i
isaiah_thony

Daniel

@isaiah_thony

Business Automation and CRM Specialist

Canada
Inglese, Spagnolo, Tedesco, Arabo, Francese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
I’m Daniel, a business automation and CRM specialist helping businesses streamline operations, automate repetitive tasks, and build systems that support growth. I specialize in CRM setup, workflow automation, email marketing, AI automation, and business process optimization across platforms like Klaviyo, MailerLite, Attio, Clio, Filevine, Lawmatics, Pipedrive, Zendesk, Gorgias, and Freshdesk. From ecommerce automation and lead management to client intake, support workflows, and CRM integrations, I build practical systems that save time, improve efficiency, and help businesses operate at scale.... Continua a leggere

Competenze

i
isaiah_thony
Daniel
offline • 
Tempo di risposta medio: 1 ora

Consulta i miei servizi

Gestione CRM
I will set up attio CRM, clio, filevine, lawmatics and automate law firm workflows
Gestione CRM
I will setup zendesk gorgias pipedrive freshdesk CRM support ai agent chatbot shopify

Portfolio

Esperienza lavorativa

Self_Employed

Senior Zoho Solutions Architect

Self Employed • Freelance

Jan 2026 - Present • 9 mos

Designed and implemented end-to-end business solutions using the Zoho ecosystem. Specialized in Zoho CRM, Books, Inventory, Campaigns, Forms, Analytics, Creator, Commerce, Sites, and Deluge. Built automated sales pipelines, approval workflows, custom applications, dashboards, and API integrations that streamlined operations, improved reporting accuracy, and increased team productivity for businesses across multiple industries.

Zoho CRM & Business Automation Consultant

Consulting • Part time

Jun 2024 - Dec 2024 • 6 mos

Consulted with businesses to implement and optimize Zoho CRM and related applications. Designed sales pipelines, lead management processes, email marketing automation with Zoho Campaigns, inventory and accounting workflows, and custom reports. Delivered scalable solutions that reduced manual tasks, improved customer management, and provided actionable business insights.