
Danny
Level 2
CRM and AI Automation Specialist, Building Systems To Help You Work Smarter
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Arbeitserfahrung
Pipedrive CRM Manager
Pipedrive • Freiberufler
Oct 2023 - Jan 2026 • 2 yrs 3 mos
Set up and customized a CRM system for a real estate business. Configured sales pipelines, deal stages, and custom fields. Organized contacts, leads, and customer information. Set up tasks, activities, and follow-up processes. Created workflow automations to streamline daily processes. Customized the system to match the client’s sales and lead management workflow. Improved visibility and organization of leads, deals, and customer interactions.
Automation Expert
Upwork • Freiberufler
Jan 2025 - Sep 2025 • 8 mos
Designed and implemented automation solutions for a real estate business. Automated repetitive tasks and manual processes to improve efficiency. Connected business tools and platforms to streamline workflows. Set up automated lead management, follow-ups, and notifications. Built workflows to reduce manual data entry and improve organization. Customized automation processes around the client’s day-to-day operations. Helped improve response time, productivity, and overall workflow efficiency.
CRM Consultant
Fiverr • Freiberufler
May 2024 - Dec 2024 • 7 mos
Analyzed existing business processes and identified opportunities for automation. Built automated workflows to simplify lead management and client communication. Automated routine tasks, notifications, and follow-up activities. Integrated multiple business tools to create connected and efficient workflows. Streamlined data flow between different platforms and systems. Customized automation solutions based on the client’s business requirements. Reduced repetitive manual work and improved overall operational efficiency.
66 Bewertungen
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Zusammensetzung der Bewertung
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chad_wizard

Vereinigte Staaten
Excellent work! Daniel did an amazing job importing my contacts into lofty CRM. Everything was organized properly, the process was smooth and paid attention to details. He was responsive, completed the work exactly as requested. Highly recommended and i will place another order soon. Thanks
Antwort des Freelancers
jsvinicki

Vereinigte Staaten
Danny knows Pipedrive well. He is knowledgeable about the residential real estate industry, and implements various stages he knows will be necessary ahead of time. Excellent communicator, and a very kind person. Great work!
Antwort des Freelancers
mtcoleman

Vereinigte Staaten
Antwort des Freelancers

osaybee

Nigeria
Great experience working with this seller. Communication was clear throughout the project and everything was delivered exactly as agreed. The Pipedrive setup was clean, well-structured, and easy to understand. Highly recommended, and I’ll definitely work with him again.
Antwort des Freelancers
jaxibaxi

Dänemark
Working with this freelancer was an exceptionally positive experience from start to finish. From our very first interaction, it was clear that they brought a high level of professionalism, not only in how they communicated, but also in how they structured the work and respected timelines. Every message...
Antwort des Freelancers

