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Daniel J
@dan_event223
Real Estate and Nonprofit CRM Wizard Who Automates the Boring Stuff
Stati Uniti
Inglese, Francese
Chi sono
Hi, I'm Daniel, the person you call when your CRM feels like a junk drawer. 🧹 I untangle the chaos and build systems that quietly do the heavy lifting: Kvcore, Lofty, Follow up Boss, JobTread, GoHighLevel, Kommo, Neon CRM, Bloomerang and Givebutter, all wired together with n8n, Zapier and Make.com. DTC brand, contractor or nonprofit? Expect cleaner data, faster follow ups, fewer dropped leads and a setup your team actually enjoys using. Less admin, more growth.
Let's build something that runs while you sleep.
Competenze
Daniel J
offline •
Tempo di risposta medio: 3 ore
Consulta i miei servizi
Gestione CRM
I will neon crm blackbaud givebutter bloomerang zoho everyaction bonterra nonprofit crm
Gestione CRM
I will jobtread jobber roofr servicetitan housecall quickbooks houzz companycam crm
Portfolio
Esperienza lavorativa
CRM & Project Management Specialist | Digital Operations Solutions
DDKN LIMITED
Jan 2022 - Feb 2026 • 4 yrs 1 mo
Set up and customized CRM systems for businesses and nonprofit organizations. Built sales pipelines, workflows, automations, dashboards, and reporting systems. Integrated CRM platforms with marketing, communication, and project management tools. Managed data migration, contact organization, and system optimization. Built project management systems for task tracking, team collaboration, and client workflows. Improved business processes through automation and streamlined CRM solutions.
3 Recensioni
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Valutazione dettagliata
- Livello di comunicazione del venditore
- Qualità della consegna
- Valore della consegna
1-3 di 3 recensioni
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Più rilevante
excelentspirit
Stati Uniti
Collaborazione in corso
The Bloomerang review uncovered more than expected, but Daniel made everything feel clear and manageable. He traced duplicate records to a specific two-year period, spotted an outdated campaign segment still affecting reporting, and caught deceased donors being included in general counts. His writeup...
Utile?
areagencypro
Germania
Collaborazione in corso
Daniel connected Roofr to JobTread for us so accepted proposals automatically create the matching job instead of someone manually re-entering everything by hand, with QuickBooks invoicing planned as the next phase once this piece proved out. He caught real issues during testing that would've caused problems...
Utile?
excelentspirit
Stati Uniti
Collaborazione in corso
Daniel built out a lead sync between GoHighLevel and Follow Up Boss for our real estate team, and he delivered ahead of schedule with real care put into testing. He caught several issues I wouldn't have thought to check myself, an email formatting mismatch that was causing duplicate contacts, a missing...
Utile?
