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Drak
@drakewarrd
CRM Migration, Setup, Automation and Installation
Großbritannien
Englisch, Französisch, Deutsch, Spanisch, Italienisch
Über mich
Hi, I'm Drak. I help small businesses get more value from their CRM with accurate data migration, practical setup, workflow automation, and self-hosted CRM installation. I map your current process, preserve record relationships, organize fields and pipelines, and test key workflows so your team can use the system with confidence. If you need to switch CRMs, configure a new one, reduce manual follow-ups, or install an open-source CRM, send me your current system, target platform, and goal. I'll confirm the scope before work begins.
Kompetenzen
Drak
offline •
Durchschnittliche Antwortzeit: 1 Stunde
Meine Dienstleistungen
API & Integrationen
I will setup givebutter donation forms fundraising event donor crm integration
Programmierung & Technik
I will do propertybase real estate crm idx custom objects and lead routing automation
Arbeitserfahrung
CRM & Business Automation Specialist
Self Employed • Freiberufler
Apr 2026 - Present • 6 mos
Title: CRM & Business Automation Specialist I specialize in setting up and optimizing CRM platforms, client portals, fundraising systems, and business workflow automation. I work with Givebutter, Top Producer, Wise Agent, SuiteDash, Bonsai, and Propertybase to help businesses manage leads, donors, clients, contracts, invoices, IDX, and automated workflows. I focus on creating organized, scalable systems that save time, improve productivity, streamline operations, and strengthen customer relationship management.
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ranchodominican
Vereinigte Staaten
A Recommendation for an incredible — Givebutter Integration Specialist When our nonprofit set out to integrate Givebutter into our website, we knew the technical side was only part of the challenge — we also needed someone who could think through the presentation and messaging with us, since much of...
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