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Explorer
Fiverr Pro
Français
$
USD
Daniel Trey
@dan_estat55
CRM EXPERT
États-Unis
Anglais, Français, Allemand
À propos de moi
⭐⭐⭐⭐⭐ “Daniel transformed our workflow and automation systems. Everything runs smoother, faster, and with less manual work!”
Hi, I’m Daniel, a CRM & business automation specialist helping service and construction businesses streamline operations using JobTread, ServiceTitan, HubSpot, GoHighLevel, Zoho, Procore, Jobber, BookingKoala, Housecall Pro, Xero, QuickBooks, Zapier, Make.com, and more.
I specialize in CRM setup, workflow automation, integrations, invoicing, scheduling, lead management, and process optimization to save time, reduce errors, and keep your business running efficiently.
Compétences
Daniel Trey
hors ligne •
Voir mes services
Gestion de la relation client
I will jobtread bookingkoala hcp resimpli hubspot hvac servicetitan slack procore make
Gestion de la relation client
I will jobtread housecall proline servicetitan dripjobs houzz fieldedge comapanycam crm
Expérience professionnelle
CRM & Business Automation Specialist | Freelance
JJ Capital Investments
Apr 2023 - May 2026 • 3 yrs 1 mo
Set up and optimized CRM systems for service and construction businesses. Built automated workflows for leads, sales, scheduling, follow-ups, invoicing, and customer management. Integrated platforms using Make.com, Zapier, APIs, and webhooks. Worked with JobTread, ServiceTitan, HubSpot, GoHighLevel, Zoho, Procore, Jobber, BookingKoala, Housecall Pro, Xero, and QuickBooks. Troubleshot existing CRM systems and improved inefficient workflows. Created custom dashboards, pipelines, templates, notifications, and team workflows. Helped businesses reduce repetitive manual tasks, improve organization, and streamline day-to-day operations.
