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Daniel J
@dan_event223
Level 1
Real Estate and Nonprofit CRM Wizard Who Automates the Boring Stuff
Vereinigte Staaten
Englisch, Französisch
Über mich
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.
Kompetenzen
Daniel J
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
CRM-Management
I will jobtread gohighlevel quickbooks servicem8 companycam procore claudeai n8n zapier
CRM-Management
I will gohighlevel real estate crm follow up boss skyslope twilio mls claude ai zapier
Portfolio
Arbeitserfahrung
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.
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areagencypro
Deutschland
Laufende Zusammenarbeit
Our bookkeeper used to spend the first days of every month digging through sync errors from ServiceTitan and QuickBooks, and Dave turned that into a short, readable list. He set up Zapier to collect the errors and Claude to explain each one in plain English with the exact fix, and he was careful to remove...
Hilfreich?
excelentspirit
Vereinigte Staaten
Laufende Zusammenarbeit
Our technicians had been spotting remodel opportunities for years without any way to pass them along, so most of them disappeared into ServiceTitan job notes. Daniel set up Claude to read our completed ServiceTitan jobs, flag the real opportunities, and create a lead in Buildertrend for our remodel team....
Hilfreich?
areagencypro
Deutschland
Laufende Zusammenarbeit
We run a moving company on four phone platforms, RingCentral, Aircall, Dialpad, and Twilio, and I could not figure out which one to consolidate onto before summer. Dave did not just guess. His decision memo showed we were being billed for five inactive Aircall seats, that Dialpad already had call transcription...
Hilfreich?
areagencypro
Deutschland
Laufende Zusammenarbeit
Daniel automated our closed deal to SkySlope transaction file creation, pulling straight from Follow Up Boss so our compliance team isn't manually typing every property address and closing date by hand anymore. He caught real issues during testing that actually matter for a compliance document, an unformatted...
Hilfreich?
excelentspirit
Vereinigte Staaten
Laufende Zusammenarbeit
After several acquisitions, we had four phone systems, RingCentral, Aircall, Dialpad, and Twilio, and kept missing customer calls. Daniel audited everything without affecting our live lines and identified the exact issues, from broken after-hours routing to a dead webhook and deleted user. His clear...
Hilfreich?
