, so our team gets notified right away with the customer name, job type, and technician whenever a job wraps up. He delivered ahead of schedule and caught a few things during testing I wouldn't have thought to check myself,...

    50 USD

    Prezzo

    3 giorni

    Tempo

    Utile?
    Sì
    No
  • E

    excelentspirit

    US

    Stati Uniti

    Collaborazione in corso
    5

    Ayomide built out a Slack alert system for us tied to our CRM pipeline, so the team gets notified the moment a deal hits our final stage with the deal name, value, and assigned rep. He delivered ahead of schedule and caught a few things during testing I wouldn't have thought to check myself, an internal...

    50 USD

    Prezzo

    2 giorni

    Tempo

    Utile?
    Sì
    No
  • E

    excelentspirit

    US

    Stati Uniti

    Collaborazione in corso
    5

    Ayomide connected Roofr to JobTread for us so accepted proposals automatically create the matching job, eliminating manual re-entry. She caught important issues during testing, including duplicate jobs after a proposal was resent, customer names appearing in all caps, and a financed proposal showing...

    50 USD

    Prezzo

    2 giorni

    Tempo

    Utile?
    Sì
    No