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Daniel J
@dan_event223
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: 3 Stunden
Meine Dienstleistungen
CRM-Management
I will neon crm blackbaud givebutter bloomerang zoho everyaction bonterra nonprofit crm
CRM-Management
I will jobtread jobber roofr servicetitan housecall quickbooks houzz companycam crm
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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excelentspirit
Vereinigte Staaten
Laufende Zusammenarbeit
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 He traced duplicate records to a specific two-year period, spotted an outdated campaign segment still affecting reporting, and caught deceased donors being included in general counts.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...
Hilfreich?
areagencypro
Deutschland
Laufende Zusammenarbeit
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...
Hilfreich?
excelentspirit
Vereinigte Staaten
Laufende Zusammenarbeit
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...
Hilfreich?
