Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
Daniel Trey
@dan_estat55
CRM EXPERT
Stati Uniti
Inglese, Francese, Tedesco
Chi sono
⭐⭐⭐⭐⭐ “Daniel transformed our workflow and automation systems. Everything runs smoother, faster, and with less manual work!”
Hi, I’m Daniel, a CRM & business automation specialist helping service and construction businesses streamline operations using JobTread, ServiceTitan, HubSpot, GoHighLevel, Zoho, Procore, Jobber, BookingKoala, Housecall Pro, Xero, QuickBooks, Zapier, Make.com, and more.
I specialize in CRM setup, workflow automation, integrations, invoicing, scheduling, lead management, and process optimization to save time, reduce errors, and keep your business running efficiently.
Competenze
Daniel Trey
offline •
Consulta i miei servizi
Gestione CRM
I will jobtread bookingkoala hcp resimpli hubspot hvac servicetitan slack procore make
Gestione CRM
I will jobtread housecall proline servicetitan dripjobs houzz fieldedge comapanycam crm
Esperienza lavorativa
CRM & Business Automation Specialist | Freelance
JJ Capital Investments
Apr 2023 - May 2026 • 3 yrs 1 mo
Set up and optimized CRM systems for service and construction businesses. Built automated workflows for leads, sales, scheduling, follow-ups, invoicing, and customer management. Integrated platforms using Make.com, Zapier, APIs, and webhooks. Worked with JobTread, ServiceTitan, HubSpot, GoHighLevel, Zoho, Procore, Jobber, BookingKoala, Housecall Pro, Xero, and QuickBooks. Troubleshot existing CRM systems and improved inefficient workflows. Created custom dashboards, pipelines, templates, notifications, and team workflows. Helped businesses reduce repetitive manual tasks, improve organization, and streamline day-to-day operations.
